| TXT |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.62 vs. cons $1.553 |
MEDIUM |
| TXT |
Report |
Aviation Segment Revenue (Q2 2026) |
BEAT |
pred ~$1,640M vs. cons $1,585M |
MEDIUM |
| TXT |
Report |
Bell Revenue (Q2 2026) |
MISS |
pred ~$1,010M vs. cons $1,040M |
MEDIUM |
| TXT |
Guide |
Adj. EPS (FY2026) |
BETTER |
guide ~$6.55-$6.75 vs. cons $6.483 |
MEDIUM |
| TXT |
Guide |
Mfg. Cash Flow (FY2026) |
BETTER |
guide $700-$800M vs. cons $670M |
MEDIUM |
| TXT |
Guide |
Bell Margin (FY2026) |
BETTER |
guide 8-9% vs. cons ~7.8% |
LOW |
| TXT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| TXT |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
STABILIZE - raise absorbed, Bell miss and LRIP overhang cap follow-through |
MEDIUM |