Textron shares have climbed 12.3% since the Q4 earnings release, outpacing the S&P 500’s return over the same one-month period.

The company reported adjusted EPS of $1.73, missing estimates by 0.8% but rising 29.1% year-over-year, and revenues increased 15.7% to $4.18 billion. Aviation revenue jumped 36% to $1.7 billion with 49 jets delivered and a $7.7 billion backlog, while Bell revenues grew 11% to $1.3 billion with a $7.8 billion backlog. Textron Systems generated $323 million in revenue with a $3.3 billion backlog, Industrial fell to $821 million, eAviation produced $7 million, and Finance revenue reached $18 million.

Textron forecasts 2026 revenue of $15.5 billion and adjusted EPS of $6.40–6.60 per share, below the $6.67 consensus. Analysts have trimmed estimates by 6.07% over the past month, reflecting a cautious outlook for the year.

As of January 3, 2026, Textron held $1.94 billion in cash and equivalents, up from $1.39 billion a year earlier, and generated $1.33 billion in operating cash flow in 2025 versus $1.01 billion previously, while long-term debt rose to $3.53 billion.