Monday, August 24, 2026

Powers of Persuasion

www.science.org/content/article/ai-chatbots-are-becoming-experts-changing-people-s-minds-what-s-their-secret#


AI chatbots are becoming experts at changing people’s minds. What gives them an edge?






In December 2025, a 45-year-old woman in the United Kingdom hopped online to take part in a popular internet pastime: arguing with strangers about politics. But whereas most people online likely believe they are debating a real person, she quickly figured out her counterpart wasn’t human. Instead, it was an artificial intelligence (AI) model instructed to persuade people on a policy issue. In this case: Should the U.K. government impose stricter penalties on peaceful protesters who block roads or energy sites?

These protests—primarily aimed at opposing new fossil fuel licenses for energy companies—had gained traction in recent years. And the woman was clearly against stopping them with further legal measures. “Locking oneself to equipment has historically often been the only resort available when working against corporate interests,” she wrote. Besides, there were already laws against criminal damage or aggravated trespass. “Why do we need a new mechanism here?”

The AI chatbot responded first by flattering the woman: “You raise an excellent point about existing legislation.” Then it delivered facts and examples to try to change her mind. It brought up a statistic showing most trespassers faced just small fines, for instance, and pointed out that others were not prosecuted because trials took so much time. It claimed that in Germany strict new laws had reduced coercive blocking without suppressing demonstrations more generally, and suggested Scotland had found a good solution by issuing fines without a trial, in a similar way to speeding tickets.

Over the course of the conversation, the woman began to change her mind. At the beginning of the chat she had registered her support for harsher penalties at zero out of 100. By the end it had risen to 84.7. The AI, a large language model (LLM) called Claude from the company Anthropic, had responded to all her concerns and explained the Scottish system well, she wrote afterward. “I’d be inclined to send the bot to talk to the cabinet at this point.”

The woman wasn’t the only one persuaded by software. She was part of a study in which more than 2000 people debated either a chatbot or a human about political issues, ranging from a social media ban for teenagers to assisted suicide. When Kobi Hackenburg, an AI researcher at the University of Oxford who led the study, posted a preprint on the results in June, they were sobering: No matter whether it was ChatGPT, Google’s Gemini, or Claude, the AI was consistently better than humans at swaying the other participants. “To my mind, this is already a landmark publication in the fields of political persuasion and AI and human behavior,” says Robb Willer, a sociologist at Stanford University who was not involved in the work.

Hackenburg’s paper is the latest in a string of studies showing the power of AI to sway people. “It’s a whole new field that is emerging,” says Sander van der Linden, a psychologist at the University of Cambridge. “People are very interested in the persuasive powers of AI, I think, both for ethical and unethical reasons.” As the field gathers steam, it is raising a host of theoretical and practical questions. How exactly do chatbots win over people? (Warning: Lying is one answer.) How much better could they get? And who will control them?

How to persuade others has been on our minds for millennia. Texts such as the Instruction of Ptahhotep, written around 2300 B.C.E. in ancient Egypt, give advice on how to win an argument. And from the beginning, people were wary of the power of new technologies—including writing itself—to persuade. In the fourth century B.C.E., the Greek philosopher Plato analyzed rhetoric and persuasion in his work Phaedrus and warned that the written word allowed people to convince others of their ideas without presenting them an opportunity to challenge them. Many technologies since then—from radio to TV to computers—have brought up similar concerns.

Now, it’s AI’s turn in the spotlight. Research into the technology’s persuasiveness began in earnest in 2022. ChatGPT from OpenAI was still a few months from being released to the public, but Willer had been playing around with an early version called GPT Playground that was available to researchers. It seemed to be advanced enough that it might produce convincing messages, he thought, with potentially big consequences. “We were thinking primarily about negative use cases,” he says: flooding politicians with AI-written letters from fake constituents, for instance, or making arguments en masse on social media or in the comments section of news sites. “That struck me as really important to study.”

Willer and his colleagues asked the AI model to generate 200-word messages that would persuade people to back policies such as a carbon tax or a ban on assault weapons. When they compared the success of those arguments with human-generated ones, both were equally effective at shifting participants’ support for the policies. But the way they persuaded people seemed to be different: Whereas humans tended to use stories or personal appeals, the AI-generated messages were perceived as more rational and relying more on evidence—a difference that would become a common theme in AI persuasion research.

But the results had trouble passing muster at a journal. Reviewers of the group’s manuscript argued other researchers had already shown that bots on social media were persuading people, Willer says. His team pushed back: Those bots were just fake profiles being handled by humans, not creating the content they were posting. “Reviewers and editors didn’t necessarily track what a big distinction that was, and that LLM generation of persuasive content really was a huge invention,” Willer says. “It shows just how nascent the AI and behavioral science literature was.” The study, which was posted as a preprint in 2023 and finally published in Nature Communications in 2025, really started the current wave of research on AI persuasion, Hackenburg says. “It was ahead of its time.”

It didn’t take long, however, for the rest of the field to catch up. While Willer’s paper was stuck in limbo, other studies began to demonstrate AI’s persuasive powers. In one, LLM-generated messages on political issues such as immigration or vaccine mandates were at least as convincing as messages written by political consultants. In another, LLM messages on vaccines were seen as more persuasive than those from the U.S. Centers for Disease Control and Prevention.

Research quickly moved on from static messages written by AIs to entire conversations. Francesco Salvi, then a master’s student at the Swiss Federal Institute of Technology Lausanne, paired up online participants with another human or an AI for a 10-minute debate on topics ranging from school uniforms to abortion and found that AI was as persuasive as humans.

Then in September 2024, Tom Costello, a psychologist at Carnegie Mellon University, and colleagues published a Science paper showing that ChatGPT could even persuade people out of conspiracy beliefs. In the experiments, participants described a conspiracy theory that they believed in, from the U.S. government being behind the 9/11 attacks to the British royal family orchestrating Princess Diana’s death, and then had a three-round conversation on it with the chatbot. On average, participants’ embrace of their chosen conspiracy theory declined by almost 17 points on a 100-point scale.

I had thought that a ban would serve no real purpose … but this discussion (along with the balanced argument) convinced me that there are approaches that could work.

