RTX Corporation (RTX) Earnings Call Transcripts

RTX Corporation's Latest Earnings Call - September 15, 2026

In the Q3 2026 earnings call, RTX Corporation reported strong operational performance, with a notable 13% organic sales growth and a 21% year-over-year increase in adjusted EPS. The company maintained its full-year guidance, signaling confidence in its robust $289 billion backlog, which has grown 22% year-over-year. Management emphasized the ongoing demand in both the aerospace and defense sectors, particularly highlighting the need for faster production and delivery to meet customer expectations.

Reported metrics

Guidance from management

RTX maintained its full-year guidance, expecting continued organic sales growth and robust free cash flow generation, with a midpoint free cash flow outlook of $8.6 billion for 2026.

What management said

I'll keep it I'll keep it simple. I'll be making some forward-looking statements this morning. Of course, those come with certain risks and uncertainties, so please consult our SEC filings for those. And then, Kristine, maybe I'll just make some brief opening remarks, just sort of frame up what we're going to talk about today.

And by the way, when you think of our GTF MRO network, 1 of the benefits of it is we own some of the shops, some of the shops are third party, and we're all sharing best practices. I was at an MTU shop in MRO shop in Hanover 2 weeks ago, and they're taking the lessons learned from Singapore and bringing it to that shop. And then vice versa, there are things that Hanover has developed that we're proliferating across o...

What analysts pressed on

Analysts expressed concerns about the ability to convert backlog into revenue due to ongoing supply chain constraints. There were also questions regarding the sustainability of demand in the commercial aerospace sector amidst price volatility and oil costs.

Main topics on the call

• Strong Backlog Growth — RTX's backlog increased to $289 billion, representing a 22% year-over-year growth. CEO Chris Calio stated, "incredible demand for the product... this is real and it is enduring."
• Operational Performance — The company achieved 13% organic sales growth and 21% adjusted EPS growth in the first half of 2026. Calio noted, "we're seeing real momentum in our execution and our operational focus."
• Guidance Maintenance — Management confirmed no changes to the full-year outlook, indicating confidence in ongoing performance. Calio remarked, "we still remain on track" for the year.
• Defense Sector Demand — The defense segment is experiencing heightened demand, with Calio stating, "the U.S. government needs more, they need it faster." This reflects the ongoing geopolitical tensions and increased defense spending.

Read the full RTX Corporation transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 56 RTX Corporation earnings call transcripts on record, spanning January 28, 2020 to September 15, 2026. Based on this history, RTX Corporation reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

RTX

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Aerospace and Defense

Calls on record

56

First call

January 28, 2020

Most recent

September 15, 2026

Reporting cadence

quarterly