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RTX Corporation

RTX

Industrials · 215.22 +0.4% today

Jodie read · what matters now

Revenue increased 8.7% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to RTX, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections6 verified links5 additional receipts in Pro
Organic co-movement groupDefense Technology Services · FollowerDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-Q filed 2026-04-21 against the comparable filing from 2025-04-22.

constructive
OperationsconstructiveEvidence score +3
liquidityconstructiveEvidence score +1
valuationmixed

What improved

  • Revenue increased 8.7% versus the comparable filing period.
  • Operating margin improved 1.6 percentage points.
  • Net income increased 34.1% versus the comparable filing period.

What weakened

No thresholded deterioration was identified.

Filing receipts

The organic operating profit increase of $0.1 billion in the quarter ended March 31, 2026 compared to the quarter ended March 31, 2025 was primarily due to the commercial and defense sales volume increases as discussed above, partially offset by the impact of higher tariffs and unfavorable commercial OEM mix.

The decrease in Interest expense of $0.1 billion for the quarter ended March 31, 2026 compared to the quarter ended March 31, 2025, was primarily driven by long-term debt repayments.

Quarter Ended March 31, % of Total Net Sales (dollars in millions) 2026 2025 2026 2025 Cost of sales Products $ 13,000 $ 12,283 58.9 % 60.5 % Services 4,482 3,907 20.3 % 19.2 % Total cost of sales $ 17,482 $ 16,190 79.2 % 79.7 % Net products cost of sales increased $0.7 billion in the quarter ended March 31, 2026 compared to the quarter ended March 31, 2025, primarily driven by increases in external products cost of sales at Raytheon, Pratt & Whitney, and Collins, each driven by the products sales changes noted above.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind RTX

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BA16.0% of RTXcustomerFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 5 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

RTX is currently a Follower in the organic co-movement group Defense Technology Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.