Radar Next Program Act of 2026
Summary
S.3795 (Radar Next Program Act) is an early-stage bill directing NOAA to plan a NEXRAD replacement. No authorized funding. $RTX is the incumbent manufacturer, but this procedural step generates no near-term revenue. The stock has declined -9.2% over 30 days to $175.16, reflecting the lack of material legislative catalyst.
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Key Takeaways
- 1.S.3795 is a planning bill with zero authorized funding — no near-term revenue for any company.
- 2.RTX is the incumbent NEXRAD manufacturer and the only named beneficiary, but the bill provides no material catalyst.
- 3.Stock has declined -9.2% over 30 days to $175.16, consistent with no market-moving legislative activity.
- 4.Actual NEXRAD replacement procurement is multiple Congresses and years away from this procedural step.
Market Implications
$RTX is the sole ticker tied to this bill, but the linkage is structurally neutral. With only 1 cosponsor, no committee action since introduction, and no authorized funds, the market has correctly priced zero impact. RTX's price action — a -9.2% 30-day decline to $175.16 — reflects broader sector dynamics or company-specific factors, not this bill. Retail investors should not trade RTX based on S.3795.
Full Analysis
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
Mandate to develop a plan to replace the NEXRAD weather radar system, with emphasis on phased array radar and commercial radar evaluation via a testbed.
Who must act
Under Secretary (NOAA/Department of Commerce) in consultation with the Director of the National Weather Service
What happens
NOAA must develop performance requirements and a replacement plan for ~160 NEXRAD sites, opening a competitive procurement process for radar hardware. No funds are authorized; the timeline for actual procurement is undefined and years away.
Stock impact
RTX (Raytheon) is the incumbent NEXRAD manufacturer. The directive to develop phased array radar and the testbed evaluation suggests RTX is positioned as the leading candidate, but the bill is purely planning — no revenue is authorized. RTX's $175.16 stock price reflects a 30-day decline of -9.2% and trade range of $172.79–$196.42 over the past 10 days, consistent with no material catalyst from this early-stage bill.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
National Defense Authorization Act for Fiscal Year 2026
National Defense Authorization Act for Fiscal Year 2026
Consolidated Appropriations Act, 2026
NASA Transition Authorization Act of 2025
RAYTHEON COMPANY: $418M Department of Transportation Contract
To provide for a limitation on the transfer of defense articles and defense services to Israel.
To prohibit the issuance of licenses for the exportation of certain defense articles to the United Arab Emirates, and for other purposes.
Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026
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