Jefferies analyst Sheila Kahyaoglu has raised her 12-month price target for RTX Corporation to $225, implying a potential 12.8% upside from recent trading levels. This adjustment reflects confidence in RTX’s diversified portfolio—spanning Pratt & Whitney engines, Collins Aerospace systems and Raytheon defense technologies—and is underpinned by stronger-than-expected margin expansion and free cash flow generation in the fourth quarter. Jefferies cited an improved order backlog across commercial aerospace and defense programs, forecasting 5–6% organic sales growth in fiscal 2026 and an adjusted EPS range of $6.60–$6.80, both above consensus estimates.

RTX’s Raytheon division secured a multi-year agreement with TTM Technologies worth up to $200 million to design, manufacture and test critical components for the Lower Tier Air and Missile Defense Sensor (LTAMDS). Under the contract, TTM will support accelerated delivery schedules and cost-reduction targets, ensuring that RTX can meet Department of Defense milestones without disrupting long-lead procurement. Raytheon Vice President Mike Mills highlighted that this partnership strengthens RTX’s supply chain resilience and positions the company to capture additional sensor and guided-weapon opportunities over the next three years.

In the fourth quarter of 2025, RTX reported consolidated sales of $24.23 billion, up 12% year-over-year, and delivered adjusted EPS of $1.55, beating consensus by $0.08. The company achieved a net margin of 7.6% and a return on equity of 13.1%, reflecting operational leverage across its commercial and defense segments. Looking ahead, RTX has guided full-year 2026 adjusted sales of $92–93 billion and EPS of $6.60–$6.80, indicating continued momentum in jet engine aftermarket services and radar system deliveries. Management emphasized ongoing investments in research and development to support next-generation propulsion and sensor programs.