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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Noah Poponak | Goldman Sachs | 13 questions · 23% challenging |
| Rob Stallard | Vertical Research Partners | 12 questions · 0% challenging |
| Ron Epstein | Bank of America | 12 questions · 17% challenging |
| Myles Walton | Wolfe Research | 12 questions · 0% challenging |
| Peter Arment | Robert W. Baird | 11 questions · 0% challenging |
| Sheila Kahyaoglu | Jefferies | 11 questions · 18% challenging |
| Kristine Liwag | Morgan Stanley | 10 questions · 0% challenging |
| David Strauss | Wells Fargo | 9 questions · 11% challenging |
| Seth Seifman | JPMorgan | 9 questions · 33% challenging |
| Gavin Parsons | UBS | 8 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 2 analysts | 13 questions · 15% challenging |
| Goldman Sachs | 1 analyst | 13 questions · 23% challenging |
| Wolfe Research | 1 analyst | 12 questions · 0% challenging |
| Vertical Research Partners | 1 analyst | 12 questions · 0% challenging |
| Robert W. Baird | 1 analyst | 11 questions · 0% challenging |
| Jefferies | 1 analyst | 11 questions · 18% challenging |
| Morgan Stanley | 1 analyst | 10 questions · 0% challenging |
| UBS | 2 analysts | 10 questions · 0% challenging |
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Textron grew Q1 revenue 12% to $3.7B with adjusted EPS rising to $1.45 from $1.28 as aviation revenue surged 22% with backlog reaching $8B, and an industrial separation was announced to create a pure-play aerospace and defense company. The MV-75 Cheyenne gained Army FYDP funding visibility while Systems won a $450M ARV preproduction contract, strengthening the defense portfolio. FY2026 EPS guidance of $6.40-6.60 was implicitly maintained though management noted it was early to revise, and aviation targeted equilibrium of 200 annual jet deliveries.
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 |
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
Textron grew Q1 revenue 12% to $3.7B with adjusted EPS rising to $1.45 from $1.28 as aviation revenue surged 22% with backlog reaching $8B, and an industrial separation was announced to create a pure-play aerospace and defense company.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Textron (TXT), FY2026 Q1: 7/10. Scores: Textron’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: TXT daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.61B | -7.2% | $0.76 | -24.0% | 4.0% | 3.9% | $371M |
| FY2025 Q1 | $3.31B | +5.5% | $1.13 | +9.7% | 6.2% | 6.3% | $-180M |
| FY2025 Q2 | $3.72B | +5.4% | $1.35 | 0.0% | 7.2% | 6.6% | $294M |
| FY2025 Q3 | $3.60B | +5.1% | $1.31 | +11.0% | 7.7% | 6.5% | $136M |
| FY2025 Q4 | $4.17B | +15.6% | $1.32 | +73.7% | 11.9% | 5.6% | $527M |
| FY2026 Q1Selected | $3.69B | +11.8% | $1.25 | +10.6% | 6.1% | 6.0% | $-250M |
| FY2026 Q2 | $3.83B | +3.0% | $1.42 | +5.2% | 6.9% | 6.5% | $209M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +11.8% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What TXT and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“They had the quarter with purchase order of 7407 for the National Transmission Company of South Africa.”
The National Transmission Company of South Africa placed a Bell 407 helicopter order, a commercial-win signal.
“an order from Belgium's special operations forces for 5 SkyCouriers marking our first military order for the aircraft”
Belgium's special operations forces ordered 5 SkyCouriers, Textron Aviation's first military order for the aircraft.
“Some notable wins for the team include Luminaire, a European jet operator placed a fleet order in the first quarter, which will bring its total to 9 latitudes”
European jet operator Luminaire placed a fleet order bringing its Citation Latitude count to 9, a signal on the charter operator's fleet expansion.
“as we are a key Tier 1 supplier to Northrop Grumman on that program, we will follow where that sentinel program continues to grow.”
Textron Systems is a key Tier 1 supplier to Northrop Grumman on the Sentinel ICBM program, a signal on Sentinel production ramp for Northrop.
“The Pentatonic battery and closure business supports EV and hybrid platforms, including the [ Rivian R1 ] and a major European OEM start of production plan for 2027.”
Textron's Kautex/Pentatonic supplies battery and closure systems for the Rivian R1, a supplier signal on Rivian's EV platform.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TXT Textron | 7 | +11.8% | |
| ACHR Archer Aviation Inc. | 5 | n/a | |
| 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% | |
| LUNR Intuitive Machines, Inc. | 3 | +198.7% | |
| NOC Northrop Grumman | 6 | +4.4% | |
| RKLB Rocket Lab USA, Inc. | 8 | +63.5% | |
| RTX RTX Corporation | 9 | +8.7% | |
| SPCX Space Exploration Technologies Corp. | · | n/a | |
| TDG TransDigm Group | 10 | +18.3% |