RTX Q3 Earnings Call Highlights Defense Backlog and Higher 2026 Outlook

What happened: RTX reported third-quarter 2026 results and raised its full-year outlook for adjusted sales, earnings and free cash flow, citing defense demand and commercial aerospace strength. Key numbers: Q3 adjusted EPS $2.26 versus $1.78 consensus, up 33% year over year. Why it matters: Management attributed the guidance increase to improved operating performance and about 25 cents per share of IEEPA recovery, and expects revenue and earnings growth in 2027 with margin expansion. Detailed 2027 guidance was deferred to the January call.

RTX reported third-quarter 2026 results and raised its full-year outlook for adjusted sales, earnings and free cash flow, citing defense demand and commercial aerospace strength.

Management attributed the guidance increase to improved operating performance and about 25 cents per share of IEEPA recovery, and expects revenue and earnings growth in 2027 with margin expansion. Detailed 2027 guidance was deferred to the January call.