Improved Revenue and Earnings Growth Powered RTX Corporation’s (RTX) Performance

3 days ago 5

Soumya Eswaran

Thu, February 12, 2026 astatine 8:18 AM CST 3 min read

Carillon Tower Advisers, an concern absorption company, released its fourth-quarter 2025 capitalist missive “Carillon Eagle Growth & Income Fund”. A transcript of the missive tin beryllium downloaded here. 2025 marked a affirmative play for the equity market. The S&P 500 Index returned 2.7% successful Q4 and finished the twelvemonth up 17.9%. The twelvemonth started with imaginable disruptions and heightened volatility, portion it ended with optimism driven by beardown AI investment, clarity successful policies, and U.S. Federal Reserve (Fed) involvement complaint cuts. The market’s show was importantly affected by the connection services and exertion sectors. From a return‑driver standpoint, the marketplace enlargement successful the twelvemonth was driven by net growth. The steadfast observes favorable conditions arsenic 2026 approaches, and believes it tin execute different twelvemonth of beardown equity returns. The Fund holds nett assets of $493.06 cardinal crossed 48 holdings. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Carillon Eagle Growth & Income Fund highlighted RTX Corporation (NYSE:RTX) arsenic a notable contributor. RTX Corporation (NYSE:RTX) is an aerospace and defence company. The one-month instrumentality of RTX Corporation (NYSE:RTX) was -1.66%, and its shares gained 56.16% of their worth implicit the past 52 weeks. On February 11, 2026, RTX Corporation (NYSE:RTX) banal closed astatine $196.51 per share, with a marketplace capitalization of $262 billion.

Carillon Eagle Growth & Income Fund stated the pursuing regarding RTX Corporation (NYSE:RTX) successful its 4th fourth 2025 capitalist letter:

"RTX Corporation's (NYSE:RTX) affirmative show was a effect of a beardown 3rd 4th net study that demonstrated improved gross and net growth. Key extremity markets specified arsenic commercialized aerospace and planetary defence are poised to proceed to propulsion excess maturation for the institution implicit the adjacent respective years. As such, we stay affirmative connected RTX."

Was Jim Cramer Right About RTX Corporation (RTX)?

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