RTX Corporation (NYSE: RTX) has recently announced financial results for the fourth quarter that have exceeded market expectations, with its 2026 financial projections aligning closely with analyst consensus. This positive performance has been acknowledged by Goldman Sachs, which maintains a 'Neutral' rating on the company's stock, reinforcing confidence in its future trajectory.
According to analysis from Noah Poponak at Goldman Sachs, RTX reported earnings per share of $1.55, comfortably surpassing the average analyst estimate of $1.47. Furthermore, the company's revenue for the quarter reached an impressive $24.2 billion, demonstrating a significant 6.8% increase over anticipated figures. This robust revenue growth was broadly distributed across RTX's primary business segments.
A deeper dive into the divisional performance reveals substantial organic growth. The Pratt sector experienced a remarkable 25% year-over-year increase in revenues, while the Collins division saw an 8% rise. Similarly, the Raytheon segment contributed to the overall strong results with a 7% increase in its revenues. These figures highlight the diversified strength and operational efficiency within RTX's various units, contributing to the company's solid financial standing.
Looking ahead, management has provided an adjusted sales forecast for 2026, ranging between $92.0 billion and $93.0 billion, alongside adjusted earnings guidance of $6.60 to $6.80 per share. These projections are in harmony with the broader market's expectations, which had estimated sales of $92.5 billion and earnings per share of $6.71. The consistency in guidance suggests a stable and predictable financial outlook for RTX.
In addition to sales and earnings, RTX's free cash flow guidance for 2026 is projected to be between $8.25 billion and $8.75 billion, which also meets the consensus estimate of $8.56 billion. This strong cash flow generation ability is a key indicator of the company's financial health and its capacity to fund future growth initiatives, manage debt, and return capital to shareholders. The company's shares were trading at $201.00 in premarket activity, reflecting investor response to these favorable announcements.
The latest financial disclosures from RTX Corp illustrate a company in strong operational health, consistently outperforming expectations and offering a clear, aligned vision for its future financial performance. The endorsement from Goldman Sachs further solidifies investor confidence in RTX's strategic direction and its ability to deliver on its commitments.