Textron (TXT)

NYSE:TXT

TXT

Textron

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Textron (TXT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 23, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.56

Last Year’s EPS

1.55

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 10 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 30, 2026|

% Change Since:

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

Management's directional guidance and near‑term expectations included Q1 results of $3.7B revenue (up 12% / +$389M), $320M segment profit (up 10% / +$30M), adjusted EPS $1.45 (up 13%), manufacturing cash use of $228M (vs $158M prior), and ~1.8M shares repurchased for $168M; they expect deliveries and efficiencies to improve sequentially each quarter with a margin peak in Q4. They outlined the New Textron pro forma as ~ $12B revenue and $1.2B segment profit, with top‑line growth ~150 bps higher and segment profit margin ~120 bps higher, a $19.2B backlog (100% A&D) comprised of Aviation $8.0B, Bell $7.6B and Systems $3.6B, and aftermarket representing >30% of New Textron revenue. Segment detail: Aviation delivered 37 jets and 35 turboprops, aircraft revenue $954M (+30%), aftermarket $531M (+10%) and segment profit $154M (10.4% margin); Bell revenue $1.1B (+9%) with military $795M (+25%) and commercial $275M (‑$74M) and segment profit $72M; Systems revenue $338M (+13%) and segment profit $42M (12.4%); Industrial revenue $786M and segment profit $40M (industrial organic +4%). On MV‑75 Cheyenne, the FYDP shows ~$2.3B for 2027 scaling to ~$3.8B in FY31 (procurement shown as 8 units in FY28 scaling to 12 then 27 in FY31), the program could incur a cumulative catch‑up charge of $60M–$110M dependent on LRIP timing (possible H2 2026 or H1 2027), and the planned separation of Industrial from A&D is targeted to complete in 12–18 months.

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.

Textron (TXT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TXT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2026	2026 (Q2)	1.56 / -	1.55	―	―	―
Apr 30, 2026	2026 (Q1)	1.30 / 1.45	1.28	13.28% (+0.17)
Jan 28, 2026	2025 (Q4)	1.70 / 1.73	1.34	29.10% (+0.39)
Oct 23, 2025	2025 (Q3)	1.46 / 1.55	1.4	10.71% (+0.15)
Jul 24, 2025	2025 (Q2)	1.45 / 1.55	1.54	0.65% (+0.01)
Apr 24, 2025	2025 (Q1)	1.14 / 1.28	1.2	6.67% (+0.08)
Jan 22, 2025	2024 (Q4)	1.27 / 1.34	1.6	-16.25% (-0.26)
Oct 24, 2024	2024 (Q3)	1.49 / 1.40	1.49	-6.04% (-0.09)
Jul 18, 2024	2024 (Q2)	1.48 / 1.54	1.46	5.48% (+0.08)
Apr 25, 2024	2024 (Q1)	1.22 / 1.20	1.05	14.29% (+0.15)

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	$89.78	$95.96	+6.88%
Jan 28, 2026	$94.21	$86.77	-7.90%
Oct 23, 2025	$82.54	$79.43	-3.77%
Jul 24, 2025	$87.15	$80.87	-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 23, 2026, Before Open (Confirmed).

What is Textron (TXT) earnings time?

Textron (TXT) earnings time is at Jul 23, 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 1.56.