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RTX (RTX) investor relations material
RTX Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 55th Annual Global Industrial Conference summary13 Nov, 2025
Financial performance and outlook
Achieved 13% organic sales growth in Q3, with double-digit increases across all segments and 18% aftermarket growth.
Margin expansion realized at both segment and consolidated levels, with $4 billion free cash flow in Q3.
Full-year sales expected between $86.5–$87 billion and adjusted EPS between $6.10–$6.20.
Backlog stands at $251 billion, not yet reflecting recent defense demand surges.
Pension de-risking transaction transferring $2.5 billion obligation to insurer, resulting in a one-time $300 million non-cash charge in Q4.
Operational execution and strategic initiatives
Focused on execution to deliver Q4 and full-year outlook, with strong backlog supporting near-term sales.
Working capital and inventory management remain top priorities, with digital tools aiding material allocation and supply chain visibility.
Ongoing productivity enhancements include digitalization, cost reduction, and SAP system upgrade over five years.
Investments in capacity and supply chain synchronization to meet robust defense and commercial demand.
Continued focus on cost control and SG&A reduction, especially at Collins.
Defense and commercial market trends
Defense business experiencing strong demand, with significant investments in capacity and supply chain for munitions and integrated air defense systems.
Substantial international and U.S. orders, including $1.5 billion for LTAMDS and high book-to-bill ratio of 1.94 in Q3.
Commercial aerospace seeing mid-single-digit RPK growth, OE deliveries rising, and aftermarket expansion.
Collins and Pratt aligned with OEM ramp rates, with GTF engine production up 55% since 2019.
Aftermarket tailwinds expected as more installed base comes off warranty and aircraft retirements remain low.
Defense capacity investment strategy
GTF fleet recovery and aftermarket material balance
Working capital reduction for future cash flow growth
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Q4 202521 Jan, 2026
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Frequently asked questions
RTX Corporation is an aerospace and defense company providing advanced systems and services for commercial, military, and government customers. Its operations span aerospace engines, missile systems, space technology, and cybersecurity solutions. RTX Corporation’s products and services are utilized across aviation, defense, and intelligence sectors globally. The company is headquartered in Arlington, Virginia, and its shares are listed on the NYSE.
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