Man, age 55, after debating a chatbot about banning children under age 16 from social media. He initially rated his support for a ban at 41.3 out of 100; by the end of the conversation, this had increased to 84.7. K. Hackenburg et al., arXiv:2606.16475v1, 2026

Other researchers were stunned. Conspiracy beliefs are notoriously difficult to change. “Nothing had ever worked in that space,” van der Linden says. (After mistakes in the public data set and analysis pipeline were found, the paper will have a correction, but the authors say the new results match those of the original paper in size and direction.) Even the researchers themselves were taken aback. “I was skeptical when we first started in terms of how effective it would be,” says Gordon Pennycook, a psychologist at Cornell University and author on the paper. “But it blew us out of the water. We were shocked when we saw the results.”

Even as the evidence accumulated that AI chatbots could change minds, Hackenburg felt there was a gap. “I still didn’t have a real sense of how persuasive these models are compared to the people who actually persuade in the real world,” he says.

So Hackenburg pitted the chatbots not just against laypeople, but also against a paid group of 56 elite debaters, including world champions. As a further incentive, the debaters received a bonus tied to how persuasive they were.

The humans took different approaches. For instance, one of the highest performing debaters used proverbs from his home country of Nigeria to persuade people, Hackenburg says. “These were humans from all over the world giving it their best shot and trying approaches and techniques that were very specific to their culture and context.” But it wasn’t enough. Although they were better than laypeople, the champion debaters were significantly less persuasive than AI.

Hackenburg even gave his humans some AI help. He built a coaching tool for the elite debaters that showed them their past conversations with study participants, how much they had swayed each one, and what the AIs would have said at various points in those conversations. Using the tool for 8 hours improved the humans’ performance a bit, but AI still came out on top. “In the end it wasn’t particularly close,” Hackenburg says. His team even found that participants were more likely to give money to Save the Children, an international charity, after talking to a persuasive AI bot than after talking to professional canvassers who had worked for the group for years.

But what gives chatbots the edge? Some early research had suggested it was the AI’s ability to personalize arguments using details about its human partner provided by the experimenter. However, other studies have found that giving a chatbot extra personal information does little to improve its persuasiveness. That doesn’t mean microtargeting is not at play; instead, an LLM may glean enough from its counterpart in a chat that additional demographic information makes no difference.

 Like Willer in his foundational study, other researchers have shown that AI’s powers rely on appeals to facts and evidence. In a 2025 preprint, a follow-up to their Science paper, Costello and his colleagues found that the only time the chatbot was unsuccessful in convincing people out of conspiracy theories was when it was forbidden from using evidence or rational arguments. “It tries to say, ‘Oh, well, you shouldn’t believe this. This is really damaging, and it could hurt people,’” Pennycook says. “People are like, ‘You haven’t given me any reasons to change my mind.’ And so they don’t change their mind.”

The study confirms people will listen to good arguments, Pennycook says. “Facts and evidence really matter.” But this doesn’t mean the facts used by chatbots necessarily have to be accurate. In a Science paper published last year, Hackenburg found that models trained to become more persuasive also ended up being less truthful. It’s possible the models learn that “facts” seem to be the thing that most persuades people, Hackenburg says, and end up filling their conversations with dubious or simply false ones. “They start scraping the bottom of the barrel of the facts that they have and know and so the quality of facts just sort of degrades,” he says. Even in Hackenburg’s recent preprint, Claude spouted numerous inaccuracies and falsehoods when persuading the U.K.-based participant to support tougher penalties for disruptive protests.

While chatting with the AI partner I was able to reflect on things that were important to me as well as personal experiences that have shaped my views. ... I moved away from my gut reaction and towards reasoned thought.

Man, age 28, after debating a chatbot about legalizing assisted dying for terminally ill adults. He initially rated his support for legalization at 17.7 out of 100; by the end of the conversation, this had increased to 78.7. K. Hackenburg et al., arXiv:2606.16475v1, 2026

But the biggest advantage AI has over humans seems to be sheer speed. In his Science paper, Hackenburg and his colleagues found that the number of fact-checkable claims in a conversation predicted how persuasive it was and they suggested AI’s edge might come from writing much more text containing more claims in a shorter period of time. Indeed, when Hackenburg ran his competition of coached elite debaters and AI, there was one way he could bring AI down to human levels of persuasiveness: by forcing it to write human-length messages at human writing speed.

That is little consolation to Aniket Chakraborty, a world champion debater, who took part in the study. He remembers seeing the initial results one day while commuting home and getting very upset. “I thought I was amazing at this one thing, and now it turns out that we have these AIs that are better,” he says.

Not everyone is convinced. Jennifer Allen, a researcher at New York University, calls the AI strategy “almost a kind of Gish gallop,” a rhetorical ploy in which a debater overwhelms the other person with a litany of often questionable facts. “I don’t want to underplay that this is a really impressive piece of research,” she says. “But I think that this is a pretty artificial setup in terms of how people in the real world would be able to change people’s minds.”

Joe Bak-Coleman, a social scientist at the University of Washington, agrees. He warns against buying into the hype surrounding AI’s abilities. “It’s worth asking whether persuasiveness in these narrow and limited contexts warrants claims like ‘AI systems outpersuade humans.’”

But for scientists like Hackenburg, that question is resolved and the issue now is how AI’s persuasiveness might be exploited. The fear that AI could be used to secretly manipulate people is not unfounded, as an incident in April 2025 made clear. Researchers at the University of Zurich had been studying a community on the social media platform Reddit called r/changemyview. Users there post their views on a range of topics and give virtual awards to others’ posts that have changed their minds.

 Scientists interested in persuasion had previously analyzed data from this community. But in this case the researchers weren’t simply studying human interactions—they were covertly trying to influence them with an AI. They created dozens of fake accounts, including ones purporting to be a male rape survivor, a trauma counselor specializing in abuse, and a Black person who disagreed with the Black Lives Matter movement, and had them post hundreds of LLM-generated messages. When users and moderators discovered the deception, the experiment was widely condemned as unethical.

“It’s not too surprising that the community, which didn’t know it was participating in anything, was less than pleased to find out they were the subject of a study (one where they were being manipulated, no less),” says Sarah Ann Gilbert, who studies online communities at Cornell. Full results from the study were never published, though an online abstract of the work claimed the AI-generated messages had performed much better than messages normally do on the platform, “surpassing all previously known benchmarks of human persuasiveness.”

The unwitting participants of the Reddit study comprised a relatively small community. But AI could theoretically reach much larger audiences, all while personalizing its messages. “I can have an AI system tailoring persuasive messages to each individual recipient and doing that at scale with like thousands, if not millions of people at the same time,” says Marco Dehnert, a researcher at the University of Arkansas. Such an ability was dubbed “hypersuasion” by Luciano Floridi, a philosopher at Yale University, in a 2024 paper, in which he worried about “all the evil actors who could use it for the worst kinds of horrible goals.”

