CLAIM #52637 · RTX Corporation (RTX) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2026
“I think, importantly, for Raytheon, about 85% of our 2026 sales are sitting in our backlog today. So I'm feeling very confident in in the outlook that we put out today for them.”
Neil Mitchill · CFO
How to check this claim
Look at: Raytheon segment (RTX) full-year 2026 sales
It came true if: Reported FY2026 Raytheon segment sales fall within the range implied by the guidance given on this call (i.e., consistent with the outlook provided, given 85% backlog coverage stated)
Where: RTX 10-K / Q4 2026 earnings release segment reporting for Raytheon
In context
“little bit of color there. And then, Chris, following the comments by the administration, have you engaged to change any behavior? And if so, what is it that they're requesting? Thanks. Neil Mitchill: Great. Thanks, Myles. I'll start here. As I pointed out in our opening comments here, the majority of that sales increase is coming from the Land and Air Defense Systems. I'd say over half of it, frankly, obviously, that's supported by material growth. We've seen 11 consecutive quarters of growth. We're expecting mid- to high single digit growth in mid material again here in '26. That's the heart of the Raytheon business obviously, on the munitions and the sensors. So that's where the bulk of it's coming from. Supporting programs that that you all know about, Patriot, GEMT, LTAMDS, etcetera. I think, importantly, for Raytheon, about 85% of our 2026 sales are sitting in our backlog today. So I'm feeling very confident in in the outlook that we put out today for them. And as I think about, you know, the rest of the year, what we should you know, be able to fill that remaining 15% nicely. And, you know, it's all about, you know, coordinating the supply chain and getting things synchronized with we're seeing continued improvement in over the last twelve to eighteen months. Chris Calio: Yeah. So, Myles, I would say that we're obviously fully supportive of the transformation initiatives that the department is pushing forward. And and we are working in partnership with them on ways to move output faster and to accelerate, whether that be through, you know, different requirements or testing protocols or anything within our shop that can make things, you know, more efficient in in partnership with the customer. We're also talking to them about how do we get t”
Verify independently
SEC filings for RTX ↗ · Claim quote is verbatim from the 2025Q4 earnings call.