RTX Corporation (RTX)

Outperform Recap: Q2 2026

RTX: A Blowout Beat-and-Raise Rebuts the 2027 Commercial Fear — Maintaining Outperform as the Thesis Confirms

Outperform Recap: Q1 2026

RTX: A Clean Beat-and-Raise Sold Off 4.4% — Upgrading Back to Outperform on an Underappreciated Defense Super-Cycle

Hold Recap: Q4 2025

A Year That Beat Every Line of Its Own Guide, and a 2026 That Guides to 6.5% EPS Growth: Downgrading RTX to Hold as the Stock Clears Our Target

Outperform Recap: Q3 2025

RTX Takes Back Its Tariff Cut and Then Some: Initiating at Outperform on a $251B Backlog and Six Straight Quarters of Margin Expansion