财务数据和关键指标变化 - 公司第二季度调整后销售额为198亿美元,同比增长10%[8] - 调整后每股收益为1.41美元,同比增长9%[8] - 自由现金流为22亿美元,表现强劲[42] 各条业务线数据和关键指标变化 - 柯林斯航空系统销售额为70亿美元,同比增长10%,受商用航空后市场和国防业务的带动[48][49] - 普惠动力销售额为68亿美元,同比增长19%,商用航空发动机和军用发动机业务均有增长[51][52][53] - 雷神系统销售额为66亿美元,同比下降2%,但剔除网络安全业务剥离的影响,有4%的有机增长[55][56] 各个市场数据和关键指标变化 - 商用航空OEM销售增长19%,反映了持续的航空需求[34] - 商用航空后市场销售增长14%,得益于国内、国际和远程航空旅行的持续增长[34][48] - 国防销售增长7%,主要受益于订单执行[34][55] 公司战略和发展方向及行业竞争 - 公司正在执行提高运营效率、创新未来增长和充分发挥规模优势的三大战略重点[19][24][29] - 在关键技术领域如可持续性、先进推进系统、下一代传感等持续投入,并加快数字化转型[25][26][27][28] - 正在与客户就未来窄体飞机发动机的商业模式进行讨论,以更好地协调发动机制造商和机airframer的利益[148][149][150] 管理层对经营环境和未来前景的评论 - 公司看好未来前景,在强劲的市场需求环境下保持乐观[59] - 尽管存在一些供应链挑战、通胀压力和OE产率不确定性,但公司仍大幅提高了全年销售和利润指引[44][45][46] 其他重要信息 - 公司正在与司法部、证券交易委员会和国务院就一些遗留法律问题达成和解,涉及约10亿美元现金支付[38][39][40] - 公司还就一份雷神公司的固定价格开发合同计提了5.75亿美元的费用,决定终止该合同[41][75] - 公司正在积极进行资产剥离,出售了柯林斯执行装置业务和起重机及绞车业务[43][134][135] 问答环节重要的提问和回答 问题1 **Peter Arment 提问** 询问GTF发动机机队管理计划的进展情况[62][63][64][65][66][67] **Chris Calio 回答** 公司在检查和修复发动机方面取得进展,AOG情况稳定,与客户达成了65%的支持协议[63][64][65][66] 问题2 **Doug Harned 提问** 询问V2500发动机MRO和GTF发动机入厂等待时间的情况[92][93][94][95][96][97] **Chris Calio 回答** V2500发动机MRO正在恢复正常,GTF发动机入厂等待时间仍然较长,公司正在努力改善供应链以缩短等待时间[94][95][96][97] 问题3 **Kristine Liwag 提问** 询问公司在结构铸件供应方面的挑战[107][108][109][110][111] **Chris Calio 和 Neil Mitchill 回答** 结构铸件供应仍然是一个瓶颈,公司正在采取措施加强与供应商的合作,提高产能和交付[108][109][110][111]

RTX (RTX) reported $19.72 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 7.7%. EPS of $1.41 for the same period compares to $1.29 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $19.31 billion, representing a surprise of +2.15%. The company delivered an EPS surprise of +9.30%, with the consensus EPS estimate being $1.29.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expect ...

2nd quarter 2024 Earnings conference call July 25, 2024 © 2024 RTX Corporation. All rights reserved. Forward looking statements Note: All results and expectations in the presentation reflect continuing operations unless otherwise noted. This press release contains statements which, to the extent they are not statements of historical or present fact, constitute "forward-looking statements" under the securities laws. From time to time, oral or written forward- looking statements may also be included in other ...

RTX (RTX) came out with quarterly earnings of $1.41 per share, beating the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $1.29 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.30%. A quarter ago, it was expected that this an aerospace and defense company would post earnings of $1.23 per share when it actually produced earnings of $1.34, delivering a surprise of 8.94%.Over the last four quarters, th ...

