Company Overview - RTX Corporation (NYSE:RTX) specializes in aerospace and defense systems, providing products and services for commercial, military, and government customers, including aircraft engines, avionics, and defense technologies, along with maintenance, training, and support services [2]. Recent Developments - The company has been highlighted for its buyback strategy, which has been a significant aspect of its financial management over the past five years. However, recent comments from the president criticized RTX for being less responsive to the Department of War's demands for quicker and better munitions, suggesting a shift in focus away from buybacks [1]. Investment Perspective - While RTX shows potential as an investment, there are opinions suggesting that certain AI stocks may offer greater upside potential and carry less downside risk, indicating a competitive landscape for investment opportunities [3].

Core Viewpoint - The U.S. Navy has awarded a $248 million production contract to Data Link Solutions for the delivery of Multifunctional Information Distribution System Joint Tactical Radio System terminals, which will benefit U.S. forces and allies [1] Company Summary - Data Link Solutions is a joint venture between BAE Systems and Collins Aerospace, a business unit of RTX [1] - The contract signifies a substantial investment in communication technology for military applications, enhancing operational capabilities for U.S. forces and their allies [1] Financial Summary - The awarded contract amounts to $248 million, indicating a significant financial commitment from the U.S. Navy towards advanced communication systems [1]

RBC Capital raised the firm’s price target on RTX (RTX) to $230 from $220 and keeps an Outperform rating on the shares after its “strong” Q4 earnings beat. Commercial sales drove the Q4 strength, but the outlook for defense sales will continue to be a focus for investors, the analyst tells investors in a research note. The GTF fleet management plan remains in-line with company expectations, and the firm believes the initial 2026 guidance supports positive sentiment, RBC added. Published first on TheFly – ...

26 January 2026 Global Aerospace & Defense US Defense: Land of Confusion? Answers - but, more questions; And Q4 preview Douglas S. Harned, Ph.D. +1 917 344 8430 douglas.harned@bernsteinsg.com Adrien Rabier +44 20 7676 6820 adrien.rabier@bernsteinsg.com Jennifer Ma +1 917 344 8408 jennifer.ma@bernsteinsg.com Specialist Sales Steve Song +1 917 344 8401 steve.song@bernsteinsg.com US defense stocks outperformed during the first three weeks of 2026, as geopolitical tensions rose and President Trump reiterated hi ...

Jefferies analyst sets a new price target for RTX Corporation (NYSE:RTX) at $225, indicating a potential 12.8% increase.RTX secures a multi-year contract with TTM Technologies worth up to $200 million for defense components.The stock's current price is $199.46, with a year's trading range between $112.27 and $205.36, showing significant volatility.RTX Corporation (NYSE:RTX) is a major player in the aerospace and defense industry. It operates through several businesses, including Raytheon, which focuses on d ...

Core Insights - RTX Corporation is a key player in the aerospace and defense industry, operating through divisions such as Pratt & Whitney, Collins Aerospace, and Raytheon, and competes with major companies like Lockheed Martin and Boeing [1] Financial Performance - RTX reported fourth-quarter 2025 sales of $24.23 billion, marking a 12% increase from the previous year, with adjusted EPS rising by 1% to $1.55, exceeding analyst expectations of $1.47 [4] - For 2026, RTX has guided adjusted sales between $92 billion and $93 billion, with an organic sales growth forecast of 5% to 6%, and adjusted EPS expected to range from $6.60 to $6.80, aligning with consensus estimates [5] Strategic Developments - Jefferies maintained a "Hold" rating for RTX, raising the price target from $210 to $225, reflecting confidence in the company's future performance supported by recent financial achievements [2][6] - Raytheon, a division of RTX, secured a contract with TTM Technologies valued at up to $200 million over three years for components related to the Lower Tier Air and Missile Defense Sensor (LTAMDS), emphasizing RTX's commitment to advancing defense technologies [3][6]

RTX-branded aerospace hangar with jet engine, fighter aircraft, and radar array symbolizing defense demand and backlog. Key Points RTX’s beat-and-raise quarter reinforced confidence in commercial and defense demand across its major segments. A $260 billion backlog suggests strong multi-year visibility if execution stays on track. Shares could consolidate or retest support before a breakout, with institutional selling a potential headwind. Interested in RTX Corporation? Here are five stocks we like bet ...

COSTA MESA, Calif., Jan. 28, 2026 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ: TTMI) (“TTM”) and Raytheon, an RTX business (NYSE: RTX), have reached a multi-year agreement to provide radio frequency assemblies, electronic hardware, and printed circuit boards supporting Raytheon’s Lower Tier Air and Missile Defense Sensor (“LTAMDS”). The potential value is $200 million over a three-year period. This agreement builds on TTM’s support of LTAMDS’ development and production-readiness activities, helping m ...

COSTA MESA, Calif., Jan. 28, 2026 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ: TTMI) (“TTM”) and Raytheon, an RTX business (NYSE: RTX), have reached a multi-year agreement to provide radio frequency assemblies, electronic hardware, and printed circuit boards supporting Raytheon’s Lower Tier Air and Missile Defense Sensor (“LTAMDS”). The potential value is $200 million over a three-year period. This agreement builds on TTM’s support of LTAMDS’ development and production-readiness activities, helping m ...

RTX Corporation (NYSE:RTX) reported upbeat fourth-quarter 2025 results on Tuesday.Fourth-quarter sales totaled $24.238 billion, up 12% from $21.623 billion a year earlier. GAAP diluted EPS was $1.19, compared with $1.10 in the prior-year quarter, and included $0.31 of acquisition accounting adjustments, $0.02 of restructuring, and $0.03 of other net significant and/or non-recurring items.Adjusted EPS rose 1% to $1.55, as revenue of $24.238 billion and adjusted EPS both came in above analyst estimates of $22 ...