Gautam Khanna's questions to RTX (RTX) leadership • Q3 2025
Question
Gautam Khanna requested an update on expectations for GTF compensation payments through 2026, any changes to the timing for achieving lower AOG levels, and the adequacy of the current provision.
Answer
CFO Neil Mitchill stated that the financial outlook for GTF compensation remains consistent with prior years, with disciplined payments on track for the year ($1.1 billion to $1.3 billion expected). He noted a heavier Q4 for payments, with residuals extending into next year, and confirmed no change to the overall outlook.