$RTX · RTX Corp
RTX Corporation filed its Q3 FY2026 10-Q, reporting net sales of $24.965B (+11.1% YoY), GAAP diluted EPS of $1.89, and net income attributable to common shareowners of $2.583B. Organic sales growth of $2.6B was driven by Raytheon (+$1.0B), Collins (+$0.9B), and Pratt & Whitney (+$0.8B). Operating margin improved to 13.4% from 11.2% a year ago, aided by $0.4B in tariff refunds at Pratt and Collins.
- Q3 revenue $24.965B, +11.1% YoY, with organic growth of $2.6B across all three segments
- GAAP diluted EPS $1.89 vs $1.41 in Q3 2025; net income attributable to common shareowners $2.583B vs $1.918B
- Operating margin expanded to 13.4% from 11.2% YoY; cost of sales fell to 76.7% of revenue from 79.6%
- Collins operating profit surged to $1.789B from $1.260B; Raytheon rose to $1.133B from $859M
- Pratt & Whitney operating profit declined to $608M from $751M despite $0.8B organic sales growth
Extended-hours trading shows RTX at $193.60, +0.13% vs regular close, suggesting a muted initial reaction to the strong quarter. The $260.58B market cap likely prices in much of the defense-spending tailwind.
RTX's 11.1% organic revenue growth and 34.7% net income jump confirm the defense/aerospace super-cycle is accelerating, but Pratt's margin erosion is a crack in the armor.
RTX's broad-based organic growth across all three segments mirrors the defense-sector demand surge. Collins Aerospace's 42% operating profit jump stands out among aerospace suppliers benefiting from commercial aftermarket strength.
Pratt & Whitney operating profit declined 19% YoY to $608M despite revenue growth, signaling margin pressure in the segment. The pending $0.6B sale of Blue Canyon Technologies remains subject to regulatory approvals.
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