$RTX · RTX Corp
RTX reported Q3 2026 results with sales of $25.0 billion, up 11% year-over-year and 12% organically. Adjusted EPS of $2.26 rose 33% versus prior year, including $0.25 from IEEPA cost recovery. The company raised its full-year 2026 outlook: adjusted sales to $97.0–$97.5 billion (from $95.0–$96.0B), adjusted EPS to $7.65–$7.75 (from $7.10–$7.25), and free cash flow to $9.0–$9.2 billion (from $8.50–$8.75B).
- Q3 adjusted EPS of $2.26 beat prior year by 33%, including $0.25 from IEEPA cost recovery.
- Consolidated sales of $25.0B rose 11% YoY, with organic growth of 12% across all three segments.
- Full-year 2026 adjusted EPS guidance raised to $7.65–$7.75 from $7.10–$7.25.
- Free cash flow guidance lifted to $9.0–$9.2B from $8.50–$8.75B.
- Record backlog of $340B, split $176B commercial and $164B defense, with $81B in new awards.
Extended-hours trading shows RTX up +2.03% to $196.01 vs. the $192.11 regular close, reflecting a positive initial reaction to the broad guidance raise and 33% adjusted EPS growth. The $258.92B market cap limits percentage moves, but the after-hours pop signals investor approval of the across-the-board outlook lift.
RTX delivered a rare trifecta guidance raise — sales, EPS, and free cash flow — backed by double-digit organic growth across all three business segments and a record $340B backlog.
RTX's 12% organic growth and guidance raise reinforce the strong commercial aerospace aftermarket cycle, with Collins up 23% in commercial OE and Pratt aftermarket up 21%. Defense demand is also accelerating, evidenced by Tomahawk and AMRAAM multi-year contract awards.
Pratt & Whitney took a $363M charge related to a customer bankruptcy, dragging reported operating profit down 19% YoY. The GTF powder metal issue remains a disclosed risk factor, and IEEPA recovery benefits ($0.25 EPS) may not recur.
Get filings like this before the market reacts.
Real-time SEC filing alerts, AI summaries, and a free daily digest — plus portfolio tracking that ties filings to your positions.