Over the past 30 days, RTX shares have climbed 9.8% as investors responded to a string of new defense contract awards and upward revisions to 2026 earnings estimates. In December, the company secured more than $1.2 billion in new business from the U.S. Department of Defense, including precision-guided munition orders and naval electronics upgrades. Analysts have raised full-year 2026 adjusted EPS forecasts by an average of 7%, citing margin improvements in the Pratt & Whitney and Collins Aerospace units. Despite ongoing trade tensions with several key export markets, RTX is trading at a roughly 15% valuation discount to its peer group, a gap investors believe could close if growth targets are met.

On January 5, Collins Aerospace, an RTX business, won a $438 million contract from the Federal Aviation Administration to deploy next-generation surveillance radars under the Radar System Replacement program. The award covers delivery of both Condor Mk3 cooperative radars and ASR-XM non-cooperative sensors, which will replace multiple legacy systems across more than 100 U.S. air traffic control sites. RTX currently operates over 550 radar installations in the National Airspace System, and this contract is expected to add roughly 4% to the company’s 2026 aerospace backlog, supporting long-term maintenance and software upgrade revenue streams.

RTX will report its fourth quarter and full-year 2025 results before market open on Tuesday, January 27. Management will host a conference call at 8:30 a.m. ET to review financial performance and outline the outlook for 2026. In 2024, the company posted sales exceeding $80 billion and EBIT margins near 12%. Investors will focus on free cash flow generation, debt reduction targets, and updated guidance for 2026, particularly in light of recent contract wins and expected cost synergies from ongoing integration of Raytheon and Collins Aerospace operations.