RTX (RTX) News Today

RTX Corporation (RTX) shares have been on the rise, supported by defense and cybersecurity wins as well as strong backlog growth, though some analysts caution on valuation and tariff headwinds.

• Positive Sentiment: Investors are riding FOMO after RTX reported multi-year backlog growth, raised its FY2025 organic growth guidance and showed richer adjusted operating margins thanks to commercial travel and defense tailwinds. RTX: FOMO Drives New Heights - Wait For A Dip Buying Opportunity
• Positive Sentiment: RTX’s BBN Technologies unit won a DARPA contract under the INGOTS program to advance high-fidelity cyber vulnerability detection and exploit-chain testing. RTX to optimize cyber vulnerability detection for DARPA
• Neutral Sentiment: The Pentagon awarded $10 million to Elk Creek Resources (a NioCorp unit) to build a domestic scandium supply chain—scandium is critical for hypersonic and aerospace systems used by RTX. Pentagon Awards $10M to NioCorp to Build U.S. Scandium Supply Chain
• Neutral Sentiment: While RTX enjoys strong backlog growth and large market opportunities, analysts warn that cash burn and U.S.-China tariff risks could limit near-term upside. RTX Corporation: Backlog Growth And Big Market Opportunity Face Cash Drain And Tariff Risks
• Negative Sentiment: Some investors caution that stretched valuations and potential market headwinds could stall RTX’s momentum, describing a battle against “the wall of reality.” RTX: Fighting The Wall Of Reality