US EditionRTX (NYSE:RTX) Issues FY 2026 Earnings Guidance
RTX plans to raise 2026 capital expenditure from $2.6 billion to $3.1 billion to boost weapons production while maintaining dividend payments to shareholders, CEO Chris Calio said.
- Raising capital spending to $3.1 billion, RTX said on its year‑end earnings call that CEO Calio spoke after President Donald Trump’s Jan. 7 criticism and an executive order.
- Following earlier this month, the executive order tasked the Defense Department to identify `underperforming` firms and consider restrictions on buybacks, offering remediation plans, as the 2026 National Defense Strategy emphasizes industrial base support.
- Calio said RTX is working with suppliers and the Pentagon to speed output through altered requirements and capacity investments, reiterating decades‑long quarterly dividends while citing a 20 percent 2025 production increase for GEM‑T, AMRAAM and Coyote munitions.
- Executives said they can accommodate both dividends and investment, feeling comfortable meeting backlog and future volumes while maintaining shareholder payouts.
- Aligned with the 2026 National Defense Strategy, RTX’s 2026 capex targets increased capacity for Standard Missile, AMRAAM, Tomahawk and Patriot systems, and Northrop plans $1.65 billion capex.
12 Articles
12 Articles
Amid Trump’s Broadsides, Defense Contractor Tells Investors It’s ‘Committed’ to Paying Dividends
Defense giant RTX will continue to issue dividends to shareholders, the company’s CEO said today in his first comments since President Donald Trump lambasted defense primes for their financial practices and singled out an RTX subsidiary for being “least responsive to the needs of the Department of War.”“As it relates to capital allocation, we recognize our shareholders rely on our dividends, and they’ve come to expect our dividends. We’ve been p…
RTX touts internal investments after Trump callout
RTX touted various investments in capacity across its defense businesses during its year-end earnings call today, the first such call since President Trump blasted the company for its business practices. During the call, Chairman and CEO Chris Calio pointed to more than $10 billion in capital expenditures and company- and customer-funded research and development. According to the company’s presentation slides, $2.6 billion of that was capex. RTX…
RTX (NYSE:RTX) Issues FY 2026 Earnings Guidance
RTX (NYSE:RTX) updated its FY 2026 earnings guidance. The company provided EPS guidance of 6.600-6.800 for the period, compared to the consensus estimate of 6.700. The company also issued revenue guidance of $92.0 billionillion-$93.0 billionillion, compared to the consensus estimate of $92.5 billionillion.
The company projected continued growth through 2026, with organic sales growth estimated between 5% and 6%, reaching up to US$93 billion.
RTX, the world’s largest defense company for stock capitalization and billing, has decided to openly challenge President Donald Trump by confirming that he will continue to pay dividends to its shareholders, according to El Economista, despite the White House’s executive veto that prohibits defense contractors from sharing profits or buying back shares until they accelerate arms production. RTX CEO Chris Calio made it clear in the fourth quarter…
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