RTX · Automotive

RTX Corp

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Defense Spending OutlookImportance 32 · Surprise 56
  President Trump’s proposed $1.5 trillion U.S. defense budget for FY2027 faces weaker prospects after Democrats won control of both chambers of Congress in the midterm elections. The proposal would represent a 44%…

News · 2026-11-04

• Defense Spending OutlookImportance 20 · Surprise 24
  Following the November 3, 2026 U.S. midterm elections, Democrats won both chambers of Congress, raising uncertainty about President Donald Trump’s defense spending plans. Third-party reporting says Democratic gains…

News · 2026-11-03

• Product / Technology DevelopmentImportance 34 · Surprise 42
  Raytheon won a phase one DARPA contract to develop an all-optical signal-processing system for the PICASSO program (Photonic Integrated Circuit Architectures for Scalable System Objectives). The technology uses light…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  RTX declared a quarterly dividend of US$0.73 per share, payable in December 2026. The report provides no aggregate dividend amount or year-over-year change. The dividend was reported alongside third-quarter 2026…

News · 2026-10-31

• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  RTX declared a quarterly dividend of $0.73 per share, as reported in the October 31, 2026 news digest. The report does not specify the dividend’s aggregate cash cost or payment and record dates. The same report says…

News · 2026-10-21

• Guidance / OutlookImportance 74 · Surprise 68
  RTX raised its 2026 full-year revenue guidance to a midpoint of $97.25 billion from $95.5 billion, a 1.8% increase. Adjusted EPS guidance increased to $7.70 at the midpoint, up 7.3%. Management also raised its outlook…
• Order Backlog and Book-to-BillImportance 64 · Surprise 42
  RTX secured more than $59 billion in new awards during the third quarter of 2026. The awards increased RTX's reported backlog to a record $340 billion. Defense demand, particularly at Raytheon, was identified as a key…
• Defense Backlog ExpansionImportance 64 · Surprise 42
  RTX secured more than $59 billion in new awards during the third quarter of 2026. The awards increased total backlog to approximately $340 billion, including substantial defense content. Reporting attributed the…
• Revenue Performance and MixImportance 54 · Surprise 40
  RTX reported third-quarter 2026 sales of $24.97 billion, up 11.1% year over year and 3.3% above analyst estimates of $24.16 billion. Revenue growth was supported by Raytheon defense, Pratt & Whitney, and Collins…
• Operating Income and MarginsImportance 54 · Surprise 40
  RTX's third-quarter 2026 adjusted segment operating profit reached $3.9 billion. Adjusted segment operating margin expanded by approximately 310 basis points year over year, while reported operating margin increased to…
• Javelin Product TransitionImportance 40 · Surprise 42
  A Raytheon-Lockheed Martin joint venture won a $215 million contract to produce next-generation Javelin missile launchers. The new launchers are 30% smaller and 25% lighter than the current system and provide twice the…
• Javelin Contract AwardImportance 40 · Surprise 42
  A Raytheon–Lockheed Martin joint venture won a $215 million contract to produce next-generation Javelin missile launchers. The new launchers are expected to be 30% smaller and 25% lighter than the current system, with…
• Radio Altimeter UpgradesImportance 37 · Surprise 42
  Collins Aerospace announced upgrades for its radio-altimeter product family to help business-aviation operators meet new FAA operating standards. The upgrades provide a path for existing radio-altimeter variants to…
• U.S. Air Traffic Control RegulationImportance 37 · Surprise 42
  Collins Aerospace deployed its Tower MicroELITE surveillance solution at San Bernardino International Airport in California, the first reported deployment of the system. The airport operates as a federal contract tower…
• FAA Radio Altimeter ComplianceImportance 37 · Surprise 42
  Collins Aerospace announced upgrades to its radio-altimeter product family to help business-aviation operators comply with new Federal Aviation Administration operational standards. The upgrades address resilience to…
• Products and TechnologyImportance 31 · Surprise 42
  Pratt & Whitney Canada introduced its certified PT9 centerline turboprop engine for next-generation aircraft. The engine provides 33% more power at altitude and reduces fuel consumption by 20% versus…
• Air Traffic Surveillance Product LaunchImportance 31 · Surprise 42
  Collins Aerospace launched its Tower MicroELITE surveillance solution at San Bernardino International Airport in California. The secure, scalable digital display system integrates surveillance data to improve…
• Flight Support Software IntegrationImportance 31 · Surprise 42
  Collins Aerospace expanded its ARINCDirect flight-support service with a new OpenAPI capability. The API allows flight operators to connect flight-planning, trip and performance data directly to existing enterprise…