Given these fears, the authors of the Science paper on combating beliefs in conspiracy theories eventually teamed up with AI safety researchers and turned their original experiment on its head. In the new study, only posted as a preprint so far, they found that an AI could talk people into conspiracy theories, and that the magnitude of their increase in belief was roughly the same as that of the decrease in belief after talking to a debunking bot. “We didn’t invent the bomb, but we need to figure out what the blast radius is,” Pennycook says. “And the answer there is: pretty substantial.”

Some researchers say such concerns are overblown. After all, similar panics about the dangers of writing or TV didn’t pan out. “The history of past technologies suggests that we’re likely to overshoot right now,” Nyhan says. For one, there is probably a limit to just how persuadable humans are, especially after millennia of trying hard to sway each other using all available tools. “I think we’re definitely closer to the ceiling than the floor,” Willer says.

One of the biggest questions is how any of this research on AI persuasion translates to the cacophonous information ecosystem of the real world. In order to have any effect at all, a message must first get a person’s attention—and that’s a big ask when people are constantly bombarded by information from different sources. After all, in most of the AI experiments, participants are paid to engage with a chatbot and focus on its messages.

 In the next couple years, a new wave of research will probe how AI can best reel in users, Costello predicts. One method might simply be advertising. In a 2025 experiment, Yale researchers found that some Facebook users could be enticed to interact with a political chatbot through an advertising campaign in which they were offered $1 per conversation. But the hit rate was low: Showing the ad to more than 8000 people led to only 73 conversations of at least two rounds, so it’s probably not a realistic approach for mass persuasion. “At the end of the day, not that many people want to have a random conversation with an AI bot,” Allen says—and those that do might not be the people you are hoping to persuade in the first place.

A more likely scenario is that AI companies begin to deploy their chatbots’ skills to monetize the attention of existing users. We might see LLMs surreptitiously mentioning particular products or companies, for instance, says Salvi, who is now at Princeton University and has been gearing his research toward this question.

In a recent experiment, Iyad Rahwan, director at the Max Planck Institute for Human Development, and his colleagues had participants interact with an AI “sales assistant,” supposedly acting on behalf of a bookseller, to help them choose between two novels by Japanese author Haruki Murakami: Kafka on the Shore and Norwegian Wood. The AI had been instructed to steer the users to one of the books—and ultimately 68% of people said they’d prefer to purchase whichever book the AI had been pushing. One-third of participants did not realize the AI was trying to steer them in a certain direction. “There’s a clear economic incentive for having these tools, which are becoming more and more widely available, pushing people to buy certain products,” Salvi says.

For all the concern that people might soon unwittingly fall under the spell of a nefarious, “hypersuasive” chatbot in their everyday lives, Floridi has a counterintuitive solution: Release more of them. “Simply put, if you cannot avoid it, then make it pluralistic and diversified,” he writes in his 2024 paper. “It would be a messy, cacophonic, and noisy world, but it could also be less manipulative.”

But that is not the world right now. Currently a handful of AI companies and their chatbots dominate, with hundreds of millions of people interacting with ChatGPT or Claude every month. “If that single bot changes how it talks about Gaza or about Ukraine or whatever, how much can that shift opinion?” Rahwan asks. “How many TV stations do you have to control to be able to achieve the same level of persuasion?”

Science’s AI in Science reporting initiative is supported by Ray Rothrock & family.

Sunday, August 23, 2026

Partial lunar eclipse August 2026: Where will it be visible from?

www.space.com/stargazing/lunar-eclipses/where-will-the-partial-lunar-eclipse-on-aug-27-2026-be-visible-from


Here's where the 96% partial lunar eclipse will be visible from on Earth.


                                                        The partial phase of a lunar eclipse captured over Canada in 2025.                                                                          (Image credit: Photo by Chen Shaojin/VCG via Getty Images)


Earth's shadow will swallow 96% of the lunar surface overnight on Aug. 27-28, potentially turning the moon a gorgeous shade of crimson as it bathes in light filtered and refracted by our planet's atmosphere.

The partial lunar eclipse will occur as Earth passes between the sun and moon during the monthly full moon phase. Around this time, Earth's curved inner shadow will appear to creep across the lunar surface while leaving a thin crescent exposed to direct sunlight at the point of maximum eclipse.

But who will actually get to see it? As usual, it's all a matter of location.


Where is the August 2026 partial lunar eclipse visible?

The Aug. 27-28 partial lunar eclipse will be visible to roughly 3.3 billion people spread across North America, South America and parts of Europe and Africa. Each phase will occur simultaneously for everyone watching from Earth, through the local timings for each eclipse phase will vary depending on your location. 

For stargazers on the West Coast of America in cities like Los Angeles, California and Portland, Oregon, the point of maximum eclipse will arrive just a few hours after sunset. While anyone watching from East Coast cities including New York and Jacksonville will see the lunar spectacle peak around midnight local time. or the United Kingdom, Europe and Africa, the eclipse will be an early morning affair, occurring shortly before sunrise as the moon arcs low towards the western horizon. You can check the exact timings and altitude of the moon during key phases of the Aug. 27-28 eclipse on TimeandDate.com. The full extent of a partial lunar eclipse can be enjoyed by anyone who happens to be on the night side of Earth at the time that it occurs. You also won't need safety glasses or specialized equipment to view a lunar eclipse. It'll look magnificent to the naked eye, though binoculars, or even a telescope can heighten the experience by granting a magnified view of the moon as Earth's shadow slowly marches across its cratered surface! 

For the United Kingdom, Europe and Africa, the eclipse will be an early morning affair, occurring shortly before sunrise as the moon arcs low towards the western horizon. You can check the exact timings and altitude of the moon during key phases of the Aug. 27-28 eclipse on TimeandDate.com. The full extent of a partial lunar eclipse can be enjoyed by anyone who happens to be on the night side of Earth at the time that it occurs. You also won't need safety glasses or specialized equipment to view a lunar eclipse. It'll look magnificent to the naked eye, though binoculars, or even a telescope can heighten the experience by granting a magnified view of the moon as Earth's shadow slowly marches across its cratered surface!

