RTX Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for RTX. Showing the latest 20 of 21 published articles.
Insider Activity
Over the trailing 90-day window, RTX recorded no open-market purchases and no open-market sales by insiders, resulting in zero net insider buying activity. The insider sentiment score stands at 50/100, indicating neutrality. The stock declined 15.6% over the three-month period, while institutional 13F positioning has shown mixed trends. The absence of insider accumulation during the recent pullback, combined with neutral sentiment readings, provides limited directional signal regarding near-term conviction among company insiders.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 4, 2026 | Oliver Georgedirector | Grant | 1,261 | — |
| May 4, 2026 | Ramos Denise Ldirector | Grant | 1,959 | — |
| May 4, 2026 | Work Robert Odirector | Grant | 1,176 | — |
| May 4, 2026 | Harris Bernard A Jrdirector | Grant | 1,176 | — |
| May 4, 2026 | Caret Leanne Gdirector | Grant | 1,312 | — |
| May 4, 2026 | ROGERS BRIAN Cdirector | Grant | 2,101 | — |
| May 4, 2026 | Reynolds Fredricdirector | Grant | 1,346 | — |
| May 4, 2026 | Atkinson Tracy Adirector | Grant | 1,295 | — |
| May 4, 2026 | Pawlikowski Ellen Mdirector | Grant | 1,261 | — |
| Feb 23, 2026 | Mitchill Neil G. JRofficer: EVP, Chief Financial Officer | Option | 9,394 | $76.00 |
| Feb 23, 2026 | Maharajh Ramsaranofficer: EVP and General Counsel | Sell | 15,124 | $204.65 |
| Feb 23, 2026 | Mitchill Neil G. JRofficer: EVP, Chief Financial Officer | Sell | 23,531 | $205.57 |
| Feb 23, 2026 | Mitchill Neil G. JRofficer: EVP, Chief Financial Officer | Option | 10,000 | $76.00 |
| Feb 23, 2026 | Calio Christopher T.director, officer: Chairman, President and CEO | Option | 31,199 | $76.00 |
| Feb 23, 2026 | Calio Christopher T.director, officer: Chairman, President and CEO | Sell | 1,041 | $205.25 |
Source: RTX SEC Form 4 filings, latest May 4, 2026. For informational purposes only — not investment advice.
Research
NASA Artemis II Success: LMT Leads 6 Defense Stocks Ranked for Lunar Economy Upside
Artemis II's safe return on April 11, 2026, de-risks NASA's lunar program, favoring contractors like LMT and NOC with direct hardware roles. We rank six stocks by exposure, ranking LMT highest for its Orion primacy and steady growth. Risks include delays and competition from private launchers.
LMTBANOCHezbollah Escalation Before Peace Talks: LMT +30% YTD, RTX and XOM Next to Move?
Hezbollah's intensified attacks on Israel, killing 14 in Lebanon ahead of U.S.-Iran talks, signal rising demand for LMT and RTX missile systems amid $462B backlogs, while XOM benefits from Middle East supply fears boosting oil. Defense stocks show strong YTD gains (LMT +30%, RTX +10%), with XOM up 28% on resilient production guidance. Bullish: Escalation drives orders and pricing power.
LMTXOMIran Policy Rift Lifts LMT, NOC, XOM — 6 Defense & Energy Stocks to Buy Now
Policy rifts between Trump and Netanyahu over Iran elevate US defense spending and oil risks, benefiting LMT, NOC, RTX, GD, XOM, and CVX. Defense firms show record backlogs and production ramps; energy majors leverage low-cost assets amid supply threats. NOC and LMT top the conviction list.
LMTNOCGDInflation + Iran Risk: Why NOC and XOM Beat NVDA in a Higher-Rate Oil Spike
US labor stability and rising inflation pre-Iran conflict signal higher rates and oil spikes, favoring energy (XOM, CVX, OXY) and defense (RTX, NOC) over tech (NVDA). Top picks: NOC and XOM for balanced exposure and valuation.
XOMCVXOXYBA's SLS Moon Rocket at Risk: 5 Space Stocks Poised to Win NASA's Next Contracts
Boeing's SLS faces Trump NASA scrutiny, per April 11 Bloomberg report, boosting Lockheed, Northrop, Rocket Lab, BWXT, and Intuitive Machines for lunar bases and nuclear propulsion. LMT and NOC top ranked for stability; BA lags. Article analyzes financials and exposure.
BALMTNOCTrump Iran Threat: Is $100 Oil Back — And What It Means for LMT, RTX
Trump's vow to keep US forces around Iran and threaten action over Hormuz/nuclear compliance heightens oil supply risks, positioning XOM for price surges while LMT/RTX leverage massive backlogs amid defense spending tailwinds. Recent financials show record production and orders, with shares gaining 16-36% over 3 months. Bullish on paired energy-defense plays as tensions persist without negotiations.
USOXOMLMTUkraine Drone Demand Surge: Why AVAV, LMT, and RTX Are Watching Closely
Ukraine's recruitment of foreign drone pilots, featuring a Nigerian operator, signals intensifying UAV needs that could boost AeroVironment's Ukraine-heavy revenue and peers' backlogs. AVAV's Red Dragon and counter-UAS tech align perfectly, with strong FY26 guidance amid volatile shares. Broader defense giants like LMT, NOC, and RTX benefit from aid replenishment.
