RTX · News · 20261020N

Operating Income and Margins

RTX Corp · 2026-10-20 · Importance 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 commercial aerospace and defense and recorded $0.25 per share from IEEPA cost recovery. Collins Aerospace may face fourth-quarter margin pressure from increased R&D and digital investments. GAAP EPS was $1.89 after $0.26 per share of acquisition-accounting adjustments and $0.11 per share of restructuring and other significant or non-recurring items.

Key facts

• RTX attributed $0.25 per share of Q3 adjusted EPS to IEEPA cost recovery. source
• CFO Neil Mitchill cautioned about potential margin pressure for Collins Aerospace in Q4 due to increased R&D and digital investments. source
• RTX Q3 2026 GAAP net income: $2.58 billion; GAAP EPS: $1.89. source
• RTX Q3 2026 adjusted earnings per share: $2.26. source