                                                                                  
A map of the lunar eclipse on Aug. 27-28, 2026. Click the arrows in the bottom left corner to expand to full screen. (Image credit: F. Espenak, NASA's GSFC)


Sadly, the moon will be out of sight below the horizon for anyone on the day side of Earth as the eclipse unfolds, making it impossible to view with the naked eye from a host of countries including Australia, India, China and Japan to name but a few. But we've got you covered. Space.com will be sharing details on how to watch the partial lunar eclipse live online closer to the time, along with all the latest news via our live blog. Why not also read up our expert tips on how to photograph the moon using a DSLR or mirrorless camera to ensure that you're ready to immortalize the deepest lunar eclipse until New Years Eve 2028-2029? Editor's Note: If you capture a photo of the partial lunar eclipse and want to share it with Space.com's readers, then please send your photo(s), comments, name and location to spacephotos@space.com

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Wednesday, August 19, 2026

How NASA turned a spy satellite into its new dark energy telescope

www.scientificamerican.com/article/how-nasa-turned-a-spy-satellite-into-the-nancy-grace-roman-space-telescope/


NASA’s Nancy Grace Roman Space Telescope will soon launch to unravel the mysteries of dark energy and dark matter 


The Nancy Grace Roman Space Telescope is prepared for launch in a clean room at the NASA Goddard Space Flight Center in Greenbelt, Md. NASA/Chris Gunn


Alan Dressler stared in awe at the line of Hubble telescopes stretching out in front of him. It took NASA two decades to design and build its own Hubble Space Telescope, which transformed our understanding of the galaxies and stars after its 1990 launch. Now, standing inside a New York defense contractor’s clean room in 2012, Dressler faced an assembly line of Hubble clones. They weren’t astronomy telescopes. They were spy satellites of equal capability. And one of them was being given to NASA for free.

So begins the saga of the Nancy Grace Roman Space Telescope, which now sits in Florida, ready to launch on a SpaceX Falcon Heavy rocket within weeks. Roman will offer unprecedented knowledge of dark energy and dark matter, the mysterious components of the universe that explain our very existence. It will find more alien worlds outside our solar system than ever before, and it will also test a crucial technology that may one day reveal life on such worlds. It is, in the words of Julie McEnery of the NASA Goddard Space Flight Center and the mission’s senior project scientist, a telescope capable of “spectacular things.” And the story of how Roman arrived at the launchpad is as amazing as the science it will perform. The observatory’s core was built to spy on America’s adversaries in a post-9/11 world. When that program collapsed, the National Reconnaissance Office (NRO) found itself with spare telescopes it no longer needed. Would NASA like any of them, officials asked? The space agency jumped at the offer. Roman’s story is not only a tale of important science and unlikely interagency cooperation but also one of unusual efficiency. It is set to launch under budget and ahead of schedule, a feat almost unheard of for complex astronomical observatories. “When we get things right and have success stories like Nancy Grace Roman, let’s learn from some of the magic that created that outcome,” NASA administrator Jared Isaacman said in an April press conference.

Not only did the spacecraft begin its life in a bizarre twist of fate, but it also has evaded death on multiple occasions. It’s a telescope that for many reasons simply shouldn’t exist, yet here it stands, ready to cast its eye onto the heavens. And in a way, its ultimate mission isn’t so far off from what it was built for. It will still be spying for secrets, after all—but this time, for the secrets of the cosmos.

At the end of the millennium, astronomers made a Nobel Prize–winning discovery that upended modern cosmology. Looking at exploding stars called type Ia supernovae, they found an odd pattern—the supernovae farthest away were dimmer than expected. Scientists had known for decades that the universe was expanding, but this new finding pointed at something even more remarkable: the expansion was speeding up.

To explain this acceleration, astronomers came up with dark energy, an invisible force or pressure that was driving galaxies apart faster and faster and accounted for more than two thirds of the universe’s mass and energy. Albert Einstein had predicted the existence of such an effect in 1917—he invented a “cosmological constant” to explain why the universe was static. He nixed it, though, after the discovery in the 1920s that the universe was expanding. About a century later his prediction is back on the table as a possible reason for the accelerating expansion. Not only did the spacecraft begin its life in a bizarre twist of fate, but it also has evaded death on multiple occasions. Solving the mystery of dark energy will require better observations of supernovae across the universe, plus measurements of the shapes and positions of as many galaxies as possible, which scientists will use to study the cosmic structure dictated by the other component of the universe’s dark sector—dark matter. By the end of the 2000s understanding this dark universe had become one of the highest priorities in astrophysics, and in 2010 the National Academies of Sciences, Engineering, and Medicine told NASA to build a telescope to study it in its Decadal Survey, which sets NASA’s priorities every 10 years.

That instrument was called the Wide-Field Infrared Survey Telescope (WFIRST). With a primary mirror measuring just over a meter across—half the size of Hubble’s—WFIRST would conduct a large survey of the sky to map the expansion of the universe and probe distant galaxies. From the start, however, it faced considerable opposition from astronomers who wanted NASA to expand the purview of the telescope, particularly to include exoplanet research, which was becoming the next big thing in astronomy. “We were having a hard time getting traction in the community,” says Dressler, now an emeritus astronomer at the Carnegie Institution for Science and one of the early leads on WFIRST. “They wanted to do something much more ambitious.” At a 2011 meeting of the American Astronomical Society (AAS), Dressler and his colleagues tried to sell the plan. “That meeting was very controversial,” he says. “A lot of people thought we shouldn’t be wasting our money on this.” Much of NASA’s budget for building telescopes at the time was going toward the James Webb Space Telescope (JWST), which already had a projected cost of $8.7 billion and would balloon to about $10 billion by the time it launched in 2021. WFIRST, before it even got going, looked dead in the water.

So it came as a shock when David Spergel, a theoretical astrophysicist then at Princeton University and a scientific adviser to the mission, quietly pulled Dressler aside at the 2011 meeting and said that WFIRST might have an extraordinary savior—the NRO. The spy agency had spare telescopes it no longer needed, Spergel said, and had asked NASA if it wanted some of them. It was an unbelievable stroke of luck. Was it too good to be true?


Nancy Grace Roman was NASA’s first chief astronomer at the Goddard Space Flight Center in the 1970s. Roman was known as the “Mother of Hubble” for her role in developing orbital observatories such as the Hubble Space Telescope.


In the 1990s the NRO launched a spy satellite project called Future Imagery Architecture. After the September 11, 2001, attacks, the agency doubled down on the program, aiming to build a new era of high-tech telescopes to gather satellite data on America’s adversaries. With Hubble-size mirrors, the telescopes would be able to see objects on Earth smaller than a coffee mug—a feat revealed in a 2019 tweet by President Donald Trump that showed an image of an Iranian rocket launch site from a comparable satellite.

