Update shared on 17 Nov 2025
Narrative Update: Change in Analyst Price Target for RTX
Analysts have maintained RTX's fair value target at $192.06, reflecting continued confidence in the company’s outlook. Updated market assumptions show only minor adjustments to key financial metrics.
What's in the News
- Collins Aerospace, owned by RTX, experienced a cyberattack that disrupted check-in systems at major European airports, leading to flight delays and cancellations (Reuters).
- The Pentagon is urging missile manufacturers, including RTX, to significantly boost production rates in preparation for potential future conflicts (The Wall Street Journal).
- A Raytheon division of RTX continues to be highlighted as a key U.S. defense supplier, with ongoing involvement in missile programs affected by U.S. policy changes regarding Ukraine's use of long-range weapons (The Wall Street Journal).
- Defense Secretary Pete Hegseth ordered an urgent gathering of top U.S. military commanders, with companies like RTX identified among principal defense contractors (The Washington Post).
- RTX was mentioned amid a series of recent cyber and defense sector developments, including broader reviews of U.S. military exports and policy changes affecting international weapons sales (Reuters).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $192.06.
- The discount rate has decreased moderately from 8.06% to 7.86%.
- The revenue growth projection is virtually stable, shifting only slightly from 5.22% to 5.22%.
- The net profit margin estimate is almost unchanged, moving fractionally from 9.29% to 9.29%.
- The future P/E ratio has declined marginally from 35.67x to 35.38x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.