RTX

RTX Corporation reported strong Q3 2026 results with EPS up 33% and revenues growing 11%, prompting the company to raise its full-year 2026 guidance for sales, earnings, and free cash flow. The company's record $340 billion backlog, driven by $70 billion in multiyear munitions contracts, provides visibility through 2030. Commercial aftermarket sales grew 16%, though supply-chain constraints and working capital pressures pose challenges for future production expansion.

RTX raised its full-year adjusted sales outlook to $97-$97.5 billion, driven by surging defense orders and steady commercial aerospace demand. The company secured $70 billion in undefinitized defense contracts providing decade-long demand visibility, commercial aftermarket sales grew 16% organically with over 800 GTF engine orders, and Collins Aerospace achieved double-digit organic sales growth while reducing costs through operational efficiency improvements.

The Vanguard Industrials Index Fund ETF Shares (VIS) is a passively managed ETF offering broad exposure to the industrials sector with low costs (0.09% expense ratio) and strong diversification across 400 holdings. Year-to-date returns are 7.55% with a 12-month return of 9.78%, earning a Zacks ETF Rank of 1 (Strong Buy). The fund holds major positions in Caterpillar, General Electric, and RTX Corp.