RTX

AI Research

$2.01B Air Force contract + $266M MDA contract → +57% TSR past year

RTX Corp exceeded Q4 2025 forecasts with EPS of $1.55 vs $1.47 expected and revenue of $24.2 billion vs $22.69 billion consensus, driving strong stock performance with total shareholder return of 57% over the past year. The company was awarded a $2.01 billion Air Force contract modification on March 13 and a $266.91 million Missile Defense Agency contract on March 12, 2026. The stock trades near $206 with 13 analysts recommending Buy and an average price target of $217, though ongoing defense budget uncertainties and geopolitical supply chain risks are key watch items.

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