LMTNOCAVAVUK Missile Defense Gap Warning: RTX and LMT Positioned for Billions in New Contracts
Ex-RAF official's warning on UK's ballistic missile gaps signals procurement urgency, favoring RTX and LMT's Patriot/THAAD dominance amid $450B+ combined backlogs. Financial strength (double-digit margins, robust FCF) positions them for billions in contracts, while BA remains sidelined. Bullish: 15-20% upside on European ramp.
LMTBAU.S. Missile Defense AI Spending: PLTR, LMT, RTX Lead $14B Race
PLTRLMTNOCAUKUS Defense Boom: Why LMT and RTX Win While Others Miss Out
As Australia prepares for a significant defense buildout in response to rising geopolitical tensions, US defense contractors are poised to benefit. Companies like Lockheed Martin and Raytheon Technologies are well-positioned to capture substantial contracts, while others like Northrop Grumman and General Dynamics also stand to gain from increased spending. This article explores the potential winners in this evolving landscape.
LMTNOCGDLMT, NOC, RTX: Iran Conflict Fuels $550B Backlog Visibility and 2026 Revenue Beat Case
Iran's rejection of Trump's ceasefire claims extends the US conflict, intensifying weapons stockpile depletion and boosting prospects for LMT, NOC, and RTX's record backlogs to drive 2026 revenue beats. With $550B+ combined visibility, strong guidance, and favorable valuations, the trio stands to gain from urgent replenishment awards. Bullish: Accumulate for multi-year tailwinds amid global threats.
LMTNOCStrait of Hormuz: Trump's Unilateral Move Boosts LMT, RTX — and Steadies XOM Oil Flows
Trump's announcement of unilateral US control over Strait of Hormuz security ditches allied reliance, stabilizing oil for XOM while priming LMT/RTX for missile/naval spending surges. Financials show robust backlogs ($194B LMT, $268B RTX) and growth guidance amid geopolitical tailwinds. Defense stocks poised for outperformance versus energy's steady hold.
XOMLMTUkraine Aid Surge: Why LMT, RTX, CAT and PWR Are Primed for a Revenue Windfall
European ministers' Ukraine visit highlights surging military aid and reconstruction, benefiting US defense leaders like RTX and LMT via munitions replenishment, and infrastructure firms CAT and PWR through rebuild contracts. With Europe committing billions, these six stocks offer tailwinds from 5-20% revenue growth and strong FCF. Ranked by conviction: RTX tops for balanced exposure.
NOCBALMTNATO Defense Spending Surge: 6 US Aerospace Stocks — RTX, LMT, BA and More — Set to Win
Trump's NATO withdrawal threat over Iran forces Europe's rearming, boosting US defense primes while commercial aerospace surges. RTX and LMT lead with massive backlogs and F-35/missile exposure; all six analyzed with FY2025 financials show tailwinds.
BALMTNOCHormuz Security Pledge: What It Means for XOM, LMT, and RTX
Trump's announcement of U.S. unilateral security for the Strait of Hormuz reduces oil shipment risks for XOM while signaling higher Navy demand for LMT and RTX. Financials show robust backlogs and growth, with defense stocks poised for contract ramps amid stabilizing energy flows. Investors should watch FY26 budgets and regional tensions for next moves.
XOMLMTAAPL AI Pivot: Why the New On-Device LLM Matters More Than the iPhone 17
Trump's NATO exit threats are forcing Europe to invest billions in defense manufacturing, creating export bonanzas for US primes like RTX and LMT. With backlogs surging and guidance upbeat, these firms offer compelling tailwinds—ranked by exposure and value.
LMTBANOCIran Standoff Week 3: USO, XOM, LMT Still Climbing — Here's the Ceiling
North Korea's missile and tunnel tech to Iran escalates Middle East threats, fueling Congressional push to redirect Ukraine aid to LMT/RTX missile programs. Record backlogs ($462B combined) and 5-11% growth position primes for upside, with clear bullish thesis amid $900B+ defense baseline.
LMTXLEGOOGL $75B Wiz Deal: Cloud Security Leader at 37x Revenue — Is It Worth the Premium?
SpaceX's confidential IPO filing spotlights ARK ETFs with private stakes and suppliers like NOC, RTX, LHX, and BA. These positions offer leveraged upside from valuation unlock and ecosystem expansion, ranked by conviction from ARKK top.
ARKKARKWNOCIran Deal Stalls: Why XOM, CVX, LMT, RTX Keep Rallying Despite Diplomacy
Trump's call for an Iran deal post-bridge strike underscores stalled diplomacy, sustaining oil risk premiums that boost XOM and CVX's FCF machines while padding LMT and RTX's massive backlogs. Recent price surges (XOM +28% YTD, LMT +30%) and strong guidance signal multi-quarter tailwinds. Bulls prevail unless breakthrough talks emerge.
XOMCVXLMTIran Ceasefire Unwinds XOM's 28% Rally — Time to Rotate Out of LMT and RTX?
Trump's April 7 agreement to suspend Iran attacks pressures XOM's 28% YTD oil rally and LMT/RTX defense gains, offering SPY relief amid de-escalation. Financials show rich valuations vulnerable to premium unwind, with rotation advised from energy/defense.
SPYXOMLMT
Track RTX with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free