RTX (NYSE:RTX) Issues FY 2026 Earnings Guidance

RTX (NYSE:RTX) issued an update on its FY 2026 earnings guidance on Tuesday morning. 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.

Analysts Set New Price Targets

A number of research analysts recently issued reports on RTX shares. Morgan Stanley set a $215.00 price objective on RTX and gave the company an “overweight” rating in a research note on Wednesday, October 22nd. Jefferies Financial Group reissued a “hold” rating and issued a $190.00 price objective on shares of RTX in a research note on Tuesday, November 25th. Robert W. Baird set a $203.00 target price on shares of RTX in a research note on Wednesday, October 22nd. Citigroup upped their target price on shares of RTX from $211.00 to $227.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Finally, JPMorgan Chase & Co. boosted their price objective on RTX from $195.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, December 19th. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, RTX has a consensus rating of “Moderate Buy” and a consensus target price of $186.88.

RTX Price Performance

Shares of RTX traded up $1.49 during midday trading on Tuesday, hitting $195.62. 1,971,160 shares of the company traded hands, compared to its average volume of 5,445,885. The firm has a 50 day moving average of $182.82 and a 200-day moving average of $169.26. RTX has a 52 week low of $112.27 and a 52 week high of $203.03. The stock has a market cap of $262.28 billion, a price-to-earnings ratio of 40.40, a PEG ratio of 2.87 and a beta of 0.44. The company has a debt-to-equity ratio of 0.58, a quick ratio of 0.81 and a current ratio of 1.07.

RTX (NYSE:RTX) last posted its earnings results on Tuesday, January 27th. The company reported $1.55 EPS for the quarter, topping analysts’ consensus estimates of $1.45 by $0.10. RTX had a return on equity of 13.28% and a net margin of 7.67%.During the same period in the prior year, the company earned $1.54 EPS. The firm’s revenue for the quarter was up 12.1% compared to the same quarter last year. RTX has set its FY 2026 guidance at 6.600-6.800 EPS. On average, analysts forecast that RTX will post 6.11 EPS for the current fiscal year.

RTX Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, December 11th. Stockholders of record on Friday, November 21st were given a dividend of $0.68 per share. This represents a $2.72 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Friday, November 21st. RTX’s dividend payout ratio is currently 55.85%.

RTX News Summary

Here are the key news stories impacting RTX this week:

• Positive Sentiment: Q4 results beat revenue and (adjusted) EPS expectations — total revenue was $24.2B, up 12.1% year/year, and the company reported EPS that topped consensus (reported as $1.55 by some outlets). This directly supports the stock move. RTX (RTX) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Strong cash flow and balance?sheet metrics — operating cash rose sharply (cited as ~$4.2B) and cash balances improved, supporting capital allocation and dividend/ buyback capacity. Q4 liquidity and cash flow details
• Neutral Sentiment: FY?2026 guidance essentially in line with consensus — EPS guidance of $6.60–6.80 and revenue guidance of $92.0B–$93.0B track Street estimates (consensus ~6.70 EPS and $92.5B revenue), so guidance is not a surprise but supports the company’s growth story. RTX Reports 2025 Results and Announces 2026 Outlook
• Neutral Sentiment: Analyst sentiment and targets skew positive — multiple buy/overweight ratings and a median price target around $200 provide support, but targets vary widely (range cited in recent notes). Analyst ratings and price targets
• Negative Sentiment: Conflicting EPS presentations and some data showing an EPS miss on a GAAP/different metric create noise — one third?party summary cited a lower GAAP diluted EPS (different from the adjusted number), which can confuse investors evaluating underlying performance. EPS metric differences reported
• Negative Sentiment: Notable insider selling reported across several senior executives in recent months — could be perceived negatively by some investors. Insider trading activity details

Hedge Funds Weigh In On RTX

Several institutional investors have recently bought and sold shares of RTX. Vident Advisory LLC increased its holdings in shares of RTX by 10.2% in the 3rd quarter. Vident Advisory LLC now owns 901,548 shares of the company’s stock worth $150,856,000 after buying an additional 83,521 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its position in RTX by 1.9% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 663,789 shares of the company’s stock worth $111,072,000 after acquiring an additional 12,317 shares in the last quarter. Creative Planning increased its stake in RTX by 6.6% during the third quarter. Creative Planning now owns 572,833 shares of the company’s stock worth $95,852,000 after acquiring an additional 35,305 shares during the last quarter. CANADA LIFE ASSURANCE Co lifted its stake in shares of RTX by 2.8% in the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 567,432 shares of the company’s stock valued at $92,842,000 after purchasing an additional 15,479 shares during the last quarter. Finally, MML Investors Services LLC raised its stake in shares of RTX by 1.9% in the second quarter. MML Investors Services LLC now owns 396,012 shares of the company’s stock valued at $57,826,000 after acquiring an additional 7,328 shares during the period. Institutional investors own 86.50% of the company’s stock.

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.