Pulling SEC filings + quote and writing the call…

TEXTRON INC
Next earnings Jul 22, 2026 (before open) · consensus $1.56 EPS, $3.84B rev
Last earnings +6.9% on 2026-04-30
Bell/Aviation backlog drives 8% revenue and 18% EPS growth at a reasonable 17.5x; buybacks shrink the share count.
Revenue $14.8B · FY2026
Quality fundamentals and an attractive price line up (~29% below fair value) — the rarer case where both the business and the entry look good.
Textron's aerospace-and-defense franchise is firing on its two core engines. FY2026 revenue grew 8.0% to $14.8B and net income rose 11.8% to $921M, with diluted EPS up a stronger 18.0% to $5.11 as the company retired 4.6% of its shares. The MD&A attributes the gain to $703M higher Bell revenue (led by the MV-75 program and military sustainment) and $671M higher Textron Aviation revenue (aircraft plus aftermarket), confirming durable, program-backed demand rather than a one-off.
The quality of the result is solid. Operating cash flow jumped 29.4% to $1.31B, cash grew 40.5% to $2.02B, and special charges fell to just $4M (from $78M) as restructuring wound down. The balance sheet is reasonable for an industrial — $7.88B equity against $10.3B liabilities (1.30x) — and the company returned $822M via buybacks. At 17.5x earnings and 1.1x sales, the valuation is undemanding for a defense-levered aerospace name with rising military backlog.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:43 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
| Line item | FY21 | FY22 | FY23 | FY24 | FY26 |
|---|---|---|---|---|---|
| Revenue | $11.7B | $12.9B | $13.7B | $13.7B | $14.8B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $309M | $861M | $921M | $824M | $921M |
| Diluted EPS | — | $4.01 | $4.56 | $4.33 | $5.11 |
| Net margin | 2.7% | 6.7% | 6.7% | 6.0% | 6.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0000217346, latest 10-Q filed 2026-04-30) · EODHD · Proprietary analysis · as of 6/21/2026, 8:43:37 PM.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Last 90 days: 1 open-market buy · 1 sale
| 2026-05-06 | CLARK R KERRY Director | Sell | 2.52K @ $93.09 | $234K |
| 2026-05-01 | Kennedy Thomas A Director | Buy | 10.3K @ $95.98 | $989K |
| 2026-04-29 | Zuber Maria T Director | Award | 2.06K | |
| 2026-04-29 | NOWELL LIONEL L III Director | Award | 2.06K | |
| 2026-04-29 | MIONIS ROBERT Director | Award | 2.06K | |
| 2026-04-29 | Mendez Echevarria Maria Cristina Director | Award | 2.06K | |
| 2026-04-29 | Kennedy Thomas A Director | Award | 2.06K | |
| 2026-04-29 | James Deborah L Director | Award | 2.06K | |
| 2026-04-29 | Garrett Michael X Director | Award | 2.06K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
1 buy · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.