NYSE:RTX

Raytheon (RTX)

222.31
+4.38 (2.01%)
as of Aug 5, 2026, 8:00:00 pm Market Open.
308 watching
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Investor Insights
star iconAug 5, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Raytheon Technologies (RTX) is positioned within a robust defense and aerospace market, with many experts noting a longer-term uptrend in its stock performance despite recent fluctuations due to geopolitical tensions, such as the Middle East ceasefire. The company's hybrid model—featuring both defense and commercial aerospace segments—has resulted in significant growth, with analysts highlighting a 58% increase in stock value over the past year and all-time high backlogs. Concerns regarding rising oil prices impacting airlines have been raised, but the overall sentiment remains positive due to anticipated increases in defense spending globally. While the stock is currently trading at a premium valuation, technical indicators suggest a solid upward trajectory, making it a candidate for investment amidst the evolving landscape of military and aerospace needs.

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Consensus
Positive
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Valuation
Overvalued
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NOC
BUY ON WEAKNESS

It had a manufacturing problem, so was put in the penalty box and fell 10 points. Time to buy it.

Unspecified

Half of its business is in the commercial air space and half in defense. It had some issues with the Pratt-Whitney engines which caused a sell off. However this shouldn't be a long term issue. The parts side is good and spending on defense will likely be maintained.

BUY ON WEAKNESS

Likes it, but pull the trigger at $80-83.

PAST TOP PICK
(A Top Pick Jul 19/22, Up 6%)

Lucrative commercial aerospace division seeing big demand in after-market. OEM business starting to ramp up. Margins on defense should improve with easing of supply chain issues. New orders from international customers.

TOP PICK

Mildly cyclical, but lots of excess capital to play offense in a tough environment. Main driver of earnings is still uncovering structural cost savings, plus rebound in commercial aircraft maintenance. Very reasonable valuation. Yield is 2.38%.

(Analysts’ price target is $110.77)
BUY ON WEAKNESS

Their defence side is doing well due to geopolitical tensions. Aerospace suffered during Covid because nobody was flying, but now the travel rebound benefits this business. There is cost inflation in defence, though. Now plane engine orders are coming. Wait for a pullback to the mid-$90s to buy long term.

BUY

Good business with high demand for defense products.
Combination of commercial operations with defense products is strong.
US defense spending continuing to rise.
Expecting 6-7% revenue growth going forward.
8% cash flow yield is very strong. 

BUY

Owns shares in business - has performed well.
Defense sector recently pulled back on debt ceiling talks.
Overall, a good name to own for the long term.
Demand for defense spending not going away. 

BUY

Reasonable valuation. Going forward, potential for earnings growth and multiple expansion.

TOP PICK

Unfortunately, geopolitics (Russian war) is pushing defence spending up around the world. RTX has a good backlog. Another business is commercial aerospace with demand driven by strong travel trends. Air travel should return to pre-pandemic by early 2024. More flights means more airplane servicing, which benefits RTX.

(Analysts’ price target is $109.55)
BUY ON WEAKNESS

It will grow more than Lockheed. He loves the defence industry for being a cash cow. He comes down to what level you buy shares.

BUY

A dual threat with its aerospace business (Pratt-Whitney engines) and defence (mostly missiles) and both are growing. The valuation is not high.

BUY

1/3 of its business is in defense, but 2/3 is more of a commercial application. Gives defense exposure plus the boost because of a nascent aerospace cycle.

BUY

Really likes it, as you get aerospace and defense, counter-cyclical business. He'd be comfortable buying at current prices.

TOP PICK
With lockdowns behind us, aerospace activity is starting to pick up again. Will benefit as companies ramp up their needs for engines and maintenance. Defense will be a steady, slow growth buffer that provides nice cashflow. Can grow EPS close to 20% over next 3-4 years, at a 20 PE ratio. Lower risk, industrial play. Yield is 2.21%. (Analysts’ price target is $109.90)
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