Скачать или смотреть RTX Corporation Q3 2025 Earnings Call: Massive Beat & Guidance Raise! | RTX Stock Analysis

*RTX Corporation Q3 2025 Earnings Call: Massive Beat & Guidance Raise! | RTX Stock Analysis, Aerospace & Defense Backlog*

RTX Corporation (NYSE: RTX) reported a dominant Q3 2025, significantly surpassing Wall Street forecasts and delivering double-digit growth across all segments. This video breaks down the key financial metrics, the raised 2025 outlook, and major defense and commercial aerospace program wins that fueled the performance.

*🚀 Q3 2025 Financial Highlights:*

RTX exceeded expectations, posting *Adjusted Earnings Per Share (EPS) of $1.70**, a **20.57% beat* over the $1.41 forecast. Quarterly **Revenue reached $22.5 billion**, surpassing the anticipated $21.27 billion.

*Adjusted Sales:* Up 12% year-over-year (YOY).
*Organic Sales Growth:* Strong *13%* growth consolidated across the company.
*Adjusted Segment Operating Profit:* Increased by *19%* YOY.
*Free Cash Flow (FCF):* Robust at *$4.0 billion* in Q3, marking a 104% increase YOY.

*📈 RTX Stock Performance & Market Reaction:*

The strong performance led to a positive market reaction, with RTX stock surging *8.71%* in pre-market trading, reaching **$172**. The stock is near its 52-week high of $178.33 and has demonstrated a 26.43% price gain over the past six months.

*⬆️ Raised Full-Year 2025 Guidance:*

RTX raised its full-year guidance, reflecting confidence in sustained momentum and operational execution:

*Adjusted Sales Outlook:* Raised to **$86.5 billion–$87.0 billion**.
*Adjusted EPS Outlook:* Raised to **$6.10–$6.20**.
*Free Cash Flow:* Confirmed at **$7.0 billion–$7.5 billion**.

*🛡️ Robust Backlog and Demand:*

Total company backlog stands at a massive **$251 billion**, representing a 13% increase YOY. New awards in Q3 totaled $37 billion, including $23 billion in defense orders and $14 billion in commercial orders.

*Segment Highlights:*

1. *Collins Aerospace:* Achieved 11% organic sales growth. Commercial aftermarket sales were up 13%, driven by parts, repairs, and retrofit activity. Collins is also nearing final certification for a next-generation braking system for the A321XLR.
2. *Pratt & Whitney (P&W):* Delivered 16% organic sales growth. Commercial aftermarket sales grew *23%**. P&W was awarded over **$3 billion* to support the F135 engine program, including the Lot 18 production contract. The company is on track to deliver approximately 30% MRO output growth for the **GTF engine fleet management plan**.
3. *Raytheon:* Saw 10% organic sales growth and recorded a record backlog of *$72 billion**. Orders included **$2.5 billion for GEM-T* and the largest AMRAAM order in the program's 30-year history ($2.1 billion). Raytheon achieved a strong Q3 book-to-bill ratio of **2.27**. The segment is investing $300 million this year in capacity expansion, including the Redstone Missile Integration facility.

*💡 Strategic and Operational Focus:*

RTX continues to leverage its core operating system to drive productivity and has delivered six consecutive quarters of YOY adjusted segment margin expansion. The company is deploying proprietary *data analytics and AI tools* to improve productivity, speed up decision-making, and proactively identify production bottlenecks, particularly within the Raytheon AMRAAM program, contributing to output more than doubling year-to-date.

*Keywords/Tags:*
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