Textron (TXT)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-07-09
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Track TXT free→Warn: Management is running behind on a stated commitment.
Textron grows revenue about 5% yearly to $15.5 billion in 2026. Profit per share is expected near $6.5. Cash flow from manufacturing should reach $700 million to $800 million. The company is cheap with a price-to-earnings ratio of 15, below peers.
Revenue growth could slow below 7%. Profit margins may shrink due to cost pressures. The planned separation of the Industrial segment adds uncertainty. Legal issues could hurt confidence.
The market prices in about 7% revenue growth and values Textron roughly 24% below our fair value near $122. Our view aligns with the market on growth but sees upside from valuation.
Breaks if: EPS falls below $6.0 per share in 2026
Breaks if: Separation delayed beyond 2026 or fails to enhance value
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Textron plans to separate its Industrial segment to enhance strategic focus and drive long-term value.
Breaks if: Manufacturing cash flow falls below $700 million in 2026
Textron aims to achieve manufacturing cash flow before pension contributions between $700 million and $800 million in 2026.
Newly stated in 2026-Q1. Textron aims to achieve manufacturing cash flow before pension contributions between $700 million and $800 million in 2026. The financials for 2026 are yet to reflect this target, and the trajectory will need to be monitored for delivery.
“Manufacturing cash flow before pension contributions will be between $700 million and $800 million.”
Breaks if: 2026 revenue falls below $14.8 billion
Textron aims to increase its 2026 revenues to approximately $15.5 billion, up from $14.8 billion in 2025.
Newly stated in 2026-Q1. Textron is forecasting 2026 revenues of approximately $15.5 billion, up from $14.8 billion in 2025. This indicates a targeted revenue growth of $0.7 billion. The financials for 2026 are yet to reflect this forecasted increase, and the trajectory will need to be monitored for delivery.
“Textron is forecasting 2026 revenues of approximately $15.5 billion, up from $14.8 billion in 2025.”