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As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the defense contractors industry, including RTX (NYSE:RTX) and its peers.

AeroVironment posted a Q1 revenue and earnings beat with record backlog, prompting Moderate Buy ratings from analysts and price targets implying significant upside from current levels.

RTX stock has delivered a very strong 5 year run, yet current valuation checks send a mixed message, with a Discounted Cash Flow (DCF) view pointing to some undervaluation while market multiples look closer to fair. Recent contract wins in defense and aerospace add fresh context to that gap between price and intrinsic value estimates. Over the past 5 years RTX has returned 169.7%, which puts fresh focus on whether the current share price already embeds most of the good news. RTX’s recent...

Earlier this month, RTX Corporation’s Raytheon unit secured a US$22.90 billion, seven-year Tomahawk cruise missile contract with the U.S. Navy and reported Q2 2026 results that exceeded expectations alongside higher full-year guidance and continued dividend growth. This combination of a large, long-duration defense award and stronger-than-expected quarterly performance underlines RTX’s ability to convert its sizeable backlog into contracted, cash-generating programs. We’ll now explore how...

HWM beats Q2 estimates as commercial and defense demand surged, prompting higher 2026 revenue, EBITDA and earnings guidance.

Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.

EMBJ beats Q2 earnings and revenue estimates as deliveries and backlog climb, while stronger margins and cash flow drive a higher 2026 outlook.

KTOS delivers sharp Q2 earnings and revenue growth as government solutions, organic gains and strong bookings support performance.

HWM's Q2 results are due Aug. 6, with commercial aerospace strength expected to aid growth despite transportation and supply-chain headwinds.

Besides this second quarter, I had the chance to cover Morgan Stanley's note on RTX in April after their impressive Q1. Morgan Stanley cut RTX's price target to $220 but maintained an Overweight rating, viewing the post-earnings dip as a "buying opportunity."Fast forward to this Q2 coverage: RTX ...

LHX tops Q2 earnings and revenue estimates, delivers growth across all segments and raises its 2026 outlook.

General Dynamics (GD) reported fiscal second-quarter results ahead of Wall Street estimates and incr

GD beats Q2 earnings and revenue estimates as all four segments rise, led by Aerospace and Marine Systems, while cash strengthens.

RTX stock has moved sharply higher over the past few years, yet current checks suggest it now trades close to what a Discounted Cash Flow (DCF) based intrinsic value estimate and market multiples would consider a fair price rather than an obvious bargain. The share price has returned 181.5% over 5 years, which means anyone looking at RTX today is evaluating a company that has already seen a strong re rating. Recent contract wins and a record order backlog can support expectations for future...

TXT tops Q2 earnings and revenue estimates as Bell and Systems growth offsets mixed Aviation deliveries, while reaffirming full-year guidance.

RTX and Lockheed Martin topped Q2 earnings estimates and grew their backlogs to record levels, sending both defense stocks higher as the Iran conflict reignites investor interest.

Lockheed Martin, Northrop Grumman, and RTX posted record backlogs and raised guidance this week, driven by both near-term missile defense demand and long-term military modernization programs.

Boeing carries a backlog that dwarfs its entire market value, and analysts see nearly 30% upside heading into a July 28 earnings report where prediction markets already favor a beat. The question is whether the turnaround has finally reached the point where the numbers do the convincing.

Defense ETFs are gaining attention as solid Q2 earnings, rising military spending and escalating Middle East tensions strengthen the sector's outlook.

RTX tops Q2 earnings estimates and boosts full-year 2026 outlook as commercial aerospace, defense demand, and a record backlog fuel strong growth.

Record $289B backlog and raised guidance signal strong defense and commercial momentum.

RTX Corp (RTX) reports robust financial performance with significant sales and EPS growth, while navigating supply chain constraints and strategic investments.

Moby summary of RTX Corporation's Q2 2026 earnings call

All three major US stock indexes were down in late-morning trading Thursday, as Alphabet (GOOG) and

RTX Corp (NYSE:RTX, XETRA:5UR) shares rose about 8% in early trading Thursday after the aerospace and defense company reported better-than-expected second quarter results and raised its full-year 2026 outlook. The company reported adjusted earnings per share of $1.89 on revenue of $24.7...

The headline numbers for RTX (RTX) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

RTX beats Q2 estimates as commercial aftermarket and defense demand drive revenue growth, lift backlog to $289B and prompt a higher 2026 outlook.

RTX (NYSE:RTX) raised its full-year outlook after reporting stronger second-quarter 2026 sales, profit and cash flow, citing broad demand across its commercial aerospace and defense businesses and continued progress on operational execution. Chairman and Chief Executive Officer Chris Calio said the

Amid war and rising oil prices, RTX delivered the kind of quarters investors craved: A beat-and-raise. Financial guidance was raised, too. For 2026, RTX now expects sales of about $95.5 billion, up from prior guidance of $93 billion.

RTX (NYSE:RTX) shares surged nearly 6% in premarket trading on Thursday after the aerospace and defence company reported second-quarter earnings and revenue ahead of Wall Street expectations while increasing its financial guidance for the full year. The stronger outlook reflected robust demand across both its commercial aerospace and defence businesses, supported by a record order backlog.