RTX Corporation (NYSE:RTX ) Q2 2025 Earnings Conference Call July 22, 2025 8:30 AM ET Company Participants Christopher Calio - Chairman & CEO Neil Mitchill - Executive VP & CFO Nathan Ware – Executive Conference Call Participants Jason Gursky - Citigroup Inc., Research Division Robert Stallard - Vertical Research Partners, LLC Myles Walton - Wolfe Research, LLC Scott Deuschle - Deutsche Bank AG, Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division Ronald Epstein - BofA Securities, Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Peter Arment - Robert W. Baird & Co. Incorporated, Research Division Kristine Liwag - Morgan Stanley, Research Division Douglas Harned - Sanford C.
I maintain a bullish stance on the defense sector, with 20% of my portfolio in aerospace & defense stocks due to their strong dividend growth. I recently sold Lockheed Martin to improve diversification, despite believing it remains undervalued and capable of over 14% annual returns. RTX's unique commercial and defense mix provides growth from both aviation and defense, reducing risk from defense budget fluctuations.
RTX Q2 earnings and sales beat estimates on broad segment growth. However, the company trims its 2025 EPS forecast.
While the top- and bottom-line numbers for RTX (RTX) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
RTX (RTX) came out with quarterly earnings of $1.56 per share, beating the Zacks Consensus Estimate of $1.45 per share. This compares to earnings of $1.41 per share a year ago.
RTX faces mixed signals ahead of Q2 earnings, with solid sales momentum offset by valuation and low ROE concerns.
Besides Wall Street's top-and-bottom-line estimates for RTX (RTX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
The latest trading day saw RTX (RTX) settling at $149.28, representing a +1.64% change from its previous close.
Raytheon's $74 million contract win boosts RTX's missile defense role as RAM GMLS expands global naval deployment.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Barracuda's breakthrough shows RTX's tech edge, but supply woes, weak outlook and high valuation raise red flags.
RTX (RTX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.