RTX · 8-K · 20261020PR000030

Trade Policy and Tariffs

RTX Corp · 2026-10-20 · Importance 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 million at Collins Aerospace and $160 million at Pratt & Whitney, or approximately $410 million in segment operating profit, while consolidated operating cash flow included approximately $300 million of IEEPA recovery. Management included the recovery in its 2026 outlook but did not quantify future IEEPA benefits separately.