RTX Corporation, an aerospace and defense company, provides systems and services for the commercial, military, and government customers in the United States and internationally. It operates through three segments: Collins Aerospace, Pratt & Whitney, and Raytheon. The Collins Aerospace Systems segment offers aerospace and defense products, and aftermarket service solutions for civil and military aircraft manufacturers and commercial airlines, as well as regional, business, and general aviation, defense, and commercial space operations. This segment also designs, produces, and supports cabin interior, including oxygen systems, food and beverage preparation, storage and galley systems, and lavatory and wastewater management systems; battlespace, test and training range systems, crew escape systems, and simulation and training solutions; information management services; and aftermarket services that include spare parts, overhaul and repair, engineering and technical support, training and fleet management solutions, and asset and information management services. Its Pratt & Whitney segment supplies aircraft engines for commercial, military, business jet, and general aviation customers; and produces, sells, and services military and commercial auxiliary power units. The Raytheon segment provides defensive and offensive threat detection, tracking, and mitigation capabilities for U.S., foreign government, and commercial customers. The company was formerly known as Raytheon Technologies Corporation and changed its name to RTX Corporation in July 2023. RTX Corporation was incorporated in 1934 and is headquartered in Arlington, Virginia.

RTX Corporation демонстрирует смешанную фундаментальную картину. С одной стороны, мультипликаторы, такие как P/E и P/S, значительно превышают медианные значения по отрасли, что может указывать на переоцененность акций. С другой стороны, компания показывает впечатляющие абсолютные показатели, такие как выручка и чистая прибыль, которые значительно выше медианных значений по отрасли. Тем не менее, эффективность, измеряемая ROE, ROA и ROI, существенно ниже медианных значений, что указывает на проблемы с рентабельностью. Долговая нагрузка также вызывает опасения, так как коэффициент долга к капиталу выше медианы. Дивидендная доходность снижается, что может быть негативным сигналом для инвесторов. В то же время, рост выручки и чистой прибыли указывает на позитивные тенденции, однако, недостаточная рентабельность и высокая оценка акций могут ограничивать дальнейший рост цен. Инвесторы должны быть осторожны, учитывая эти факторы, при принятии решений о вложениях в RTX Corporation.

RTX Corporation

Palantir Technologies Inc. PLTR will report its first-quarter 2026 results on April 4, after the bell.
The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 29 cents, indicating 123.1% growth from the year-ago reported quarter. The consensus estimate for total revenues stands at $1.54 billion, indicating 73.7% year-over-year growth. There have been no changes or revisions to analyst estimates lately.
< Image Source: Zacks Investment Research
The company has a strong history of earnings surprises. Earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters and matched once, with an earnings surprise of 11.6%, on average.
PLTR’s Lesser Chance of Q1 Earnings Beat
Our proven model doesn’t conclusively predict an earnings beat for PLTR this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.
PLTR has an Earnings ESP of 0.00% and a Zacks Rank #3.
You can see the complete list of today’s Zacks #1 Rank stocks here.
PLTR’s All-Round Healthy Business Should be the Driver in Q1
We expect a significant year-over-year improvement in the company’s top line in the to-be-reported quarter, driven by healthy business from existing and new customers, strengthening both the Government and Commercial segments.
The consensus estimate for Government revenues is pegged at $763.83 million, indicating 56.9% year-over-year growth. The consensus mark for Commercial revenues is pegged at $771.46 million, suggesting 94.4% year-over-year growth.
PLTR Stock Looking Pricey
Palantir shares have surged 19% over the past year but declined 4% over the past three months. This performance is a clear indication of a pullback in the stock lately.
Image Source: Zacks Investment Research
However, the pullback to date has still not brought the stock to a level where it cannot be called pricey. Based on trailing 12-month EV-to-EBITDA, PLTR is currently trading at 247.32X, way above the industry’s 10.31X. If we look at the forward 12-month Price/Earnings ratio, the company’s shares are currently trading at 93.06X forward earnings, well above the industry’s 27.85X.
Investment Considerations
Palantir has shown impressive growth momentum, driven by strong demand across both government and commercial sectors and by consistent profitability improvements. However, the stock’s current valuation already reflects much of this optimism, leaving limited room for near-term upside. While its long-term prospects in artificial intelligence and data analytics remain compelling, short-term investors may prefer to wait for a further pullback before adding positions. Given the combination of strong fundamentals and stretched valuation, a “Hold” stance appears prudent ahead of the first-quarter earnings report, with a focus on monitoring future contract wins and margin trends.
As PLTR’s valuation stays high, Lockheed Martin LMT and RTX Corporation RTX offer more grounded defense exposure. Lockheed Martin, with its massive defense contracts, provides steady cash flow and less volatility than PLTR. Its forward 12-month price-to-earnings ratio is 16.68X, and trailing 12-month EV-to-EBITDA is below 12.62X. Lockheed Martin continues to benefit from global rearmament while trading at modest earnings multiples.
Similarly, RTX shines through missile systems. RTX’s defense backlog, like LMT's, underscores its stability. Its forward 12-month price-to-earnings ratio is below 24.87X, and trailing 12-month EV-to-EBITDA is just below 22.64X.
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RTX Corporation (RTX) : Free Stock Analysis Report
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Should Palantir Stock Be in Your Portfolio Before Q1 Earnings?

