RTX Shares Pop on a Strong Quarter

RTX showed up to the Q4 conference call on January 27, 2026 with numbers investors actually clap for. Sales were reported at about $24.2 billion (+12% YoY) and adjusted EPS of $1.55, both ahead of what analysts were looking for, with consensus around $22.7B sales and $1.47 EPS. The market responded with a polite standing ovation — shares were up roughly 3–4% in early trading after the report.

The best part is that this wasn’t just one division doing all the heavy lifting. This performance is tied to aircraft engine demand and commercial maintenance, with Pratt & Whitney and services demand helping drive the quarter, while Collins and Raytheon also posted growth. So RTX didn’t win the quarter with a single lucky punch — it looked more like a disciplined, multi-round scorecard.

Then RTX talked about next year. Management guided 2026 adjusted sales of $92–$93 billion and adjusted EPS of $6.60–$6.80, with commentary pointing to ~5–6% organic sales growth. The company also pointed to a $268 billion backlog of commercial and defense contracts, which is basically a very large, legally binding “to-do list” that the Pentagon and global aviation refuse to stop adding to.

For the capital-returns crowd, RTX also noted it paid $3.57 billion in dividends in 2025 (up 11% from 2024), and plans to invest $500 million in munitions production facilities in 2026 — a signal that demand isn’t just strong on paper, they’re spending to meet it. RTX is pairing commercial aerospace momentum with defense demand visibility, and the 2026 outlook suggests the company thinks that combo still has runway.

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