Key Takeaways RTX's commercial aftermarket sales grew 21% in Q1 2025, driving strong overall performance.Higher steel and aluminum tariffs forced RTX to lower its 2025 EPS forecast to $5.80-$5.95.Global air traffic growth is fueling aftermarket demand, giving RTX a solid long-term buffer.RTX Corporation’s ((RTX) commercial aerospace aftermarket segment has proved to be a key performance driver for the company in recent quarters, thanks to steadily growing air traffic necessitating increased usage of afterma ...

RTX (RTX) Q3 2025 Earnings Call August 29, 2025 04:15 AM ET Company ParticipantsHenrik Mørck Mogensen - CEOMille Tram Lux - CFOConference Call ParticipantsPoul Jessen - AnalystNone - AnalystPoul JessenSo it's a quarter past ten, and my name is Paul Lisen. I'm the Stadanske Bank. I am happy to welcome Eric Bartmohsen, CEO of RTX, Milutra Luchs from CFO of RTX. And then we will start out by a presentation of the third quarter report, and then we will go to our Q and A afterwards which I will try to moderate. ...

Financial Data and Key Metrics Changes - The company reported a revenue increase of nearly CHF 60 million compared to the previous year, reflecting a growth of 3.5% in real numbers and a 10% quarter-on-quarter increase at constant currencies [25][26][34] - EBITDA improved significantly to CHF 22 million from a loss of CHF 20 million last year, indicating a strong recovery in profitability [28] - The gross margin has been maintained above 50%, attributed to better planning and a larger share of higher-margin healthcare products [27] Business Line Data and Key Metrics Changes - The enterprise segment, which constitutes around 75% of the business, saw a revenue of just short of CHF 300 million, marking a 31% growth driven primarily by retail [12][11] - The ProAudio segment experienced a decline in revenue to CHF 56 million from CHF 92 million last year, attributed to a shift from full products to lower-priced modules and longer onboarding times for new customers [15][16] - The healthcare segment reported a positive trend with revenue increasing to CHF 52 million from CHF 29 million last year, driven by the transition to full product ownership from Philips [19] Market Data and Key Metrics Changes - The company noted a stabilization in demand patterns across its major customers, indicating a return to normalcy in the enterprise market [8][10] - The impact of a weaker U.S. dollar was acknowledged, with the exchange rate dropping from above 7 to around 6.4, affecting results in the current quarter [10] Company Strategy and Development Direction - The company aims to maintain its core strategy of secure and reliable communication while exploring growth opportunities in enterprise and healthcare markets [37][38] - There is a focus on deepening market understanding and customer engagement to drive future growth, particularly in retail and healthcare [39][42] - A share buyback program of CHF 20 million was announced to enhance shareholder value, reflecting confidence in the company's financial position [32] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about achieving a normalized fiscal year in the upcoming period, with expectations of steady revenue flow and growth trajectories [70] - The company is investing in technology and market development to ensure long-term growth and to reach the ambitious revenue target of CHF 1 billion [38][40] Other Important Information - The company has reduced component inventory by approximately CHF 35 million, with expectations to further decrease it to around CHF 40 million [29] - The company is transitioning its supply chain strategy to diversify sourcing and reduce reliance on China, which is expected to impact future financials [92][95] Q&A Session Summary Question: How interconnected are the segments? - The segments utilize a joint technology platform but are not heavily interrelated in business operations [56] Question: How sticky is the partnership with Philips? - The collaboration with Philips is strong, with commitments in the frame agreement supporting the transition of full ownership [60] Question: Guidance for the coming year? - The company is working on providing more detailed guidance for each segment and capitalizing costs [61] Question: What is the lead time for new client contracts? - The lead time for new contracts can vary significantly, often taking a year or more to implement fully [88][90] Question: Update on sourcing and procurement? - The company is accelerating its strategy to diversify sourcing and move production out of China, collaborating closely with customers [92][93]

