Stocks•16 July 2026•
1 min read

Wall Street Eyes RTX and Union Pacific as Earnings Season Gains Momentum

Key Facts

1Analysts expect earnings growth for RTX and Union Pacific in next week's reports.
2RTX and UNP are flagged as likely to beat earnings estimates based on Zacks' metrics.
3Companies including Ovintiv, Sallie Mae, and Valley National may lack the combination for an earnings beat despite growth.

As the quarterly earnings season gains momentum, investors are closely monitoring industrial and transportation firms to gauge the resilience of the U.S. economy against inflationary pressures. According to analyst reports, RTX and Union Pacific are expected to post earnings growth in their upcoming releases next week. Metrics from Zacks suggest both companies are likely to beat consensus estimates, while others including Ovintiv, Sallie Mae, and Valley National may lack the necessary catalysts to exceed expectations despite their projected growth.

This anticipation follows a strong previous quarter for RTX, which reported 12% organic sales growth in its last earnings call, while Union Pacific continues to focus on operational efficiency. Compared to industry peers, market data shows relative stability in the industrial sector, with RTX shares closing at $195.89 and UNP at $288.36 (as of July 15, 2026).

Market participants will focus on operating margins and management guidance for the remainder of the year during next week's calls. Current price levels show OVV at $56.05 and SLM at $25.34 (as of July 15, 2026). With few major macroeconomic catalysts in the immediate calendar, corporate earnings results will remain the primary driver for sector performance.