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Earnings Data
Report Date
Jul 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.54Last Year’s EPS
1.55Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive operating and strategic outlook: solid top-line, profit and EPS growth; substantial backlog across A&D franchises; program wins (ARV, LASSO) and clear progress on the MV-75 Cheyenne with government support. Management also announced a strategic separation intended to unlock value and sharpen capital allocation. Notable near-term negatives include increased use of manufacturing cash flow, Bell commercial revenue softness and margin pressure from mix and prior-period inefficiencies, supply-chain pockets (engines) and uncertainty around the timing of a potential MV-75 LRIP charge and separation execution. On balance the strong revenue/profit metrics, backlog expansion and strategic clarity outweigh the near-term operational and execution risks.Company Guidance
Strong Top-Line and Profit Growth
Revenue of $3.7 billion, up 12% year-over-year (≈$389M); segment profit $320 million, up 10% (≈$30M); adjusted EPS $1.45, up 13% from $1.28 a year ago.
Aviation Outperformance and Backlog Expansion
Textron Aviation revenue $1.5 billion, up 22% (≈$269M); aircraft revenue $954M, up 30% (≈$221M); aftermarket revenue $531M, up 10% (≈$48M); delivered 37 jets and 35 commercial turboprops; backlog $8.0 billion, up $276M and ~4x pre-COVID (from $1.7B in 2019).
Bell Military Momentum
Bell revenues $1.1 billion, up 9% (≈$87M); military revenues $795M, up 25% (≈$161M) driven by MV-75 Cheyenne program progress and higher MV-75 volume; segment backlog $7.6 billion.
Textron Systems Growth and Awards
Textron Systems revenue $338M, up 13% (≈$39M); segment profit $42M with a 12.4% margin; backlog $3.6 billion (up $255M). Won a $450M ARV preproduction award and a prototype agreement for the LASSO program.
Industrial Execution and Organic Growth
Industrial revenues $786M (down $6M headline), but organic Industrial revenue up $29M or 4% (adjusting for 2025 powersports divestiture). Kautex revenue $486M, up 8% (≈$36M), securing its largest hybrid fuel tank award; Specialized Vehicles improving after powersports divestiture.
Strategic Separation Announcement
Company announced intent to separate Industrial from A&D to form 'New Textron' (pure-play A&D). Targeted completion 12–18 months; projected New Textron ~ $12B revenue and $1.2B segment profit, with top-line growth ~150 bps higher and segment profit margin ~120 bps higher; A&D backlog of $19.2B (100% A&D).
Aftermarket Strength and Market Leadership
Aftermarket revenue grew 10% year-over-year and aftermarket represents over 30% of New Textron revenue. GAMMA 2025 report: Textron Aviation topped industry in total business jet, turbine aircraft, and turboprop deliveries.
Shareholder Returns
Repurchased ~1.8 million shares, returning $168 million in cash to shareholders during the quarter.
TXT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TXT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $89.76 | $95.94 | +6.88% |
Jan 28, 2026 | $94.19 | $86.75 | -7.90% |
Oct 23, 2025 | $82.53 | $79.42 | -3.77% |
Jul 24, 2025 | $87.13 | $80.86 | -7.20% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Textron (TXT) report earnings?
Textron (TXT) is schdueled to report earning on Jul 28, 2026, Before Open (Confirmed).
What is Textron (TXT) earnings time?
Textron (TXT) earnings time is at Jul 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TXT EPS forecast?
TXT EPS forecast for the fiscal quarter 2026 (Q2) is 1.54.