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RTRTX

RTX Corporation

$RTX·$249B·Aerospace & Defense·Industrials
$185.72-0.4%YTD-0.3%1Y+17.0%
Price updated 13m ago·X counts updated 4d ago
RTRTX
$RTXRTX Corporation
$185.73-0.40%488 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $RTX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

488X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $RTX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

Raytheon bulls cite Patriot missile demand as Russia expands offensives into the EU, positioning RTX as primary producer. Chartists eye a pullback into a prior accumulation zone on inefficient sell volume; some off-topic Robinhood chain memecoin chatter runs alongside.

Read what X is saying about $RTX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RTX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Defense giant with a fresh $24B Navy contract — the stock is flat because the backlog story is already fully priced.

RTX Corporation is one of the "Big Five" US defense primes — Raytheon missiles (Patriot, SM-6, Tomahawk), Pratt & Whitney commercial engines (GTF, F135), and Collins Aerospace. The stock is flat YTD on a $24.4B Standard Missile-6 Navy contract that reinforces the backlog story but didn't surprise.

  • The P&L is quietly expanding: revenue grew 8.7% YoY to $22.1B last quarter at an 11% operating margin — the mix shift from GTF engine make-good costs toward Raytheon missile margins is finally normalizing.
  • The $24.4B SM-6 contract is the kind of multi-year, high-visibility backlog that defense primes get rewarded for owning — Patriot missile demand in Europe (Russia-Ukraine) is the other durable driver, and both lines flow directly to Raytheon.
  • Shane Eddy's planned departure as president of Pratt & Whitney (Jan 1, 2027) is a leadership transition on the segment that's been operationally challenging; Jill Albertelli stepping in is a known-executive signal, not a disruption.

Stalled holds until Oct 20 earnings confirm Raytheon segment revenue growth above 10% YoY and Pratt & Whitney GTF-related costs continue to abate. A soft Pratt print, or any specific operational issue on the Collins supply chain, is what tips this toward breaking-down; a specific Patriot bulk order from a European NATO member is what breaks the stalled tape higher.

Agrees with X sentimentX bulls citing Patriot demand as Russia expands EU offensives have the right structural narrative — the $24.4B SM-6 contract is a validating signal, and the chart's accumulation-zone framing matches the stalled read. The Robinhood-chain memecoin side-reference is unrelated.

What to watch: Oct 20 earnings — Raytheon segment revenue growth above 10%, Pratt & Whitney GTF cost trajectory, and Collins Aerospace margin trajectory. A soft Pratt print or Collins supply-chain issue is what breaks the stalled tape.

On the calendar: 2026-10-20 — Q3 FY26 earnings

Read the AI verdict on $RTX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes Pratt & Whitney jet engines, Collins avionics, and Raytheon missiles and radar for defense and commercial aviation.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $RTX.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $RTX

Direct beneficiary — Makes Pratt & Whitney jet engines, Collins avionics, and Raytheon missiles and radar for defense and commercial aviation.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-3.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
33.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$1.89$1.66+13.9%
Q1 2026Apr 21, 2026$1.78$1.51+17.9%
Q4 2025Jan 27, 2026$1.55$1.47+5.4%
Q3 2025Oct 21, 2025$1.70$1.41+20.6%
Next earningsTue, Oct 20·consensus EPS $1.78

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$22.1B+8.7%20.8%11.6%$1.53$1.2B
Q4 FY25$24.2B+12.1%19.5%9.4%$1.21$3.2B
Q3 FY25$22.5B+11.9%20.4%10.9%$1.43$4.0B
Q2 FY25$21.6B+9.4%20.3%9.8%$1.24$-72.0M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$96.2B$95.4B – $96.7B$7.25$7.18 – $7.3316
FY27$103.4B$102.0B – $104.2B$7.90$7.46 – $8.1117
FY28$110.8B$106.5B – $118.1B$8.72$8.04 – $9.2518
FY29$116.9B$114.2B – $119.9B$9.59$9.30 – $9.9110
FY30$121.7B$118.9B – $124.9B$10.47$10.16 – $10.839

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.3B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.315-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 18Ramsaran MaharajhEVP and General Counsel13.7K sh$3.1MSellJul 28Kevin G DasilvaSenior VP and Treasurer2.3K sh$488KSellJul 27Tracy A AtkinsonDirector2.3K sh$500KSellJul 24Troy D BrunkPresident8.6K sh$1.8MSellJul 24Kevin G DasilvaSenior VP and Treasurer4.8K sh$1.0M
+ 18 other (10 awards · 4 exempts · 2 inkinds · 2 returns) in window

See when $RTX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 158-K — Item 5.02: Officer or director change
AI summary

RTX Corporation (RTX) announced that Shane Eddy will step down as president of Pratt & Whitney effective January 1, 2027, and retire from the company at the end of Q1 2027. Jill Albertelli, currently president of Pratt & Whitney's Military Engines business, has been named his successor effective January 1, 2027. The transition is planned and orderly; Albertelli brings continuity from within the Pratt & Whitney military franchise, which is material given ongoing engine GTF issues and DoD program deliveries.

8-KShareholder voteMay 48-K — Item 5.07: Shareholder vote
AI summary

RTX held its Annual Meeting of stockholders around 2026-05-04 (8-K Item 5.07). The meeting was adjourned, likely due to insufficient quorum. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 11-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

RTX Q3 Preview: Two Growth Engines Make This Aerospace And Defense Leader A 'Buy'seekingalpha.com·1d agoWhy RTX (RTX) is Poised to Beat Earnings Estimates Againzacks.com·1d agoRTX Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analystsbenzinga.com·1d agoRTX (RTX) Falls More Steeply Than Broader Market: What Investors Need to Knowzacks.com·2d agoHere's Why RTX (RTX) is a Strong Growth Stockzacks.com·2d ago

In themes

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Space EconomyDefense & Drones

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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