RTX Raytheon Technologies Corporation

Defense/aero earnings this morning: $RTX EPS $2.26 vs ~$1.78 est, record $340B backlog, guide raised $GE orders +49%, guide raised $NOC record ~$110B backlog, 1.5x book-to-bill, guide raised Record backlogs mean years of visibility for the group. Keep an eye on $DFEN

$RTX Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.26 up 32.94% YoY • Reported revenue of $24.96B up 11.06% YoY • RTX raised full-year 2026 adjusted sales to $97B from $95B, adjusted EPS to $7.65 from $7.1, and free cash flow to $9B.

$RTX Just a reminder that $PDYN supplies components for RTX's largest growth driver that they noted today in their earnings. There's no "contract" announcement on these kinds of growth drivers for the subcomponent suppliers like PDYN, but the revenue growth is real.

$RTX | RTX Q3 Earnings: - Adj Sales: $24.97B (est $24.08B) - Adj EPS: $2.26 (est $1.79) - Pratt & Whitney Sales: $9.23B (est $8.89B) - Collins Aerospace Systems Sales: $8.38B (est $8.15B) - Free Cash Flow: $2.12B (est $1.99B) - Sees FY Adjusted Sales: $97B To $97.5B (prev $95B To $96B) - Sees FY Adjusted EPS: $7.65 To $7.75 (prev $7.10 To $7.25) - Sees FY Free Cash Flow: $9B To $9.2B (prev $8.5B To $8.75B; est $8.7B) - Lifts Outlook On Strong Demand For Missiles And Air Travel

$RTX Raytheon sitting on long-term support at this trendline and on a sizeable 20% pullback from the August highs, along with the whole defense industry. GREAT risk-reward from here, with RSI oversold at 29 and just starting to reverse...

$RTX likely to see a bullish reversal off this long-term supporting trendline. Down -20% since August highs. Great discount on defense names.

$RTX Should be trading at 225 or above. This is a major buy after another huge beat and raise quarter

$RTX That was monster earnings, big beat and Raytheon book to bill this quarter 6.54x. 52.3B bookings this quarter alone jesus

Raytheon $RTX stock reported earnings this morning EPS of $2.26 beating expectations of $1.76🟢 Revenue of $24.97B beating expectations of $24.1B🟢

$RTX Q3 adjusted EPS came in at 2.26 dollars vs 1.78 expected, sales 24.97 billion dollars, up 11% YoY. All three segments grew: Raytheon up 14%, Collins and Pratt & Whitney up 10% each. The guide moved too. Full-year EPS is now seen at 7.65 to 7.75 dollars, up from 7.10 to 7.25, and sales at 97 to 97.5 billion dollars. Full-year consensus was sitting at 7.25 before the print, right at the top of the old range. Backlog hit a record 340 billion dollars after more than 81 billion in new awards in the quarter. It was 289 billion at the end of Q2.

$RTX that will teach them to beat earnings and raise guidance. -5% in share price should suffice.

$RTX no reason to buy this until after the elections. I expect it to take a huge dump with the results.

$RTX lands $24.4B missile contract, 3rd deal over $20B in 2 months The latest deal, announced Oct. 1, is worth up to $24.4B, & calls for more SM-6 interceptors — The SM-6 is used in a variety of operations, including anti-ship warfare, anti-air warfare & ballistic missile defense. The US Navy contract is for 5 years, w/ 2 option years available This deal surpasses Raytheon's prev record contract worth $22.9B announced in Aug for accelerated production of Tomahawk cruise missiles. It also goes beyond a $20.7B contract announced earlier this week for nearly doubled output of the of widely used AMRAAM weapon

RTX CEO Says Missile Contracts Offer 'Almost A Decade Of Demand Visibility' After Q3 Earnings Beat $RTX https://stocktwits.com/news/equity/markets/rtx-ceo-says-missile-contracts-offer-almost-a-decade-of-demand-visibility-after-q3-earnings-beat/cZxqzZQRBuz

$RTX -1.1% intraday (11:14 ET) — Oct 20: RTX reported Q3 2026 results (8-K): adjusted EPS 2.26 USD, sales up 11% to 24.97B USD, record backlog of 340B USD, and a 2026 adjusted EPS outlook raised to 7.65 USD-7.75 USD from 7.10 USD-7.25 USD, alongside a 363M USD Pratt & Whitney charge tied to a customer bankruptcy. Daily chart: 189.95 USD, below the 50-day SMA (198.83 USD) and the 200-day SMA (195.10 USD). The session opened at 193.28 USD, touched 197.00 USD near the 200-day SMA and pulled back toward 188 USD; the rising trendline from the spring lows sits near 181 USD. Analysts: mean target 228.13 USD (Finviz). Not investment advice.

$RTX Here are past ER results since 2022. Note that RTX reliably beats EPS and revenue, and the stock reaction is usually positive aftwards. 24 analyst give average target of $227.78 for +17.48% upside. $ITA.X $DFEN

$RTX 🏛️ RTX Corporation's Raytheon was awarded $729 million in counter-drone contracts for the U.S., Qatar, and Jordan. Actionable market event

$RTX A 24.4 billion contract no longer moves the stock. Thursday's multi-year award for SM-6 interceptors (aircraft, ballistic missiles, enemy targets) is one of the biggest missile deals of the year. Friday morning RTX was off about half a percent at 184. The stock is down roughly 9 percent since the Iran war started in late February. The defense ETF is down 15 percent. The S&P is up 11. The de-rating is not about order flow. Per Barron's, investors worry defense spending growth decelerates on budget pressure and House-midterm gridlock. RBC's Ken Herbert made the math clean on Northrop: cut to Hold, target 525 from 640, at 16 times forward earnings, the lowest multiple of the past year. His new frame is 17 times, not 21. One counter-voice: Citi's John Godyn thinks defense catches a bid once the election outcome is known. The order books are full. It's the funding the market is pricing.

$RTX wins a multiyear contract worth up to $24.4B to produce Standard Missile-6 interceptors for the US Navy, as the Pentagon pushes to replenish munitions stockpiles depleted by conflicts in the Middle East. The 5-year contract, which includes 2 additional option years, is meant to provide a steady & reliable supply of the SM-6, a missile that can carry out both offensive strikes & missile defense missions The SM-6 award is the latest in a series of large munitions contracts the Pentagon has pursued this year to pressure contractors into ramping up output. It follows a $20.7B provisional multiyear deal for Raytheon’s AMRAAM air-to-air missiles in late Sept & a $58.6B Patriot interceptor deal awarded to $LMT in July Industry execs have warned that Congress has not yet appropriated funding for the deals, meaning contractors may be unable to invest at scale in components & facilities until lawmakers act.

$RTX 20.7B for AMRAAM two days ago now 24.4B for SM-6 that's 45B of contracts in a week LFG