| TXT |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$1.58 vs. cons $1.54 |
MEDIUM |
| TXT |
Report |
Q2 2026 Textron Aviation segment margin |
BEAT |
pred ~11.2% vs. cons 11.0% |
MEDIUM |
| TXT |
Report |
Q2 2026 Bell segment margin |
MISS |
pred ~7.7% vs. cons 7.9% |
MEDIUM |
| TXT |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$6.50 midpoint vs. cons $6.60 (FY2026) |
HIGH |
| TXT |
Guide |
Revenue guidance |
LOWER |
guide ~$15.5B vs. cons $15.6B (FY2026) |
HIGH |
| TXT |
Guide |
Manufacturing cash flow before pension contributions |
UNCHANGED |
guide ~$750M midpoint vs. cons $750M (FY2026) |
MEDIUM |
| TXT |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.3% |
— |
MEDIUM |
| TXT |
Return |
5-day cumulative residual |
-3.6% (FOLLOW-THROUGH) |
A modest Q2 EPS beat of ~$1.58 vs. $1.54 consensus is outweighed by Bell margin pressure and an unchanged FY2026 EPS midpoint of ~$6.50 vs. $6.60 consensus. The resulting dependence on a strong second half, plus unresolved MV-75 funding and charge timing, should drive modest estimate reductions after the initial reaction. |
MEDIUM |