Capital AllocationRTX
Five Reasons RTX Is the Most Undervalued Defence Stock
A $200B defence backlog, fading Pratt & Whitney charges, NATO spending tailwinds, and $36-40B in planned capital returns. The normalised PE is just 22-24x.
Apr 11, 2026
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RTX Corporation
RTXAerospace & Defence
Leading aerospace and defence company formed from the merger of Raytheon and United Technologies.
View forensic report3 articles about RTX Corporation
Market SignalsRTX
Revisiting RTX After the Iran Ceasefire: Defence Demand Hasn't Gone Anywhere
The ceasefire removes the Hormuz tail risk, but RTX's order backlog hit a record $217 billion. Defence spending is structural, not cyclical — and the market briefly forgot that.
Apr 9, 2026
Market SignalsRTX
RTX's Defence Demand Story Just Got Another Tailwind
Iran's ceasefire rejection accelerates an already powerful rearmament cycle. With a $200 billion backlog and 25% revenue growth over four years, RTX is positioned for sustained expansion.
Apr 6, 2026