Update shared on 01 Dec 2025
Fair value Increased 0.90%Analysts have slightly raised their price target for RTX from $192.06 to $193.79, citing modest improvements in projected profit margin and minor adjustments in revenue growth forecasts.
What's in the News
- RTX's Raytheon division is at the center of policy discussions after the U.S. lifted restrictions on Ukraine's use of allied-supplied long-range missiles. The company manufactures the Tomahawk missile, which is currently being withheld from Ukraine (Wall Street Journal).
- The Pentagon is urging RTX and other missile suppliers to significantly increase missile output, indicating concerns about preparedness for potential future conflicts, particularly with China (Wall Street Journal).
- Collins Aerospace, part of RTX, experienced a cyberattack that led to flight delays and disruptions at major European airports after its check-in software was targeted (Reuters).
- The Defense Secretary ordered an urgent meeting of top U.S. military commanders, highlighting heightened focus on the readiness of major defense firms including RTX (Washington Post).
- Glasshouse Research highlighted shipment delays from key customers such as Boeing and RTX in its critical report on Ducommun's earnings outlook (Glasshouse Research).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from $192.06 to $193.79.
- Discount Rate has decreased marginally from 7.86% to 7.85%.
- Revenue Growth forecast has edged down from 5.22% to 5.21%.
- Net Profit Margin is up modestly from 9.29% to 9.30%.
- Future P/E multiple has increased slightly from 35.38x to 35.68x.
Disclaimer
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