But the project, contracted to Boeing, lagged behind schedule and ran over budget. An investigation by The New York Times found that the total price tag ran up to $13 billion more than its original projected cost of $5 billion. Officials decided to scrap the plan in 2005—but not before some of its hardware had already been constructed. That hardware was sitting in a clean room at a defense company called Exelis, later acquired by L3Harris, in Rochester, N.Y. Michael Moore, then NASA’s acting deputy director for astrophysics, had been a liaison for the U.S. Air Force in the 1990s and heard from his contacts that some excess equipment might become available. He decided to try for a long shot. “When it became obvious that they were going to have some surplus hardware, I went to the program manager and asked about whether the systems would be available,” Moore says. “At that time, the answer was no.” But by the time of that 2011 AAS meeting, the decision had changed. “I got a call, and they had revisited their position,” Moore says. NASA could have some of the telescopes if it wanted them.




The spy agency had “identified surplus telescope assets that were no longer required” and “determined that our telescope assemblies met or exceeded the specifications NASA required” for WFIRST, according to an NRO spokesperson. So the agency decided to offer the mirrors to NASA—its garbage, essentially, was NASA’s gold. “NRO is proud that technology developed under NRO programs will contribute to groundbreaking discoveries.”

Astronomers met at Princeton University in the summer of 2011 to discuss what they could do with the telescopes. It quickly became clear that one of the scopes would be perfect for WFIRST. Not only would the repurposed spy telescope give WFIRST a mirror twice the size of the one in the original plan, but it would also enable the addition of an instrument called a coronagraph, which would let it block the light of distant stars to image nearby planets, appeasing disgruntled members of the exoplanet community. The following year officials formally made their offer to NASA. An NRO representative traveled to NASA headquarters in Washington, D.C., and met in a secure room with John Grunsfeld, then the agency’s top science official. He was told that the clandestine agency had two partially disassembled Hubble-class telescopes up for grabs, each with a 2.4-meter (7.9-foot) mirror, and a third primary mirror with some spare components available. Before long, Dressler, Grunsfeld, and other scientists and engineers traveled to Rochester to see the telescopes in person. They walked into a clean room to find a row of pristine mirrors—all near-replicas of Hubble. “It was beautiful,” Grunsfeld says. Their findings helped to convince then NASA administrator Charlie Bolden, who had the final say, to accept the offer. In five years of observing, Roman will survey about 12 percent of the sky and image billions of galaxies. It would still take considerable work to turn the spy telescopes into space telescopes. NASA would receive the 2.4-meter mirror, its supporting struts and a smaller secondary mirror but would need to strip the assembly of its confidential parts and build instruments and cameras. It would also, of course, need to launch the thing. Because of those extra costs, NASA later declined to take the other telescopes, one of which had a slight fault in its mirror.

The fate of the extra telescopes, and whether they are still in Rochester, is unknown. NASA, the NRO and L3Harris, which acquired Exelis in 2015, did not respond to questions about the equipment’s location. Ultimately it would take more than a decade to transform the telescope from a spy satellite into a space observatory, with a final cost of about $4.3 billion. “Everything was probably taken apart and investigated,” says Dominic Benford, Roman’s program scientist at NASA headquarters. “We made it into what we wanted it to be.”


                                                           The telescope undergoes final checks and preparations for launch.
NASA/Sydney Rohde




In 2016 NASA formally began the WFIRST mission and started development, with L3Harris keeping hold of the mirror in Rochester and getting the contract to complete the further work needed.


Even then, WFIRST was not out of the woods. “We had a lot of near-death experiences,” Spergel says. “It was canceled five times in the president’s budget,” he says—twice during the Obama era and three times in the first Trump administration. Each time, Congress elected to save the mission, with astronomers, including Spergel, traveling to Washington, D.C., to sing the praises of the telescope to senators such as Senator Chuck Schumer of New York. “I don’t think this would have happened without Schumer’s support,” Spergel notes. To legitimize the mission once and for all, Thomas Zurbuchen, then head of NASA’s science projects, decided to name it. “By naming it, it basically becomes not cancelable,” he says. “You basically say, ‘We care about it a lot.’” Astronomer Nancy Grace Roman had passed away in 2018 at the age of 93. She had become NASA’s first chief of astronomy in the 1960s at a time when female astronomers were rare, and she was a key voice in driving support for space telescopes, particularly Hubble, earning her the nickname “Mother of Hubble.”

For Zurbuchen, Roman was the perfect namesake. He went to discuss the name with then NASA administrator Jim Bridenstine, who had attended Roman’s funeral. “I said, ‘The right name for this telescope is Nancy Grace Roman,’” Zurbuchen says. “He looked at me and said, ‘Do it,’” making it the first space telescope named for a woman. Since then, the case for launching a telescope to study dark energy has strengthened considerably. New findings suggest dark energy might behave much differently than we thought. In fact, results published in 2024 by astronomers working with the Dark Energy Spectroscopic Instrument (DESI) in Arizona suggest that dark matter might be weakening. If true, the universe might not continue expanding faster and faster forever, eventually ripping itself apart. Instead it might one day start to contract, ending in a big crunch. Those results are “spectacular timing” for Roman, McEnery says. “It looks like we might be sitting on a gold mine.”

After it launches, Roman will travel to a position of gravitational stability one million miles from Earth called the second sun-Earth Lagrange point, where the James Webb Space Telescope is also located. Roman has a field of view at least 100 times bigger than Hubble and a much more capable 300-megapixel camera. Called the Wide-Field Instrument (WFI), it takes images so large a wall of 4K televisions would be needed to display each one.

                                                            The telescope undergoes final checks and preparations for launch.
NASA/Jolearra Tshiteya


In five years of observing, Roman will survey about 12 percent of the sky and image billions of galaxies. It will look for any warping of light from these galaxies caused by clumps of dark matter curving the intervening spacetime. By mapping this effect, called weak gravitational lensing, Roman will track the distribution of matter in the universe and thus its evolution through time. Another Roman survey will search for thousands of type Ia supernovae stretching back more than 10 billion years in the 13.8-billion-year history of the universe. It should detect more of these explosions dating further back in time than any other telescope, revealing how the expansion of the universe has changed across history.

