Textron Inc. (TXT) Earnings Call Transcripts

Textron Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal year 2026, Textron Inc. (TXT:US) reported revenue of $3.8 billion, up 3% year-over-year, and adjusted EPS of $1.62, compared to $1.55 in the prior year. The company reiterated its full-year adjusted EPS guidance of $6.40 to $6.60, indicating potential downside risks of $0.20 to $0.30 if additional funding for the MV-75 Cheyenne program is not received. Management highlighted strong demand across its aviation and defense segments, although productivity challenges remain a concern, particularly in the Aviation segment, which is expected to see gradual improvements in the coming quarters.

Reported metrics

Guidance from management

Textron reiterated its full-year adjusted EPS guidance of $6.40 to $6.60, while indicating potential downside risks of $0.20 to $0.30 if additional funding for the MV-75 Cheyenne program is not secured.

What management said

Thanks, Regina, and good morning, everyone. Before we begin, I'd like to mention we will be discussing future estimates and expectations during our call today. These forward-looking statements are subject to various risk factors, which are detailed in our SEC filings and also in today's press release. On the call today, we have Lisa Atherton, our Chief Executive Officer; and David Rosenberg, our Chief Financial Of...

Sure. So regarding the supply chain, we are still working with our supply chain. We have put, I'll say, minor spending caps on the supply chain to stay with inside that $350 million range. That is what we had anticipated to execute on during this quarter anyway. And so we're working with our [ sales ] to make sure we stay inside that cap because we want to make sure that we don't lose any momentum that we have gained...

What analysts pressed on

Analysts expressed concerns about the productivity challenges in the Aviation segment and the potential impact of delayed funding for the MV-75 program on overall profitability. There were questions regarding the timeline for improvements in operational efficiency and the implications for future revenue growth.

Main topics on the call

• Revenue Growth — Textron's revenue grew by 3% in Q2 2026, with a total of $3.8 billion. Management noted, "We continued to see healthy commercial and military demand environments illustrated by the Aviation backlog."
• Aviation Segment Challenges — The Aviation segment reported $1.5 billion in revenue, up 1% year-over-year, but faced manufacturing inefficiencies. Management stated, "We recognize there is more work to do in order to improve our execution."
• Bell Revenue Growth — Bell's revenue increased by 6% to $1.1 billion, driven by military and commercial demand. Management highlighted progress on the MV-75 Cheyenne program, which is a key growth driver.
• Guidance and Risks — Textron maintained its full-year adjusted EPS guidance of $6.40 to $6.60, but warned of potential impacts from the MV-75 funding situation. "Absent the receipt of any additional funding... our adjusted EPS could be negat...

Read the full Textron Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 58 Textron Inc. earnings call transcripts on record, spanning January 29, 2020 to July 28, 2026. Based on this history, Textron Inc. reports quarterly. The most recent call on file is dated July 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TXT

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Aerospace and Defense

Calls on record

58

First call

January 29, 2020

Most recent

July 28, 2026

Reporting cadence

quarterly