Earnings call · 2026-10-20

• Guidance / OutlookImportance 80 · Surprise 68
  RTX raised its 2026 adjusted sales outlook by $1.5 billion to $2.0 billion to a range of $97.0 billion to $97.5 billion, versus the prior $95 billion to $96 billion range. Organic sales growth is now expected at 10% to…
• Defense Backlog ExpansionImportance 76 · Surprise 56
  RTX reported robust demand across commercial aerospace and defense, ending Q3 with a record $340 billion backlog, up 36% year over year and 18% sequentially. Defense bookings reached nearly $59 billion, while…
• International Defense DemandImportance 70 · Surprise 56
  Raytheon international bookings were 1.5 times year-over-year through the third quarter, reflecting strong demand from Europe, MENA, and Asia-Pacific. International orders totaled $9 billion at Raytheon during the…
• Operating Cash Flow TrendsImportance 69 · Surprise 60
  Third-quarter free cash flow was $2.1 billion, including approximately $165 million of powder-metal-related compensation and $300 million of IEEPA recovery. RTX expects full-year free cash flow of $9.0 billion-$9.2…
• Operating Income and MarginsImportance 64 · Surprise 56
  Adjusted segment operating profit was $3.9 billion, up 39% year over year, driven by higher sales volume, Raytheon productivity, and IEEPA cost recovery. Segment margins expanded 310 basis points, including…
• Defense Contract AwardsImportance 64 · Surprise 42
  RTX booked nearly $59 billion of defense awards in the third quarter, producing a 4.57x defense book-to-bill ratio. The awards included approximately $23 billion for Tomahawk and more than $14 billion for AMRAAM, while…
• Missile Production DemandImportance 62 · Surprise 82
  Raytheon said output across critical munitions increased more than 90% year over year, reflecting efforts to meet expanding market demand. The multiyear contracts cover critical munitions and provide roughly seven to…
• Capital ExpendituresImportance 58 · Surprise 42
  RTX invested $2.8 billion in company- and customer-funded research and development and capital expenditures during the quarter. Raytheon completed a $50 million manufacturing-facility expansion in Forest, Mississippi,…
• Strategic InitiativesImportance 58 · Surprise 42
  RTX invested $2.8 billion in company- and customer-funded research and development and capital expenditures during the third quarter to advance technology and expand capacity. Collins entered a partnership with Etihad…
• GTF Product TransitionImportance 56 · Surprise 82
  The first GTF Advantage-powered aircraft was delivered to United Airlines and entered service during October. Pratt expects the GTF Advantage production ramp to continue next year, with the configuration intended to…
• Asia-Pacific MRO ExpansionImportance 56 · Surprise 82
  Collins entered a partnership with Etihad Engineering to expand MRO services in the Middle East. The agreement will double Collins' regional nacelle-services footprint and support the growing A350 and 787 fleets.…
• Revenue Performance and MixImportance 54 · Surprise 40
  Third-quarter adjusted sales were $25 billion, up 11% year over year and 12% organically, with commercial OE up 10%, commercial aftermarket up 16%, and defense up 10%. Collins sales were $8.4 billion, up 10% adjusted…
• Products and TechnologyImportance 51 · Surprise 74
  RTX is deploying AI and digital tools across its aerospace and defense operations, including AI-powered engine inspection software at Pratt that has reduced inspection time by more than 30% where deployed. Collins is…
• Supply Chain ConstraintsImportance 37 · Surprise 42
  RTX identified printed circuit boards, capacitors, resistors, rocket motors, castings, and critical minerals as potential constraints to higher missile production rates. Management said defense programs are competing…
• Commercial Aerospace Demand TrendsImportance 36 · Surprise 40
  Management said commercial aerospace demand remained resilient despite slightly declining global RPKs and airline concerns about higher jet-fuel costs. Commercial aftermarket organic growth was 16% in the third…
• Manufacturing Capacity ExpansionImportance 34 · Surprise 42
  Raytheon completed a $50 million expansion of its Forest, Mississippi manufacturing facility to support Next Generation Jammer and other radar-system production. RTX is making additional supply-chain and operations…
• GTF Aftermarket DemandImportance 32 · Surprise 24
  The majority of Pratt & Whitney’s aftermarket growth came from the GTF program, while V2500 aftermarket content also remained solid in the third quarter. Pratt & Whitney was on track for approximately 800 shop visits…
• Operating Expense TrendsImportance 31 · Surprise 42
  Collins is implementing structural cost actions that include consolidating operations, shifting manufacturing hours to best-cost locations, and reducing overhead layers. Collins reduced indirect labor headcount while…
• Defense Acquisition ReformImportance 30 · Surprise 42
  Management discussed proposed right-to-repair provisions in the 2027 National Defense Authorization Act and said the legislative process and 2027 budget remain unresolved. RTX supports customer sustainment needs but…
• Commercial Aftermarket DemandImportance 26 · Surprise 24
  Pratt & Whitney’s aftermarket growth was driven primarily by the GTF program, with additional solid content from the V2500 platform in the third quarter. V2500 aftermarket growth is expected to slow in the fourth…
• Defense Spending OutlookImportance 23 · Surprise 24
  Management cited broad U.S. support for higher defense spending, including expanded munitions depth and integrated air and missile defense capabilities. The Department of Defense discussions give RTX confidence that…