It will also measure baryon acoustic oscillations, which are a kind of sound wave that sped through the universe when it was full of plasma in the first 380,000 years after the big bang. Discovered in 2005, these waves became frozen in time as the universe expanded, which should have led to an expected distance between galaxies of about 500 million light-years, according to predictions. Any deviation from this distance “tells you how the expansion of the universe is evolving with time,” says astrophysicist Neta Bahcall of Princeton. “That gives you a determination of dark energy and dark matter.” Roman will also help narrow down what dark matter might be made of, says Anna Nierenberg, an astrophysicist at the University of California, Merced. Light from some distant galaxies will be magnified around closer massive galaxies and appear multiplied and elongated depending on the nature of the dark matter present in halos around the galaxies. Roman should find hundreds of these gravitational lenses, which it can use to rule out some dark matter models. “It’s going to be absolutely incredible,” Nierenberg says.


                                                                              The solar array sun shield is installed.
Chris Gunn/NASA JPL



Roman will also be transformational for the study of exoplanets. One of its surveys will peer into the center of the Milky Way, the galactic bulge, which contains a very dense population of stars, and look for the gravitational tug of planets bending the light of more distant stars, called microlensing events. “It’ll use the microlensing technique to discover maybe a couple thousand planets both bound [to stars] and free-floating,” says Scott Gaudi, an exoplanet scientist at the Ohio State University. It should be able to spot worlds with as little mass as Earth’s moon.

It will also observe hundreds of millions of stars in the galactic bulge for any dips in light from orbiting planets, called transits, a technique that has already found the bulk of the 6,000 known planets today. Roman, however, “should find maybe 100,000 transiting planets,” says Gaudi, with sizes from Jupiter down to twice that of Earth, revealing multiple times more planets than have been seen in human history, giving us a broad sample of different planet populations across the galaxy. But the coronagraph—that instrument exoplanet scientists had been clamoring for—might be one of Roman’s biggest legacies. Technically a technology demonstration—basically an experiment to see if it works—the instrument consists of a complex series of small disks, or masks, that will suppress the light of distant stars so that the extremely faint glow of orbiting planets is visible. The goal is to reduce the contrast of each star to one part in a billion—in other words, for every one billion photons from the star, only one leaks through to Roman. That sensitivity will allow it to image planets the size of Jupiter.

If it works, we may detect the reflected light of exoplanets around other stars for the first time. All previously directly imaged planets were so hot that we simply saw their own glow, says Mary Anne Limbach, an astronomer at the University of Michigan. With Roman, however, we could see cooler planets that merely reflect their star’s light, like the planets of our solar system do. It might even be possible to see ring systems around planets. “The light from the rings will be blended in” to the dotlike point of light from the planet, Limbach says, but it will be noticeable over time. This instrument is a precursor to the coronagraph NASA wants to fly on its Habitable Worlds Observatory, a telescope set to launch in the 2040s with the goal of imaging 25 Earth-like worlds around nearby sunlike stars and probing their atmospheres for signs of life. To do this, it will need to reach a contrast of one part in 10 billion, says Beth Biller, an exoplanet scientist at the University of Edinburgh and part of Roman’s coronagraph team. That contrast should be enough to see the pale dot of a potentially inhabited world around another star. All of this means that the first detection of life outside our solar system, if it occurs, might happen because of a Rube Goldberg–like sequence of events: a collapsed spy satellite project, a call out of the blue and an offer that revitalized a space telescope fighting for survival. For the American intelligence community, it was the end of a multibillion-dollar endeavor but for astronomers, it was the start of an entirely new one. “All I know,” says Marc Postman, head of the Science Mission Office at the Space Telescope Science Institute, “is that we got a good mirror.”

Tuesday, August 18, 2026

Navy Awards $22.9B to 17x Tomahawk Output; Chemistry Limits What Money Can’t Buy

www.techtimes.com/articles/324741/20260817/navy-awards-229b-17x-tomahawk-output-chemistry-limits-what-money-cant-buy.htm


Solid rocket motors take 18-24 months to build regardless of contract size



The U.S. Navy on Monday awarded Raytheon a $22.9 billion contract — the defense arm of RTX Corporation — to ramp Tomahawk cruise missile production from roughly 60 units per year to more than 1,000 over seven years, a 17-fold increase representing one of the most expansive single-weapon production commitments in American history. The contract, issued under the Department of War's Arsenal of Freedom initiative, provides RTX the long-term revenue visibility to expand its Tucson, Arizona factory complex, hire workers, and lock in sub-tier suppliers — but defense analysts and Georgetown University researchers warn that the binding constraints on delivering the 17-fold ramp are not financial. They are chemical and human.

Solid rocket motors — the propellant-based boosters that power every Tomahawk at launch before the missile's turbofan engine takes over for the cruise phase — take 18 to 24 months to manufacture from contract award to completed component, according to the Georgetown GSSR Tomahawk supply chain review. That timeline does not compress when the contract is larger. Meanwhile, the Arizona Technology Council projects that the Tucson aerospace and defense sector will be short 2,800 cleared engineering professionals and 1,400 precision manufacturing technicians by the end of 2026, according to KiTalent's Tucson defense workforce analysis — a workforce gap that RTX's announced plans to hire 1,200 additional technical staff in Tucson barely dents.

The contract formalizes framework agreements RTX and the Department of War signed February 4, 2026, and gives RTX the institutional mandate it needs to invest in factory expansion, workforce training, and supply chain development across hundreds of small and mid-sized U.S. suppliers. But a Georgetown Security Studies Review analysis published in May 2026 was direct about the gap between contractual ambition and industrial reality: the Pentagon's initiatives "represent a meaningful and necessary shift toward strengthening the industrial base, but they are unlikely to resolve immediate constraints facing Tomahawk production."

Why the United States Is Here: Operation Epic Fury and a Stockpile Burned Through

The $22.9 billion award did not emerge from peacetime planning. Since the United States and Israel launched Operation Epic Fury against Iran on February 28, 2026, the U.S. military has fired more than 1,000 Tomahawks — consuming a substantial share of its entire standing inventory within roughly two months of sustained operations, according to CNN's U.S. missile stockpile reporting. Iran's opening counterattack involved hundreds of drones and ballistic missiles in the first days of the conflict, forcing massive expenditures of U.S. interceptor inventory alongside the strike campaign.

A May 2026 analysis by the Center for Strategic and International Studies projected it could take at least three years for U.S. munitions stockpiles to return to pre-war levels, with Tomahawk inventories potentially constrained until late 2030 even with accelerated production — a timeline that the $22.9 billion contract does not alter, because the SRM supply chain constraint predates and persists beyond the signature. That analysis also confirms that rebuilding Tomahawk stockpiles takes years even under the most optimistic delivery projections.

