Analyst Consensus ?
ConsensusHold29 ratings
Bullish1448.3%
Neutral1551.7%
Bearish00.0%
Textron Inc. · TXT · FY2024 Q4 · Calendar Q1 2025
Textron’s outlook improves, but execution risks remain after strike-hit quarter
Textron’s raised 2025 outlook and substantial backlog support a recovery thesis, but the evidence depends on restoring Aviation execution, converting backlog into deliveries, and improving cash flow without renewed margin pressure.
Reported Before market openNYSEIndustrials
$13.21B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.27
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $3.78B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-3.4%
Event window
SPY move
+0.6%
Same window
Abnormal move
-4.0%
Stock minus SPY
Volume
2.0×
Versus trailing sessions
Subsequent drift
-7.6%
Up to 20 sessions
TXTSPY benchmark
Ask FN2 about TXT FY2024 Q4
Transcript, numbers and history already loaded
What drove TXT's -3.4% move after FY2024 Q4 earnings?What changed in TXT's guidance and outlook in FY2024 Q4?Give me the bull and bear case for TXT after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, management’s tone shifted from cautious to confident and guidance sentiment moved from lowered to raised. The focus moved from strike disruption and workforce recovery toward production expansion, certification, FLRAA execution, electric-aircraft investment, and PowerSports restructuring.
Guidance delta
Management raised its outlook for 2025, targeting revenue of $14.7 billion, adjusted EPS of $6-$6.20, and cash flow of $800-$900 million.
Key takeaways
- Management’s 2025 outlook calls for higher revenue, earnings, margins, and cash flow after a weak strike-affected quarter.
- A $17.9 billion backlog and FLRAA-related defense work support the growth case, alongside aviation aftermarket and new-product programs.
- The key test is whether production, deliveries, working capital, and margins recover as planned.
Management priorities
- Increase Aviation production capacity and improve parts flow
- Advance FLRAA development and continue aircraft certification efforts
- Invest in electric and hybrid aviation while restructuring the PowerSports line
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$76.83Current
$68Low
$94.69Average
$110High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 24, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Oct 19, 2026 |
| TD Cowen | Buy | Buy | Maintain | Oct 9, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Oct 7, 2026 |
| UBS | Neutral | Neutral | Maintain | May 4, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | May 4, 2026 |
| Jefferies | Buy | Buy | Maintain | Apr 7, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Feb 19, 2026 |
| Freedom Broker | Buy | Buy | Maintain | Oct 29, 2025 |
| Barclays | Overweight | Overweight | Maintain | Jul 29, 2025 |
| Susquehanna | Positive | Positive | Maintain | Jul 25, 2025 |
| Goldman Sachs | Neutral | Buy | Downgrade | Jul 1, 2025 |
| B of A Securities | Neutral | Buy | Downgrade | Jan 24, 2025 |
| Baird | Outperform | Outperform | Maintain | Jan 23, 2025 |
| Veritas Research | Hold | Buy | Downgrade | May 24, 2023 |
| Alembic Global | Neutral | Overweight | Downgrade | May 1, 2023 |
| Wolfe Research | Perform | Peer Perform | Maintain | Apr 6, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Feb 14, 2022 |
| Cowen & Co. | Outperform | Market Perform | Upgrade | Aug 31, 2021 |
| Bank of America | Neutral | Buy | Downgrade | Oct 22, 2019 |
| Vertical Research | Hold | Buy | Downgrade | Sep 27, 2019 |
| Wells Fargo | Outperform | Outperform | Maintain | Oct 19, 2018 |
| Drexel Hamilton | Buy | Hold | Upgrade | Sep 11, 2017 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | Apr 13, 2017 |
| Deutsche Bank | Hold | Hold | Maintain | Dec 5, 2016 |
| Nomura | Buy | Neutral | Upgrade | Mar 6, 2015 |
| Stifel Nicolaus | Buy | Hold | Upgrade | Sep 26, 2014 |
| Stifel | Buy | Hold | Upgrade | Sep 26, 2014 |
| RBC Capital | Outperform | Sector Perform | Upgrade | Jan 7, 2013 |
| Early Bird Capital | Buy | Buy | Maintain | Jul 19, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $76.83. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Analyst unavailable | $86 | $75.15 | +11.9% | Oct 16, 2026 |