General Dynamics Corporation GD posted strong first-quarter 2026 results, with earnings of $4.10 per share beating the Zacks Consensus Estimate of $3.68 by 11.41%. The bottom line also rose 12% from the year-ago quarter on solid operating execution.
Total Revenues of GD
Revenues of $13.48 billion topped the consensus mark of $12.70 billion by 6.15% and increased 10.3% year over year, supported by growth across all four operating segments and a sharp pickup in order activity that lifted quarterly book-to-bill to 2-to-1.
General Dynamics Corporation Price, Consensus and EPS Surprise
GD’s Segmental Performance
Marine Systems produced one of the sharpest improvements, supported by higher volume from Virginia- and Columbia-class submarine work and productivity gains across shipyards. The segment generated operating earnings of $316 million and improved operating margin to 7.3% in the quarter.
Aerospace delivered operating earnings of $493 million with a 15.0% margin, supported by improved performance and higher volume, and the business reported 38 Gulfstream aircraft deliveries in the period.
Combat Systems posted operating earnings of $310 million and a 13.6% margin, and the quarter included notable contract wins such as $730 million for various munitions and $450 million tied to the Advanced Reconnaissance Vehicle competition pre-production development phase.
Technologies generated operating earnings of $339 million with a 9.5% margin, aided by growth across both GDIT and Mission Systems and solid order flow during the quarter.
GD Delivers Broad-Based Top-Line Growth
The company’s first-quarter revenue increase was supported by contributions from each of its operating businesses. Aerospace benefited from higher manufacturing and services volume, while Marine Systems advanced on higher shipyard volume tied to key submarine programs. Combat Systems and Technologies also registered year-over-year increases, reflecting demand across platforms, munitions and mission-focused services.
That breadth matters for investors because it reduces reliance on any single end market. With each segment expanding, GD entered 2026 with a more balanced growth profile and multiple drivers supporting the consolidated top line.
Operational Highlights of GD
Profitability advanced alongside sales growth. Operating earnings increased year over year to $1.42 billion, and operating margin improved to 10.5%, indicating that incremental revenues are translating into better earnings power.
Below the operating line, earnings before income taxes rose to $1.37 billion, aided by a lower net interest expense compared with the prior-year quarter. Net earnings climbed to $1.13 billion, reflecting both stronger operating performance and improved overall cost and financing dynamics during the period.
GD’s Backlog
Order activity was a highlight of the quarter. GD booked $26.6 billion of orders, driving a consolidated book-to-bill ratio of 2-to-1. The defense segments collectively posted a 2.2-to-1 book-to-bill, while Aerospace delivered a 1.2-to-1 ratio, underscoring healthy demand across the portfolio.
Backlog expanded meaningfully, ending the quarter at $130.84 billion. Total estimated contract value, which includes management’s estimate of additional value in unfunded IDIQ contracts and unexercised options, reached $188.44 billion. This elevated contract coverage provides clearer revenue visibility and positions the company to sustain production and service activity as 2026 progresses.
Financial Condition of GD
Cash generation was another notable strength. Net cash provided by operating activities totaled $2.16 billion in the quarter, equal to 192% of net earnings, reflecting strong cash conversion and working-capital performance. After $203 million of capital expenditures, free cash flow came in at $1.95 billion.
Management continued returning cash to shareholders while maintaining liquidity. The company paid $405 million in dividends and repurchased $217 million of common stock during the quarter. GD ended the period with $3.65 billion in cash and equivalents, and net debt of $4.36 billion, supporting financial flexibility alongside ongoing capital deployment.
GD’s Zacks Rank
GD currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Defense Releases
RTX Corporation’s RTX first-quarter 2026 adjusted earnings per share of $1.78 beat the Zacks Consensus Estimate of $1.52 by 17%. The bottom line improved 21.1% from the year-ago quarter’s level of $1.47.
Quarterly revenues came in at $22.08 billion, up 8.7% from $20.31 billion in the year-ago period. Sales also beat the consensus mark of $21.56 billion by 2.43%.
Northrop Grumman Corporation NOC reported first-quarter 2026 adjusted earnings of $6.14 per share, which beat the Zacks Consensus Estimate of $6.08 by 1%. The bottom line also improved 1.3% from the year-ago quarter’s level of $6.06.
NOC’s total sales of $9.88 billion in the first quarter beat the Zacks Consensus Estimate of $9.79 billion by 1%. The top line also improved 4.4% from $9.47 billion reported in the year-ago quarter.
The Boeing Company BA incurred an adjusted loss of 20 cents per share in the first quarter of 2026, narrower than the Zacks Consensus Estimate of a loss of 95 cents. The bottom line improved from the year-ago quarter’s reported loss of 49 cents.
Revenues amounted to $22.22 billion, which outpaced the Zacks Consensus Estimate of $21.87 billion by 3.5%. The top line also surged 14% from the year-ago quarter’s reported figure of $19.5 billion.
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GD Q1 Earnings Beat Estimates on Strong Orders and Cash Flow

