MAAT INDEX

CLAIM #52342 · RTX Corporation (RTX) · 2024Q3 earnings call · Oct 22, 2024 · due Dec 31, 2025

I expect that to continue into next year as well.

Neil Mitchill · CFO

PENDING
graded after results covering Dec 31, 2025 are reported

How to check this claim

Look at: Collins Aerospace aftermarket revenue growth (provisioning and repair)

It came true if: Collins aftermarket revenue growth next year (2025) is positive, continuing year-over-year increase

Where: RTX quarterly earnings release / 10-K segment disclosures for Collins Aerospace aftermarket sales

In context

er A350. And as you all know, the 787 is not a profitable line for us on the OE side, that's been exacerbated by the movement of heat exchangers from Russia into the United States and the U.K. So a couple of things that we're dealing with there. But I think as we look at the rest of the year, we've got that reasonably calibrated on the OE side, and that's what causes us to take down the number. Now on the aftermarket side, we're continuing to see good provisioning, good repair work going through at Collins. And so, I still feel good about that. I think it remains to be seen about longer term how this plays out, but clearly, the older platforms are continuing to fly. We've seen very low levels of retirements and that supports continued aftermarket strength that we're seeing at Collins, and I expect that to continue into next year as well. So those are a few comments there on those two items. Sheila Kahyaoglu: Thank you. Operator: Thank you. Our next question comes from the line of Peter Arment of Baird. Your question, please, Peter. Peter Arment: Yeah. Thanks. Good morning, Chris, Neil, Nathan. Christopher Calio: Hey, Peter. Peter Arment: Hey. Maybe, Neil, just to level set us on maybe free cash flow kind of the cadence when you think about it going forward. You've talked about, obviously, this year, if we back out the payments and everything, you guys are probably over 80% kind of conversion. Just thinking at a high level, when you think about '25, how you're thinking in terms of any moving parts or pluses or minuses we should be thinking or does conversion improve with all of kind of the initiatives that Chris has establ

Verify independently

SEC filings for RTX · Claim quote is verbatim from the 2024Q3 earnings call.