| RTX |
Report |
Adjusted EPS |
BEAT |
pred ~$1.72 vs. cons $1.66 |
MEDIUM |
| RTX |
Report |
Revenue |
BEAT |
pred ~$23.2B vs. cons $22.88B |
MEDIUM |
| RTX |
Report |
Organic sales growth (YoY) |
BEAT |
pred ~+8% vs. cons ~+6% |
MEDIUM |
| RTX |
Guide |
FY26 Adjusted EPS guidance |
BETTER |
guide ~$6.80-7.00 (mid ~$6.90) vs. cons ~$6.85 (FY26) |
MEDIUM |
| RTX |
Guide |
FY26 Adjusted sales guidance |
BETTER |
guide ~$93-94B (mid ~$93.5B) vs. cons ~$93.2B (FY26) |
MEDIUM |
| RTX |
Guide |
FY26 Free cash flow guidance |
UNCHANGED |
guide ~$8.25-8.75B (mid ~$8.5B) vs. cons ~$8.5B (FY26) |
MEDIUM |
| RTX |
Guide |
Backlog / book-to-bill (munitions framework color) |
BETTER |
guide backlog ~$275B+ vs. prior $271B (Q2'26); framework deals ~$multi-B not yet in backlog |
LOW |
| RTX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| RTX |
Return |
5-day cumulative residual |
+0.4% (FADE) |
Likely quality beat-and-raise, but with a beat-and-raise 'mostly assumed' and RTX at a premium multiple (richer than LMT/NOC), the bar is high. Initial pop should be muted (~+1%), and out-period math tempers follow-through: the guide raise largely re-affirms rather than materially lifts FY26 EPS/FCF, munitions framework deals remain out of numbers, and shorter-cycle aftermarket/GTF risks cap upside — so early gains partially fade over the week. |
LOW |