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.
How this was made

The 30-second read
Why it matters
The earnings beat and guidance raise are likely to lift RTX stock and related defense equities.
Market read
First report of RTX earnings and guidance; material for defense sector and market sentiment.
What to watch
Free cash flow decline of 47% quarter‑over‑quarter could limit near‑term capital allocation.
Background
RTX is a major U.S. aerospace and defense contractor releasing its Q3 2026 results.
Ticker impact
RTX reported Q3 earnings with 33% EPS beat and raised full-year sales and EPS guidance.
likely upward pressure as investors price in higher sales and EPS outlook
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
- business unitRaytheon
Sales up 14% driven by Patriot and other programs.
- business unitPratt & Whitney
Sales rose 10%.
- business unitCollins Aerospace
Sales increased 10%.