Rising global defense budgets and the recovery of commercial aviation demand continue to support growth across the aerospace sector, benefiting players like RTX Corporation RTX and The Boeing Company BA. Both companies maintain substantial order backlogs, offering solid revenue visibility and long-term growth potential.
RTX stands out with its diversified portfolio spanning commercial aerospace, defense systems and advanced technologies. Its Pratt & Whitney engines and Collins Aerospace systems are seeing steady demand from the ongoing recovery in global air travel, while its defense segment benefits from strong demand for missile systems, radar and next-generation military technologies.
In contrast, Boeing maintains a broad aerospace and defense presence, with operations spanning commercial airplanes, defense platforms, space systems and global services. Its defense, space and security segment supports military aircraft, autonomous systems and satellite programs, while its services business provides aftermarket support and logistics solutions, contributing to its overall growth profile.
With defense spending increasing worldwide and geopolitical tensions rising, both companies are well-positioned for continued growth. However, deciding which stock is stronger right now depends on comparing their individual strengths.
Tailwinds for BA
BA is supported by its strong quarterly results and notable contract wins, which have helped sustain investor confidence. In April 2026, the company reported its first-quarter 2026 results, showing revenue growth of 14% and an improvement in net losses compared with the same period last year.
Earlier this month, Boeing announced that Ethiopian Airlines had finalized the purchase of six 787 Dreamliner jets, fully exercising commitments from its landmark 2023 order. The airline plans to deploy the 787-9 aircraft to expand its intercontinental network from Addis Ababa while also boosting cargo capacity amid rising demand for long-haul travel.
Moreover, Boeing is expanding its space production capacity and broadening its satellite portfolio. This move reflects a strategic effort to enable government and commercial customers to deploy capabilities faster and with greater flexibility, while strengthening its position in the evolving space and satellite market.
Tailwinds for RTX
RTX is also supported by its strong quarterly results, strategic investments and some notable contract wins, which together contributed to investors’ optimism. The company released its first-quarter 2026 results in April 2026, wherein it reported solid revenue growth of 8.7%. The bottom line also improved 21.1% from the year-ago quarter.
Earlier in the month, RTX announced that its Pratt & Whitney unit is investing $100 million in its facility in Rzeszów to expand production capacity and enhance advanced manufacturing capabilities. The investment is aimed at meeting growing global demand for its commercial and military engines, including the GTF, F135 and F100 programs, while strengthening support for both civil aviation and defense customers.
Moreover, RTX, through its Raytheon business, has delivered its first Next Generation Jammer pods to the Royal Australian Air Force. This development highlights progress in a cooperative program aimed at strengthening airborne electronic attack capabilities, while reinforcing RTX’s position in advanced defense technologies designed to support modern military operations.
How Does the Zacks Consensus Estimate Compare for BA & RTX?
The Zacks Consensus Estimate for Boeing’s 2026 sales implies a year-over-year rise of 7.5%, and the same for losses suggests an improvement. The stock’s annual bottom-line estimates have moved south over the past 60 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for RTX’s 2026 sales and earnings per share (EPS) implies an improvement of 5.3% and 8.9%, respectively, from the year-ago quarter’s reported figures. The stock’s annual bottom-line estimates have moved north over the past 60 days.
Image Source: Zacks Investment Research
Stock Price Performance: BA & RTX
In the past year, RTX has outperformed BA. While RTX’s shares surged 39.7%, BA surged 27.5%.
Image Source: Zacks Investment Research
Valuation for BA & RTX
Boeing is trading at a forward sales multiple (P/E F12M) of 1.82, below RTX’s forward sales multiple of 2.46.
Image Source: Zacks Investment Research
Debt Performance: BA & RTX
BA is highly debt-ridden when compared with RTX, as evident from the image below, which reflects its total debt-to-capital ratio. BA has a total debt-to-capital ratio of 90.84, while RTX has a total debt-to-capital ratio of 36.10.
ROIC
RTX’s Return on Invested Capital (ROIC) stands at 6.03%. In contrast, Boeing reports a negative ROIC of 9.26%, indicating weaker capital efficiency. This comparison highlights RTX’s stronger ability to generate returns from its investments relative to Boeing.
Final Call
With strong global defense spending, both Boeing and RTX remain well-positioned. While Boeing benefits from notable defense and commercial programs, its higher debt levels and weaker stock performance limit its near-term appeal.
RTX, on the other hand, offers a balanced mix of commercial and defense exposure, improving earnings expectations and stronger contract momentum. It also carries much lower debt and has clearly outperformed Boeing over the past year.
Both RTX and BA currently carry a Zacks Rank #3 (Hold), but given RTX’s healthier balance sheet and better recent share performance, it stands out as the stronger choice right now.
You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.
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RTX vs. BA: Which Aerospace Player Holds Stronger Momentum Right Now?

