Upcoming Dividend • Aug 06
Upcoming dividend of US$0.73 per share Eligible shareholders must have bought the stock before 13 August 2026. Payment date: 03 September 2026. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Italian dividend payers (4.6%). In line with average of industry peers (1.2%). Recent Insider Transactions • Jul 29
Insider recently sold €1.3m worth of stock On the 28th of July, Kevin DaSilva sold around 7k shares on-market at roughly €188 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €23m more than they bought in the last 12 months. Reported Earnings • Jul 24
Second quarter 2026 earnings released: EPS: US$1.58 (vs US$1.24 in 2Q 2025) Second quarter 2026 results: EPS: US$1.58 (up from US$1.24 in 2Q 2025). Revenue: US$24.7b (up 14% from 2Q 2025). Net income: US$2.14b (up 29% from 2Q 2025). Profit margin: 8.7% (up from 7.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe. Aankondiging • Jul 01
RTX Corporation to Report Q2, 2026 Results on Jul 23, 2026 RTX Corporation announced that they will report Q2, 2026 results Pre-Market on Jul 23, 2026 Aankondiging • Jun 20
MDA Space Ltd. (TSX:MDA) signed a definitive agreement to acquire 100% in Blue Canyon Technologies LLC from RTX Corporation (NYSE:RTX) for $620 million. MDA Space Ltd. (TSX:MDA) signed a definitive agreement to acquire 100% in Blue Canyon Technologies LLC from RTX Corporation (NYSE:RTX) for $620 million on June 19, 2026. A cash consideration of $620 million will be paid by MDA Space Ltd. As part of consideration, $620 million is paid towards common equity of Blue Canyon Technologies LLC. The transaction is expected to be accretive to MDA Space's Adjusted EBITDA and Adjusted EPS in 2027.
The transaction is expected to close in the fourth quarter of 2026, subject to customary closing conditions and required regulatory approvals, including a CFIUS review in the U.S., and is fully committed and financed at signing through senior secured debt. New Risk • Jun 04
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.6% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Declared Dividend • May 04
Dividend of US$0.73 announced Shareholders will receive a dividend of US$0.73. Ex-date: 21st May 2026 Payment date: 11th June 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • May 02
RTX Declares Quarterly Cash Dividend, Payable on June 11, 2026 RTX announced that its board of directors declared a dividend of 73 cents per outstanding share of RTX common stock, which represents an increase of 7.4% over the prior quarter's dividend amount. The dividend will be payable on June 11, 2026 to shareowners of record at the close of business on May 22, 2026. Reported Earnings • Apr 21
First quarter 2026 earnings released: EPS: US$1.53 (vs US$1.15 in 1Q 2025) First quarter 2026 results: EPS: US$1.53 (up from US$1.15 in 1Q 2025). Revenue: US$22.1b (up 8.7% from 1Q 2025). Net income: US$2.06b (up 34% from 1Q 2025). Profit margin: 9.3% (up from 7.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe. Aankondiging • Apr 16
Raytheon Completes First Flight Test for Raiven Sensing System Raytheon, an RTX business, has successfully completed the first flight test of its RAIVEN Staring system, an air-cooled sensor suite that delivers greater situational awareness and operator survivability, on a UH-60 Black Hawk helicopter. During the test, the system, which included three sensors, accurately mapped urban landscape, marshes and coastline in zero illumination and with 270-degree situational awareness. RAIVEN Staring, part of the RAIVEN product family, is a next-generation electro-optical and infrared (EO/IR) solution that is platform agnostic, scalable and customizable for missions across air, ground and sea. Its open systems architecture allows for easy system integration and component upgrades. The RAIVEN EO/IR product family is configurable and can support up to a spherical 360-degree field of view, which significantly improves the speed and accuracy of object detection, recognition and identification. This provides operators with increased visibility in a variety of degraded visual environments, terrains and battle scenarios. The sensors are produced in McKinney, Texas. Additional flight tests will take place throughout 2026. Aankondiging • Mar 31
RTX Corporation to Report Q1, 2026 Results on Apr 21, 2026 RTX Corporation announced that they will report Q1, 2026 results Pre-Market on Apr 21, 2026 Aankondiging • Mar 10
RTX Corporation, Annual General Meeting, Apr 30, 2026 RTX Corporation, Annual General Meeting, Apr 30, 2026. Recent Insider Transactions • Feb 24
Chairman & CEO recently sold €7.6m worth of stock On the 19th of February, Christopher Calio sold around 44k shares on-market at roughly €173 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by €11m. Recent Insider Transactions • Feb 15
