RTX Corporation Stock: Analyst Estimates & Ratings

Company Overview - RTX Corporation (RTX) has a market cap of $269.9 billion and operates in the aerospace and defense sector, serving commercial, military, and government customers through three segments: Collins Aerospace, Pratt & Whitney, and Raytheon [1] Stock Performance - RTX shares have significantly outperformed the broader market over the past 52 weeks, with a 56.5% increase compared to a 16.1% rise in the S&P 500 Index [2] - Year-to-date, RTX stock is up 9.5%, while the S&P 500 has only risen by 1.9% [2] - The stock has also outpaced the State Street Industrial Select Sector SPDR ETF (XLI), which returned 18.8% over the same period [3] Financial Performance - On January 27, RTX reported Q4 2025 adjusted EPS of $1.55 and revenue of $24.24 billion, both exceeding forecasts [4] - The company generated free cash flow of $3.2 billion for Q4 and $7.9 billion for the full year 2025, marking a $3.4 billion increase year-over-year [4] - For 2026, RTX projects adjusted EPS guidance of $6.60 - $6.80 and free cash flow of $8.25 billion - $8.75 billion [4] Analyst Expectations - Analysts expect RTX's adjusted EPS to grow 6% year-over-year to $6.67 for the fiscal year ending in December 2026 [5] - RTX has a strong earnings surprise history, having topped consensus estimates in the last four quarters [5] - Among 22 analysts covering the stock, the consensus rating is a "Moderate Buy," with 13 "Strong Buy" ratings, one "Moderate Buy," and eight "Holds" [5] Price Target - UBS analyst Gavin Parsons raised RTX's price target to $208 while maintaining a "Neutral" rating [6] - The stock is currently trading above the mean price target of $201.86, with a Street-high price target of $230 suggesting a 12.4% potential upside [7]