10-Q

Quarterly report

✓ VerifiedRTX reported Q3 2026 net sales of $24,965 million and diluted EPS of $1.89, with total backlog reaching $340 billion and Raytheon winning multi-year munitions awards including up to approximately $23 billion for Tomahawk.

Filed Oct 20, 2026 · 20:33 ET

Summary

Total net sales rose to $24,965 million in the quarter ended September 30, 2026 from $22,478 million a year earlier, with net income attributable to common shareowners of $2,583 million and diluted EPS of $1.89.
Total backlog was $340 billion as of September 30, 2026, up from $268 billion at December 31, 2025, including defense backlog of $164 billion and commercial backlog of $176 billion.
Defense bookings were approximately $59 billion for the quarter, driven by multi-year DoW contracts to Raytheon including up to approximately $23 billion for Tomahawk cruise missiles and up to $20.7 billion for AMRAAM.
On June 19, 2026, RTX agreed to sell its Blue Canyon Technologies business within the Raytheon segment for proceeds of approximately $0.6 billion, subject to regulatory approvals.
A $0.4 billion charge at Pratt & Whitney related to a customer bankruptcy in the third quarter of 2026 reduced operating profit, while $0.4 billion of tariff refunds benefited Pratt & Whitney and Collins.
The enacted reconciliation Act provides $156.2 billion to the DoW through 2029, including $24.4 billion for the Golden Dome for America missile defense project.

Key facts

Total net sales (Q3 2026): $24,965 million
From the filing for Total net sales (Q3 2026)
“Total net sales 24,965 22,478 71,749 64,365”
Diluted EPS (Q3 2026): $1.89
From the filing for Diluted EPS (Q3 2026)
“Diluted 1.89 1.41 4.96 3.77”
Net income attributable to common shareowners: $2,583 million
From the filing for Net income attributable to common shareowners
“Net income attributable to common shareowners $ 2,583 $ 1,918 $ 6,781 $ 5,110”
Total backlog: $340 billion
From the filing for Total backlog
“Total backlog was $340 billion and $268 billion as of September 30, 2026 and December 31, 2025, respectively.”
Tomahawk UCA: up to approximately $23 billion
From the filing for Tomahawk UCA
“the DoW awarded Raytheon a seven-year UCA valued at up to approximately $23 billion for Tomahawk cruise missiles”
SM-6 and SM-3 IB UCAs: up to $24.4 billion and up to $6.3 billion
From the filing for SM-6 and SM-3 IB UCAs
“Standard Missile 6 (SM-6) with a total value of up to $24.4 billion, and Standard Missile-3 Block IB interceptors (SM-3 IB) with a total value of up to $6.3 billion”
Blue Canyon Technologies sale: approximately $0.6 billion
From the filing for Blue Canyon Technologies sale
“we entered into a definitive agreement to sell our Blue Canyon Technologies (BCT) business within our Raytheon segment for proceeds of approximately $ 0.6 billion”
Golden Dome funding: $24.4 billion
From the filing for Golden Dome funding
“which includes $24.4 billion for the Golden Dome for America project”

Why it mattersThe filing discloses RTX's record backlog and new multi-year munitions awards to Raytheon, along with the agreed sale of its Blue Canyon Technologies smallsat business and funding tied to the Golden Dome missile defense program.

Filed: Oct 20, 2026
Accepted: 2026-10-21 00:33Z
Period: Sep 30, 2026
Accession no.: 0000101829-26-000031
Size: 11.4 MB
Index: Filing index

Summary

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