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Dimensional US Marketwide Value ETF (Symbol: DFUV) where we have detected an approximate $306.8 million dollar inflow -- that's a 2.2% increase week over week in outstanding units (from 278,000,000 to 284,000,000). Among the largest underlying components of DFUV, in trading today Berkshire Hathaway Inc New (Symbol: BRK.B) is up about 1.1%, Linde PLC (Symbol: LIN) is off about 0.2%, and RTX Corp (Symbol: RTX) is up by about 0.8%. For a complete list of holdings, visit the DFUV Holdings page » The chart below shows the one year price performance of DFUV, versus its 200 day moving average:
Looking at the chart above, DFUV's low point in its 52 week range is $38.5875 per share, with $51.48 as the 52 week high point — that compares with a last trade of $51.36. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
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Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
Dividend Stocks Crossing Below Their 200 DMA
CAPL Insider Buying
REITs Dividend Stocks
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dimensional US Marketwide Value ETF Experiences Big Inflow

For Immediate Releases
Chicago, IL – April 24, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include UnitedHealth Group Inc. UNH, Morgan Stanley MS, RTX Corp. RTX, Homes Group, Inc. UHG and Motorsport Games Inc. MSGM.
Here are highlights from Friday’s Analyst Blog:
Top Research Reports for UnitedHealth, Morgan Stanley & RTX
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including UnitedHealth Group Inc., Morgan Stanley and RTX Corp., as well as two micro-cap stocks United Homes Group, Inc. and Motorsport Games Inc. The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Jobless Claims Move Up Slightly, Pre-Markets Move Down
Today's Featured Research Reports
Shares of UnitedHealth have declined -0.6% over the past six months against the Zacks Medical - HMOs industry’s decline of -3.4%. The company is facing rising medical costs, which continue to pressure margins, reflected in an elevated MCR despite recent improvement, while elevated debt and interest expenses strain financial flexibility. It is currently overvalued compared with the industry. As such, we have a neutral recommendation.
Nevertheless, UnitedHealth’s first-quarter earnings beat estimates. It has shown steady revenue growth, driven by Optum and UnitedHealthcare. Its strong market position and expansion initiatives, amid rising healthcare demand, support long-term growth.
UnitedHealth expects total revenues to be over $439 billion in 2026. Optum remains a key driver via pharmacy services, tech integration and government solutions. Commercial membership also grew for UNH, aiding margins despite headwinds in government programs. Robust cash generation supports shareholder returns and financial flexibility.
(You can read the full research report on UnitedHealth here >>>)
Morgan Stanley’s shares have outperformed the Zacks Financial - Investment Bank industry over the past six months (+17.4% vs. +6.2%). The company’s first-quarter 2026 results showed capital markets strength. Increased focus on asset and wealth management operations, along with its strategic alliances and acquisitions, will support its top line.
The EquityZen acquisition broadens private markets capabilities and should deepen client relationships over time. The performance of the investment banking (IB) business will continue to be driven by a strong pipeline, resilient M&A demand, lower rates and the company’s global footprint. Its efficient capital distributions reflect a solid balance sheet.
However, expenses will remain elevated due to expansion and tech investments. While trading revenues have been rising, growth in the same might become challenging in the future due to the volatile nature of the business.
(You can read the full research report on Morgan Stanley here >>>)
Shares of RTX have outperformed the Zacks Aerospace - Defense industry over the past six months (+2.1% vs. -7.6%). The company’s first-quarter 2026 earnings beat expectations. It continues to receive ample orders for its wide range of combat-proven defense products from the Pentagon and its foreign allies. Steadily improving global commercial air traffic boosts the company's sales.
Strong volumes and a favorable mix across large commercial engines and Pratt Canada operations are expected to support the company’s growth momentum in the commercial aerospace market. This resulted in RTX registering a backlog of $271 billion as of March 31, 2026.
Yet, the uncertainties created by the recent imposition of U.S. government-issued import tariffs pose a risk for RTX. Supply-chain challenges continue to affect the aerospace sector, which may adversely impact RTX.
(You can read the full research report on RTX here >>>)
United Homes Group’s shares have underperformed the Zacks Real Estate - Development industry over the past six months (-32.4% vs. -0.1%). This microcap company with market capitalization of $69.42 million has seen its volumes, orders and EBITDA decline, reflecting weak demand, rising cancellations and reliance on incentives, constraining operating leverage.
Cash usage and leverage remain elevated, increasing rate sensitivity. A pending merger provides near-term value clarity but adds execution risk. Valuation suggests the market is pricing in sustained demand softness, margin pressure and execution risk, while assigning limited credit to longer-term margin expansion.
Nevertheless, Product repositioning and cost reengineering are supporting structural margin resilience, with margins expanding despite heavier discounting, driven by lower build costs and design standardization. Southeast exposure aligns with migration and affordability tailwinds, while pricing remains stable. Backlog growth improves visibility, and a land-light model limits capital risk and enhances flexibility.
(You can read the full research report on United Homes Group here >>>)
Shares of Motorsport Games have outperformed the Zacks Gaming industry over the past six months (+67.8% vs. -23.5%). This microcap company with a market capitalization of $21.73 million has its investment case centered on a flagship racing title that has evolved into a durable monetization platform through ongoing content updates and a growing subscription ecosystem.
Strong digital mix and disciplined cost control are driving margin expansion and improving operating leverage, while enhanced liquidity provides flexibility to fund platform expansion and new development. Engagement-led growth, supported by competitive features and community infrastructure, reinforces recurring revenue potential and user retention.
However, risks stem from heavy reliance on a single franchise and key distribution channels, alongside exposure to licensing commitments and execution demands tied to multi-platform expansion. Earnings sustainability increasingly depends on continued content success and subscription growth, while potential dilution and financing constraints could limit shareholder upside.
(You can read the full research report on Motorsport Games here >>>)
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Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Zacks Analyst Blog UnitedHealth, Morgan Stanley, RTX, Homes Group and Motorsport

