Live Report · Updated January 26, 2026

RTX vs Boeing

Explore a detailed comparison of RTX Corp and The Boeing Company. This page analyses their respective business models, financial performance, and market context, offering insights into their positions within the aerospace and defence sectors. Understand the key differences and similarities without external claims or figures. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

RTX

Metric

$260.28B

Market Cap

$194.54B

-6.93%

Potential Profit

3.25%

Buy

Analyst Rating

Buy

Why It's Moving

RTX Gears Up for Crucial Q4 Earnings as Defense Contracts and Sector Tailwinds Build Momentum

RTX secured a $476.5 million Navy contract modification for Tomahawk missile upgrades, bolstering its key defense revenue stream.
Collins Aerospace inked three-year parts deals for C-130 wheels and brakes, locking in steady aftermarket income from military fleets.
Investors anticipate $1.47 adjusted EPS, with RTX's history of beating estimates fueling optimism despite peers' mixed quarterly showings.

Sentiment:

🐃Bullish

Boeing Stock Surges on CFO's Bullish 2026 Delivery Outlook Signaling Long-Awaited Turnaround

CFO projects ramped-up 737 and 787 deliveries driving cash flow into low single-digit positives, reversing 2025's $2B burn.
FAA approvals enable 737 MAX production to 42 jets/month and 787 to 10/month, boosting recovery momentum.
Major wins like Alaska Airlines' record order and $2B Air Force B-52 contract strengthen $636B backlog.

Sentiment:

🐃Bullish

RTX Gears Up for Crucial Q4 Earnings as Defense Contracts and Sector Tailwinds Build Momentum

RTX secured a $476.5 million Navy contract modification for Tomahawk missile upgrades, bolstering its key defense revenue stream.
Collins Aerospace inked three-year parts deals for C-130 wheels and brakes, locking in steady aftermarket income from military fleets.
Investors anticipate $1.47 adjusted EPS, with RTX's history of beating estimates fueling optimism despite peers' mixed quarterly showings.

Sentiment:

🐃Bullish

Boeing Stock Surges on CFO's Bullish 2026 Delivery Outlook Signaling Long-Awaited Turnaround

CFO projects ramped-up 737 and 787 deliveries driving cash flow into low single-digit positives, reversing 2025's $2B burn.
FAA approvals enable 737 MAX production to 42 jets/month and 787 to 10/month, boosting recovery momentum.
Major wins like Alaska Airlines' record order and $2B Air Force B-52 contract strengthen $636B backlog.

Sentiment:

🐃Bullish

Investment Analysis

RTX

Pros

RTX reported quarterly EPS of $1.70, surpassing consensus estimates by $0.29 with revenue growth of 11.9% year-over-year.
Company secured $1.7 billion Patriot contract with Spain and $438 million FAA radar modernisation deal.
Set FY2025 EPS guidance at $6.10–$6.20, aligning with analyst consensus and supported by moderate buy sentiment.

Considerations

Forward P/E ratio of 28.06 exceeds industry average of 23.56, with PEG ratio of 2.74 above sector norm of 1.87.
UBS downgraded rating to neutral citing balanced risk/reward profile and adjusted price target to $199.
Quick ratio of 0.81 signals moderate liquidity relative to short-term obligations.

Boeing

Pros

Boeing resumed limited 737 MAX production following FAA audit clearance after prior quality issues.
Strong commercial backlog exceeds $500 billion, driven by airline demand recovery and widebody orders.
Defence segment benefits from rising geopolitical tensions boosting missile and sustainment contracts.

Considerations

Ongoing 737 MAX certification delays for new variants hinder delivery timelines and revenue recognition.
Persistent labour disputes and supply chain disruptions elevate production costs and cash burn.
Elevated debt levels over $50 billion strain balance sheet amid subdued free cash flow generation.

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