For the first quarter of 2026, analysts anticipate RTX will report consensus revenue of $21.55 billion and an adjusted EPS of $1.52, while the current stock price of $196.42 sits below the average analyst price target of $203.61.
Investors are primarily focused on the company's execution in converting its massive $268 billion backlog into revenue amid heightened geopolitical tensions in the Middle East. The performance of the Pratt & Whitney segment remains a key focal point as the newly certified GTF Advantage engine prepares for initial production deliveries and entry into service. Management's updated full-year guidance will also be scrutinized for the impact of potential tariff headwinds at Collins Aerospace.