President of Pratt & Whitney recently sold €2.9m worth of stock On the 12th of February, Shane Eddy sold around 18k shares on-market at roughly €168 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €29m more than they bought in the last 12 months. Declared Dividend • Feb 13
Dividend of US$0.68 announced Shareholders will receive a dividend of US$0.68. Ex-date: 19th February 2026 Payment date: 19th March 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • Feb 07
RTX Corporation Declares Quarterly Cash Dividend on Common Stock, Payable on March 19, 2026 RTX Corporation announced that its board of directors declared a quarterly dividend of 68 cents per outstanding share of RTX common stock. The dividend will be payable on March 19, 2026 to shareowners of record at the close of business on February 20, 2026. RTX has paid cash dividends on its common stock every year since 1936. Board Change • Feb 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. Chairman & CEO Chris Calio was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jan 28
Full year 2025 earnings released: EPS: US$5.02 (vs US$3.58 in FY 2024) Full year 2025 results: EPS: US$5.02 (up from US$3.58 in FY 2024). Revenue: US$88.6b (up 9.7% from FY 2024). Net income: US$6.73b (up 41% from FY 2024). Profit margin: 7.6% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe. Aankondiging • Jan 27
RTX Corporation Provides Earnings Guidance for the Full Year 2026 RTX Corporation provides earnings guidance for the full year 2026. For the year, company expected Organic sales growth of 5% to 6%. Buy Or Sell Opportunity • Jan 06
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 11% to €162. The fair value is estimated to be €134, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Aankondiging • Jan 06
RTX Corporation to Report Q4, 2025 Results on Jan 27, 2026 RTX Corporation announced that they will report Q4, 2025 results Pre-Market on Jan 27, 2026 Buy Or Sell Opportunity • Dec 21
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 15% to €155. The fair value is estimated to be €129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Declared Dividend • Nov 03
Dividend of US$0.68 announced Shareholders will receive a dividend of US$0.68. Ex-date: 20th November 2025 Payment date: 11th December 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • Oct 31
RTX Declares Quarterly Cash Dividend, Payable on December 11, 2025 RTX announced that its board of directors declared a dividend of 68 cents per outstanding share of RTX common stock. The dividend will be payable on Dec. 11, 2025 to shareowners of record at the close of business on Nov. 21, 2025. Reported Earnings • Oct 22
Third quarter 2025 earnings released: EPS: US$1.43 (vs US$1.10 in 3Q 2024) Third quarter 2025 results: EPS: US$1.43 (up from US$1.10 in 3Q 2024). Revenue: US$22.5b (up 12% from 3Q 2024). Net income: US$1.92b (up 30% from 3Q 2024). Profit margin: 8.5% (up from 7.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe. Buy Or Sell Opportunity • Oct 14
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 7.7% to €137. The fair value is estimated to be €114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Aankondiging • Oct 14
Rtx's Raytheon Begins Initial Production of Sharpsight Surveillance Radar Raytheon has launched the initial production of its new SharpSight multi-domain surveillance radar. This next-generation system will provide high-altitude, real-time, high-resolution imaging with wide-area search and tracking for land and maritime surveillance, operating day or night in any weather condition. SharpSight fuses the capabilities of two of Raytheon's proven radar families - the Highly Integrated Synthetic Aperture Radar (HISAR) and the SeaVue Multi-Role Radar (SVMR) - and can be rapidly integrated on a variety of managed and unmanned systems. Its open architecture enables inexpensive, rapid upgrades, ensuring operators remain ahead of emerging threats. SharpSight is designed for high-altitude precision and persistence, enabling critical missions such as anti-surface warfare, border protection, coastal monitoring, search and rescue, long-range surveillance, and more. It conforms with the latest U.S. Government export policy guidance enabling these advanced intelligence, surveillance and reconnaissance capabilities to be offered to global partners and allies. Aankondiging • Sep 30
RTX Corporation to Report Q3, 2025 Results on Oct 21, 2025 RTX Corporation announced that they will report Q3, 2025 results Pre-Market on Oct 21, 2025 Aankondiging • Sep 24