Thursday, April 23, 2026
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including UnitedHealth Group Inc. (UNH), Morgan Stanley (MS) and RTX Corp. (RTX), as well as two micro-cap stocks United Homes Group, Inc. (UHG) and Motorsport Games Inc. (MSGM). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Jobless Claims Move Up Slightly, Pre-Markets Move Down
Today's Featured Research Reports
Shares of UnitedHealth have declined -0.6% over the past six months against the Zacks Medical - HMOs industry’s decline of -3.4%. The company is facing rising medical costs, which continue to pressure margins, reflected in an elevated MCR despite recent improvement, while elevated debt and interest expenses strain financial flexibility. It is currently overvalued compared with the industry. As such, we have a neutral recommendation.
Nevertheless, UnitedHealth’s first-quarter earnings beat estimates. It has shown steady revenue growth, driven by Optum and UnitedHealthcare. Its strong market position and expansion initiatives, amid rising healthcare demand, support long-term growth.
UnitedHealth expects total revenues to be over $439 billion in 2026. Optum remains a key driver via pharmacy services, tech integration and government solutions. Commercial membership also grew for UNH, aiding margins despite headwinds in government programs. Robust cash generation supports shareholder returns and financial flexibility.
(You can read the full research report on UnitedHealth here >>>)
Morgan Stanley’s shares have outperformed the Zacks Financial - Investment Bank industry over the past six months (+17.4% vs. +6.2%). The company’s first-quarter 2026 results showed capital markets strength. Increased focus on asset and wealth management operations, along with its strategic alliances and acquisitions, will support its top line.
The EquityZen acquisition broadens private markets capabilities and should deepen client relationships over time. The performance of the investment banking (IB) business will continue to be driven by a strong pipeline, resilient M&A demand, lower rates and the company’s global footprint. Its efficient capital distributions reflect a solid balance sheet.
However, expenses will remain elevated due to expansion and tech investments. While trading revenues have been rising, growth in the same might become challenging in the future due to the volatile nature of the business.
(You can read the full research report on Morgan Stanley here >>>)
Shares of RTX have outperformed the Zacks Aerospace - Defense industry over the past six months (+2.1% vs. -7.6%). The company’s first-quarter 2026 earnings beat expectations. It continues to receive ample orders for its wide range of combat-proven defense products from the Pentagon and its foreign allies. Steadily improving global commercial air traffic boosts the company's sales.
Strong volumes and a favorable mix across large commercial engines and Pratt Canada operations are expected to support the company’s growth momentum in the commercial aerospace market. This resulted in RTX registering a backlog of $271 billion as of March 31, 2026.
Yet, the uncertainties created by the recent imposition of U.S. government-issued import tariffs pose a risk for RTX. Supply-chain challenges continue to affect the aerospace sector, which may adversely impact RTX.
(You can read the full research report on RTX here >>>)
United Homes Group’s shares have underperformed the Zacks Real Estate - Development industry over the past six months (-32.4% vs. -0.1%). This microcap company with market capitalization of $69.42 million has seen its volumes, orders and EBITDA decline, reflecting weak demand, rising cancelations and reliance on incentives, constraining operating leverage.
