Zacks Analyst Blog Spotlights Alphabet, Roche, RTX, Crawford United, and C&F Financial
Featured Stocks: The Zacks Analyst Blog highlights stocks including Alphabet Inc., Roche Holding AG, RTX Corp., Crawford United Corp., and C&F Financial Corp., showcasing their recent performance and market trends.
Alphabet Inc. Performance: Alphabet's shares have outperformed the industry, driven by growth in AI infrastructure, Google Cloud, and Search, with significant revenue increases from generative AI products.
Roche Holding AG Insights: Roche has seen strong performance due to high demand for key drugs, despite challenges from legacy drug sales and competition from biosimilars, while pursuing portfolio diversification.
RTX Corp. and Micro-Cap Stocks: RTX continues to receive substantial orders in defense and aerospace, while micro-cap stocks Crawford United and C&F Financial show strong growth and profitability, despite some operational challenges.
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RTX Reports Strong Q4 Results, 2026 Guidance in Line with Consensus
- Earnings Beat: RTX reported Q4 earnings of $1.55 per share, exceeding the consensus estimate of $1.47, indicating sustained profitability that is likely to positively impact stock performance.
- Significant Revenue Growth: The company achieved Q4 revenues of $24.2 billion, 6.8% above expectations, with Pratt revenues growing 25% year-on-year, reflecting strong market demand and business performance.
- 2026 Guidance: Management guided for adjusted sales of $92.0-$93.0 billion and adjusted earnings of $6.60-$6.80 per share for 2026, aligning with consensus estimates, which demonstrates confidence in future growth.
- Stable Free Cash Flow: RTX's free cash flow guidance of $8.25-$8.75 billion meets the consensus of $8.56 billion, showcasing robust cash flow management that enhances investor confidence.

RTX Secures $197 Million Defense Contract from U.S. Air Force
- Contract Details: RTX's Raytheon unit has secured a contract valued at approximately $197 million from the U.S. Air Force Life Cycle Management Center for the production, engineering support, and aircraft integration of an advanced reconnaissance system for Poland's air force.
- Technological Advantage: The MS-110 Multispectral Reconnaissance System employs artificial intelligence and machine learning to rapidly process wide-area and long-range imagery, enhancing surveillance, responsiveness, and survivability for allied forces, marking Poland as the first NATO member to receive this system.
- Compatibility and Integration: The MS-110 system can be carried by fighters, maritime patrol planes, special mission aircraft, and medium-altitude drones, with assembly and integration work taking place in Westford, Massachusetts, and completion expected by August 2031.
- Financial Performance: RTX reported fourth-quarter sales of $24.238 billion, a 12% increase year-over-year, and guided for adjusted sales of $92.0 billion to $93.0 billion for 2026, indicating strong growth potential in the defense sector.






