We've seen about three billion
of orders so far
related to Ukraine replenishment.
And that's really replenishing
US war stocks.
We expect another four billion
of orders in the next two years.
And most of that will play out over
the next twenty four to thirty six months
in terms of delivery.
So you won't see a big revenue pop,
even next year from this.
As we think about this next tranche,
the president's hundred plus billion request,
which is more than forty billion for Ukraine.
What you're going to see is the
same things that we have been seeing
but in much higher quantities.
So obviously, NASAM systems,
which is the short range air defense system,
the AMRAAM munitions that we're using there
We're going to see those orders pick up.
We would think significantly.
The same is true with the Patriot air defense system.
Again, those are GEM-T missiles
that we supply for that.
Those are in short supply today.
So again, a big r
a
m
p there.
But you're also going to see
other weapons systems come into play,
uh, specifically around countering the
unmanned air vehicles.
And we have systems today
like the Coyote,
which is very effective in terms of short range,
uh, um, dealing with these unmanned air vehicles.
So again, I think really across the entire Raytheon portfolio
you're going to see a benefit of this restocking.
On top of what we think is going to be an increase
in the DOD top line.
Again, as we uh continue to replenish
war stocks
and also replenish
some of the uh fleet in Pacific.
So that's SM2s, SM3s,
and other munitions
that are really a huge part of this backlog
that we've got today.
Chairman and Chief Executive Officer Greg Hayes, response to Kristine Liwag from Morgan Stanley -- Q3 2023 RTX Earnings Conference Call
Roman Ryan 