RTX Corp (NYSE: RTX) stock surged 5.12% in pre-market trading on Wednesday following the release of its strong first-quarter 2025 earnings report and positive analyst reactions. The aerospace and defense giant demonstrated robust financial performance and operational execution, overshadowing potential concerns about tariff impacts.

The company reported impressive Q1 results, including an 8% organic sales growth and a 120 basis points expansion in segment margins. Commercial aftermarket sales increased by 21%, while defense sales grew by 4% year-over-year. RTX Corp also generated strong free cash flow, improving by $900 million compared to the previous year. These results showcased the company's ability to capitalize on the recovering commercial aerospace market and sustained defense demand.

Following the earnings release, several analysts upgraded their outlook on RTX Corp. Morgan Stanley raised its rating to Overweight from Equalweight with a price target of $135, while UBS increased its target price to $138 from $133. These upgrades reflect growing confidence in RTX's business model and future prospects. Despite concerns about potential tariff impacts, which the company estimates could affect pretax operating profit by approximately $850 million if current rates persist throughout the year, investors appear to be focusing on RTX's strong fundamentals and growth potential in key markets such as integrated air and missile defense systems.