RTX stock sentiment todayRTX Corporation
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
RTX
RTX CorporationA dominant aerospace defense play benefitting from a massive $200B+ backlog and the resolution of the GTF engine crisis.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for RTX. Not financial advice.
Price · last 12 months
Gossip
Market sentiment has shifted from fear to recovery as the Pratt & Whitney GTF engine powder metal issue is now largely priced in and managed. Investors are focusing on the massive defense backlog and the 'super-cycle' in commercial aerospace aftermarket demand.
- ·Record-high backlog exceeding $200 billion
- ·Increased defense spending due to geopolitical tensions in Europe and the Middle East
- ·Robust recovery in air travel boosting Collins Aerospace margins
Financial
RTX displays strong cash flow generation despite the multi-billion dollar hit from engine recalls. Revenue growth is accelerating in the mid-to-high single digits with aggressive share buybacks supporting EPS.
- ·Forward P/E around 20x, slightly above historical averages but justified by growth
- ·Targeting $7B+ in Free Cash Flow by 2025
- ·Strong dividend yield relative to defense peers
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $6.9M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Further technical setbacks or costs related to the GTF engine inspections
- ·Supply chain bottlenecks limiting the ability to convert backlog to revenue
- ·Political pressure on defense budgets in a shifting US administration
Peer temperature
How direct competitors stack up against RTX right now.
- NEUTRALLMTLockheed Martin
COLDER — slower revenue growth and less exposure to the high-margin commercial aerospace recovery cycle.
See full analysis → - HOTGEGE Aerospace
HOTTER — higher valuation multiples but boasts superior margins and a 'pure-play' aerospace narrative following the spin-offs.
See full analysis → - COLDBABoeing
COLDER — plagued by persistent safety crises, production caps, and a significantly weaker balance sheet compared to RTX.
See full analysis →
- RTX-11.3%
- LMT-11.1%
- GE-8.7%
- BA-9.5%
Analyst price target
Consensus average of 16 analysts · median 240.00
Source: StockAnalysis.com · updated 2026-09-09
AI-generated analysis for informational purposes only. Not financial advice.