RTX Corporation (RTX)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-07-07
$200.87-0.25%
Close 2026-07-07 · 1-day change
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Track RTX free→Intact: The reason to own it still holds.
RTX grows revenue about 8% a year, hitting $93 billion in 2026. Profit per share rises to nearly $7. Free cash flow stays strong near $8.5 billion. The company leads in aerospace and defense technology.
If demand slows or profit margins shrink, RTX could miss its $6.8 EPS target. Rising costs or weaker cash flow would pressure the stock. Competition and geopolitical risks could hurt growth.
The price is about 25% above our fair value near $163. Analysts expect 7.5% revenue growth and EPS near $6.9 in 2026. Our view is slightly more cautious on valuation but aligned on growth.
Breaks if: EPS falls below $6.1 in FY26
RTX aims to increase its adjusted EPS guidance for fiscal year 2026.
Stated in 3 of last 3 quarters. Diluted EPS increased from $1.41 in 2025-Q3 to $1.51 in 2026-Q1, aligning with the updated EPS guidance of $6.70 - $6.90 for 2026. The trajectory indicates progress towards achieving the increased EPS target.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Adjusted EPS* of $6.70 - $6.90, up from $6.60 - $6.80.”
“Adjusted EPS* of $6.60 - $6.80.”
“We are raising our full year outlook for adjusted sales* and EPS*.”
Breaks if: Free cash flow falls below $7B in FY26
RTX aims to maintain strong free cash flow for fiscal year 2026.
Stated in 3 of last 3 quarters. Cash from operating activities increased from -$1.348 billion in 2025-Q4 to $1.855 billion in 2026-Q1, supporting the free cash flow guidance of $8.25 - $8.75 billion for 2026. The trajectory shows improvement in cash flow management.
“Confirms free cash flow* of $8.25 - $8.75 billion.”
“Free cash flow* of $8.25 - $8.75 billion.”
“Confirms free cash flow* of $7.0 - $7.5 billion.”
Breaks if: Revenue falls below $86 billion in FY26
RTX aims to increase its revenue guidance for the fiscal year 2026.
Stated in 3 of last 3 quarters. Revenue increased from $17.374 billion in 2025-Q4 to $22.076 billion in 2026-Q1, indicating progress towards the updated guidance of $92.5 - $93.5 billion for 2026. The trajectory is delivering on the increased revenue guidance.
“Updates outlook for full year 2026... Adjusted sales* of $92.5 - $93.5 billion.”
“Outlook for full year 2026 Adjusted sales* of $92.0 to $93.0 billion.”
“we are raising our full year outlook for adjusted sales* and EPS*.”