RTX Boosts Outlook Again As Missile Demand Fuels Rearmament Supercycle

What happened: RTX raised its full-year outlook for a third straight quarter, citing momentum in the Western rearmament cycle. All three operating units posted double-digit organic sales growth. Key numbers: 2026 adjusted EPS guidance $7.65 to $7.75, up from a prior ceiling of $7.25. Adjusted EPS $2.26 vs $1.78 consensus. Revenue $24.97bn, 4% above consensus. Why it matters: RBC called results strong, Goldman cited a solid quarter with higher guidance, and UBS said defense growth is accelerating. RTX also lifted sales and free cash flow forecasts.

RTX raised its full-year outlook for a third straight quarter, citing momentum in the Western rearmament cycle. All three operating units posted double-digit organic sales growth.

RBC called results strong, Goldman cited a solid quarter with higher guidance, and UBS said defense growth is accelerating. RTX also lifted sales and free cash flow forecasts.