Iran Wars Fuels RTX Growth Story as Defense Demand Rockets Higher

1 hour ago 1

Rich Duprey

Sun, April 5, 2026 astatine 1:30 PM CDT 5 min read

RTX (RTX) reported Q4 2025 adjusted EPS of $1.55, beating estimates by 5.44%, with gross of $24.24B up 12.1% twelvemonth implicit twelvemonth and escaped currency travel surging 549% to $3.195B; Raytheon conception adjusted operating nett roseate 22% connected rocket measurement growth, portion Pratt & Whitney subject revenues jumped 30% and the institution secured a $6.6B F135 motor declaration covering accumulation tons 18-19.
The Iran War is accelerating rocket request crossed Raytheon’s merchandise lines, with RTX’s $268B backlog and 20% munitions output summation successful 2025 providing the near-term catalyst for net acceleration if RTX maintains its streak of quarterly beats.
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RTX Corp (NYSE:RTX) reports its first-quarter 2026 results connected Tuesday, April 21, anterior to marketplace open. With the Iran War present driving a surge successful rocket request and a $268 cardinal backlog successful hand, this 4th is simply a nonstop trial of whether RTX tin person geopolitical urgency into accelerating earnings.

Last quarter, RTX delivered a beardown bushed connected some lines. Adjusted EPS came successful astatine $1.55 against a $1.47 estimate, a 5.44% beat, portion gross reached $24.24 billion, topping the $22.63 cardinal estimation by 7.10% and rising 12.1% twelvemonth implicit year. Pratt & Whitney was the standout, with subject revenues up 30% and commercialized aftermarket up 21%. Free currency travel surged to $3.195 billion, up 549.39% twelvemonth implicit year.

Since that January report, the Iran War has intensified the defence request narrative. Melius Research rates RTX a Buy, citing the ongoing request for missiles successful the Middle East. Raytheon won a $966.7 cardinal declaration modification for its AN/TPY-2 radar strategy from the Missile Defense Agency, and Pratt & Whitney secured a $6.6 cardinal F135 motor declaration covering Lots 18-19. CEO Chris Calio acceptable the code plainly connected the Q4 call: "We recognize that our products are captious to nationalist security. And I tin archer you crossed the organization, we perfectly consciousness the work and urgency to present much and to present it faster."

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Metric

Q1 2026 Estimate

Q1 2025 Actual

YoY Growth

Adjusted EPS	$1.51	$1.47	+2.7%
Revenue	$21.58B	$20.31B	+6.3%
Adjusted EPS	$6.70	$6.29	+6.5%
Revenue	$92.5B	$88.6B	+4.4%

Raytheon conception show warrants the closest attention. Raytheon grew gross 7% successful Q4 connected Patriot, GEM-T, Evolved SeaSparrow Missile, and Tomahawk volume, portion adjusted operating nett roseate 22%. Management guided that Raytheon's adjusted operating nett volition emergence betwixt $200 cardinal and $300 cardinal versus the anterior twelvemonth successful 2026. Calio noted connected the Q4 telephone that munitions output crossed captious programs roseate 20% successful 2025, and that SM-6 and Tomahawk output volition summation again successful 2026.

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