CLAIM #52555 · RTX Corporation (RTX) · 2025Q3 earnings call · Oct 21, 2025 · due Dec 31, 2025
“we now expect operating profit growth between $325 million and $375 million versus 2024, up from our prior expectation of between $275 million and $350 million, driven by drop-through on higher commercial aftermarket volume.”
Nathan Ware · VP Investor Relations
How to check this claim
Look at: Collins Aerospace full-year adjusted operating profit growth versus 2024 (dollar change)
It came true if: Full-year 2025 Collins operating profit growth between $325 million and $375 million versus 2024
Where: Company segment reporting (RTX 10-K / Q4 2025 earnings release, Collins Aerospace segment results)
In context
“cial aftermarket sales were up 13%, driven by a 17% increase in mods and upgrades, a 13% increase in parts and repair and a 10% increase in provisioning. Defense sales were up 6% versus the prior year, driven by higher volume across multiple programs and platforms, including the Survivable Airborne Operations Center program. Adjusted operating profit of $1.2 billion was up $98 million versus the prior year as drop-through on higher commercial aftermarket, defense and commercial OE volume, along with lower R&D expense was partially offset by unfavorable commercial OE mix and the impact of higher tariffs across the business. Turning to Collins' full year outlook. We continue to expect sales to grow mid-single digits year-over-year on an adjusted basis and high single digits organically. And we now expect operating profit growth between $325 million and $375 million versus 2024, up from our prior expectation of between $275 million and $350 million, driven by drop-through on higher commercial aftermarket volume. Keep in mind, this updated profit range includes an approximately $60 million year-over-year headwind associated with the business divestitures completed this year. Shifting to Pratt & Whitney on Slide 8. Sales of $8.4 billion were up 16% on both an adjusted and organic basis, driven by strength across all channels. Commercial OE sales were up 5%, driven by increased volume in large commercial engines and favorable mix in Pratt Canada. Commercial aftermarket sales were up 23%, driven by higher volume in both large commercial engines and Pratt Canada. In military engines, sales were up 15% in the quarter, driven primarily by the F135 program, including higher volume associated with the Lot 18 contract award. Adjusted operating profit of $751 million was up $154 million versus the prior yea”
Verify independently
SEC filings for RTX ↗ · Claim quote is verbatim from the 2025Q3 earnings call.