• RTX Q2: sales $24.7B (+14.5% YoY, 16% organic), GAAP EPS $1.57, adjusted EPS $1.89. Operating profit $2.81B, operating cash flow ~$3.5B, backlog $289B. Raised FY sales to $95–96B.
  • RTX’s Raytheon unit won nearly $20B in Q2 awards, 2.4 book-to-bill. Bookings included $5B+ for GEM-T Patriots, $1.8B for AIM-120 AMRAAMs, and $4B+ classified, raising backlog to ~$86B.
  • RTX warned two macro risks: higher oil from the Iran war could hit commercial aerospace demand, and defense spending may have peaked with a Democrat-run House; neither affected its latest quarter.
  • RTX CEO Chris Calio said bipartisan support exists for higher U.S. defense spending in 2027, targeting increased munitions production and expanded defense manufacturing capacity relevant to RTX.
  • RTX to boost Stinger missile production with European partners, adding assembly in the Netherlands and collaborating with regional suppliers to scale output for European demand.