RTX Raytheon Technologies Corporation

$RTX Raytheon sitting on long-term support at this trendline and on a sizeable 20% pullback from the August highs, along with the whole defense industry. GREAT risk-reward from here, with RSI oversold at 29 and just starting to reverse...

$RTX Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.26 up 32.94% YoY • Reported revenue of $24.96B up 11.06% YoY • RTX raised full-year 2026 adjusted sales to $97B from $95B, adjusted EPS to $7.65 from $7.1, and free cash flow to $9B.

$RTX | RTX Q3 Earnings: - Adj Sales: $24.97B (est $24.08B) - Adj EPS: $2.26 (est $1.79) - Pratt & Whitney Sales: $9.23B (est $8.89B) - Collins Aerospace Systems Sales: $8.38B (est $8.15B) - Free Cash Flow: $2.12B (est $1.99B) - Sees FY Adjusted Sales: $97B To $97.5B (prev $95B To $96B) - Sees FY Adjusted EPS: $7.65 To $7.75 (prev $7.10 To $7.25) - Sees FY Free Cash Flow: $9B To $9.2B (prev $8.5B To $8.75B; est $8.7B) - Lifts Outlook On Strong Demand For Missiles And Air Travel

$RTX likely to see a bullish reversal off this long-term supporting trendline. Down -20% since August highs. Great discount on defense names.

$RTX Q3 adjusted EPS came in at 2.26 dollars vs 1.78 expected, sales 24.97 billion dollars, up 11% YoY. All three segments grew: Raytheon up 14%, Collins and Pratt & Whitney up 10% each. The guide moved too. Full-year EPS is now seen at 7.65 to 7.75 dollars, up from 7.10 to 7.25, and sales at 97 to 97.5 billion dollars. Full-year consensus was sitting at 7.25 before the print, right at the top of the old range. Backlog hit a record 340 billion dollars after more than 81 billion in new awards in the quarter. It was 289 billion at the end of Q2.

$RTX Here are past ER results since 2022. Note that RTX reliably beats EPS and revenue, and the stock reaction is usually positive aftwards. 24 analyst give average target of $227.78 for +17.48% upside. $ITA.X $DFEN

$RTX no reason to buy this until after the elections. I expect it to take a huge dump with the results.

$RTX lands $24.4B missile contract, 3rd deal over $20B in 2 months The latest deal, announced Oct. 1, is worth up to $24.4B, & calls for more SM-6 interceptors — The SM-6 is used in a variety of operations, including anti-ship warfare, anti-air warfare & ballistic missile defense. The US Navy contract is for 5 years, w/ 2 option years available This deal surpasses Raytheon's prev record contract worth $22.9B announced in Aug for accelerated production of Tomahawk cruise missiles. It also goes beyond a $20.7B contract announced earlier this week for nearly doubled output of the of widely used AMRAAM weapon

Polymarket: The implied probability of a formal peace deal or ceasefire b/n Ukraine & Russia occurring before FY27: 7% chance Note: Ukrainian President Volodymyr Zelenskyy has requested an emergency winter package from the US & Western allies featuring 300 Patriot interceptor missiles (at a rate of 100/month) to defend against Russian air attacks on energy infrastructure Strait of Hormuz traffic returns to normal by Dec 31: 25% chance Note: President Trump told the UN General Assembly today that he has a "big decision to make" on whether to make a deal or drive Iran "into hell with no chance of survival and no hope of future greatness or generations." US delegation, including Boy Wonder Jared Kushner & real-estate dudue Steve Witkoff, met w/ Iranian officials for 3 hours $RTX $LMT $GM $HON $NOC

The U.S. Department of Defense awarded Raytheon a $34.36 million contract to support the V-22 Tactical Software System, according to a Monday announcement. The cost-plus-fixed-fee order was issued under a 2025 basic ordering agreement and covers engineering, management, technical and procurement support aimed at maintaining the operational availability of the V-22 fleet for the U.S. Air Force, Marine Corps and Navy. Work will be performed at Raytheon’s facility in Indianapolis, Indiana, with completion expected in August 2028. The contract will be funded through multiple fiscal-year appropriations, with the largest portion coming from FY2026 aircraft procurement, research and development, and operations and maintenance accounts across the Air Force and Navy. Additional funding includes smaller FY2025 aircraft procurement and defense procurement allocations. Naval Air Systems Command in Patuxent River, Maryland, awarded the order without competitive bidding. $RTX

$RTX 🏛️ RTX Corporation's Raytheon was awarded $729 million in counter-drone contracts for the U.S., Qatar, and Jordan. Actionable market event

Defense stocks like $RTX can serve as an effective portfolio hedge when holding common stock instead of dealing with wide option spreads.

$RTX A 24.4 billion contract no longer moves the stock. Thursday's multi-year award for SM-6 interceptors (aircraft, ballistic missiles, enemy targets) is one of the biggest missile deals of the year. Friday morning RTX was off about half a percent at 184. The stock is down roughly 9 percent since the Iran war started in late February. The defense ETF is down 15 percent. The S&P is up 11. The de-rating is not about order flow. Per Barron's, investors worry defense spending growth decelerates on budget pressure and House-midterm gridlock. RBC's Ken Herbert made the math clean on Northrop: cut to Hold, target 525 from 640, at 16 times forward earnings, the lowest multiple of the past year. His new frame is 17 times, not 21. One counter-voice: Citi's John Godyn thinks defense catches a bid once the election outcome is known. The order books are full. It's the funding the market is pricing.

$RTX wins a multiyear contract worth up to $24.4B to produce Standard Missile-6 interceptors for the US Navy, as the Pentagon pushes to replenish munitions stockpiles depleted by conflicts in the Middle East. The 5-year contract, which includes 2 additional option years, is meant to provide a steady & reliable supply of the SM-6, a missile that can carry out both offensive strikes & missile defense missions The SM-6 award is the latest in a series of large munitions contracts the Pentagon has pursued this year to pressure contractors into ramping up output. It follows a $20.7B provisional multiyear deal for Raytheon’s AMRAAM air-to-air missiles in late Sept & a $58.6B Patriot interceptor deal awarded to $LMT in July Industry execs have warned that Congress has not yet appropriated funding for the deals, meaning contractors may be unable to invest at scale in components & facilities until lawmakers act.

$RTX 20.7B for AMRAAM two days ago now 24.4B for SM-6 that's 45B of contracts in a week LFG

$20.7 billion. That is the Pentagon contract $RTX won on Monday to nearly double AMRAAM missile production. The great missile stockpile rebuild is on.

$RTX adding some more tomorrow.. Thinking this will be at 205 EOW and a nice run back to ATH!!

$RTX RTX reports Q3 Tuesday before the open. Consensus is 1.78 dollars of EPS on 24.01 billion dollars of revenue, both up mid single digits from a year ago (Zacks). The bar is higher than that, though. RTX has beaten in each of the last four quarters, average surprise 14.21%, and full-year consensus already sits at 7.25 dollars, the top of the 7.10 to 7.25 guide it raised in July. Backlog was 289 billion dollars at the end of Q2. A plain beat probably is not enough here, it likely takes another guide lift.

$RTX we’ll go and hit highsby the end of the year. You can’t deny good earnings and news this has both.

$RTX why down on war news following a bunch of contract awards? I would think escalating conflict is good for business.