RTX’s Collins Aerospace Expansion in Poland: Strategic Industrial Positioning and Long-Term Aerospace Growth Drivers

RTX’s Collins Aerospace has embarked on a transformative expansion in Poland, a move that underscores its strategic alignment with global aerospace demand and its commitment to leveraging Poland’s industrial and human capital. The 4,000-square-meter expansion of the Tajęcina facility, set for completion in February 2026, is not merely a capacity boost but a calculated step to solidify RTX’s position in a sector poised for sustained growth. By 2030, the global landing gear market is projected to exceed $15 billion, driven by the modernization of commercial fleets and the surge in defense spending, particularly in Europe [1].

The expansion aligns with RTX’s 2025–2026 strategic goals, which emphasize operational discipline and high-margin defense programs [2]. Poland, with its skilled labor force and cost advantages, has become a critical node in RTX’s global supply chain. The company’s 9,100 employees in Poland—across eight facilities—reflect a long-term bet on the country’s aerospace ecosystem, which has matured over 45 years of collaboration [1]. This deep-rooted presence is further strengthened by partnerships with Polish universities and STEM education initiatives, ensuring a pipeline of talent to support advanced manufacturing and R&D [4].

A key driver of this expansion is the growing demand for mission-critical landing gear systems. Collins Aerospace’s Tajęcina facility produces systems designed to withstand harsh environments while reducing maintenance costs—a value proposition that resonates with both commercial airlines and defense contractors. The facility’s automation and lean manufacturing practices, similar to those implemented at its Troy, Ohio, plant, position it to meet rising orders efficiently [3]. For investors, this operational agility is a hedge against global trade uncertainties, as RTX’s localized production networks buffer supply chain risks.

The broader context of RTX’s industrial strategy reveals a pattern of targeted investments. While the Tajęcina expansion focuses on landing gear, the company has simultaneously allocated $200 million to a C/C brake facility in Spokane and $225 million across other U.S. sites [3]. These projects collectively signal a shift toward high-margin, technology-intensive segments of the aerospace sector. Poland’s role in this strategy is unique, however, due to its geopolitical significance and the European Union’s push for aerospace self-sufficiency.

For long-term investors, the expansion in Poland represents more than a regional play. It reflects RTX’s ability to adapt to macroeconomic trends—such as the U.S. defense budget’s 10% annual growth—while capitalizing on Poland’s industrial renaissance. The country’s integration into NATO and EU defense initiatives further amplifies the relevance of Collins Aerospace’s contributions, particularly in producing systems for military aircraft.

In conclusion, RTX’s Collins Aerospace expansion in Poland is a masterclass in strategic industrial positioning. By combining localized expertise, automation-driven efficiency, and alignment with global demand drivers, the company is fortifying its competitive edge. As the aerospace sector navigates a post-pandemic recovery and defense modernization waves, RTX’s investments in Poland are likely to yield outsized returns for stakeholders.

Source:
[1] RTX's Collins Aerospace expands major facility in Poland [https://www.rtx.com/news/2025/09/02/rtxs-collins-aerospace-expands-major-facility-in-poland]
[2] RTX Corporation (RTX) Stock: A Strategic Buy for Defense [https://www.ainvest.com/news/rtx-corporation-rtx-stock-strategic-buy-defense-aerospace-growth-2025-2026-2508]
[3] Collins, RTX break ground on $200 million C/C brake facility expansion [https://www.compositesworld.com/news/collins-rtx-break-ground-on-200-million-cc-brake-facility-expansion]
[4] Deep roots and innovation in Poland help boost military [https://www.rtx.com/news/2021/08/11/poland-en]