8-K · 2026-10-20

• Guidance / OutlookImportance 80 · Surprise 68
  RTX raised its full-year 2026 adjusted sales outlook to $97.0 billion-$97.5 billion from $95.0 billion-$96.0 billion. The company increased its organic sales growth outlook to 10%-11% from 8%-9%, adjusted EPS outlook…
• Operating Income and MarginsImportance 64 · Surprise 56
  Third-quarter 2026 consolidated operating profit increased to $3.337 billion from $2.523 billion, while adjusted operating profit rose 34% to $3.987 billion. Collins Aerospace adjusted operating profit increased 50% to…
• Order Backlog and Book-to-BillImportance 64 · Surprise 42
  RTX reported a record company backlog of $340 billion, comprising $176 billion of commercial backlog and $164 billion of defense backlog. The company received more than $81 billion of new commercial and defense awards…
• Market Demand TrendsImportance 64 · Surprise 42
  RTX reported more than $81 billion of new commercial and defense awards during the first nine months of 2026. Company backlog reached a record $340 billion, comprising $176 billion of commercial backlog and $164…
• Operating Cash Flow TrendsImportance 58 · Surprise 56
  Third-quarter operating cash flow declined 38% year over year to $2.868 billion from $4.639 billion, despite approximately $0.3 billion of IEEPA recovery. Third-quarter free cash flow fell 47% to $2.119 billion from…
• Commercial Aerospace Demand TrendsImportance 53 · Surprise 48
  Collins Aerospace organic sales increased 12%, led by a 23% increase in commercial original equipment and a 9% increase in commercial aftermarket. Commercial OE growth reflected higher volume on narrowbody and widebody…
• Revenue Performance and MixImportance 52 · Surprise 30
  RTX reported third-quarter 2026 sales of $24.965 billion, up 11% year over year and 12% organically. Collins Aerospace sales increased 10% to $8.382 billion, including 23% growth in commercial original equipment, 9%…
• Liquidity and Debt PositionImportance 52 · Surprise 30
  Cash and cash equivalents increased to $9.173 billion at September 30, 2026 from $7.435 billion at December 31, 2025. Long-term debt declined to $31.490 billion from $34.288 billion, while long-term debt currently due…
• Operating Expense TrendsImportance 51 · Surprise 38
  Third-quarter research and development expense increased 4% to $711 million from $684 million, while selling, general, and administrative expense rose 34% to $1.918 billion from $1.436 billion. Nine-month R&D expense…
• Defense Product Demand GrowthImportance 42 · Surprise 40
  Raytheon sales increased 14%, driven by higher volume on naval programs and land and air defense systems. The growth included Patriot, Standard Missile, and Tomahawk programs. Collins Aerospace defense sales increased…
• Capital ExpendituresImportance 40 · Surprise 30
