MAAT INDEX

CLAIM #52403 · RTX Corporation (RTX) · 2024Q4 earnings call · Jan 28, 2025 · due Dec 31, 2025

as you can see from today's comments, we see between $1.1 billion and $1.3 billion for '25.

Neil Mitchill · CFO

PENDING
graded after results covering Dec 31, 2025 are reported

How to check this claim

Look at: GTF powder metal/AOG-related customer cash payments (or associated cash outflow figure) for fiscal 2025, as disclosed by RTX

It came true if: Reported FY2025 figure between $1.1 billion and $1.3 billion

Where: RTX quarterly earnings calls/press releases and 10-K disclosures on GTF fleet management program cash impact

In context

ee improvement there. Structural castings were up 12% year-over-year. Isothermal forgings output was up significantly. And of course, that's important as we incorporate full life powder metal parts into MRO. As you know, it's already going into new engine deliveries. So again, there are a lot of puts and takes, as you might imagine, as we're going through this process. And our 100% focus, again, is on bending the AOG curve, to make sure that we get the assets back into our customers' hands as quickly as possible. Neil Mitchill: And, Myles, on the cash side, I think if you think back over the last couple of years, we started out with a placeholder of $0.5 billion, we were able to defer that. Last year, in '24, we ended at about $1.1 billion, so a little ahead of where we had estimated. And as you can see from today's comments, we see between $1.1 billion and $1.3 billion for '25. We're going to continue to work with our customers to manage the timing of those cash flows. Right now, I'd say we have the residual amount parked in 2026. Could that go out a little bit further? Perhaps. We want to make sure we manage the cash carefully on this program. We're happy with where we are with the customer agreements that we have in place right now, with the vast majority of the AOGs are under a customer support agreement already. So, we feel good about the profile that we've laid out so far. Myles Walton: All right. Thank you. Neil Mitchill: You’re welcome. Operator: Thank you. Our next question comes from the line of Peter Arment of Baird. Your line is open, Peter. Peter Arment: Good morning, Chris, Neil, Nathan, nice results. Chris Calio: Good morning. Peter Arment: Hey, Ch

Verify independently

SEC filings for RTX · Claim quote is verbatim from the 2024Q4 earnings call.