Can RTX Strengthen Its Momentum Through Growing MRO Partnerships?

Core Insights - Increasing global air travel and the need for maintenance, repair, and overhaul (MRO) services support demand in the aerospace sector, with RTX Corporation (RTX) being a key player through its Collins Aerospace business due to its technical expertise and global MRO network [1][4] - RTX is facing supply-chain challenges and cost pressures that may cause short-term delays in MRO work, but the long-term outlook remains stable as airlines prioritize reliability and operational efficiency [2][4] MRO Agreements and Developments - Collins Aerospace expanded its partnership with Emirates in November 2025 for the maintenance of A380 main landing gears, introducing an improved support program to enhance overhaul availability [3] - Qatar Airways selected Collins Aerospace's Ascentia analytics solution for its fleet of 52 Boeing 787 aircraft, which utilizes real-time data to predict component health and reduce unscheduled maintenance [4] Market Performance - RTX shares have increased by 46.6% over the past year, outperforming the industry average growth of 21.9% [8] - The company's shares are currently trading at a forward 12-month Price/Earnings ratio of 26.21X, which is lower than the industry's average of 28.16X [10] Earnings Estimates - The Zacks Consensus Estimate for RTX's earnings for 2025 and 2026 has seen upward revisions over the past 60 days, indicating positive sentiment [11]