RTX has been one of the most volatile defense stocks to start 2026, caught between political pressure on dividends and buybacks and renewed optimism around higher U.S. defense spending.
On Companies to Watch, Dan Koh and Ryan Huang break down why RTX shares sold off and rebounded in quick succession, how the company has been performing operationally, and what investors should watch next as policy, geopolitics and earnings expectations collide.

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