RTX (RTX): Killing the razor blade engine model [Q2 2026]

For its Q2 2026 quarter, RTX is buried under a record backlog but plans to drastically overhaul how the commercial aerospace industry makes money.In ~10 minutes:• Why the "give away the engine" business model is dying• Shifting US defense manufacturing outward to NATO suppliers• Sacrificing short-term cash flow to hoard critical inventory buffers• Throttling new Pratt engine deliveries to fix grounded planes ✈️RTX delivered strong organic growth and a free cash flow surge, sending the stock up over 7% on earnings day. But beneath the surface, factory capacity is buckling under a $289 billion backlog. Management is intentionally slowing new commercial deliveries and openly rejecting the front-loaded deficits of the traditional aerospace supply framework.RTX Corporation (RTX) | Q2 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.