RTX Earnings Surge +6.8% as Record Backlog Hits $289 Billion
Will RTX Corporation's massive defense backlog sustain this record-breaking stock rally, or are supply chain bottlenecks about to halt the momentum?
RTX Corporation, an aerospace and defense company, provides systems and services for commercial, military, and government customers worldwide. It operates through three segments: Collins Aerospace (Collins), Pratt & Whitney, and Raytheon. The Collins segment offers aerospace and defense products, and aftermarket services for civil and military aircraft manufacturers and commercial airlines, as well as regional, business, and general aviation, defense, and commercial space operations. This segment designs, manufactures, and supplies electric power generation and management and distribution, environmental control, flight control, air data and aircraft sensing, engine control, and engine…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $22.08B | +8.7% | $2.06B | $1.51 | +32.5% | 20.8% | 11.6% |
| Q4 2025 Dec 2025 | $24.24B | +12.1% | $1.62B | $1.19 | +8.2% | 19.5% | 10.7% |
| Q3 2025 Sep 2025 | $22.48B | — | $1.92B | $1.41 | — | 20.4% | 11.2% |
| Q2 2025 Jun 2025 | $21.58B | — | $1.66B | $1.22 | — | 20.3% | 9.9% |
| Q1 2025 Mar 2025 | $20.31B | — | $1.54B | $1.14 | — | 20.3% | 10.0% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Will RTX Corporation's massive defense backlog sustain this record-breaking stock rally, or are supply chain bottlenecks about to halt the momentum?