New York, Jan 12, 2026, 13:49 EST — Regular session
RTX shares climbed 1.7% to $191.74 in Monday afternoon trading despite a fresh warning from Airbus about delayed jet-engine deliveries from RTX’s Pratt & Whitney unit. Airbus noted it hasn’t settled with Pratt & Whitney on the volume of engines needed “for the foreseeable future,” while RTX offered no immediate response. (Reuters)
The comments hit a sensitive area for RTX. Pratt & Whitney, one of just two engine suppliers for Airbus’s top-selling A320neo series, plays a key role in delivery schedules, which directly impact aircraft handoffs and the subsequent stream of maintenance work.
This comes just before RTX’s quarterly report, where investors will seek clarity on production levels and ongoing disruptions expected through 2026. RTX is set to release its fourth-quarter and full-year 2025 results on Jan. 27 before markets open, followed by a call at 8:30 a.m. ET. (RTX)
Airbus said Monday that deliveries in 2025 climbed 4% to 793 planes, just beating its lowered forecast. Yet the company cautioned the operating landscape stays “complex and dynamic.” Aviation analyst Rob Morris noted the numbers reveal ongoing supply chain struggles that are “increasingly complex.” (Reuters)
Airbus isn’t a new source of tension for RTX. Pratt & Whitney faces off against the GE-Safran joint venture CFM on the A320neo. In 2023, RTX announced a multi-year inspection campaign for its geared turbofan (GTF) engines—the same ones powering the A320neo—following an unusual powder-metal defect. The program is expected to continue through 2026. (Reuters)
Traders will be watching closely for any indication that Airbus talks disrupt production schedules or trigger a broader reshuffle of engines between new planes and the spare-engine inventory airlines depend on to keep jets airborne.
RTX opened Monday at $189.82 and fluctuated between $188.80 and $192.64 during the session. By the close, it had gained roughly $3.24 from its previous day’s finish.
The downside is clear: if engine deliveries remain constrained, Airbus could miss handover deadlines and crank up pressure on suppliers. RTX, meanwhile, faces the possibility of rising costs, tougher talks with customers, and weaker cash flow than investors are counting on.
That’s why the Jan. 27 call is crucial. Investors want details on Pratt & Whitney deliveries, potential ripple effects from customer discussions, and if the 2026 outlook factors in bottlenecks easing—or sticking around.