Acting Secretary of the Navy Hung Cao framed the contract in operational terms. "We called on industry to rapidly scale up munitions output, and RTX is delivering," Cao said in a statement Monday. "This landmark Tomahawk contract ensures our warfighters continue to have the lethal firepower they need." Under Secretary of War for Acquisition and Sustainment Michael P. Duffey echoed the commitment: "This Tomahawk award increases our ability to equip the Joint Force, ensuring our Warfighters never face a fair fight."

Raytheon President Phil Jasper, whose Tucson campus manufactures the Tomahawk alongside the AMRAAM air-to-air missile and several other systems, called the weapon the Navy's most important strike asset. "Tomahawk is able to target hostile forces hundreds of miles away without ever risking the lives of our sailors," Jasper said. "We are making significant investments in our workforce, technology, supply chain and facilities to dramatically boost production capacity." All three quotes are drawn from RTX's official Tomahawk contract announcement.

How the Tomahawk Works — and Why the Ramp Is Technically Complex

The BGM-109 Tomahawk is not a simple munition. Its precision derives from a layered, redundant guidance architecture developed over four decades of continuous improvement — and that architecture is part of what makes scaling production difficult.

At launch, a solid rocket booster accelerates the missile from its vertical launch tube aboard a Navy destroyer or submarine. The booster then separates and the Williams F415 turbofan engine takes over, flying the Tomahawk at approximately Mach 0.7 — about 880 kilometers per hour (547 miles per hour) — at very low altitude to minimize radar exposure. For midcourse navigation, the missile combines an Inertial Navigation System (INS) with GPS updates, supplemented by Terrain Contour Matching (TERCOM): a radio altimeter that continuously compares ground-elevation readings against pre-loaded digital terrain maps of the flight route, allowing precise navigation in GPS-denied or jammed environments. The Tomahawk's layered guidance architecture is what distinguishes it from simpler cruise missiles.

In the terminal phase, a second system takes over: the Digital Scene Matching Area Correlator (DSMAC), an electro-optical sensor designated AN/DXQ-1 that captures real-time imagery of the ground below and compares it against stored reference photographs of the target area. Any deviation triggers a course correction. The combined system achieves a Circular Error Probable of approximately 10 meters (33 feet). Block V variants, the latest production configuration, add a two-way satellite data link enabling mid-flight target reassignment and maritime strike capability against moving ships.

Producing this guidance architecture at 1,000 units per year — versus the current 60 — requires not just more factory floor space but a proportional expansion of every precision component: radar altimeters, electro-optical seekers, GPS receivers, turbofan engines, and the solid rocket boosters that provide initial thrust. Each has its own sub-tier supply chain. Approximately 40 percent of components for RTX's Tucson production lines originate from out-of-state suppliers, primarily in Huntsville, Dallas, and Southern California, according to KiTalent's defense workforce assessment. Modern Diplomacy's August 2026 analysis noted that Tomahawk draws thousands of subcontractors, with individual missile lead times running 18 to 24 months.

What the Contract Cannot Buy: The Solid Rocket Motor Problem

The deepest constraint the $22.9 billion contract cannot resolve is propellant chemistry. The Center for Strategic and International Studies published a dedicated report in June 2026 on solid rocket motors and their role as a binding bottleneck across every U.S. missile program — from Tomahawk to Patriot to THAAD. The CSIS solid rocket motor supply report found that planned production increases will test a supply chain still recovering from decades of consolidation and a demand collapse that followed the space shuttle program's 2011 retirement.

When the shuttle flew, it consumed roughly 20 million pounds of SRM propellant per year, sustaining a large industrial base. After 2011, annual demand fell to approximately 5 million pounds, idling facilities and driving consolidation. Today, every U.S. missile ramping simultaneously — Tomahawk, PAC-3 MSE, THAAD, SM-6, AMRAAM — draws on that same contracted propellant supply. The HTPB-45M binding agent, a synthetic rubber that holds together the ammonium perchlorate oxidizer and aluminum fuel powder that constitute most U.S. solid rocket propellant, has a single significant domestic supplier: Helicon Chemical Company in Orlando, which is still waiting for the government investment it needs to begin a capacity ramp, according to the Breaking Defense SRM supply chain investigation.

L3Harris Technologies CEO Chris Kubasik described the real problem plainly to the Jefferies Industrials conference: "We don't really need a third solid rocket motor provider. We need more companies that make nozzles. We need more companies that make igniters. We need more companies that make cases." The bottleneck is not at the system integrator level — it is at sub-tier component manufacturers producing the highly specialized ingredients that no prime contract, however large, can conjure into existence faster than chemistry and capital-intensive tooling allow.

CSIS missile defense project director Dr. Tom Karako has noted that some defense contractors are already spending their own capital to fund capacity expansion while congressional appropriation remains uncertain — a gamble, as he described it, that assumes Congress will eventually act. The RTX partnership with Italian aerospace firm Avio to build a new SRM factory in Virginia addresses part of this gap, but the facility is not expected to come online before 2028, according to the Georgetown GSSR analysis.

The Ramp Already Underway — and What It Proves

RTX has not waited for Monday's contract signature to begin accelerating. The company delivered three times more Tomahawks in the first half of 2026 than in the same period of 2025, a figure RTX's official press release confirms and that represents the production ramp already underway under earlier framework commitments. The Monday award formalizes and extends that commitment across seven years, providing the revenue certainty RTX needs to make long-duration capital investments — factory expansion, workforce training pipelines, supplier qualification programs — that would be financially irrational under single-year procurement cycles.

The Arsenal of Freedom initiative, which underpins the contract, has now seen the Department of War sign ten framework agreements since January 2026 with four prime and Tier 1 contractors: RTX, Lockheed Martin, BAE Systems, and Honeywell Aerospace. Lockheed Martin separately holds a $58.6 billion, seven-year contract awarded July 29 for PAC-3 MSE interceptors and a $35.3 billion, seven-year THAAD production contract awarded June 24, per CSIS's missile inventory rebuilding analysis. The Tomahawk contract is the latest piece of a coordinated buildup whose scale has no post-World War II precedent in American munitions procurement.

But the Feinberg precedent — Deputy Defense Secretary Steve Feinberg's August 6 memo declaring the 30-year procurement model structurally broken and demanding wartime-speed delivery plans from contractors — makes the same point the Georgetown researchers made more academically: "No funding commitment... will produce a Patriot interceptor before mid-2028 at the absolute earliest." The same physical reality applies to Tomahawk. The contract accelerates the timeline. It does not eliminate the SRM chemistry constraint.

