RTX (NYSE:RTX) Issues FY 2026 Earnings Guidance

RTX (NYSE:RTX) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 6.600-6.800 for the period, compared to the consensus estimate of 6.700. The company issued revenue guidance of $92.0 billion-$93.0 billion, compared to the consensus revenue estimate of $92.5 billion.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on RTX shares. The Goldman Sachs Group increased their price target on shares of RTX from $151.00 to $168.00 and gave the stock a “neutral” rating in a report on Wednesday, October 22nd. UBS Group reiterated a “neutral” rating on shares of RTX in a research report on Wednesday. Robert W. Baird set a $225.00 target price on RTX in a research note on Wednesday. Royal Bank Of Canada raised their price target on RTX from $220.00 to $230.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $195.00 price objective on shares of RTX in a report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $198.06.

RTX Stock Performance

RTX stock opened at $199.41 on Thursday. The firm has a fifty day simple moving average of $183.86 and a two-hundred day simple moving average of $169.85. The company has a quick ratio of 0.81, a current ratio of 1.03 and a debt-to-equity ratio of 0.51. RTX has a twelve month low of $112.27 and a twelve month high of $205.36. The company has a market capitalization of $267.36 billion, a PE ratio of 40.95, a P/E/G ratio of 2.94 and a beta of 0.44.

RTX (NYSE:RTX) last released its quarterly earnings data on Tuesday, January 27th. The company reported $1.55 EPS for the quarter, topping the consensus estimate of $1.47 by $0.08. RTX had a return on equity of 13.08% and a net margin of 7.60%.The firm had revenue of $24.24 billion for the quarter, compared to the consensus estimate of $22.65 billion. During the same quarter in the previous year, the business earned $1.54 earnings per share. The company’s quarterly revenue was up 12.1% on a year-over-year basis. RTX has set its FY 2026 guidance at 6.600-6.800 EPS. Research analysts expect that RTX will post 6.11 EPS for the current year.

Key Stories Impacting RTX

Here are the key news stories impacting RTX this week:

• Positive Sentiment: Q4 beat-and-raise: RTX reported revenue and adjusted EPS above expectations, cited improved free cash flow (~$3.2B) and manageable margin pressure — the print underpins the rally and supports capital returns and buy-side optimism. Why RTX Stock Is Surging in 2026—and Why It Might Not Be Done Yet
• Positive Sentiment: Analyst upgrades and price-target lifts: Wall Street has been raising forecasts following Q4; JPMorgan boosted its target to $215 and kept an Overweight rating — a direct catalyst supporting further upside. Benzinga
• Positive Sentiment: Contract wins & backlog expansion: Raytheon (an RTX business) won a $197M airborne reconnaissance award and the company picked up a ~$1.7B Spain deal that materially boosted its visible pipeline — both improve near‑term revenue visibility. RTX’s Raytheon awarded $197 million contract for Poland airborne reconnaissance system
• Neutral Sentiment: Guidance largely in line with consensus: FY‑2026 EPS guidance (6.60–6.80) sits near Street estimates — supportive but not a clear catalyst for an immediate re-rate. RTX Q4 Earnings Surpass Estimates, Revenues Increase Y/Y
• Neutral Sentiment: Some headlines referencing “RTX” relate to NVIDIA’s RTX GPU brand (gaming hardware/software) and are unrelated to RTX Corporation — watch for investor confusion in newsfeeds. ASUS ROG RTX 2060 Strix OC – Fantastic GPU – but the price?
• Negative Sentiment: Institutional selling and insider sales: Institutions own ~85% and were net sellers into late‑2025; multiple insider dispositions were reported — these can cap upside and increase volatility if selling persists. QuiverQuant RTX earnings & insider activity

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in RTX. Arrowstreet Capital Limited Partnership boosted its position in RTX by 710.5% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 286,276 shares of the company’s stock valued at $47,903,000 after buying an additional 250,957 shares during the period. Vident Advisory LLC raised its stake in shares of RTX by 42.4% during the second quarter. Vident Advisory LLC now owns 818,027 shares of the company’s stock valued at $119,448,000 after acquiring an additional 243,476 shares during the last quarter. Caisse de depot et placement du Quebec boosted its holdings in shares of RTX by 181.6% during the third quarter. Caisse de depot et placement du Quebec now owns 286,890 shares of the company’s stock worth $48,005,000 after purchasing an additional 185,011 shares during the period. CANADA LIFE ASSURANCE Co grew its stake in shares of RTX by 37.0% in the second quarter. CANADA LIFE ASSURANCE Co now owns 551,953 shares of the company’s stock worth $80,687,000 after purchasing an additional 149,031 shares during the last quarter. Finally, Moore Capital Management LP increased its holdings in RTX by 149.1% during the 2nd quarter. Moore Capital Management LP now owns 169,756 shares of the company’s stock valued at $24,788,000 after purchasing an additional 101,606 shares during the period. 86.50% of the stock is owned by hedge funds and other institutional investors.

About RTX

RTX (NYSE: RTX) is a U.S.-based aerospace and defense company that designs, manufactures and services advanced systems for commercial, military and governmental customers worldwide. The company was created through the 2020 combination of Raytheon Company and United Technologies Corporation and later adopted the RTX name, positioning itself as a diversified provider across the aerospace and defense value chain.

RTX’s operations span a broad set of capabilities. Its commercial aerospace businesses include Pratt & Whitney aircraft engines and Collins Aerospace systems, which supply propulsion, avionics, aerostructures, interiors and integrated aircraft systems.