Textron IncNYSE: TXT
Industrials · Aerospace & Defense
$94.68
-1.33%
Vol: 2.6M
Research Digest
Friday, May 1, 2026
Textron announces Industrial segment spinoff; Q1 EPS $1.25 beats on 22% aviation growth
Textron announced intent to separate Industrial segment from core aerospace and defense businesses, creating pure-play aerospace/defense company. Targeting completion within 12-18 months. Q1 2026 net income of $1.25 per share exceeded $1.13 prior year with revenues of $3.7B up 12% and adjusted EPS of $1.45 up from $1.28. Textron Aviation revenues jumped 22% to $1.5B; Bell backlog hit $7.6B with 35 commercial turboprops and 37 jets delivered. Stock rose 1.19% post-earnings, up 4.9% overall on earnings beat. Textron Systems secured defense contract for TSUNAMI USVs. Analyst consensus Buy with 12-month PT of $95.18 representing 3.90% upside.
Previous Market Intelligence
13 daysApr 30Textron beats Q1 earnings and announces Industrial segment separation intentPositive▶
Textron reported Q1 adjusted EPS of $1.45, beating estimates of $1.32, with revenue of $3.7B (+12% YoY). The major announcement: intent to separate Industrial segment (Kautex, Specialized Vehicles) to become pure-play aerospace & defense company. Aviation revenue jumped 22% and Bell military revenue up 25%. Shares surged 8.29% premarket following the strategic announcement. Average analyst rating: Buy.
Apr 16Textron Aviation Defense secured $150M+ five-year contract extension for T-6 Texan II aircraft program supportPositive▶
Textron Aviation Defense was awarded a five-year Sustaining Engineering and Program Management (SEPM) contract valued over $150M for U.S. Air Force, Navy and Army T-6 aircraft fleets, raising the contract cumulative ceiling to $510M. The company also announced new Cessna enhancements and received South Korean safety certification for Pipistrel Velis Electro. Recent earnings showed strong Q4 results with aviation segment benefiting from aftermarket services and higher deliveries. Analyst consensus is Buy with $96.17 12-month target.
Apr 15Textron secures $150M T-6 contract extension; Q1 2026 earnings due April 30.Positive▶
Textron Aviation Defense received a five-year contract modification worth $150.18M on April 10, 2026 for sustaining engineering and program management of U.S. Air Force, Navy and Army T-6 Texan II aircraft. The cumulative contract ceiling reaches $510M. Company will release Q1 2026 results on April 30 with earnings conference call at 8:00 a.m. ET. FY2026 guidance calls for ~$15.5B revenue and adjusted EPS of $6.40-$6.60.
Apr 14Textron wins $150M T-6 sustaining engineering contract and $450M Marine Corps ARV development deal, Q1 earnings April 30.Positive▶
Textron Aviation Defense secured a five-year U.S. government contract worth over $150 million for T-6A/B/D Sustaining Engineering and Program Management services on April 13. Textron Systems earlier won a $450 million Pre-Production Development agreement from U.S. Marine Corps for Advanced Reconnaissance Vehicle (Cottonmouth) program on April 2. Q1 2026 results due April 30.
Apr 13Textron secured $150.18M T-6 services contract and announced Q1 earnings April 30 with aviation product upgrades.Positive▶
Textron Inc. announced Q1 2026 results release April 30. Company secured $150.18 million contract modification April 10 for T-6 sustaining engineering. Textron Aviation announced Cessna piston aircraft enhancements. Textron Systems awarded $450 million ARV program by U.S. Marine Corps.
Apr 10Textron Q1 2026 earnings scheduled for April 30; company benefits from military contracts and international expansion.Positive▶
Textron Inc will release Q1 2026 results on April 30, 2026. The company recently secured Beechcraft T-6 Texan II training systems for Japan. Textron has experienced 37% share price gain over past year. Wall Street analysts show median price target of $99 with 5 Buy, 11 Hold ratings.
Apr 9Textron secures $450M advanced reconnaissance vehicle contract from U.S. Marine Corps, boosting defense segment growthPositive▶
Textron received a $450 million Pre-Production Development award from the U.S. Marine Corps for the Advanced Reconnaissance Vehicle program. The company also announced the first military order for the Cessna SkyCourier from Belgium, signaling launch into global defense markets. Textron raised 2026 financial guidance to $15.5 billion revenue with EPS of $5.39-$5.59 GAAP and $6.40-$6.60 adjusted. The company maintains strong analyst sentiment with average Buy rating and $97.45 price target. These contract wins demonstrate growing momentum in defense and aerospace segments.
Apr 8Textron Receives Mixed Analyst Updates; Japan Awards Beechcraft T-6 Texan II ContractNeutral▶
Textron secured contract to supply Beechcraft T-6 Texan II training system to Japan. On April 7, Jefferies lowered price target to $110 from $115 while maintaining Buy rating. Bell Textron announced record orders for Bell 505 in Latin America in 2025. Consensus Buy rating with $97.45 average price target.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Textron secured $450M contract for Advanced Reconnaissance Vehicle program.Neutral▶
Textron Systems awarded $450M Pre-Production Development agreement for Advanced Reconnaissance Vehicle plus prototype agreement for LASSO from US Army. Textron Aviation attending FIDAE 2026 in Chile April 7-9. Q1 2026 earnings April 30. Avg PT $97.45.
Apr 3Textron declared $0.02 quarterly dividend payable April 1 and is scheduled to report Q1 2026 earnings on April 30.Positive▶
Textron declared a quarterly dividend of $0.02 per share payable on April 1, 2026. The company is scheduled to release Q1 2026 earnings on April 30 with analyst consensus forecasting $1.29 EPS. Textron reported strong Q4 2025 results with $4.2B revenue (+16% YoY) and full-year 2025 revenue of $14.8B (+8% YoY).
Apr 2Textron to report Q1 2026 earnings April 30 with $1.29 EPS consensus; secured Beechcraft T-6 Texan II contract for Japan.Positive▶
Textron secured significant international contract to supply Beechcraft T-6 Texan II trainer to Japan, marking expansion in defense export markets. Company elected Cristina Mendez to Board (CFO of Otis) effective Feb 15. Q1 2026 earnings expected April 30 with consensus $1.29 EPS forecast. Company declared $0.02 quarterly dividend payable April 1. Analyst consensus: Moderate Buy with 12-month PT $97.45.
Apr 1Textron to report Q1 2026 earnings April 30 with 2026 guidance of $15.5B revenue.Positive▶
Textron raised full-year 2026 revenue guidance to approximately $15.5B and expects adjusted EPS of $6.40-$6.60. Bell Textron secured orders for seven Bell 407GXis from South Africa.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TXTTEXTRON | $94.68 | -1.33% | +8.4% | 13.2x | 0.97 | $16.7B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
| RTXRTX | $174.46 | -0.91% | -11.3% | 23.3x | 0.43 | $237.1B |
| BABOEING | $227.67 | -0.59% | +7.9% | 52.3x | 1.13 | $180.5B |
| LMTLOCKHEED | $513.30 | -0.90% | -18.8% | 16.1x | 0.24 | $119.4B |
| HWMHOWMET | $240.10 | -1.21% | +2.7% | 43.3x | 1.24 | $97.4B |
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