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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“The business jet helicopter miss in quarter one versus prior year is primarily timing related, but we were also impacted by the four-week Textron strike.”
A four-week labor strike at Textron disrupted its business jet/helicopter production, dragging on TransDigm's OEM shipments to Textron in the quarter.
“Textron Aviation announced the selection of our G3000 Prime integrated flight deck for the Citation CJ4 Gen3 aircraft.”
Garmin's G3000 Prime avionics platform was selected by Textron Aviation for a new business jet program, a design win for Garmin's aviation segment and a sign of continued OEM demand for Textron's Citation line.
“Starlink is now available on 14 platforms across Aviation's product portfolio.”
Textron has rolled out SpaceX's Starlink connectivity across 14 aircraft platforms, expanding Starlink's aviation footprint as a supplier.
“the Latitude received FAA certification for new features of the Garmin 5000 avionics suite.”
Textron's Citation Latitude gained certification for new Garmin 5000 avionics features, reflecting Garmin's supplier content on Textron aircraft.
“Bell announced a purchase agreement with Global Medical Response for 7 429s and an option for 8 additional helicopters with deliveries expected to begin in 2026.”
Global Medical Response agreed to buy 7 Bell 429 helicopters (plus 8 options), a commercial order win for Bell starting in 2026.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Myles Walton | Wolfe Research | 11 (0%) |
| Rob Stallard | Vertical Research Partners | 11 (0%) |
| Noah Poponak | Goldman Sachs |
“Aviation announced a partnership with Leonardo to launch the Beechcraft M-346N as a solution for the United States Navy Undergraduate Jet Training System competition.”
Textron Aviation partnered with Leonardo to bid the Beechcraft M-346N for the U.S. Navy jet-trainer competition, a defense pursuit for both companies.
“Williams is a very important supplier to us. They've been a very good supplier to us. We deliver a great product. It has a history of delivering great performance. And it's a good relationship and one that I expect to see to continue to grow into the future.”
Textron's CEO characterizes Williams International, an engine supplier for Citation aircraft, as a critical and reliable partner with an ongoing, growing relationship, following an analyst question about Williams' facility expansion.
“NetJets is still taking deliveries of aircraft and NetJets is still putting, you know, new aircraft on order”
Textron's CEO confirmed that NetJets, Berkshire Hathaway's fractional-jet subsidiary and a major Textron Aviation customer, continues to take deliveries and place new orders despite broader market uncertainty.
“In February, the FAA announced certification of the GE Aerospace Catalyst turboprop engine, marking an important milestone for the Beechcraft Denali program.”
FAA certification of the GE Aerospace Catalyst turboprop engine clears a key milestone for Textron's Denali program, validating GE's engine for entry into service.
“big important suppliers like Pratt Canada, that sell a lot of engines to us in both rotor and fixed wing”
Pratt Canada (Pratt & Whitney Canada, an RTX subsidiary) supplies engines to Textron's Bell and Aviation businesses; flagged as exposed to potential Canada tariff risk.
“adding Garmin Emergency Autoland along with other avionics and aircraft enhancements”
Garmin's Emergency Autoland avionics technology is being integrated into Textron's Gen3 aircraft platform upgrades, a well-received new product feature.
“NetJets puts orders in, generally speaking, every month. It's usually fairly linear, but not always.”
NetJets, a Berkshire Hathaway subsidiary, is a steady, high-volume recurring buyer of Textron Aviation jets, providing predictable order flow into the backlog.
| 11 (27%) |
| Peter Arment | Robert W. Baird | 10 (0%) |
| Sheila Kahyaoglu | Jefferies | 10 (20%) |
| Ron Epstein | Bank of America | 10 (0%) |
| Kristine Liwag | Morgan Stanley | 9 (0%) |
| Seth Seifman | JPMorgan | 8 (38%) |
| Gavin Parsons | UBS | 7 (0%) |
| Dave Strauss | Wells Fargo | 7 (14%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 2 | 11 (0%) |
| Wolfe Research | 1 | 11 (0%) |
| Vertical Research Partners | 1 | 11 (0%) |
| Goldman Sachs | 1 | 11 (27%) |
| Robert W. Baird | 1 | 10 (0%) |
| Jefferies | 1 | 10 (20%) |
| Morgan Stanley | 1 | 9 (0%) |
| UBS | 2 | 9 (0%) |
Textron capped a record revenue year with Q4 revenue surging 16% to $4.2B and adjusted EPS jumping to $1.73 from $1.34, driven by aviation delivering 36% revenue growth in the quarter. The company introduced FY2026 guidance of $6.40-6.60 EPS as the CEO transition to Lisa Atherton took effect, and the MV-75 acceleration pulled the program forward 2-3 years. Systems backlog expanded $700M on multi-domain wins, though an expected MV-75 LRIP unfavorable catch-up of $60-$110M was flagged for FY2026.
Revenue Growth | Margin | Demand | Capital Allocation | Competitive Dynamics | Innovation & R&D | Capex Investment | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 7 | 5 | 2 | 4 | 1 | 2 | |
| 2025Q1 | 8 | 4 | 7 | 4 | 3 | 5 | 3 | |
| 2025Q2 | 11 | 6 | 5 | 2 | 1 | 4 | 4 | 1 |
| 2025Q3 | 9 | 2 | 6 | 2 | 4 | 1 | 3 | 1 |
| 2025Q4 | 7 | 8 | 1 | 4 | 4 | 3 | 4 | 2 |
| 2026Q1 | 6 | 3 | 4 | 6 | 4 | 2 | 1 | 6 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 8 | 8 | 11 | 9 | 7 | 6 |
| Margin | 7 | 4 | 6 | 2 | 8 | 3 |
| Demand | 5 | 7 | 5 | 6 | 1 | 4 |
| Capital Allocation | 2 | 4 | 2 | 2 | 4 | 6 |
| Competitive Dynamics | 4 | 3 | 1 | 4 | 4 | 4 |
| Innovation & R&D | 1 | 5 | 4 | 1 | 3 | 2 |
| Capex Investment | 2 | 4 | 3 | 4 | 1 | |
| M&A | 3 | 1 | 1 | 2 | 6 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TXT Textron | 7 | +11.8% | |
| AXON Axon Enterprise Inc. | 10 | +33.8% | |
| BA The Boeing Company | 7 | +14.0% | |
| GD General Dynamics | 8 | +10.3% | |
| GE GE Aerospace | 7 | +24.7% | |
| HII Huntington Ingalls Industries | 6 | +13.3% | |
| LHX L3Harris | 8 | +11.9% | |
| LMT Lockheed Martin | 4 | +0.3% | |
| NOC Northrop Grumman | 6 | +4.4% | |
| RKLB Rocket Lab USA, Inc. | 8 | +63.5% | |
| RTX RTX Corporation | 9 | +8.7% | |
| TDG TransDigm Group | 10 | +18.3% |