RTX benefits from Pratt & Whitney's recovering jet-engine business alongside rising global defense budgets. In Q3 FY26, sales rose 11%, operating profit 32% with margins expanding, and net income to common 35%; basic EPS rose from $1.43 to $1.91. Grade A: RTX sits in the sweet spot as the world rearms and flies more. x.com 

RTX's constraint has shifted from finding demand to building fast enough, as a commercial travel recovery and global rearmament land in one company. All three businesses expanded margins while orders outpaced shipments. Pratt & Whitney certified the GTF Advantage engine and sharply lifted PW1100 shop visits; Raytheon more than doubled first-half munitions output and won GEM-T awards; Collins' Sidekick software was picked for the Air Force's CCA program. Full-year guidance rose. x.com 

RTX, a $300B company, now depends on a US budget burdened by $1.7T of interest expense on $40-42T of debt. That is the response to @JaguarAnalytics' bullish read on Raytheon's $22.9B multiyear Navy contract for Tomahawk cruise missiles, which supports a production ramp to more than 1,000 missiles a year. x.com 

RTX's roughly $51 billion in recent multi-year missile deals and expanding backlog support a bullish setup. Backlog reached $289 billion last quarter, up 22% year over year, and management raised full-year sales, EPS and free cash flow guidance. The trigger is $193.90, with chart targets of $197.35, $200.41 and $202.67. x.com 

Missile replenishment looks like the best risk-reward macro thesis, favoring Lockheed Martin and RTX. The missile replenishment program is currently forecast to run through 2031. x.com 

Legacy defense contractors such as Lockheed Martin, Boeing and RTX face new competition that is coming to eat their lunch. @damianplayer notes Anduril built a new Apache-launched drone weapon in six months that flies 286 miles and, in one version, hits as hard as a Hellfire missile, when defense projects used to take 20 years. An Anduril IPO is more exciting than SpaceX's. x.com 

GE Aerospace's rising orders and higher 2026 free cash flow strengthen its growth case. Orders rose 49% overall and 58% in Commercial Engines & Services. That segment's revenue rose 21%, with services up 17% and equipment up 38%; defense rose 7%. Commercial Engines & Services margins were in line, with mix and inflation noted. x.com 

Drone makers AeroVironment, Kratos and Ondas look set for another strong run after the Trump administration imposed a 100% tariff on foreign-made drones, per @unusual_whales citing the NYT. Defense names including Lockheed Martin, RTX and General Dynamics are easy buys now ahead of a golden era in 2027-2028. As @fundmyfund notes, 2026 has been awful for many of these stocks, but long-term charts show big bases that can fuel powerful moves, and defense funding should arrive in coming weeks. x.com  … Show more

RTX and Lockheed Martin should keep succeeding over the long term because war is good business. The big defense stocks have gone parabolic since COVID, but betting against them is a mistake. RTX's new contract matters more for Rocket Lab than for RTX, though it is still a positive. x.com 

Lockheed Martin's strong earnings, raised guidance and a potential historic F-35 deal support its stock as the price presses toward a wedge breakout. Q3 EPS and sales exceeded estimates; the F-35 deal remains potential. x.com