财务业绩 - 公司第二季度销售额为197.1亿美元，同比增长8%，有机销售额增长10%[4] - 公司调整后每股收益为1.41美元，同比增长9%[12] - 公司自由现金流为21.96亿美元，同比增长1038%[12] - 公司全年调整后销售额和调整后每股收益预期上调[5] - 公司第二季度净销售额为197.21亿美元，同比增长7.7%[38] - 第二季度营业利润为5.29亿美元，同比下降83.4%[38] - 第二季度净利润为1.75亿美元，同比下降93.8%[38] - 第二季度每股收益为0.16美元，同比下降93.8%[38] - 第二季度自由现金流为-1.39亿美元，同比下降112.6%[38] - 公司预计2023财年全年调整后每股收益在4.50-4.70美元之间[33] - 公司预计2023财年全年自由现金流在50-52亿美元之间[33] - 公司预计2023财年全年调整后营业利润率在11.0%-11.5%之间[33] - 公司预计2023财年全年有机销售增长在3%-5%之间[33] - 公司预计2023财年全年调整后有效税率在18.5%-19.5%之间[33] - 公司第二季度收入为197.91亿美元，同比增长8.1%[42] - 第二季度营业利润为5.29亿美元，同比下降79.4%[43] - 第二季度每股收益(稀释)为0.08美元，同比下降91.1%[39] - 第二季度营业利润率为2.7%，同比下降5.5个百分点[59] - 上半年营业利润率为6.1%，同比下降2.9个百分点[59] 业务表现 - 柯林斯航空业务销售额增长10%，调整后营业利润增长25%[15] - 普惠航空业务销售额增长19%，调整后营业利润增长23%[19] - 雷神业务销售额下降2%，调整后营业利润增长7%[23] - 第二季度Collins Aerospace业务收入为69.99亿美元，营业利润率为16.4%[42][44] - 第二季度Pratt & Whitney业务收入为68.02亿美元，营业利润率为7.9%[42][44] - 2024年第二季度和上半年Collins Aerospace的净销售额分别为69.99亿美元和136.72亿美元，同比增长9.7%和9.3%[52] - 2024年第二季度和上半年Collins Aerospace的调整后营业利润率分别为16.4%和16.0%，同比提升2.1个百分点和1.5个百分点[52] - 2024年第二季度和上半年Pratt & Whitney的净销售额分别为68.02亿美元和132.58亿美元，同比增长19.3%和21.3%[52] - 2024年第二季度和上半年Pratt & Whitney的调整后营业利润率分别为7.9%和7.3%，同比下降0.3个百分点和提升0.7个百分点[52] - 2024年第二季度和上半年Raytheon的调整后净销售额分别为65.81亿美元和132.40亿美元，同比下降1.8%和增长1.9%[52] - 2024年第二季度和上半年Raytheon的调整后营业利润率分别为10.8%和10.1%，同比提升0.9个百分点和0.5个百分点[52] 其他事项 - 公司正在解决多项历史遗留法律问题，预计将支付约10亿美元[11] - 公司拥有2060亿美元的订单总额[7] - 公司通过CORE运营系统提高执行力，投资创新技术和能力[7] - 公司在2024年上半年确认了9.18亿美元的法律费用准备，主要涉及过往合同定价和付款问题[54] - 公司在2024年上半年确认了5.75亿美元的合同终止费用[54] - 公司在2024年上半年完成了网络安全业务的出售，实现了3.75亿美元的税前收益[54] 第二季度和上半年财务摘要 - 第二季度调整后每股收益1.41美元，同比增长9.3%[58] - 第二季度调整后营业利润率11.7%，同比提升1个百分点[59] - 第二季度自由现金流27.33亿美元，同比增长1414.8%[61] - 上半年净收入390.26亿美元，同比增长9.9%[58] - 上半年调整后每股收益2.75美元，同比增长9.6%[58] - 上半年调整后营业利润率11.2%，同比提升0.4个百分点[59] - 上半年自由现金流为正10.75亿美元，去年同期为负11.9亿美元[62]

Earnings growth captivates almost everyone, from a company’s top brass to research analysts. Yet, earnings acceleration works better when lifting the stock price. Studies have shown that most successful stocks have seen an acceleration in earnings before an uptick in their price.Earnings acceleration is the incremental growth in a company’s earnings per share (EPS). In other words, if a company’s quarter-over-quarter earnings growth rate increases within a stipulated time frame, it can be called earnings ac ...

More than 11,000 GTF orders and commitments program to dateLONDON, July 24, 2024 /PRNewswire/ -- Farnborough Air Show – Pratt & Whitney, an RTX (NYSE: RTX) business, announced more than 950 GTF engine orders and commitments since the beginning of 2024. Airlines and lessors that have announced orders include Avolon, Breeze Airways, Cebu Pacific, Icelandair, JetSMART, Mexicana, SKY Airline, SMBC, and Vietjet. In total, more than 11,000 GTF engine orders and commitments have been placed by more than 90 custome ...

National airline of Papua New Guinea is a first-time GTF customer LONDON, July 24, 2024 /PRNewswire/ -- Farnborough Air Show -- Pratt & Whitney, an RTX (NYSE: RTX) business, and Air Niugini have finalized engine and aftermarket agreements for the GTF engines that will power the airline's fleet of 11 Airbus A220 aircraft. Pratt & Whitney will provide a full suite of support services with a 12-year EngineWise® Comprehensive agreement. With this order, Air Niugini becomes a first-time GTF customer. "GTF engine ...

Freebird Airlines gains a connected ecosystem through real-time data insightsLONDON, July 24, 2024 /PRNewswire/ -- Farnborough Air Show – Freebird Airlines has selected Collins Aerospace, an RTX business (NYSE: RTX) to add a comprehensive suite of digital solutions enabling the airline to make proactive decisions to improve operations across its A320 fleet of aircraft.Freebird Airlines will implement Ascentia®, a cloud-based data management and analytics platform designed to provide a holistic view of aircr ...

LONDON, July 24, 2024 /PRNewswire/ -- Farnborough Air Show  — Collins Aerospace, an RTX (NYSE: RTX) business, today announced the relocation of its Singapore manufacturing facility to a new, state-of-the-art site in Seletar Aerospace Park, Singapore. This move represents a significant investment of $250 million and will bolster the company's capabilities and commitment to innovation and excellence in the aerospace industry.Scheduled to begin construction in the fourth quarter of 2025, the new facility is ex ...