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CLAIM #52601 · RTX Corporation (RTX) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2026

For the year, the most significant driver will be segment operating profit, which will drive approximately $0.59 of EPS growth at the midpoint of our outlook range.

Neil Mitchill · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Year-over-year EPS bridge contribution from segment operating profit growth, full year 2026

It came true if: Segment operating profit contributes approximately $0.59 to EPS growth (within $0.55-$0.63)

Where: Company-disclosed EPS walk / bridge in Q4 2026 earnings release or call (10-K, full-year results)

In context

gin expansion, including $157 million of improved net productivity. With that, I'll hand it back over to Neil to provide some more details on our 2026 outlook. Neil Mitchill: Thanks, Nathan. Turning to Slide nine, let me take you through the drivers of our 2026 outlook that Chris highlighted. Starting with sales, given our current backlog and the demand environment we've discussed, we expect total RTX sales to be between $92 billion and $93 billion for the full year. On an organic basis, this translates to between 5% to 6% top line growth. By sales channel at the RTX level, and adjusting for divestitures, we expect both commercial OE and defense to grow mid single digits and commercial aftermarket to be up high single digits. Moving to EPS. Let me take you through the year over year walk. For the year, the most significant driver will be segment operating profit, which will drive approximately $0.59 of EPS growth at the midpoint of our outlook range. Included in this segment growth is a headwind of roughly $0.03 associated with the divestitures we completed last year at Collins. And with lower average debt, we expect a tailwind from lower interest of about $0.06. Partially offsetting these items is approximately $0.13 from lower pension income driven primarily by the actions we've taken to derisk our pension plans including the transaction I just mentioned. Finally, we expect a $0.05 headwind from a higher share count and anticipate a $0.06 headwind from all other items largely related to higher minority interest associated with our joint ventures. All in, this brings our adjusted EPS outlook range to between $6.60 and $6.80 for the year. Moving to our free cash flow walk. Operational performance, primarily segment operating profit gr

Verify independently

SEC filings for RTX · Claim quote is verbatim from the 2025Q4 earnings call.