Core Insights - RTX Corporation has outperformed the market with a stock gain of 10.6% compared to the S&P 500's increase of 3.8% since the last report [1] Group 1: Company Performance - RTX Corporation is a significant player in the aerospace and defense sector [1] - The company released its Q2 2025 financial results [1] Group 2: Analyst Background - The analysis is provided by an expert with a background in aerospace engineering, focusing on investment opportunities in the aerospace, defense, and airline industry [1] - The investing group offers access to data analytics monitors to support investment decisions [1]

Investor Presentation Q3 - 2024/25 Click here to view the live event of the presentation This presentation contains statements regarding expectations for the future development of RTX A/S, including future revenue and operating profit (EBITDA), reflect Management's current outlook and carry some uncertainty. These statements can be affected by a number of risks and uncertainties, which means that actual developments and results can be materially different from the expectations expressed directly or indirect ...

ARLINGTON, Va., Aug. 27, 2025 /PRNewswire/ -- RTX (NYSE: RTX) Chairman and CEO Chris Calio will speak at the Morgan Stanley 13th Annual Laguna Conference on Wednesday, Sept. 10 at 11:30 a.m. Eastern Time. The presentation will be broadcast live at www.rtx.com and will be archived on the website afterward. Media Contact C: 202.384.2474 Investor Contact C: 781.522.5123 SOURCE RTX About RTX RTX is the world's largest aerospace and defense company. With more than 185,000 global employees, we push the limits of ...

Key Takeaways RTX holds stronger liquidity with $4.78B cash vs Lockheed's $1.29B and higher debt load.RTX benefits from commercial aviation growth, while Lockheed remains defense-focused. Lockheed trades at a lower earnings multiple and delivers a higher return on equity than RTX.With rising global defense budgets and increased focus on military modernization, defense contractors like RTX Corp. ((RTX) and Lockheed Martin Corp. ((LMT) are witnessing sustained demand for next-generation aircraft, missile syst ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about RTX (RTX) .RTX currently has an average brokerage recommendation ...

Core Insights - Collins Aerospace is providing JetBlue with FlightAware Foresight technology, a predictive analytics tool aimed at enhancing airline operations and customer experience [1][5] - The technology utilizes real-time flight tracking and machine learning algorithms to identify potential delays and improve operational efficiency [2][4] - JetBlue's integration of this technology began in July, allowing for proactive management of disruptions and improved passenger communication [5] Group 1: Technology and Operations - FlightAware Foresight technology enhances visibility and decision-making across the flight ecosystem, helping airlines manage operations more effectively [1][2] - The tool processes billions of data points to identify potential delays early, enabling quick adjustments to schedules and resources [4] - JetBlue's commitment to advanced technology aims to deliver a seamless travel experience for passengers [3][5] Group 2: Company Background - Collins Aerospace is a leader in integrated solutions for the aerospace and defense industry, employing 80,000 people [6] - RTX, the parent company of Collins Aerospace, is the largest aerospace and defense company globally, with over 185,000 employees and projected sales exceeding $80 billion in 2024 [7]

Core Insights - Velo3D, Inc. is participating in a U.S. Army initiative to advance high-throughput, cost-effective additive manufacturing processes for Aluminum CP1, aimed at supporting defense applications [1][2] - The collaboration with RTX and the Raytheon Technologies Research Center focuses on developing an optimized laser powder bed fusion process that aligns with the U.S. Army's Integrated Air and Missile Defense modernization priorities [2][3] - The initiative aims to establish a new Installation and Operational Qualification framework to enhance distributed manufacturing capabilities within the Department of Defense [3][4] Company Overview - Velo3D specializes in metal 3D printing technology, overcoming limitations of legacy additive manufacturing systems to enable the production of high-value metal parts [5][6] - The company's integrated solution includes Flow print preparation software, Sapphire printers, and Assure quality control systems, all powered by the Intelligent Fusion manufacturing process [6] - Velo3D has established partnerships with notable companies such as SpaceX, Honeywell, and Honda, and has been recognized as one of Fast Company's Most Innovative Companies for 2024 [6]