$RTX Corp(RTX)$ $Lockheed Martin(LMT)$ $Northrop Grumman(NOC)$ ๐๐ $RTX's Raytheon just locked in a 7-year Pentagon deal to surge missile output.. Tomahawks ramping toward 1,000/yr, AMRAAM โฅ1,900/yr, SM-6 >500/yr!! Clear signal DoD is restocking and committing to multiyear demand. Defense upcycle & visibility for $RTX!!
$RTX | ๐๐๐ ๐๐จ๐ซ๐ฉ: Wolfe Research reiterates ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, maintains ๐๐ ๐๐ญ $๐๐๐
Analyst sees $7โ8B upside from missile build-out, with Raytheon segment growth acceleration and notes improving defense positioning.
$LMT, $NOC, $RTX and other A&D names all catching a bid. WTI crude up almost 1%
Iran talks on Fri are cancelled after ๐บ๐ธ US reneged on ๐ฎ๐ท Iranian requests for certain changes.
$RTX, Q4-25.
Results:
๐ Adj. EPS: $1.55 ๐ข
๐ฐ Revenue: $24.2B ๐ข
๐ Net Income: $1.6B
๐ RTX closed 2025 with $268B backlog and record $3.2B in quarterly free cash flow, setting up strong momentum for 2026.
๐ โโโโโจ โฃโกโโโโโ โโโโโ! โโโโโกโข, โโ๐๐๐
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