RTX Stock Pays Out $56 Bil – Investors Take Note

RTX: RTX logo
RTX
RTX

In the last decade, RTX (RTX) stock has returned a notable $56 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the market’s biggest capital-return machines.

As it turns out, RTX stock has returned the 47th highest amount to shareholders in history.

  RTX S&P Median
Dividends $27 Bil $4.4 Bil
Share Repurchase $29 Bil $5.5 Bil
Total Returned $56 Bil $9.1 Bil
Total Returned as % of Current Market Cap 20.7% 24.5%

Why should you care? Because dividends and share repurchases represent direct, tangible returns of capital to shareholders. They also signal management’s confidence in the company’s financial health and ability to generate sustainable cash flows. And there are more stocks like that. Here is a list of the top 10 companies ranked by total capital returned to shareholders via dividends and stock repurchases.

Top 10 Stocks By Total Shareholder Return

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  Total Money Returned As % Of Current Market Cap via Dividends via Share Repurchases
AAPL $874 Bil 21.9% $143 Bil $731 Bil
MSFT $376 Bil 12.0% $172 Bil $204 Bil
GOOGL $357 Bil 8.6% $15 Bil $342 Bil
XOM $218 Bil 36.7% $146 Bil $72 Bil
WFC $212 Bil 72.1% $58 Bil $153 Bil
META $184 Bil 10.3% $10 Bil $174 Bil
JPM $181 Bil 21.3% $0.0 $181 Bil
JNJ $159 Bil 28.6% $105 Bil $54 Bil
ORCL $158 Bil 34.5% $35 Bil $123 Bil
CVX $157 Bil 46.4% $99 Bil $58 Bil

For full ranking, visit Buybacks & Dividends Ranking

What do you notice here? The total capital returned to shareholders as a % of the current market cap appears inversely proportional to growth prospects for reinvestments. Stocks like Meta (META) and Microsoft (MSFT) are growing much faster, in a more predictable way, compared to the others, but they have returned a much lower fraction of their market cap to shareholders.

That’s the flip side to high capital returns. Sure, they are attractive, but you have to ask yourself the question: Am I sacrificing growth and sound fundamentals? With that in mind, let’s look at some numbers for RTX. (see Buy or Sell RTX Stock for more details)

RTX Fundamentals

  • Revenue Growth: 8.8% LTM and 9.4% last 3-year average.
  • Cash Generation: Nearly 5.5% free cash flow margin and 10.3% operating margin LTM.
  • Recent Revenue Shocks: The minimum annual revenue growth in the last 3 years for RTX was 1.6%.
  • Valuation: RTX stock trades at a P/E multiple of 41.0

  RTX S&P Median
Sector Industrials
Industry Aerospace & Defense
PE Ratio 41.0 24.4

   
LTM* Revenue Growth 8.8% 6.4%
3Y Average Annual Revenue Growth 9.4% 5.6%
Min Annual Revenue Growth Last 3Y 1.6% 0.1%

   
LTM* Operating Margin 10.3% 18.8%
3Y Average Operating Margin 7.7% 18.3%
LTM* Free Cash Flow Margin 5.5% 14.0%

*LTM: Last Twelve Months

The table gives good overview of what you get from RTX stock, but what about the risk?

RTX Historical Risk

RTX isn’t immune to big drops. It lost about 52% in both the Dot-Com crash and the Global Financial Crisis, and nearly 52% again during the Covid selloff. Even the 2018 correction and last year’s inflation shock slammed it down by around 28% and 33%, respectively. So, no matter the strengths behind the stock, these kinds of pullbacks show the risk is very real when markets turn south.

But the risk is not limited to major market crashes. Stocks fall even when markets are good – think events like earnings, business updates, and outlook changes. Read RTX Dip Buyer Analyses to see how the stock has recovered from sharp dips in the past.

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.