RTX Corporation (RTX) Earnings Call Transcripts

RTX Corporation's Latest Earnings Call - Q3 FY2026

In the third quarter of fiscal year 2026, RTX Corporation (RTX:US) reported adjusted sales of $25 billion, reflecting a 12% organic growth driven by strong performance across commercial OE, aftermarket, and defense sectors. Adjusted EPS increased to $2.26, up 33% year-over-year, bolstered by IEEPA cost recovery. Management raised full-year guidance for adjusted sales to a range of $97 billion to $97.5 billion, and adjusted EPS to a range of $7.65 to $7.75, indicating robust operational momentum and a record backlog of $340 billion, up 36% year-over-year.

Reported metrics

Guidance from management

Management raised the full-year adjusted sales outlook to between $97 billion and $97.5 billion and adjusted EPS to between $7.65 and $7.75, reflecting strong operational performance and demand across sectors.

What management said

Okay. Thanks, Nathan. We delivered another strong quarter of results and are confident in our updated full year outlook, reflecting the continued execution across the company. and I want to thank all of our employees for their dedication to our mission. RTX is exceptionally well positioned across commercial aerospace and defense with our leading franchises, growing installed base and record backlog. . We remain focu...

We lost you there, Myles. But from what we did here your question we'll guess the question. We'll reframe the question as we like it. We heard the question on Collins -- there you go. There you go. Go ahead. We hear you now. .

What analysts pressed on

Analysts expressed concerns regarding potential impacts of rising fuel costs on airline customers and the sustainability of margin improvements at Collins. There were also questions about the conversion of framework agreements into definitive contracts and the potential for cash flow conversion in the future.

Main topics on the call

• Revenue Growth Acceleration — RTX achieved adjusted sales of $25 billion, up 12% organically, with double-digit growth in commercial OE, aftermarket, and defense. "We continue to see robust global demand for our products and services and are very wel...
• Record Backlog — The company ended Q3 with a record backlog of $340 billion, up 36% year-over-year. This backlog provides "clear visibility to our sales expectations in the fourth quarter and throughout next year."
• Increased Guidance — Management raised full-year guidance for adjusted sales and EPS, now expecting adjusted sales between $97 billion and $97.5 billion and adjusted EPS between $7.65 and $7.75. "Given our performance to date, we're again ra...
• Strong Free Cash Flow — Free cash flow for the quarter was reported at $2.1 billion, contributing to an increased full-year expectation of $9 billion to $9.2 billion. This increase is driven primarily by IEEPA recovery, indicating strong cash g...

Read the full RTX Corporation transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 57 RTX Corporation earnings call transcripts on record, spanning January 28, 2020 to October 20, 2026. Based on this history, RTX Corporation reports quarterly. The most recent call on file is dated October 20, 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

57

First call

January 28, 2020

Most recent

October 20, 2026

Reporting cadence

quarterly