{"symbol":"RTX","fiscalQuarter":"Q2-2026","reportDate":"2026-07-21","reportTime":"BMO","status":"upcoming","company":{"name":"RTX Corporation","sector":"Industrials","industry":"Aerospace & Defense"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/RTX/earnings/Q2-2026","estimates":{"consensusEps":1.6576,"consensusRevenue":22847.2,"epsLow":1.61,"epsHigh":1.7107,"whisperEps":null,"numAnalysts":null},"preBrief":{"companySnapshot":"RTX Corporation is a major player in the aerospace and defense sector, focusing on advanced technologies for both commercial and military applications. With a market cap of $244 billion, the company is significant in shaping industry standards and innovation, particularly in areas like defense systems and aircraft manufacturing.","keyMetrics":[{"name":"EPS","why":"Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.","consensus":"$1.66"},{"name":"Revenue","why":"Total revenue reflects the company's sales performance and demand for its products and services, which is crucial for growth.","consensus":"$22.8B"}],"lastQuarterRecap":{"summary":"In Q1 2026, RTX reported an EPS of $1.78, significantly beating estimates by 17.03%. However, the stock fell 4.40% the following day, indicating mixed investor sentiment despite the strong earnings.","promises":["Continued focus on cost management to improve margins.","Investment in new technologies to drive future growth.","Commitment to meeting defense contracts on time."]},"wallStreetExpectations":{"summary":"Analysts are generally optimistic, expecting RTX to report solid earnings driven by strong demand in the aerospace and defense sectors. However, there are concerns about potential supply chain issues affecting revenue.","bullCase":"If RTX exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand and effective cost management, boosting investor confidence.","bearCase":"If the company misses earnings expectations or provides weak guidance, it could raise concerns about future growth and profitability, leading to a negative market reaction."},"optionsSignal":{"impliedMove":"8.39%","context":"The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement."},"earningsTrackRecord":[{"quarter":"Q1-2026","epsSurprise":"+17.03%","reaction":"-4.40%"},{"quarter":"Q4-2025","epsSurprise":"+5.95%","reaction":"+3.68%"},{"quarter":"Q3-2025","epsSurprise":"+19.72%","reaction":"+7.67%"},{"quarter":"Q2-2025","epsSurprise":"+6.78%","reaction":"-1.58%"},{"quarter":"Q1-2025","epsSurprise":"+9.29%","reaction":"-9.81%"}],"pivotalQuestions":[{"question":"Will RTX achieve an EPS of $1.66 or higher?","whyItMatters":"This figure is critical as it reflects the company's profitability and could influence investor sentiment significantly."},{"question":"What is the outlook for revenue growth given current supply chain challenges?","whyItMatters":"Understanding revenue expectations will help gauge the company's ability to meet demand and sustain growth amid potential disruptions."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $1.70 or higher with revenue exceeding $23B would confirm strong operational performance.","bearTrigger":"An EPS below $1.61 or revenue below $22.5B would raise concerns about profitability and growth prospects.","context":"The market is debating whether RTX can maintain its growth trajectory amidst industry challenges, making these thresholds crucial."},"scenarioPlaybook":{"beatAndRaise":"If RTX beats expectations, history suggests the stock could rise by around +0.77%, confirming strong demand and operational efficiency.","inLineCautious":"If results are in line but management is cautious, the stock may react modestly, reflecting uncertainty about future growth.","miss":"A miss could lead to a decline in stock price, with history suggesting a drop of around -9.81% if earnings fall short."},"whatTheStreetIsMissing":{"thesis":"The Street may be underestimating the impact of recent defense contracts and technological advancements on RTX's revenue growth this quarter.","supportingPoints":["RTX has consistently beaten EPS estimates, indicating strong operational performance.","The options market is pricing in a larger move than historical averages, suggesting heightened expectations.","Recent insider buying indicates confidence in the company's future prospects."],"riskToConsensus":"If revenue falls below $22.5B, it could undermine the positive narrative around defense spending."},"whatToListenFor":["Any updates on defense contracts and their impact on revenue.","Insights into supply chain management and its effect on production.","Management's outlook on future growth and market conditions.","Details on cost management strategies and their effectiveness.","Comments on technological advancements and their role in driving sales."],"metaDescription":"RTX Corporation (RTX) reports Q2 2026 earnings July 21. Analysts expect $1.66 EPS on $22.8B revenue. Here's what to watch."}}