| UBS | Gavin Parsons | $95 | $89.96 | +23.6% | Jul 29, 2026 |
| Morgan Stanley | Kristine Liwag | $98 | $89.96 | +27.6% | Jul 29, 2026 |
| Morgan Stanley | Kristine Liwag | $97 | $89.5 | +26.3% | Jul 15, 2026 |
| UBS | Analyst unavailable | $100 | $92.78 | +30.2% | May 4, 2026 |
| Morgan Stanley | Analyst unavailable | $109 | $94.08 | +41.9% | May 4, 2026 |
| Bernstein | Douglas Harned | $108 | $100.25 | +40.6% | Feb 19, 2026 |
| Jefferies | Analyst unavailable | $110 | $88.06 | +43.2% | Feb 1, 2026 |
| Morgan Stanley | Kristine Liwag | $92 | $88.2 | +19.7% | Jan 29, 2026 |
| Susquehanna | Charles Minervino | $110 | $93.49 | +43.2% | Jan 15, 2026 |
| UBS | Analyst unavailable | $99 | $93.86 | +28.9% | Jan 15, 2026 |
| Jefferies | Analyst unavailable | $115 | $93.62 | +49.7% | Jan 15, 2026 |
| Bernstein | Analyst unavailable | $94 | $89.15 | +22.3% | Jan 6, 2026 |
| Bernstein | Douglas Harned | $90 | $80.48 | +17.1% | Oct 27, 2025 |
| UBS | Analyst unavailable | $89 | $79.88 | +15.8% | Oct 24, 2025 |
| Susquehanna | Charles Minervino | $90 | $75.6 | +17.1% | Jan 8, 2025 |
| Jefferies | Sheila Kahyaoglu | $100 | $81.77 | +30.2% | Oct 30, 2024 |
| Morgan Stanley | Kristine Liwag | $95 | $83.46 | +23.6% | Aug 8, 2024 |
| UBS | Gavin Parsons | $87 | $92.62 | +13.2% | Jul 19, 2024 |
| Goldman Sachs | Analyst unavailable | $93 | $70.17 | +21.0% | Dec 15, 2022 |
| Susquehanna | Analyst unavailable | $84 | $65.38 | +9.3% | Jul 29, 2022 |
| Barclays | Analyst unavailable | $85 | $70.02 | +10.6% | May 2, 2022 |
| Capital One Financial | Jonathan Raviv | $68 | $64.17 | -11.5% | Apr 30, 2021 |
Track every rating change on TXT the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationTextron Inc. (TXT) is a diverse global enterprise with significant involvement in the aerospace, defense, industrial, and financial sectors. Its Textron Aviation division is responsible for the production, sale, and maintenance of a variety of aircraft, including corporate jets, turboprop and piston-engine planes, and military trainer and defense aircraft. This segment also delivers extensive maintenance, inspection, and repair services, alongside selling commercial aircraft components. The Bell segment stands as a primary provider of military and civilian helicopters, in addition to tiltrotor aircraft, supported by related spare parts and services. Textron Systems focuses on developing and supplying advanced unmanned aerial platforms, sophisticated electronic systems and solutions, specialized marine vessels, piston aircraft engines, realistic live military air-to-air and air-to-ship training systems, weaponry and associated components, and a range of armored and specialty vehicles.…
Historical context
All TXT earningsIndustrials peers this season
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|---|---|---|---|---|
| FIX Comfort Systems USA, Inc. | FY2026 Q3 · Calendar Q4 2026 | +8.2% | -8.5% | Comfort Systems USA: Strong Growth, Record Backlog, Margin Watchpoints |
| BE Bloom Energy Corporation | FY2026 Q3 · Calendar Q4 2026 | +36.0% | -8.7% | Bloom Energy Raises Outlook as AI Power Demand Drives Expansion |
| SNA Snap-on Incorporated | FY2026 Q3 · Calendar Q4 2026 | -5.9% | -3.4% | Snap-on: C&I strength offsets organic sales pressure in Q3 |
| HON Honeywell International Inc. | FY2026 Q3 · Calendar Q4 2026 | +4.6% | +1.7% | Honeywell Raises 2026 Outlook as Backlog and Forge Support Growth |
| LMT Lockheed Martin Corporation | FY2026 Q3 · Calendar Q4 2026 | +6.0% | +7.0% | Lockheed Martin: backlog and guidance rise, with execution risks |
| NSC Norfolk Southern Corporation | FY2026 Q3 · Calendar Q4 2026 | +4.6% | +3.1% | Norfolk Southern posts strong Q3 as capex outlook rises |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the TXT recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-08T00:01:14.930234+00:00
- Polygon adjusted daily market bars · 2026-10-24T18:50:42.027549+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-24T18:50:42.024581+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-24. For educational purposes only; not investment advice.