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RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell 47%.

RTX $247B

Cestrian Capital Research 16m ago

2h ago HEI $43B

Heico Corporation

D Invests 1 click

3h ago NOC $68B

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Cestrian Capital Research 1 click

From X

@BrokenMoats 2m ago

Broken Moats on X

Specifically on $DOCU which is approaching levels not witnessed since 2021. Not only is there the rates sensitivity (usually software long duration, higher rates should hurt (been opposite this rate move for now) and the exposure to AI threats (how hard is it to rewire an esignature) even if you want to put those two aside, the business has a significant exposure to the real estate (mortgage, refi, etc) industry and that by all accounts is not performing well (see starts data today, number of existing closings, etc)... seems like this lack of pricing fundamental developments of the business is the tell tale that the move is not based in anything more than a squeeze it would seem. Would love to know from any buyers, why buy here, and what causes you to sell (purely momentum?) It would seem a deep rerating (the opposite from last earnings set up) might be coming for the software trade (especially if AI trade comes back to close out the year). Upsetting they are so inversely correlated, because AI rate of change spending levels does not matter, current AI is enough to present problems for these software providers, at some point that linked should break as AI spend less still won't save software names from their problems

@ACapitalLP 38m ago

A Capital on X

Interesting story on $PWP in the FT this morning. Still think something strategic ultimately happens here, albeit not with Piper Sandler ($PIPR). Hard to believe the strategic process ends with one failed transaction.

@convequity 42m ago

Convequity on X

$NVDA’s low P/E isn’t a bargain. It reflects real problems. CUDA’s moat is weakening. Cash is going into AI labs, not to shareholders. And it trails Broadcom, Google and Huawei on optics. The shortage protects it for now. The real test is 2028–2029. Nvidia report, Part 2 👇

@finphysnerd 53m ago

Myles on X

$CRWD and $AAPL down while $RSP and $IWM are moving higher. The rotation is going on. https://t.co/kI2lak0n6e

@Mr_Neutral_Man 1h ago

Mr Neutral Man aka "Howard Marks of REITs” on X

$SITC is $3.60 right now This is a huge 6% move for a late stage liquidation with mostly cash at this point Get $3.00 back in 2 weeks Sad I couldn't buy more yesterday, hands were tied https://t.co/lpnBQSrdIh

@stockgutter 1h ago

SG on X

covered half of the $BSP calls

@stockgutter 1h ago

SG on X

Robotics company prints triple-digit sales growth and market doesn't care. Once the hype fades it is hard to get it back $KSCP https://t.co/wf9kQLZCAi

@P_Remarks 1h ago

Prepared Remarks on X

$orcl https://t.co/JO02f0DuyR

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