RTX · Full Picture

RTX Corp — the full picture

Earnings window · 2026-07-02 to 2026-09-24 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 94
    +1.6% revenue; 3 sources (news, press_release, sec_filing); 6 forward row(s); structured_verified
    RTX won a $22.9 billion Tomahawk missile contract (reported as a recent contract win).
  2. Defense Contract Awards · UnclassifiedPriority 87
    +185.8% revenue; 2 sources (news, sec_filing); 4 forward row(s); structured_verified
    Defense bookings were approximately $23 billion for the quarter ended June 30, 2026 and $12 billion for the quarter ended June 30, 2025; and approximately $37 billion and $21 billion for the six months ended June 30, 2026 and 2025, respectively.
  3. Order Backlog and Book-to-Bill · Demand, orders & backlogPriority 87
    +42.5% revenue; 3 sources (news, press_release, sec_filing); 3 forward row(s); quote_verified
    RTX highlighted a $289 billion backlog that was up 22% from a year earlier.
  4. Guidance / Outlook · Guidance & outlookPriority 83
    +8.6% revenue; 2 sources (news, press_release); 7 forward row(s); quote_verified
    RTX now projects 2026 adjusted sales between $95 billion and $96 billion.
  5. Tomahawk Missile Contract · UnclassifiedPriority 83
    +84.8% revenue; 2 forward row(s); quote_verified
    RTX Corp secured a $22.9 billion Tomahawk missile contract with the U.S. Navy.
  6. Commercial Aerospace Demand Trends · Demand, orders & backlogPriority 71
    +5.8% revenue (realized); 3 sources (news, press_release, sec_filing); 1 forward row(s); structured_verified
    Commercial aerospace and other commercial sales were $11,672 million (47.2% of total net sales) for the quarter ended June 30, 2026 versus $10,240 million (47.4%) for the quarter ended June 30, 2025.
  7. Defense Backlog Expansion · UnclassifiedPriority 66
    2 sources (news, press_release); 2 forward row(s); quote_verified
    RTX reported a record backlog of $289 billion.
  8. Operating Income and Margins · Operating income & profitabilityPriority 64
    +7.5% operating_income (realized); 3 sources (news, press_release, sec_filing); structured_verified
    Six months ended June 30, 2026 net income attributable to common shareowners: $4,198 million; six months ended June 30, 2025: $3,192 million.
  9. Defense Backlog Expansion · Demand, orders & backlogPriority 63
    2 forward row(s); quote_verified
    RTX Corp backlog surged 22% to $289 billion.
  10. Operating Expense Trends · Operating expenses (SG&A)Priority 62
    -20.5% operating_income (realized); quote_verified
    Total cost of sales for the quarter ended June 30, 2026 was $19,575 million (79.2% of net sales) versus $17,205 million (79.7%) for the quarter ended June 30, 2025.
  11. Revenue Growth and Backlog · Demand, orders & backlogPriority 62
    1 forward row(s); quote_verified
    RTX reported a $289 billion backlog.
  12. Working Capital and Contract Assets · Working capitalPriority 62
    +24.3% revenue (realized); structured_verified
    Contract assets, net at June 30, 2026: $18,980 million; at December 31, 2025: $17,092 million.

Threads by pillar

Revenue & Demand Priority 97 · 9 threads

Costs & Margins Priority 77 · 6 threads

Capital & Balance Sheet Priority 80 · 6 threads

Strategy & Portfolio Priority 56 · 7 threads

Legal, Regulatory & Policy Priority 63 · 6 threads

Guidance & Outlook Priority 87 · 3 threads

Macro & Market Conditions Priority 27 · 1 thread

Management & Governance Priority 33 · 1 thread

Unclassified Priority 99 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
revenue+338.9%+338.9%+124.9%
cash-0.1%+1.0%+1.7%
operating_income-0.3%+0.3%-11.1%
assets-0.1%+0.2%+2.7%
liability-0.2%+0.2%+0.5%
margin——+3.0%
net_income——+6.0%