RTX makes aircraft engines, defense radar systems, and airplane interior components—think Boeing's supplier and the Pentagon's tech backbone rolled into one.
USD 88.60B revenue (2025) split across Pratt & Whitney engines, Collins Aerospace parts/services, and Raytheon defense systems. Gross margin 20.08%, net margin 7.60%—recurring aftermarket services and long-term defense contracts drive steady cash.
Decades-long relationships with Boeing, Airbus, and U.S. military create switching costs; Pratt & Whitney's engine tech and Collins' integrated aircraft systems are hard to replicate. Moat eroding: Pratt & Whitney's recent engine reliability issues (gearbox fa
Hold (sector percentile 64) — value B-, growth B, profitability C, momentum A-, revisions B+. Updated daily, sector-relative, identical for every user.
Key events, in time order
Tomahawk production boost strengthens long-range strike supply chain position
Multiple sources confirm RTX and Boeing signed multi-year framework with DoD to increase SM-3 Block IB/IIA component production, strengthening missile business.
Contract covers avionics upgrades and sustainment for CH-47 fleet mission readiness
First-of-its-kind demo advances autonomous undersea operations, showcasing RTX tech leadership
Strengthens U.S. and allied readiness against evolving ballistic missile threats, directly benefiting RTX defense segment
Strengthens global F135 support and advances readiness
Major asset manager boosts position, signaling institutional confidence
Covers multiple engine types, expands aftermarket support opportunities
Multiple sources confirm RTX reached a new 52-week high on July 27-28, following strong Q2 earnings and defense contract wins
Adjusted EPS beat by 14%, multiple sources reaffirm high-conviction stance
Scotiabank reduced RTX stake 29.9% in Q1; Bollard Group increased 10.1%, showing institutional repositioning.
Domestic GEM-T interceptor order marks defense milestone
调整后每股收益为 1.89 美元，同比增长 21%，得益于细分市场营业利润增长 18%。
GTF engine backlog exceeds 8,000 units; announced at Farnborough Airshow
With government support, enhances HQ and largest manufacturing site
Expands Middle East MRO capability for widebody platforms
Nine-year contract for PT6A-68 engine overhaul on T-6 trainers, boosting sustainment revenue
British Airways and JSA select GTF engines, boosting A320neo fleet orders
AI-powered borescope analytics strengthen global MRO for commercial and military engines
Global defense investment fuels RTX's advanced jamming and sensing systems
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