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RTX Beats on Q3 Earnings & Revenues, Raises '25 EPS View

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Key Takeaways

  • RTX's Q3 adjusted EPS rose 17.2% year over year to $1.70, beating estimates by nearly 20%.
  • Revenues climbed 11.9% to $22.48B, driven by growth across Collins, Pratt & Whitney, and Raytheon units.
  • RTX raised its 2025 EPS and sales outlook, projecting up to $87B in annual revenues.

RTX Corporation’s (RTX - Free Report) third-quarter 2025 adjusted earnings per share (EPS) of $1.70 beat the Zacks Consensus Estimate of $1.42 by 19.7%. The bottom line also improved 17.2% from the year-ago quarter’s level of $1.45. 

Including one-time items, the company reported GAAP earnings of $1.41 per share, marking an improvement from $1.09 in the prior-year quarter.

RTX’s Total Revenues

RTX’s third-quarter sales totaled $22.48 billion, which surpassed the Zacks Consensus Estimate of $21.48 billion by 4.6%. The top line also surged a solid 11.9% from $20.09 billion recorded for the third quarter of 2024.

 

RTX Corporation Price, Consensus and EPS Surprise

RTX Corporation Price, Consensus and EPS Surprise

RTX Corporation price-consensus-eps-surprise-chart | RTX Corporation Quote

RTX’s Operational Performance

Total costs and expenses increased nearly 10% year over year to $20.02 billion in the quarter. The company generated an adjusted operating profit of $2.97 billion compared with $2.48 billion in the prior-year quarter.

RTX posted an interest expense of $449 million compared with $496 million in the prior-year period.

RTX’s Segmental Performance

Collins Aerospace: Sales in this segment totaled $7.62 billion, up 8% year over year.  This improvement can be primarily attributed to a 16% increase in commercial OE, a 13% increase in commercial aftermarket and a 6% increase in defense.

Pratt & Whitney: This segment’s sales totaled $8.42 billion, reflecting an improvement of 16% from the year-ago quarter’s reported number. Sales growth was fueled by a 5% rise in commercial OE, a 23% increase in commercial aftermarket, and a 15% gain in military sales. Commercial OE benefited from higher volumes in large engines and a favorable Pratt Canada mix, while aftermarket growth was supported by increased volumes across both segments. Military sales rose mainly due to higher F135 program volumes tied to the Lot 18 contract award.

Raytheon: This segment recorded sales of $7.05 billion, up 10% year over year. This was driven by higher volume on land and air defense systems, including international Patriot as well as higher volume on naval programs, including multiple classified programs, SM-6, and Evolved SeaSparrow Missile.

RTX’s Financial Update

RTX had cash and cash equivalents of $5.97 billion as of Sept. 30, 2025, compared with $5.58 billion as of Dec. 31, 2024.

The long-term debt totaled $38.26 billion as of Sept. 30, 2025, compared with $38.73 billion as of Dec. 31, 2024.

Net cash flow from operating activities in the first nine months of 2025 was $6.4 billion compared with $5.6 billion a year ago.

Free cash flow totaled $4.03 billion compared with $1.97 billion in the year-ago quarter.

RTX’s Guidance

The company now expects adjusted EPS to be in the band of $6.10-$6.20, up from the previous projection of $5.80-$5.95. The Zacks Consensus Estimate for 2025 EPS is pegged at $5.94, which is not in the raised guided range. 

RTX raised its 2025 sales projection to the range of $86.5-$87 billion from the prior guidance of $84.75-$85.5 billion. 

RTX still expects to generate free cash flow of $7.0-$7.5 billion for 2025.

RTX’s Zacks Rank

The company currently carries a Zacks Rank #3 (Hold).  You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Upcoming Defense Releases

Textron (TXT - Free Report) is slated to report third-quarter results on Oct. 23, before market open. The Zacks Consensus Estimate for earnings is pegged at $1.47 per share, indicating year-over-year growth of 5%.

TXT’s long-term (three to five years) earnings growth rate is 10.03%. The Zacks Consensus Estimate for third-quarter sales is pinned at $3.71 billion, indicating year-over-year growth of 8.1%.

General Dynamics (GD - Free Report) is slated to report third-quarter results on Oct. 24, before market open. The Zacks Consensus Estimate for earnings is pegged at $3.73 per share, which indicates a year-over-year increase of 11.3%. 

GD’s long-term earnings growth rate is 10.67%. The Zacks Consensus Estimate for sales is pegged at $12.61 billion, which indicates a year-over-year increase of 8.1%. 

The Boeing Company (BA - Free Report) is slated to report third-quarter results on Oct. 29, before market open. The Zacks Consensus Estimate for earnings is pegged at a loss of $1.71 per share.

BA’s long-term earnings growth rate is 20.85%. The Zacks Consensus Estimate for third-quarter sales is pinned at $21.64 billion, indicating year-over-year growth of 21.3%.

 

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