$RTX

RTX ($RTX) Raises 2026 Guidance After Q3 Earnings Jump 33%

RTX reported Q3 2026 revenue of $25.0B, up 11% YoY, and adjusted EPS of $2.26, up 33%. The company raised full-year guidance for sales ($97.0B-$97.5B), EPS ($7.65-$7.75), and free cash flow ($9.0B-$9.2B), citing growth across all segments and a record $340B backlog.

Original reporting
Published Oct 20, 2026, 8:17 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 20, 2026, 8:53 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
RTX ($RTX) Raises 2026 Guidance After Q3 Earnings Jump 33% — source image
Decision brief

The 30-second read

$RTXBullishHigh
01

Why it matters

The earnings beat and guidance raise are likely to lift RTX stock and related defense equities.

02

Market read

First report of RTX earnings and guidance; material for defense sector and market sentiment.

03

What to watch

Free cash flow decline of 47% quarter‑over‑quarter could limit near‑term capital allocation.

Relevance 9/10Novelty 9/10Timing: after-hours release

Background

RTX is a major U.S. aerospace and defense contractor releasing its Q3 2026 results.

Company-level read

Ticker impact

$RTXBullishHigh confidence
Context

RTX reported Q3 earnings with 33% EPS beat and raised full-year sales and EPS guidance.

Expected impact

likely upward pressure as investors price in higher sales and EPS outlook

Evidence & confidence

Guidance increase of $97‑$97.5B sales and $7.65‑$7.75 EPS is material and new.

Market effects

Defense and aerospace sector may see broader upside on strong backlog and guidance.

U.S. defense stocks could rally in early trading.

International suppliers may benefit from increased defense spending.

Counterpoint

Higher guidance may already be priced in; risk of execution shortfall.

Key entities

  • Raytheon

    Sales up 14% driven by Patriot and other programs.

  • Pratt & Whitney

    Sales rose 10%.

  • Collins Aerospace

    Sales increased 10%.

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RTX Corp reported Q3 2026 adjusted sales of $25B (+11% YoY) and adjusted EPS of $2.26 (+33% YoY). Record backlog reached $340B (+36% YoY). Defense bookings were strong at $59B, while commercial orders rose over 60%. RTX raised full-year outlook for sales, EPS, and free cash flow. Pratt & Whitney saw a 5% decline in commercial OE sales, and supply chain constraints pose risks. CEO Chris Calio highlighted robust defense contracts and future growth visibility. according to the company.

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U.S. aerospace and military contractors raise 2026 profit forecasts

Northrop Grumman and RTX raised 2026 profit forecasts due to strong military and commercial aerospace demand. Northrop's shares rose 7.2%, RTX gained 2.4%, while GE Aerospace fell 4.9%. RTX reported a 14% sales increase, with a record backlog of $340B. Northrop's backlog reached $109.6B, with $16.4B in new contracts. GE Aerospace raised its full-year forecast for the second time this year.