RTX (RTX) Valuation Check After New Defense Contracts And Capacity Investments

Simply Wall St.

02/27

RTX (RTX) has been in focus after winning new defense work, including DARPA’s XENA program and a German Armed Forces order for Specter DR sights, as well as fresh investments across Collins Aerospace ...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2614851805"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2614851805\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2614851805?lang=zh_CN&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/159230-main-header/1756229720455","is_english":true,"pubTime":"2026-02-27 21:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2614851805","market":"nz","top_or_hot":-1,"title":"RTX (RTX) Valuation Check After New Defense Contracts And Capacity Investments","media":"Simply Wall St.","content":"<div>\n<p>RTX (RTX) has been in focus after winning new defense work, including DARPA’s XENA program and a German Armed Forces order for Specter DR sights, as well as fresh investments across Collins Aerospace ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-rtx/rtx/news/rtx-rtx-valuation-check-after-new-defense-contracts-and-capa\">网页链接</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>RTX (RTX) Valuation Check After New Defense Contracts And Capacity Investments</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRTX (RTX) Valuation Check After New Defense Contracts And Capacity Investments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 21:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-rtx/rtx/news/rtx-rtx-valuation-check-after-new-defense-contracts-and-capa><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>RTX (RTX) has been in focus after winning new defense work, including DARPA’s XENA program and a German Armed Forces order for Specter DR sights, as well as fresh investments across Collins Aerospace ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-rtx/rtx/news/rtx-rtx-valuation-check-after-new-defense-contracts-and-capa\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0320765646.SGD","symbol_name":"FTIF - Franklin Income A MDIS SGD-H1","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-rtx/rtx/news/rtx-rtx-valuation-check-after-new-defense-contracts-and-capa","article_id":"2614851805","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/159230-main-header/1756229720455"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-rtx/rtx/news/rtx-rtx-valuation-check-after-new-defense-contracts-and-capa","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2614851805","pubTimestamp":1772199553,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"RTX (RTX) has been in focus after winning new defense work, including DARPA’s XENA program and a German Armed Forces order for Specter DR sights, as well as fresh investments across Collins Aerospace and Pratt & Whitney.\nSee our latest analysis for RTX.\nRTX shares trade at US$197.63 after a 12.99% 90 day share price return and a 5.54% year to date share price gain, while a 1 year total shareholder return of 53.97% and 5 year total shareholder return of 197% suggest strong longer term momentum...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","RTX":"雷神技术公司","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4187":"航天航空与国防","RTXG":"2倍做多RTX ETF-Leverage Shares","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","BK4585":"ETF&股票定投概念","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4566":"资本集团","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC"},"translate_title":"新国防合同和产能投资后RTX(RTX)估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"RTXG":0.6,"RTX":1.5},"content_text":"RTX (RTX) has been in focus after winning new defense work, including DARPA’s XENA program and a German Armed Forces order for Specter DR sights, as well as fresh investments across Collins Aerospace and Pratt & Whitney. See our latest analysis for RTX. RTX shares trade at US$197.63 after a 12.99% 90 day share price return and a 5.54% year to date share price gain, while a 1 year total shareholder return of 53.97% and 5 year total shareholder return of 197% suggest strong longer term momentum alongside recent contract wins and capacity investments. If RTX’s recent contracts have caught your attention, it could be a good moment to see what else is moving in defense supply chains, including 31 best rare earth metal stocks. With RTX near US$200 after a strong 1 year run, a record US$268b backlog and fresh contracts in hand, the key question is whether you are looking at an undervalued compounder or a stock that is already pricing in future growth. AdvertisementMost Popular Narrative: 8.9% Undervalued RTX’s most followed narrative puts fair value at $216.92, ahead of the last close at $197.63, framing today’s price against a richer long term earnings story.  Accelerated ramp in both commercial aerospace OE and aftermarket (mid teens aftermarket growth and high single digit OE growth expected for the year), combined with persistent low aircraft retirement rates and expanding air travel in emerging markets, are driving higher recurring revenues and margin expansion in RTX's commercial segments supporting future earnings growth.  Read the complete narrative. Want to see what is baked into that higher fair value? The narrative leans on steadier revenue, thicker margins, and a future earnings base that has to justify a premium multiple. The exact growth path and profit profile are where the story really gets interesting. Result: Fair Value of $216.92 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on engine reliability and cost control at Pratt & Whitney, while any pullback or delay in defense budgets could quickly challenge that fair value story. Find out about the key risks to this RTX narrative. Another Take: DCF Points in the Other Direction There is a twist when you look at RTX through our DCF model. While the narrative fair value sits at $216.92, the SWS DCF model puts future cash flow value at $186.81, which makes the current $197.63 share price look slightly expensive instead of undervalued. Which lens do you put more weight on? Look into how the SWS DCF model arrives at its fair value. RTX Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out RTX for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 54 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps With mixed signals on value and growth in the story so far, it may be worth taking a closer look now to review the full picture yourself and weigh both sides, including 3 key rewards and 3 important warning signs. Looking for more investment ideas? If RTX has you thinking about what else could fit in your portfolio, now is a smart time to broaden your watchlist and stress test your next moves.  Target quality at a discount by scanning our list of 54 high quality undervalued stocks that may offer more appealing entry points than the headline names everyone is already watching. Strengthen your income stream by reviewing 15 dividend fortresses that aim to combine higher yields with staying power through different parts of the cycle. Reduce portfolio stress by focusing on 80 resilient stocks with low risk scores that score well on resilience, so you are not relying on just a few volatile names.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}