RTX Corp's Robust Backlog Negated By US Policy Headwinds - Fade The Rally
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RTX Corp has shown strong backlog growth in commercial and defense markets, driven by increased travel and geopolitical tensions. Despite a strong FQ4'24 performance and positive FY2025 guidance, potential US federal spending cuts and higher tariffs on steel and aluminum could pose challenges.
March 04, 2025 | 2:45 pm
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RTX Corp has reported strong backlog growth and positive guidance, but potential US federal spending cuts and higher tariffs on steel and aluminum could impact future performance.
While RTX has shown strong performance and guidance, the potential for US federal spending cuts and higher tariffs on steel and aluminum could offset these gains. The company's reliance on government contracts and materials affected by tariffs makes it vulnerable to these policy changes.
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