Total net sales increased 11.1% to $24.97B in the third quarter, with organic growth of $2.6 billion across all three segments.

Filed October 20, 2026 · Period ending September 30, 2026 · Compared to 10-Q Oct 21, 2025 · ~1 min read

Key Changes

• high

  Defense bookings surged to approximately $59 billion in the quarter, primarily due to multi-year DoW contracts awarded to Raytheon to accelerate production of Tomahawk cruise missiles for approximately $23 billion and AMRAAM missiles for approximately $14.3 billion.

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• medium

  The company recognized $0.4 billion of approved refunds of which approximately $0.3 billion has been received following the Supreme Court ruling invalidating IEEPA tariffs.

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• medium

  Cash flow from operations increased 29.2% to $8.27B for the first nine months, while capital expenditures rose 18.5% to $1.96B.

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