  RTX spent $749 million on capital expenditures in the third quarter of 2026, up from $614 million in the prior-year quarter. Nine-month capital expenditures totaled $1.964 billion, compared with $1.657 billion in 2025,…
• Missile Contract AwardsImportance 40 · Surprise 42
  RTX awarded Tomahawk and AMRAAM multi-year undefinitized production contracts during the third quarter. The awards support continued production demand for two major Raytheon missile programs. Raytheon also reported…
• Income Tax Rate ChangesImportance 39 · Surprise 38
  Third-quarter income tax expense increased to $593 million from $432 million as pretax income rose to $3.301 billion from $2.438 billion. The reported effective tax rate was 18.0% in the third quarter of 2026, compared…
• Trade Policy and TariffsImportance 34 · Surprise 42
  RTX recognized approximately $400 million of International Emergency Economic Powers Act (IEEPA) cost recovery in third-quarter 2026 adjusted EPS and operating results. The recovery contributed approximately $250…

News · 2026-10-20

• Revenue Performance and MixImportance 46 · Surprise 40
  RTX reported third-quarter 2026 sales of $25.0 billion, up 11% year over year and 12% organically from $22.5 billion. Growth was supported by double-digit organic sales increases across commercial aerospace and…
• Defense Contract AwardsImportance 46 · Surprise 42
  RTX was awarded Tomahawk and AMRAAM multi-year undefinitized production contracts during the third quarter of 2026. The awards contributed to more than $81 billion of new third-quarter awards and helped lift total…
• Trade Policy and TariffsImportance 46 · Surprise 42
  RTX's third-quarter adjusted EPS included $0.25 per share from recovery of costs under the U.S. International Emergency Economic Powers Act (IEEPA). IEEPA recovery also contributed approximately $0.3 billion to…
• Rare Earth Supply PolicyImportance 44 · Surprise 60
  New Pentagon sourcing rules taking effect in January 2027 will require rare-earth magnets used in U.S. defense systems to be free of Chinese materials. The requirements affect components used in missiles, radar,…
• Commercial Aerospace Aftermarket DemandImportance 41 · Surprise 48
  Pratt & Whitney’s commercial aftermarket sales increased 21% year over year in the third quarter. Growth reflects stronger maintenance, repair and parts demand from aircraft operators and installed engine fleets. The…
• Operating Income and MarginsImportance 40 · Surprise 56
  Adjusted EPS rose 33% year over year to $2.26, compared with $1.70 in the prior-year quarter, reflecting stronger operating performance. RTX attributed the earnings improvement to double-digit organic growth across…
• Products and TechnologyImportance 31 · Surprise 42
  Raytheon’s LIDS architecture combines the Ku-band Radio Frequency Sensor with Coyote interceptors to counter small unmanned aircraft. KuRFS provides 360-degree threat detection, while Coyote interceptors are designed…