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Upturn AI Summary - About
RTX Corporation(RTX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RTX
10/23/2026: RTX (4-star) is currently NOT-A-BUY. Pass it for now.
RTX Corporation is a prominent global aerospace and defense firm that provides critical engines, avionics, and advanced missile defense systems. The company benefits from a strong installed base that drives recurring aftermarket revenue, alongside substantial defense contracts that offer long-term stability. While RTX has a leading position in its markets, it faces significant operational risks, including complex manufacturing supply chains and occasional costly fleet maintenance requirements. The stock may suit investors seeking a combination of exposure to defense spending and dividend income, provided they are comfortable with sector-specific volatility. Investors should monitor defense contract wins and the progress of engine quality improvement programs.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is steady rather than explosive, tied to defense budgets and commercial aviation cycles. |
| Momentum investor | Strong fit while signal remains positive | Recent market strength in the aerospace sector supports a positive trend. |
| Value investor | Mixed fit | Valuation is often tied to long-term government contracts and industrial cycles. |
| Dividend investor | Strong fit | RTX offers a reliable dividend yield backed by consistent cash flows from its massive installed engine base. |
| Low-risk investor | Strong fit | The company's role as a critical defense and aerospace contractor provides a stable, long-term business profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Defense stocks can react sharply to geopolitical events and government funding announcements. |
| Valuation risk | Medium | Premium multiples are often assigned to defense leaders, which can limit upside if growth slows. |
| Competition risk (Defense and Engines) | Medium / high | RTX faces stiff competition from established players like Lockheed Martin and GE in critical product segments. |
| Business quality | Strong | The company possesses a wide economic moat due to its highly specialized technology and long-term service contracts. |
| Dividend income | Strong | RTX has a demonstrated commitment to returning capital to shareholders through regular dividends. |
| Execution risk | Medium / high | Managing large-scale, complex supply chains across global operations remains a significant operational challenge. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 86.75% | Avg. Invested days 110 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 257.76B USD | Price to earnings Ratio 31.06 | 1Y Target Price 229.17 |
Price to earnings Ratio 31.06 | 1Y Target Price 229.17 | ||
Volume (30-day avg) 4.7M shares | Beta 0.31 | 52 Weeks Range 164.95 - 226.41 | Updated Date 10/24/2026 |
52 Weeks Range 164.95 - 226.41 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 1.45% | Basic EPS (TTM) 6.15 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Commercial Aftermarket | Maintenance, repair, and overhaul services for jet engines and aircraft components. | This is a recurring revenue powerhouse that benefits whenever planes are flying. |
| Defense Contracts | Missile systems, sensors, and intelligence technologies for military customers. | This provides long-term stability backed by government defense spending commitments. |
| Original Equipment Manufacturing (OEM) | Manufacturing engines and avionics for new aircraft builds. | This segment is tied to the production rates of major commercial and military aircraft manufacturers. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-20 | When Before Market | Estimate 1.78 | Actual 2.26 |
Profitability
Profit Margin 8.75% | Operating Margin (TTM) 15.54% |
Management Effectiveness
Return on Assets (TTM) 4.56% | Return on Equity (TTM) 12.85% |
Valuation
Trailing PE 31.06 | Forward PE 24.57 | Enterprise Value 287.96B | Price to Sales(TTM) 2.69 |
Enterprise Value 287.96B | Price to Sales(TTM) 2.69 | ||
Enterprise Value to Revenue 3.08 | Enterprise Value to EBITDA 17.9 | Shares Outstanding 1.35B | Shares Floating 1.25B |
Shares Outstanding 1.35B | Shares Floating 1.25B | ||
Percent Insiders 0.09 | Percent Institutions 81.61 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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