Aerospace and defense company RTX saw its stock drop 10.5% today due to concerns over tariff impacts, despite reporting stable first-quarter earnings and maintaining its full-year guidance, which includes organic sales growth of 4%-6% and adjusted EPS of $6.00-$6.15. Management estimated that tariffs could negatively affect operating profit by approximately $850 million, with additional cash flow impacts anticipated, highlighting a serious concern for investors. However, this tariff-related downturn might present potential upside if trade conflicts are resolved, making it a situation worth monitoring.
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