Cash usage and leverage remain elevated, increasing rate sensitivity. A pending merger provides near-term value clarity but adds execution risk. Valuation suggests the market is pricing in sustained demand softness, margin pressure and execution risk, while assigning limited credit to longer-term margin expansion.
Nevertheless, Product repositioning and cost reengineering are supporting structural margin resilience, with margins expanding despite heavier discounting, driven by lower build costs and design standardization. Southeast exposure aligns with migration and affordability tailwinds, while pricing remains stable. Backlog growth improves visibility, and a land-light model limits capital risk and enhances flexibility.
(You can read the full research report on United Homes Group here >>>)
Shares of Motorsport Games have outperformed the Zacks Gaming industry over the past six months (+67.8% vs. -23.5%). This microcap company with a market capitalization of $21.73 million has its investment case centered on a flagship racing title that has evolved into a durable monetization platform through ongoing content updates and a growing subscription ecosystem.
Strong digital mix and disciplined cost control are driving margin expansion and improving operating leverage, while enhanced liquidity provides flexibility to fund platform expansion and new development. Engagement-led growth, supported by competitive features and community infrastructure, reinforces recurring revenue potential and user retention.
However, risks stem from heavy reliance on a single franchise and key distribution channels, alongside exposure to licensing commitments and execution demands tied to multi-platform expansion. Earnings sustainability increasingly depends on continued content success and subscription growth, while potential dilution and financing constraints could limit shareholder upside.
(You can read the full research report on Motorsport Games here >>>)
Other noteworthy reports we are featuring today include Arista Networks, Inc. (ANET), Sandisk Corp. (SNDK) and The Travelers Companies, Inc. (TRV).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
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Biogen's (BIIB) Multiple Sclerosis Sales Fall, New Drugs Aid Growth
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Sandisk's (SNDK) Prospects Rides on Strong AI-Driven Memory Demand
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Cenovus' (CVE) Advancing Key Projects To Drive Production Growth
Per the Zacks analyst, Cenovus targets production growth, driven by key organic growth projects including the West White Rose project within its asset portfolio.
New Product Launches, Strong Solvency Aid Globus Medical (GMED)
The Zacks Analyst is impressed with Globus Medical's strong R and D efforts, with product launches surging post-NuVasive integration. Also, the company's debt-free balance sheet is encouraging.
New Downgrades
Alibaba (BABA) Faces Slowing Growth Amid Rising Competition
Per the Zacks analyst, Alibaba is seeing weaker monetization, rising competition and cloud headwinds, though its strong ecosystem and cash flows support long-term growth potential.
MercadoLibre (MELI) Faces Macro Headwinds Amid Rising Cost Pressures
Per the Zacks analyst, MercadoLibre is facing macro volatility, margin compression and credit quality risks, while rising competition makes its competitive advantages more costly to defend over time.
QuidelOrtho (QDEL) Faces Solvency Issues, Competition and Policy Risk
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Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Research Reports for UnitedHealth, Morgan Stanley & RTX