Raytheon Completes Ground- Launched StormBreaker® Test Raytheon has completed a test for a ground-launched variant of the StormBreaker smart weapon. The business designed, developed and tested the new variant in 50 days. The test was held this spring at a private test range in the Mojave Desert. A prototype of the new StormBreaker was launched using a commercial off-the-shelf rocket motor. It achieved key milestones including reaching approximately 20,000 feet of altitude. StormBreaker is the only fielded, network-enabled smart weapon that can engage moving and stationary targets in fair and adverse weather conditions, at land or at sea. It is approved for use on the F-15E and the F/A-18-E/F Super Hornet and is currently being integrated on the F-35A/B/C. Raytheon has invested significantly in independent research and development, capital assets and facilities, and the acquisition of subject matter experts to accelerate the development of Ground-Launched StormBreaker. The new variant covers the same target set as air-launched StormBreaker with extended range and expanded offensive capabilities. Additional tests will be held throughout 2025. Aankondiging • Sep 23
Raytheon Unveils New APG-82(V)X Radar Enhanced with Gallium Nitride Raytheon, an RTX business, unveiled the latest iteration of its combat-proven APG-82 radar, the APG-82(V)X. The new radar variant incorporates cutting-edge gallium nitride (GaN) technology to enhance the radar's effectiveness, delivering increased range, advanced air-to-air, air-to-ground and electronic warfare capabilities. APG- 82(V)X enables faster target detection, tracking and engagement with multi-function fire control and electronic warfare capabilities. As an advanced active electronically scanned array radar, it uses thousands of transmit and receive modules, which enable the radar to rapidly switch between transmitting and receiving signals, providing greater reliability and more precise targeting against aerial threats like cruise missiles, drones and modern fighter aircraft. The APG-82(V")X radar incorporates GaN technology, which provides greater range without needing additional power. It's scalable and built with open architecture standards, with next generation technology and improved processor speed, providing significantly increased capability to current and future generation aircraft. Development of the radars has begun in El Segundo, California and production of the radars will leverage mature production lines in Forest, Mississippi. Buy Or Sell Opportunity • Sep 11
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 6.5% to €134. The fair value is estimated to be €110, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Buy Or Sell Opportunity • Aug 27
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 16% to €138. The fair value is estimated to be €113, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Recent Insider Transactions • Jul 29
Insider recently sold €1.2m worth of stock On the 24th of July, Kevin DaSilva sold around 9k shares on-market at roughly €133 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.0m. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months. Aankondiging • Jul 29
Raytheon Introduces Advanced Targeting System for U.S. Navy Helicopters Raytheon, an RTX business launched its newest Multispectral Targeting System variant, MTS-A HD, that offers significant visual enhancements for maritime helicopter operations. This next-generation variant delivers improved targeting precision, imaging clarity, and expanded operational flexibility for naval helicopter platforms. Raytheon is collaborating with industry and commercial partners on the new variant to accelerate production and reduce system costs. MTS-A HD builds on Raytheon's proven MTS family of sensors, which are already in use on over 400 U.S. Navy helicopters. The system's modular architecture allows for seamless integration and a cost-effective upgrade path for existing MTS users while providing enhanced capabilities. MTS-A HD is also attracting significant international interest spanning Australia, Denmark, Saudi Arabia, India, Norway, Greece, Spain, South Korea and emerging markets in Europe and Asia. Reported Earnings • Jul 22
Second quarter 2025 earnings released: EPS: US$1.24 (vs US$0.083 in 2Q 2024) Second quarter 2025 results: EPS: US$1.24 (up from US$0.083 in 2Q 2024). Revenue: US$21.6b (up 9.4% from 2Q 2024). Net income: US$1.66b (up US$1.55b from 2Q 2024). Profit margin: 7.7% (up from 0.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe. Aankondiging • Jul 18
Thales S.A. (ENXTPA:HO) signed memorandum of understanding to acquire remaining 50% stake in Thales Raytheon Systems Air and Missile Defense Command and Control SAS from RTX Corporation (NYSE:RTX). Thales S.A. (ENXTPA:HO) signed memorandum of understanding to acquire remaining 50% stake in Thales Raytheon Systems Air and Missile Defense Command and Control SAS from RTX Corporation (NYSE:RTX) on July 16, 2025. Upon completion, Thales S.A. will own 100% stake in Thales Raytheon Systems Air and Missile Defense Command and Control SAS. The transaction is subject to antitrust and regulatory approval.
