Street View: RTX set for margin expansion, analysts say
Aerospace and defense giant RTX RTX.N posted a higher fourth-quarter revenue and profit on Tuesday, driven by a rise in sales for its engines and a strong appetite for commercial aircraft maintenance and repair services.
LOWER RISKS ON THE RADAR
J.P. Morgan ("overweight," PT: $215) expects RTX's aerospace and avionics business, Collins, to see margin expansion as tariff headwinds reduce in 2026
Morgan Stanley ("overweight," PT: $235) says, "We continue to see a compelling valuation argument & an underappreciated growth story as we contemplate its discount to peers"
RBC Capital Markets ("outperform," PT: $230) says execution on the recovery from issues with geared turbofan (GTF) engine components remains a focus for investors, but RTX has so far "successfully retired the risk"
Morningstar (fair value: $179) says RTX is set up to meet aftermarket demand and expand margins for longer than the brokerage had estimated
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