RTX
FY2026 Q2 · Calendar Q3 2026
RTX Corporation
RTX delivered broad-based strength in Q2 2026, beating consensus on both revenue and EPS while raising full-year guidance across all three metrics. The results were driven by accelerating defense awards, robust GTF aftermarket demand, and 16% organic sales growth, up from 10% in Q1. A record $289B backlog, the first domestic GEM-T order in over 30 years, and GTF Advantage engine certification underscore multiple growth vectors. Management's confident tone and continued capex investments signal conviction in the demand trajectory, though working-capital buildup and supply-chain constraints for high-rate production remain watch items. The stock surged 7.3% on the print with continued positive drift of 4.4% in subsequent sessions.
EPS surprise+13.9%
Market move+7.3%
