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RTX
NYSENext earningsJan 26AnalystsBuy23+21%Industrials · Aerospace & Defense
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Diversified A&D prime with three structural tailwinds compounding into the back half of the decade: (1) missile-defense restocking post-Ukraine/Israel/Red Sea draws down Patriot, SM-3, SM-6, AMRAAM, Stinger inventories - DoD multi-year procurement now contractually locking demand into FY29; (2) GTF powder-metal recall is a known $6-7B charge being worked through with AOG fleet down 350+ aircraft, creating a multi-year aftermarket shop-visit annuity as engines cycle back through P&W MRO; (3) Collins ramps on $BA 737 MAX and 787 rate increases plus $AIRBUS A320neo/A350 deliveries.
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Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.