Industrials stock comparison
RTX is the larger business by reported revenue: $88.6B in its fiscal year ended Dec 2025, about 10× TDG's $8.8B (fiscal year ended Sep 2025). RTX's net margin was 7.6% and TDG's 23.5%. The SEC places them in related industries (Aircraft Engines & Engine Parts; Aircraft Parts & Auxiliary Equipment, NEC), and both map to the Wars & geopolitics research theme.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
| Company fact | RTX | TDG |
|---|---|---|
| Company | RTX Corporation | TransDigm Group Incorporated |
| Exchange | NYSE | NYSE |
| Headquarters | Arlington, Virginia | — |
| Founded | 2020 | — |
| SEC industry | Aircraft Engines & Engine Parts | Aircraft Parts & Auxiliary Equipment, NEC |
| Fiscal year-end | December 31 | September 30 |
| Latest annual filing | 10-K · 2026-02-06 | 10-K · 2025-11-12 |
| Metric | RTX | TDG |
|---|---|---|
| Revenue | $88.6B2025-01-01 to 2025-12-31 · SEC filing | $8.8B2024-10-01 to 2025-09-30 · SEC filing |
| Net income | $6.7B2025-01-01 to 2025-12-31 · SEC filing | $2.1B2024-10-01 to 2025-09-30 · SEC filing |
| Operating cash flow | $10.6B2025-01-01 to 2025-12-31 · SEC filing | $2.0B2024-10-01 to 2025-09-30 · SEC filing |
| Diluted EPS | $4.962025-01-01 to 2025-12-31 · SEC filing | $32.082024-10-01 to 2025-09-30 · SEC filing |
| Net margin | 7.6%2025-01-01 to 2025-12-31 · SEC filing | 23.5%2024-10-01 to 2025-09-30 · SEC filing |
RTX: FY ending 2025-12-31 · TDG: FY ending 2025-09-30. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
RTX is an aerospace and defense company that reports three segments: Collins Aerospace systems, Pratt & Whitney aircraft engines, and Raytheon missiles and radars. It was formed in 2020 from the merger of Raytheon and United Technologies.
TransDigm makes proprietary aerospace components used on commercial and military aircraft.
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
We have not yet published a company-specific driver list for TDG. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2025-11-12.
You now know RTX reports about 10× TDG's revenue, and TDG keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about their exposure to wars & geopolitics, including “U.S. and allied defense budgets and air- and missile-defense procurement at Raytheon” at RTX, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchStart with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. RTX's fiscal year ends December 31, while TDG's ends September 30. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 18 matched transaction rows for RTX and 28 matched transaction rows for TDG. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
Not necessarily. RTX files as Aircraft Engines & Engine Parts and TransDigm as Aircraft Parts & Auxiliary Equipment, NEC. The pair is compared because both map to the Wars & geopolitics research theme, not because the filings show head-to-head competition.
RTX is the larger business by reported revenue: $88.6B in its fiscal year ended Dec 2025, about 10× TDG's $8.8B (fiscal year ended Sep 2025). RTX's net margin was 7.6% and TDG's 23.5%. The SEC places them in related industries (Aircraft Engines & Engine Parts; Aircraft Parts & Auxiliary Equipment, NEC), and both map to the Wars & geopolitics research theme. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers RTX Corporation and TransDigm Group Incorporated tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-26. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-26. Independent educational research; not investment advice.
RTX vs TDG compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $15/month or $150/year.
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