RTX stock sentiment todayRTX Corporation
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
RTX
RTX CorporationRTX is capitalizing on a record $200B+ backlog and a global defense super-cycle, effectively moving past 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
The narrative has shifted from the Pratt & Whitney engine powder-metal defect crisis to a story of massive order intake and defense modernization. Investors are cheering the aggressive $10B share buyback and the company's resilience in the face of supply chain headwinds.
- ·Record-high backlog exceeding $202 billion
- ·Increased global demand for Patriot missile systems and AMRAAMs due to geopolitical tensions
- ·Stabilization of the GTF engine inspection timeline
Financial
Strong top-line growth driven by the Collins Aerospace and Raytheon segments, though margins are temporarily suppressed by the P&W engine remediations. Free cash flow is expected to ramp up significantly in 2025.
- ·Forward P/E of approx. 19.5x
- ·2.0%+ dividend yield with consistent growth
- ·Double-digit organic sales growth in defense segments
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
- ·Continued execution risk and costs associated with GTF engine inspections
- ·Supply chain bottlenecks in titanium and specialized castings
- ·Potential pivot in US defense spending priorities post-election
Peer temperature
How direct competitors stack up against RTX right now.
- NEUTRALLMTLockheed Martin
COLDER — lower commercial aviation exposure makes it a safer play but offers less upside from the post-pandemic aerospace recovery.
See full analysis → - HOTGEGE Aerospace
HOTTER — commands a premium valuation due to a cleaner balance sheet and dominant position in narrow-body engine services after the spin-off.
See full analysis → - NEUTRALGDGeneral Dynamics
COLDER — superior margin stability in Gulfstream business, but lacks the explosive growth potential of RTX’s missile and defense tech segments.
See full analysis →
- RTX+7.6%
- LMT+25.1%
- GE-3.4%
- GD+12.3%
Analyst price target
Consensus average of 17 analysts · median 235.00
Source: StockAnalysis.com · updated 2026-10-26
AI-generated analysis for informational purposes only. Not financial advice.