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RTX
RTX (RTX) investor relations material
RTX Citi's Global Industrial Tech & Mobility Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's Global Industrial Tech & Mobility Conference 2026 summary18 Feb, 2026
Macro environment and growth drivers
Strong recovery in commercial aerospace with 5% RPK growth annually and demand for 40,000 aircraft over 20 years, exceeding current installed base.
Defense sector benefits from global replenishment needs, rising NATO budgets, and 3%-4% growth in APAC and MENA.
$268 billion backlog, up 23% since end of 2024, with robust demand in both commercial and defense segments.
Focus on executing backlog, investing $10 billion in E&D and CapEx to support ramp-up and innovation.
No changes to previously issued guidance.
Segment performance and opportunities
Collins Aerospace leads in 70% of product segments, with $105 billion out-of-warranty content and 2x content on new platforms.
Pratt & Whitney Canada operates 70,000 engines, with strong military and commercial portfolios, including an 8,000 engine GTF backlog.
Raytheon systems operate in 50 countries, providing backbone for integrated air and missile defense.
International backlog now 47%, up four points in two years, driving productivity and margin improvement.
Golden Dome and other major defense programs not yet included in backlog, representing future upside.
Defense and munitions outlook
Five new framework agreements with DoD aim to ramp munitions production 2-4x over the next decade.
Frameworks based on firm long-term demand, enabling investment in capacity and supply chain.
Raytheon’s $75 billion backlog excludes new frameworks, with focus on scaling production and qualifying new suppliers.
Global demand for integrated air and missile defense, sensors, and counter-UAS systems remains high.
Coyote counter-UAS system identified as a major growth engine.
GTF MRO output: Key drivers for sustained improvement
Munitions frameworks: When will sales flow?
CORE system: Supply chain deployment impact
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Next RTX earnings date
Q1 202621 Apr, 2026
RTX
Next RTX earnings date
Q1 202621 Apr, 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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