Analyst Consensus ?
ConsensusHold29 ratings
Bullish1344.8%
Neutral1655.2%
Bearish00.0%
Textron Inc. · TXT · FY2025 Q3 · Calendar Q4 2025
Textron Holds Guidance as Aerospace and Defense Lead Growth
The current analysis supports a constructive but conditional view of Textron's trajectory: aerospace and defense demand, backlog, certifications and new programs provide support, while MV-75 execution, supply constraints and margin risk remain material offsets.
Reported Before market openNYSEIndustrials
$13.03B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.55
Consensus $1.46
EPS surprise
+6.2%
Reported versus consensus
Reported revenue
$3.60B
Consensus $3.70B
Revenue surprise
-2.7%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-3.8%
Event window
SPY move
+0.6%
Same window
Abnormal move
-4.4%
Stock minus SPY
Volume
2.9×
Versus trailing sessions
Subsequent drift
+0.1%
Up to 20 sessions
TXTSPY benchmark
Ask FN2 about TXT FY2025 Q3
Transcript, numbers and history already loaded
Why did TXT fall 3.8% after beating EPS estimates in FY2025 Q3?What changed in TXT's guidance and outlook in FY2025 Q3?Give me the bull and bear case for TXT after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior quarter, the current analysis emphasizes year-over-year revenue and segment-profit growth, roughly $1 billion of new Systems backlog, additional certification progress, broader Starlink availability, and a planned CEO transition. Full-year EPS and cash-flow guidance remained reiterated.
Guidance delta
Maintained: full-year EPS and cash-flow guidance were reiterated.
Key takeaways
- Revenue and segment profit grew year over year, led by aerospace and defense.
- Systems added about $1 billion of new contract backlog.
- Textron highlighted strong backlog, new certifications, Starlink expansion, and Nuuva V300 development.
- Lisa Atherton is set to become President and CEO in January, with the current CEO moving to Executive Chair.
Management priorities
- Advance the MV-75 military program and manage its production ramp.
- Complete planned aircraft certifications, including Latitude and CJ3 Gen2.
- Expand Starlink connectivity across the aviation portfolio.
- Progress flight testing for the Nuuva V300 unmanned cargo aircraft.
- Pursue potential portfolio optimization through future acquisitions or divestitures.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$75.75Current
$68Low
$96.46Average
$110High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 6, 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 |
|---|---|---|---|---|
| TD Cowen | Hold | Hold | Maintain | Jul 13, 2026 |
| UBS | Neutral | Neutral | Maintain | May 4, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | May 4, 2026 |
| Jefferies | Buy | Buy | Maintain | Apr 7, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Apr 2, 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 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jul 17, 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 $75.75. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Gavin Parsons | $95 | $89.96 | +25.4% | Jul 29, 2026 |
| Morgan Stanley | Kristine Liwag | $98 | $89.96 | +29.4% | Jul 29, 2026 |
| Morgan Stanley | Kristine Liwag | $97 | $89.5 | +28.1% | Jul 15, 2026 |
| UBS | Analyst unavailable | $100 | $92.78 | +32.0% | May 4, 2026 |
| Morgan Stanley | Analyst unavailable | $109 | $94.08 | +43.9% | May 4, 2026 |
| Bernstein | Douglas Harned | $108 | $100.25 | +42.6% | Feb 19, 2026 |
| Jefferies | Analyst unavailable | $110 | $88.06 | +45.2% | Feb 1, 2026 |
| Morgan Stanley | Kristine Liwag | $92 | $88.2 | +21.5% | Jan 29, 2026 |
| Susquehanna | Charles Minervino | $110 | $93.49 | +45.2% | Jan 15, 2026 |
| UBS | Analyst unavailable | $99 | $93.86 | +30.7% | Jan 15, 2026 |
| Jefferies | Analyst unavailable | $115 | $93.62 | +51.8% | Jan 15, 2026 |
| Bernstein | Analyst unavailable | $94 | $89.15 | +24.1% | Jan 6, 2026 |
| Bernstein | Douglas Harned | $90 | $80.48 | +18.8% | Oct 27, 2025 |
| UBS | Analyst unavailable | $89 | $79.88 | +17.5% | Oct 24, 2025 |
| Susquehanna | Charles Minervino | $90 | $75.6 | +18.8% | Jan 8, 2025 |
| Jefferies | Sheila Kahyaoglu | $100 | $81.77 | +32.0% | Oct 30, 2024 |
| Morgan Stanley | Kristine Liwag | $95 | $83.46 | +25.4% | Aug 8, 2024 |
| UBS | Gavin Parsons | $87 | $92.62 | +14.9% | Jul 19, 2024 |
| Goldman Sachs | Analyst unavailable | $93 | $70.17 | +22.8% | Dec 15, 2022 |
| Susquehanna | Analyst unavailable | $84 | $65.38 | +10.9% | Jul 29, 2022 |
| Barclays | Analyst unavailable | $85 | $70.02 | +12.2% | May 2, 2022 |
| Capital One Financial | Jonathan Raviv | $68 | $64.17 | -10.2% | 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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Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% 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 · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-06T04:50:42.170656+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-06T04:50:42.167943+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 2026-10-06. For educational purposes only; not investment advice.