RTX Corp (RTX) Earnings History

RTX Corp - Q4 FY2025 EarningsBeat

Filed at: Jan 26, 2026, 7:00 PM EST|Read from source

EXECUTIVE SUMMARY

RTX reported strong financial results for 2025, exceeding prior year sales, adjusted EPS, and free cash flow, driven by operational performance and execution. The company anticipates continued growth in sales, earnings, and cash flow for 2026, supported by investments in capabilities and production capacity.

POSITIVE HIGHLIGHTS

  • •

    Consolidated sales of $24.2 billion in Q4 FY2025, up 12% year-over-year and 14% organically.

    positive
  • •

    Full year 2025 sales of $88.6 billion, up 10% year-over-year and 11% organically.

    positive
  • •

    Full year 2025 free cash flow of $7.9 billion, a significant increase of $3.4 billion compared to the prior year.

    positive
  • •

    Company backlog remains strong at $268 billion, comprising $161 billion commercial and $107 billion defense.

    positive
  • •

    Pratt & Whitney Q4 FY2025 sales increased 25% year-over-year, driven by strong performance in commercial OE, commercial aftermarket, and military segments.

    positive

CONCERNS & RISKS

  • •

    Adjusted EPS in Q4 FY2025 was $1.55, a marginal increase of 1% compared to the prior year, indicating a slowdown in earnings growth.

    attention
  • •

    Collins Aerospace adjusted operating profit margin decreased by 20 bps year-over-year in Q4 FY2025, despite overall sales growth.

    attention
  • •

    Pratt & Whitney adjusted operating profit margin decreased by 130 bps year-over-year in Q4 FY2025, impacted by mix and higher SG&A.

    attention
  • •

    Significant non-recurring items and adjustments impacted GAAP results, including $0.31 per share of acquisition accounting adjustments and $0.02 of restructuring in Q4 FY2025.

    attention
  • •

    Inventory levels increased to $13.4 billion in Q4 FY2025 from $12.8 billion in Q4 FY2024.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$24.24B
+12.0%
Prior year: $21.62B
Annual (YTD)
$88.60B
N/A
Prior year: $80.74B
Net Income
Quarterly
$1.62B
+9.0%
Prior year: $1.48B
Annual (YTD)
$6.73B
N/A
Prior year: $4.77B
EPS (Diluted)
Quarterly
$1.19
+8.0%
Prior year: $1.10
Annual (YTD)
$4.96
N/A
Prior year: $3.55
Operating Income
Quarterly
$2.60B
+23.0%
Prior year: $2.11B
Annual (YTD)
$9.30B
N/A
Prior year: $6.54B
EPS (Basic)
Quarterly
$1.21
+9.0%
Prior year: $1.11
Annual (YTD)
$5.02
N/A
Prior year: $3.58

MARGIN ANALYSIS

Operating Margin
Current Quarter
10.7%
Prior Year
9.8%
YoY Change
+90 bps
Net Margin
Current Quarter
6.7%
Prior Year
6.8%
YoY Change
-10 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Collins Aerospace
0.0%
N/A
Pratt & Whitney
0.0%
N/A
Raytheon
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Collins Aerospace
N/A———
Pratt & Whitney
N/A———
Raytheon
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

Adjusted sales
$92000000.0B—$93000000.0B
Mid-point: $92500000.0B
Organic sales growth
$5.0M—$6.0M
Mid-point: $5.5M
Adjusted EPS
$6.60—$6.80
Mid-point: $6.70
Free cash flow
8,250,000,000—8,750,000,000
Mid-point: 8,500,000,000

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Gain on sale of Simmonds Precision Products business
Included in Collins Aerospace reported operating profit.
+$100M
Q4 2025
Restructuring costs
Included in Collins Aerospace reported operating profit.
+$35M
Q4 2025
Acquisition accounting adjustments
Impacted consolidated operating profit and net income.
+$541M
$0.36 per share
Q4 2025
Other net significant and/or non-recurring items
Included in consolidated operating profit.
+$214M
$0.03 per share
Q4 2024
Charge associated with initiating alternative titanium sources
Included in Collins Aerospace adjusted operating profit.
+$175M
Q4 2024
Impairment of contract fulfillment costs
Included in Collins Aerospace adjusted operating profit.
+$155M
Q4 2024
Customer bankruptcy charge
Included in Pratt & Whitney reported operating profit.
+$157M
Q4 2024
Middle East contracts restart adjustments (benefit)
Included in Raytheon reported operating profit.
+$102M
Q4 2024
Acquisition accounting adjustments
Impacted consolidated operating profit and net income.
+$520M
$0.44 per share
Q4 2024
Contract termination charge
Included in Raytheon adjusted operating profit.
+$575M
Q4 2024
Expected settlement of a litigation matter
Included in Pratt & Whitney adjusted operating profit.
+$34M
Total Impact
+$2,608M$0.83 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

RTX delivered strong sales, adjusted EPS and free cash flow in 2025, enabled by our continued focus on operational performance and execution.

— RTX Corp, Q4 FY2025 2025 Earnings Call

We enter 2026 with great momentum and are well positioned to deliver our 2026 financial outlook.

— RTX Corp, Q4 FY2025 2025 Earnings Call

We remain focused on investing in new capabilities, expanding production capacity, and executing on our backlog to meet the growing needs of our customers.

— RTX Corp, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Inventory
13364.0M
+4.7% YoY
Prior year: 12768.0M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

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