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TXTXT

Textron Inc.

Rising onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthBullish-leaning chatter
$TXT·$15B·Aerospace & Defense·Industrials
$83.04+0.8%YTD+1.8%1Y+3.2%
Mentions · last 7 days
2026-08-19: 3 posts2026-08-20: 2 posts2026-08-21: 9 posts2026-08-22: 3 posts33+10%
Price updated 1d ago·X counts updated 7d ago
TXTXT
$TXTTextron Inc.
$83.04+0.84%33 posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TXT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Cessna-and-Bell parent quietly re-accelerating on business-jet backlog — the market hasn't paid for the improvement yet.

Textron owns Cessna Aviation (business jets), Bell Helicopter (military and civilian), Textron Systems (defense), and Kautex Industrial. Growth has been mid-single-digit through the last two cycles, but the current business-jet backlog and the FLRAA (Bell V-280 Valor) Army contract are quietly setting up the strongest earnings trajectory in years.

  • The revenue growth is accelerating in reported numbers: Q1 fiscal-2026 revenue grew 11.8% year-on-year after 15.6% in Q4 — Textron Aviation's backlog is finally converting to deliveries at scale, and the 500th Cessna Citation CJ4 delivery milestone tracks with the ramp.
  • The earnings beats are stacking up: Q2 EPS was 4.5% above consensus after an 11.5% beat in Q1 — small in absolute terms but the pattern is telling for a business that had been treading water on earnings for three years.
  • The valuation still isn't pricing the acceleration: 17x trailing earnings and 11x EV-to-EBITDA on FY27 consensus of $6.51 puts the forward multiple around 13x — the aerospace-and-defense peer group trades at 20-30x, so mean reversion alone offers upside if the delivery cadence holds.

Trajectory is coiling at 35% of the 52-week range below the 200-day; the Oct 22 Q3 print needs another beat plus commentary on the FLRAA ramp and 2027 aviation backlog to close the peer discount — a soft business-jet order book or an FLRAA milestone slippage keeps the multiple stuck at 13x.

Differs from X sentimentX sentiment is polluted by an unrelated TextRP token — no meaningful equity signal to compare against. The equity setup stands or falls on the Q3 print and the peer-multiple gap, not on any social read.

What to watch: Oct 22 Q3 earnings — another EPS beat plus commentary on the FLRAA production ramp and 2027 Cessna backlog closes the peer-multiple discount; a soft business-jet order print or an FLRAA milestone slippage keeps the multiple stuck at 13x.

On the calendar: 2026-10-22 — Q3 2026 earnings

sentiment crypto pollution

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-06-01

$TXT (TextRP) chatter is dominated by ecosystem activation on the XRP Ledger: 'TextRP Market is OPEN — official merch & digital storefront' with limited-edition Burn Box at $99 plus a free Launch Pack NFT spin (50 XRP value). TXT is the utility token for messaging credits, premium features, NFT trades and rewards. Affiliate program promotes burning TXT for guaranteed value. Tone is firmly bullish-community.

Read the AI verdict + X sentiment for $TXT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes Bell helicopters, Cessna aircraft, military vehicles, and industrial tools through a multi-segment conglomerate.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $TXT.

Aerospace & Defense · Industrials

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $TXT

Neutral — Makes Bell helicopters, Cessna aircraft, military vehicles, and industrial tools through a multi-segment conglomerate; limited read-through from aerospace & defense macro dynamics to this specific revenue mix.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+16.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
14.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$1.62$1.55+4.5%
Q1 2026Apr 30, 2026$1.45$1.30+11.5%
Q4 2025Jan 28, 2026$1.73$1.70+1.8%
Q3 2025Oct 23, 2025$1.55$1.46+6.2%
Next earningsThu, Oct 22·consensus EPS $1.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.7B+11.8%8.7%6.1%$1.25$-250.0M
Q4 FY25$4.2B+15.6%12.1%11.9%$1.31$527.0M
Q3 FY25$3.6B+5.1%18.2%7.7%$1.32$136.0M
Q2 FY25$3.7B+5.4%19.1%7.2%$1.36$294.0M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$15.6B$15.5B – $15.7B$6.51$6.36 – $6.6012
FY28$16.2B$15.8B – $16.6B$7.31$7.18 – $7.6012
FY29$16.7B$16.6B – $16.7B$8.11$7.00 – $9.3613
FY30$17.3B$16.6B – $17.7B$8.35$7.89 – $8.606
FY31$17.9B$17.1B – $18.3B$7.65$7.23 – $7.887

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.21%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 170.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 6Clark R KerryDirector2.5K sh$234KBuyMay 1Thomas A KennedyDirector10.3K sh$989K
+ 9 other (9 awards) in window

See when $TXT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 18-K — Item 5.07: Shareholder vote
AI summary

TXT held its Annual Meeting of stockholders around 2026-05-01 (8-K Item 5.07). Stockholders elected 10 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

TXT reported period ending 2026-04-30 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 14 other (5 13Gs · 3 proxys · 2 10-Qs · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Is Textron (TXT) Down 2.7% Since Last Earnings Report?zacks.com·2d agoIs Textron Benefiting from the Growing Demand for Light Jets?zacks.com·5d agoTextron Appoints Brian Rohloff President and CEO of Textron Aviationbusinesswire.com·6d agoEP Wealth Advisors LLC Buys Shares of 20,272 Textron Inc. $TXTdefenseworld.net·7d agoTextron Aviation Celebrates 500th Cessna Citation CJ4 Delivery as Gen3 Era Advancesbusinesswire.com·12d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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