The transaction is expected to complete by the end of 2025. Aankondiging • Jul 08
Rtx's Raytheon Demonstrates Autonomous Capabilities of Its Barracuda Mine Neutralizer Raytheon has successfully demonstrated its Barracuda mine neutralization vehicle in an untethered, semi-autonomous operation for the first time during recent open water testing in Narragansett Bay. During the demonstration, Raytheon's Barracuda proved its ability to autonomously navigate, communicate, detect and identify targets, and operate independently underwater. Barracuda is the newest U.S. Navy program of record for mine neutralization. It is the first untethered, semi- Autonomous mine neutralization system capable of tracking and identifying bottom, volume and near-surface mines with man-in-the-loop delivering a final decision for neutralization. The program started in research and development within Raytheon's Advanced Technology business segment - a group of innovators that matures technologies that are incorporated into Raytheon products including franchise programs such as LTAMDS and SPY-6. In line with the Navy's acquisition plan, Raytheon's Baracuda is on track to achieve initial operational capability and low-rate initial production by 2030. In addition to executing mine neutralization missions, the company is investing in developing a larger and more advanced variant to meet different mission sets such as subsea and seabed warfare. Aankondiging • Jul 02
RTX Corporation to Report Q2, 2025 Results on Jul 22, 2025 RTX Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 22, 2025 Aankondiging • Jun 30
TransDigm Group Incorporated (NYSE:TDG) agreed to acquire Simmonds Precision Products, Inc. from RTX Corporation (NYSE:RTX) for approximately $770 million. TransDigm Group Incorporated (NYSE:TDG) agreed to acquire Simmonds Precision Products, Inc. from RTX Corporation (NYSE:RTX) for approximately $770 million on June 30, 2025.
The transaction is subject to approval by regulatory board / committee. Aankondiging • Jun 28
RTX Corporation Declares Quarterly Cash Dividend, Payable on September 4, 2025 RTX Corporation announced that its Board of Directors declared a dividend of 68 cents per outstanding share of RTX common stock. The dividend will be payable on September 4, 2025 to shareowners of record at the close of business on August 15, 2025. Recent Insider Transactions • Jun 06
Insider recently sold €2.0m worth of stock On the 3rd of June, Dantaya Williams sold around 17k shares on-market at roughly €121 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €26m more than they bought in the last 12 months. Aankondiging • Jun 05
RTX and Northrop Grumman Conduct Successful Rocket Motor Tests for U.S. Army's Next-Generation Short-Range Interceptor Raytheon and Northrop Grumman announced four successful tests of flight-ready Highly Loaded Grain (HLG) solid rocket motors for the U.S. Army's Next-Generation Short-Range Interceptor (NGSRI). HLG is a solid propellant technology for rocket motors that provides longer burn time and more energy output than conventional solid rocket motors, which extends the range of Raytheon's NGSRI offering compared to other missiles. The Next-Generation Short-range Interceptor is the U.S. Army' new short-range missile that flies faster and performs better against aerial threats than existing interceptors. The missile can be fired from a tripod, vehicle or shoulder launcher. In the latest round of testing, the team completed three static firings in different environments, followed by a successful ballistic flight demonstration. Over the coming months, additional flight tests are planned. Raytheon is leveraging collaborative research at the Northrop Grumman Allegany Ballistics Laboratory in West Virginia to rapidly develop the new extended-range motor design, transitioning from proof of concept to first flight in a record time of less than six months. Raytheon's NGSri design leverages more than 60 years of air defense experience to provide the world's most advanced shoulder-launched air defense missile for U.S. Army and Marine Corps. The company's use of modular system design and automated manufacturing has enabled faster development and production. Upcoming Dividend • May 15
Upcoming dividend of US$0.68 per share Eligible shareholders must have bought the stock before 22 May 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (1.3%). 