(RTTNews) - Pratt & Whitney, an RTX Corp. (RTX) business, announced Wednesday an investment of $100 million in its facility in Rzeszow, Poland to expand production capacity and add advanced capabilities.
This will help Pratt & Whitney meet growing global demand for its commercial and military engines, including the Pratt & Whitney GTF, F135, and F100 engines.
Pratt & Whitney will use the investment to construct a new facility at Rzeszow that will house specialized capabilities for processing isothermally forged parts, including heat treatment, sonic machining and inspection operations.
This expansion follows and supports the recently announced $200 million investment in a seventh isothermal forging press at Pratt & Whitney's Columbus Forge facility in Georgia, U.S.
These capital projects, expected to be fully operational by 2028, will enable a 30% increase in output of critical engine parts, such as rotating compressor and turbine disks.
Poland represents RTX's largest investment and employee base outside the United States, with more than 9,400 employees across its Collins Aerospace, Pratt & Whitney and Raytheon businesses.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

RTX's Pratt & Whitney Invests $100 Mln To Expand Engine Production At Rzeszow Facility In Poland

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RTX (RTX) Q1 2026 Earnings Call Transcript

(RTTNews) - RTX (RTX) said, for full year 2026, the company now expects adjusted EPS of $6.70 - $6.90, up from prior guidance range of $6.60 - $6.80. Adjusted sales are now projected in a range of $92.5 - $93.5 billion, up from prior guidance range of $92.0 - $93.0 billion. The company projects an organic sales growth in a range of 5 to 6 percent.
For the first quarter, the company reported net income attributable to shareowners of $2.1 billion which included $0.4 billion of acquisition accounting adjustments. Adjusted net income was $2.4 billion, up 22 percent from the prior year driven by adjusted segment operating profit growth across all three segments as well as lower interest and tax expense. GAAP EPS of $1.51 included $0.27 of acquisition accounting adjustments. Adjusted EPS was $1.78, up 21 percent versus the prior year. First quarter reported and adjusted sales were $22.1 billion, up 9 percent over the prior year and 10 percent organically.
In pre-market trading on NYSE, RTX shares are up 2.36 percent to $200.50.
For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

RTX Increases FY26 Adj. EPS, Sales Outlook

(RTTNews) - RTX Corporation (RTX) announced earnings for its first quarter that Increases, from the same period last year
The company's bottom line totaled $2.059 billion, or $1.51 per share. This compares with $1.535 billion, or $1.14 per share, last year.
Excluding items, RTX Corporation reported adjusted earnings of $2.425 billion or $1.78 per share for the period.
The company's revenue for the period rose 8.7% to $22.076 billion from $20.306 billion last year.
RTX Corporation earnings at a glance (GAAP) :
-Earnings: $2.059 Bln. vs. $1.535 Bln. last year. -EPS: $1.51 vs. $1.14 last year. -Revenue: $22.076 Bln vs. $20.306 Bln last year.
-Guidance: Full year EPS guidance: $ 6.70 To $ 6.90 Full year revenue guidance: $ 92.5 B To $ 93.5 B
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.