Deutsche Bank Changes Tune On Raytheon Parent RTX, Sees Aerospace Edge Fuel Long-Term Growth Potential
Deutsche Bank Changes Tune On Raytheon Parent RTX, Sees Aerospace Edge Fuel Long-Term Growth Potential
Deuschle writes that the overall narrative for RTX is compelling, as long as operational improvements persist.Deutsche Bank analyst Scott Deuschle upgrades RTX Corporation (NYSE:RTX) from Sell to Hold, raising the price forecast from $109 to $129.
德意志银行分析师Scott Deuschle 将RTX公司（纽交所：RTX）的评级从卖出调升至持有，将价格预测从109美元提高至129美元。
According to the analyst, RTX's aerospace exposure is expected to enable it to outpace other defense companies, leveraging operational efficiencies to drive long-term growth and compound earnings.
根据分析师的观点，RTX的航空航天业务有望使其超越其他军工公司，借助运营效率推动长期增长和复合收益。
The analyst sees potential for further stock upside with RTX currently valued similarly to pure defense companies for 2026 but boasting a more promising long-term growth outlook due to its aerospace exposure.
分析师认为RTX股票有进一步上涨的潜力，目前估值与2026年纯军工公司相似，但由于其航空航天业务，具有更具前景的长期增长前景。
Deuschle writes that the overall narrative for RTX is compelling, as long as operational improvements persist.
Deuschle指出，只要运营改进持续下去，RTX的整体故事将更具吸引力。
The analyst forecasts third-quarter earnings per share of $1.36, exceeding the Street's expectation of $1.32 by $0.04.
分析师预测第三季度每股收益为1.36美元，超过华尔街预期的1.32美元，超额0.04美元。
Also Read: RTX's Raytheon Secures DARPA Contract To Develop Ultra-Wide Bandgap Semiconductors: Details
另请参阅：RTX的雷神公司获得DARPA合同，开发超宽禁带半导体：详情
Deuschle projects sequential revenue growth at Pratt & Whitney and Collins, driven by increased aftermarket activity at Pratt & Whitney from higher V2500 and GTF shop visits, while Collins is likely to benefit from sequential original equipment growth on Airbus and business jet platforms, along with sustained aftermarket strength and potential upside from increased modification revenue.
Deuschle预计普拉特惠特尼和柯林斯的季度营业收入将呈现递增趋势，主要受到普拉特惠特尼由于V2500和GTF航发检修次数增加而带来的售后市场活动增加驱动，而柯林斯可能受益于空客和商务喷气机平台原始配件的递增增长，以及持续的售后市场强劲和增加的改装业务带来的潜在增长。
The analyst projects Raytheon's revenue will decline quarter-over-quarter but sees upside potential due to strong demand, favorable DoD spending trends, and gradually improving conditions in the defense supply chain.
分析师预计雷神公司的营业收入将同比下降，但由于强劲需求、有利的国防支出趋势以及国防供应链逐渐改善的条件，他看到上行潜力。
EPS estimates for 2024-2026 have been revised to $5.48, $6.06, and $6.88, respectively, from $5.48, $6.17, and $6.93.
2024年至2026年的每股收益预估分别从$5.48、$6.17和$6.93调整为$5.48、$6.06和$6.88。
This decrease is mainly due to lower original equipment rate assumptions for both Boeing and Airbus, partially offset by a better product mix and higher margins.
这一减少主要是由于波音和空中客车的原始设备率假设较低，部分抵消了更好的产品组合和更高的利润率。
Meanwhile, operational risk keeps them at a Hold rather than a Buy.
但是，运营风险使它们处于持有状态，而非买入状态。
Price Action: RTX shares are trading lower by 0.52% to $123.40 on Thursday.
价格走势：星展科技股份在周四以123.40美元的价格下跌了0.52%。
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