AI-extracted from the 10-Q filed 2026-10-20 — Q3 FY2026 (quarter ended September 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
RTX Q3 revenue rose 11% to $25.0B, driven by strong defense bookings of $59B including $23B Tomahawk and $14.3B AMRAAM awards, while operating profit margin expanded to 13.4% from 11.2% YoY.
Biggest Revenue Drivers
Pratt & Whitney$9.2B+10% YoY
Higher commercial aftermarket sales of $0.9B driven by higher volume; commercial OEM sales declined slightly on unfavorable mix
Collins Aerospace$8.4B+10% YoY
Higher commercial aerospace OEM sales of $0.4B and aftermarket sales of $0.3B; higher defense sales across multiple programs
Biggest Revenue Drivers
Total revenue: $25.0B+11% YoY
Pratt & Whitney$9.2B+10% YoY
Higher commercial aftermarket sales of $0.9B driven by higher volume; commercial OEM sales declined slightly on unfavorable mix
Collins Aerospace$8.4B+10% YoY
Higher commercial aerospace OEM sales of $0.4B and aftermarket sales of $0.3B; higher defense sales across multiple programs
Raytheon$8.0B+14% YoY
Higher naval power programs of $0.5B; higher land and air defense systems of $0.3B; higher air and space defense systems of $0.1B
Largest Expense Items
Cost of sales - products$14.5B+6.5% YoY
Driven by higher product sales volume at Raytheon, Collins, and Pratt & Whitney, partially offset by $0.4B tariff refunds
Cost of sales - services$4.7B+8.6% YoY
Increase driven by higher service volume at Pratt & Whitney and Collins
Selling, general, and administrative$1.9B+33% YoY
$0.4B customer bankruptcy charge at Pratt & Whitney in Q3 2026 and higher employee-related costs
Margins: Operating profit margin expanded to 13.4% in Q3 2026 from 11.2% in Q3 2025, driven primarily by organic segment operating profit growth of approximately $1.1B and $0.4B tariff refunds, though partially offset by a $0.4B Pratt & Whitney customer bankruptcy charge. Gross margin improved as cost of sales as a percentage of net sales declined to 76.7% from 79.6% YoY.
Watch Items from the Filing
Pratt & Whitney powder metal issue in PW1100G-JM engines: aircraft on ground levels expected elevated through 2026; estimated full-year 2026 cash impact approximately $0.7B; accrual for customer compensation was $0.2B at Sept 30, 2026 vs $0.7B at Dec 31, 2025.
Pratt & Whitney customer bankruptcy charge of $0.4B recorded in Q3 2026; allowance for expected credit losses on contract assets increased $0.3B during nine months ended Sept 30, 2026.
Major defense contract awards in Q3 2026: Tomahawk $23B seven-year UCA, AMRAAM $20.7B five-year UCA, SM-6 $24.4B five-year UCA, SM-3 IB $6.3B five-year UCA; total defense bookings $59B in Q3 vs $15.9B in Q3 2025.
Tariff refund claim submitted and approximately $0.4B approved refunds recognized as of Sept 30, 2026 from IEEPA tariffs; U.S. government appealed CIT refund order on June 2, 2026, but appeals have not prevented refund claims and receipts to date.
Pending Blue Canyon Technologies sale for $0.6B within Raytheon segment announced June 19, 2026; closing subject to regulatory approvals and customary conditions.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Pawlikowski Ellen MDirectorGrant or award · Apr 30, 2026
Congress trading in RTX
46 transactions in RTX reported by 22 members of Congress under the STOCK Act, most recent trade Jan 9, 2026. Reported transactions, not recommendations.
About RTX Corp (RTX): stock profile, AI score and financials
RTX Corp (RTX) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores RTX at 69.4/100 on a composite quality score built from its SEC filings, placing it at rank #255 of 2,925 stocks — the top 10% of the AI-ranked universe. RTX scores in the top quartile across revenue scale (98.5), institutional flow (92.3). Based on the latest XBRL financial filings (Q3 2026), RTX Corp reports quarterly revenue of $25.0B, net income of $2.6B, an operating margin of 13.4%. Top institutional holders of RTX by reported 13-F value include BlackRock, STATE STREET, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. RTX trades on the NYSE exchange and files with the SEC under CIK 101829. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RTX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for RTX Corp directly from SEC EDGAR.