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RTX Corporation: The Aerospace Cash Powerhouse Despite GTF Crisis

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⚡ Quantum Brief
RTX Corporation reported Q4 2025 results with 12% sales growth and $3.2 billion in free cash flow, outperforming expectations despite ongoing challenges in its GTF engine program. The company’s commercial and defense segments are driving a sustained aerospace and defense industry boom, offsetting tariff pressures and engine-related setbacks. 2026 guidance projects 4.4% revenue growth, 6.5% EPS growth, and 7.6% free cash flow growth as the impact of the GTF crisis diminishes. Analysts maintain a bullish outlook, citing RTX’s undervaluation relative to peers and strong dual-channel growth potential in both commercial aviation and defense. The stock has risen 9.8% since the last report, reinforcing confidence in its long-term resilience and market position.
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Dhierin BechaiInvesting Group LeaderFollow5ShareSavePlay(13min)CommentsSummaryRTX Corporation delivered a strong Q4 2025, with sales up 12% and free cash flow surging to $3.2 billion.Despite GTF engine and tariff headwinds, RTX’s commercial and defense segments are fueling a robust aerospace and defense supercycle.Guidance for 2026 targets 4.4% revenue growth, 6.5% EPS growth, and 7.6% free cash flow growth as crisis impacts taper.I maintain a bullish stance with a $227.44 price target, reflecting RTX’s undervaluation versus peers and dual-channel growth prospects.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » pablorebo1984/iStock via Getty Images RTX Corporation (RTX) has gained 9.8% since my last report, delivering a strong beat on the top and bottom lines in its Q4 earnings report. The aerospace and defense giant is facing the cashThis article was written byDhierin Bechai22.87K FollowersFollowDhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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