RTX Corporation (RTX) shares barely budged Wednesday despite a double dose of news: a shiny new defense contract and fresh financial results that gave investors plenty to chew on.

Poland Gets Next-Generation Eyes in the Sky

The headline grabber is a $197 million contract win for RTX's Raytheon division. The U.S. Air Force Life Cycle Management Center tapped the defense contractor to deliver its MS-110 Multispectral Reconnaissance System to Poland's air force, complete with production, engineering support, and aircraft integration.

This makes Poland the first NATO member and fourth country overall to get access to the MS-110 system. Think of it as high-tech aerial photography on steroids—the multispectral pods use artificial intelligence and machine learning to rapidly process wide-area and long-range imagery across varied conditions.

"The MS-110 system brings advanced capability by pushing next-generation processing to the tactical edge," said Dan Theisen, president of Advanced Products and Solutions at Raytheon.

Raytheon brass emphasized the system will boost surveillance capabilities, responsiveness, and survivability for allied forces. The MS-110 is versatile enough to mount on fighters, maritime patrol aircraft, special mission planes, and medium-altitude drones. Assembly and integration happens in Westford, Massachusetts, with work wrapping up by August 2031.

Quarterly Results Show Solid Growth

Meanwhile, RTX released fourth-quarter earnings Tuesday that showed healthy momentum. Sales climbed 12% year-over-year to $24.238 billion from $21.623 billion. GAAP diluted earnings per share hit $1.19, up from $1.10 in the prior-year quarter. That figure included $0.31 of acquisition accounting adjustments, $0.02 of restructuring costs, and $0.03 of other significant items.

Looking ahead to 2026, RTX guided for adjusted sales between $92.0 billion and $93.0 billion versus analyst estimates of $92.461 billion, with organic sales growth projected at 5% to 6%.

RTX Price Action: RTX shares were down 0.34% at $200.60 Wednesday afternoon, trading close to their 52-week high of $203.03.