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12:00
Jul 28 ◎

TXT FY2026 Q2 Watch

Textron Inc. (TXT) FY2026 Q2 Earnings Call

ANDURIL NETJETS TXT ▾

Lisa Atherton

Management acknowledges Anduril's entry into the tiltrotor space, framing it as validation of the tiltrotor market's importance rather than a direct immediate threat.

"Last week at Farmboro, we saw the Andoril Thunder, you know, autonomous tilt rotor aircraft. Obviously, the MB-75 has modern capabilities, no question about that."

ANDURIL WATCH

Lisa Atherton

NetJets is taking early deliveries of the Ascend aircraft, indicating strong demand for the new model and progress on a key fleet program.

"continued ramping deliveries of the Ascend with NetJets, taking its first five aircraft in the quarter."

NETJETS WATCH

David Rosenberg

Guidance is maintained, but the tone is cautious with near-term margin pressure expected in aviation until Q4, and the MV-75 funding uncertainty creates risk to EPS and cash flow.

"We are reiterating our expected full-year adjusted earnings per share to be in the range of $6.40 to $6.60."

TXT WATCH

HIGH

12:00
Apr 30 ◎

TXT FY2026 Q1 Watch

Textron Inc. (TXT) FY2026 Q1 Earnings Call

RIVN NOC DARPA TXT ▾

Lisa Atherton

Confirms Textron's Kautex unit supplies battery enclosures for Rivian's R1, indicating an ongoing production relationship.

"The pentatonic battery enclosure business supports EV and hybrid platforms, including the Rivian R1"

RIVN WATCH

Lisa Atherton

Identifies Textron Systems as a key Tier 1 supplier on Northrop Grumman's Sentinel program, linking Textron's growth to the program's production ramp.

"as we are a key tier one supplier to Northrop Grumman on that program, we will follow where that Sentinel program continues to grow"

NOC WATCH

Lisa Atherton

Bell advanced to the build phase on the DARPA X-76 X-Plane program, a key development contract that could lead to future production opportunities.

"Bell completed the critical design review on the DARPA X-Plane program, which is now called the X-76. Bell will now begin building a brand new X-Plane with first-of-its-kind stop-fold technology."

DARPA WATCH

Lisa Atherton

Management expresses confidence in growth, driven by strong demand and defense spending tailwinds, despite acknowledging supply chain challenges and a strategic separation.

"Our first quarter results highlight a very strong start to the year. We generated $3.7 billion in revenue, representing 12% growth for the quarter. We also grew segment profit in the quarter by 10% to $320 million."

TXT WATCH

HIGH

13:00
Jan 28 ◎

TXT FY2025 Q4 Watch

Textron Inc. (TXT) FY2025 Q4 Earnings Call

GE RTX ▾

Lisa Atherton

The supply chain for aviation is still constrained, specifically citing engines as a laggard, but the company sees improved factory efficiency as a key lever for margin expansion in 2026. — Engine availability remains a bottleneck for Textron's jet and turboprop deliveries, which is a positive signal for engine OEMs like GE and RTX.

"candidly, engines, just to call it a key component, which you have to have for these aircraft, has been a laggard for us. We have to keep working with our partners there in order to get the engines to our aircraft."

GE WATCH RTX WATCH

MED

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