RTX's Raytheon books $3.7bn Patriot interceptor deal for Ukraine, scales European output
German-funded GEM-T buy plus Dutch, Spanish and Romanian Patriot orders; new Schrobenhausen line ramps
Summary
Rtx's Raytheon signed a $3.7bn direct commercial sale on 14 April 2026 to deliver Patriot GEM-T interceptors to Ukraine, funded by Germany. A new GEM-T line in Schrobenhausen — run by COMLOG, a Raytheon–MBDA Deutschland joint venture — anchors supply-chain resilience and Ukrainian replenishment. The deal sits atop a wave of European Union Patriot orders: $627m to the Netherlands (April), $1.7bn for four Spanish fire units (December), $168m for Romania, plus a $441.6m urgent US GEM-T order ("Epic Fury") in Chambersburg, Pennsylvania. With Patriot the scarce asset against Russian and Iranian missiles, RTX is the bottleneck supplier for Europe's air-defence rebuild — see Patriot, Interceptor Stocks and Army adds $8.4bn to Lockheed's Precision Strike Missile contract.
By the numbers
- $3.7bn — German-funded GEM-T deal for Ukraine.
- $627m — Netherlands Patriot equipment order.
- $1.7bn — Spain, four Patriot fire units.
- $168m — Romania Patriot equipment.
- $441.6m — urgent US GEM-T order (Operation Epic Fury).
Why it matters
Interceptor supply, not launchers, is the binding constraint on European and Ukrainian air defence. RTX's European GEM-T line and stacked orders show demand outrunning capacity — and Germany paying to route US-origin interceptors to Kyiv.
What to watch
- Schrobenhausen/COMLOG output ramp and delivery timelines.
- Further European Patriot orders and waitlist length.
- US interceptor stock drawdown against Mideast and Ukraine demand.