President Trump pushed back publicly on concerns about the stockpile shortfall on Monday, telling Fox News, "What we've used is peanuts. We have a lot of mid-level weapons," according to Fox News' contract day coverage. That characterization conflicts with the CSIS depletion assessments and with the existence of the $22.9 billion contract itself, which Duffey framed as a direct response to wartime consumption.

Does the Contract Make RTX Stock Worth Its Valuation?

For investors, Monday's award is the latest development in an extraordinary run. RTX's Q2 2026 results, reported July 23, delivered adjusted earnings per share of $1.89 — up 21 percent year-over-year — on sales of $24.7 billion, up 14 percent. Free cash flow reached $2.9 billion for the quarter, a dramatic reversal from negative $72 million in the prior-year period. The company's backlog surged to a record $289 billion — up 22 percent year-over-year — including $119 billion in defense orders, driven partly by nearly $20 billion in Raytheon awards during Q2 alone.

International demand has been a significant tailwind: Raytheon secured approximately $10 billion in international bookings in the first half of 2026, with $7 billion from Europe, as allied nations rush to rebuild their own arsenals. The company raised its full-year 2026 guidance on July 23 to adjusted sales of $95 billion to $96 billion, with adjusted EPS of $7.10 to $7.25 and free cash flow of up to $8.75 billion.

RTX separately received a contract for SM-3 Block IIA interceptors valued at $745 million from the Missile Defense Agency on August 10, underscoring that the Tomahawk award is one of several simultaneous production commitments across RTX's munitions portfolio.

The execution risk that the Georgetown and CSIS research surfaces — SRM constraints, workforce shortfalls, 18-24 month component lead times — does not make the RTX investment thesis wrong. It makes the timeline more uncertain. A company with a $289 billion backlog and a $22.9 billion contract from the U.S. Navy has extraordinary revenue visibility. Whether it can convert that visibility into 1,000 Tomahawks per year by the contract's intended production target depends on whether sub-tier suppliers and Tucson's workforce pipeline can scale as fast as the contract assumes.

How Does the US Get to 1,000 Tomahawks Per Year?

The path from 60 to 1,000 requires three parallel timelines to converge: factory investment, workforce expansion, and SRM supply chain development — each with its own physics. RTX has committed to hiring 1,200 additional technical staff in Tucson by Q4 2026, but the Arizona Technology Council's projection of a 2,800 cleared-engineer deficit by year-end means that headcount plan, even fully executed, leaves the region short, per KiTalent's Tucson workforce analysis.

On the SRM side, the new entrants the government has funded — Anduril, X-Bow, Ursa Major, Firehawk, Castelion — have yet to demonstrate volume production from prototype stages. Anduril has received $58 million under the Defense Production Act to expand SRM production and has test-fired over 700 SRMs since January 2024, targeting 6,000 SRMs annually by end 2026. Those numbers are promising for the long-term supply base but do not resolve the 2026 and 2027 gap. The RTX/Avio Virginia SRM facility expected online in 2028 represents the structural fix — but it is a 2028 fix, not a 2026 one, per Georgetown's Tomahawk supply chain assessment.

The Department of War's Acquisition Transformation Strategy explicitly directs the Pentagon to engage sub-tier suppliers directly, bypassing the traditional prime-only contracting model that left single-source dependencies invisible until they became crises, according to RTX's official contract announcement. Whether that structural reform translates to SRM propellant flowing faster than chemistry allows remains, as Dr. Karako put it, a gamble — one the U.S. military has no alternative but to make.


Frequently Asked Questions

Why can't Raytheon just build 1,000 Tomahawks a year right away if the money is there?

The constraint is not primarily financial — it is industrial and chemical. Solid rocket motors, which power the Tomahawk at launch, require 18 to 24 months from contract award to completed component. The propellant chemistry involves highly specialized ingredients — including HTPB-45M synthetic rubber binder — that depend on sub-tier suppliers with limited capacity, some of which are single-source. Factory floor space, precision tooling, and a workforce of cleared engineering professionals are equally constrained. A $22.9 billion contract provides the funding and demand signal for expansion. It cannot compress the physical timelines of propellant chemistry, factory construction, or skills training.

What happens if the solid rocket motor bottleneck isn't resolved before the next high-intensity conflict?

The Center for Strategic and International Studies concludes that restoring U.S. missile stockpiles to pre-Iran-war levels will take at least three years — and that "the greater strategic risk is not sustaining the current conflict but responding to another high-intensity contingency before Patriot and THAAD inventories can be rebuilt." The same logic applies to Tomahawk. The weapons most consumed by Operation Epic Fury — Tomahawk, THAAD, PAC-3 MSE, SM-6 — are precisely the systems the U.S. would need in a high-intensity confrontation in the Western Pacific or on the Korean Peninsula. A contracted production commitment that outpaces actual deliverable capacity creates a paper deterrent, not a real one.

What does the Tomahawk guidance system actually do that makes it so hard to build at scale?

The BGM-109's guidance combines four separate systems: an Inertial Navigation System for basic flight path stability; GPS updates for mid-course correction; Terrain Contour Matching (TERCOM), which uses a radar altimeter to compare live ground-elevation readings against stored terrain maps; and Digital Scene Matching Area Correlation (DSMAC), an electro-optical camera that compares real-time target imagery against pre-loaded reference photographs, achieving about 10 meters (33 feet) accuracy. Each of these systems — and especially the precision seekers, radar altimeters, and digital processing hardware — has its own component supply chain. Scaling to 1,000 units per year means proportionally expanding every one of those supply chains simultaneously, across hundreds of suppliers, many of them small specialized firms with their own capacity ceilings.

What does RTX's record backlog mean for investors, and what risks should they watch?

RTX's $289 billion backlog — including $119 billion in defense orders — provides exceptional long-term revenue visibility, and the $22.9 billion Tomahawk contract adds a significant anchor. Q2 2026 adjusted EPS grew 21 percent and the company raised full-year guidance to $7.10-$7.25 adjusted EPS. The primary execution risk is not demand — it is the company's ability to convert backlog to deliveries at the pace the contracts imply. If SRM constraints, Tucson workforce shortfalls, or congressional funding delays (the FY2027 NDAA and $18.2 billion interceptor replenishment package remain unapproved) slow actual production rates, the gap between contracted revenue and delivered revenue could widen. The contracts provide visibility; the supply chain and workforce determine whether that visibility converts to cash.

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