Textron Inc.’s (TXT) , business unit, Textron Aviation Defense, recently clinched a modification contract involving its T-6C aircraft. The award has been provided by the Air Force Life Cycle Management Center, Wright-Patterson Air Force Base, OH.Details of the DealValued at $29.3 million, the contract is projected to be completed by Sep 30, 2026. The latest modification provides Textron with exercise options for the procurement of support and supply of an additional three T-6C aircraft.With this modificatio ...

Textron Inc. (TXT) recently revealed that its Cessna Citation Latitude and Citation Longitude mid-size business jets would be equipped with upgraded Garmin G5000 avionics. These advanced avionics features are expected to provide better performance and improved user experience to pilots of the new Cessna Citation Latitude aircraft, starting in 2025, and the new Longitude jets, starting in 2026.What’s New?The Cessna Citation Latitude and Longitude jets will have several cutting-edge features and technology wh ...

The companies are collaborating on the development of an uncrewed military vehicle intended for advanced terrain environments and designed without space for a driverHUNT VALLEY, Md. and MOUNTAIN VIEW, Calif., May 20, 2024 /PRNewswire/ -- Textron Systems Corporation, a Textron Inc. (NYSE: TXT) company, a leading developer of crewed and uncrewed military ground vehicles, and Kodiak Robotics, Inc., a leading self-driving technology developer for the trucking and defense markets, announced today that they are c ...

Ryan Fletcher/iStock Editorial via Getty Images Textron Inc. (NYSE:TXT) is a conglomerate, leading in defense, aviation, industrial products and more. This company owns several well-known brands such as Bell, and Cessna, which can be seen below. Textron makes everything from planes to golf carts, to helicopters to snowmobiles. I have followed this company off and on for years, and what brought me to take another look just now is because the stock plunged by about 10%, after the company reported Q1 results f ...

分组1 - TXT股票近期遭受过多抛售压力，但目前处于超卖区域，分析师预计公司将公布比之前预测更好的收益[1] - 使用相对强弱指数（RSI）来判断股票是否超卖，RSI在0到100之间波动，当RSI低于30时，股票通常被认为是超卖状态[2] 分组2 - RSI有助于快速检查股票价格是否即将反转，如果股票因无端抛售而远低于其公平价值，投资者可能会寻找入场机会以从必然的反弹中获益[3] - TXT股票的RSI值为25.83，显示股票的大量抛售行为可能即将耗尽，股票的趋势可能很快会逆转，达到供需的旧平衡[4]

财报表现 - Textron在2024年第一季度报告了超出预期的业绩，但股价却下跌[1] - Textron在第一季度实际每股收益和销售额超过分析师预期，但股价仍然下跌[2] - Textron的航空、贝尔直升机和“系统”部门（负责无人机和装甲车辆）的销售和收益增长，但工业部门销售和收益下降[3] - Textron的股数同比下降6%，公司继续回购股票，这导致每股收益增加，但股价仍被认为是卖出[4]

Textron Inc. (TXT) reported first-quarter 2024 adjusted earnings of $1.20 per share, which lagged the Zacks Consensus Estimate of $1.28 by 6.3%. However, the bottom line improved 14.3% from the year-ago quarter’s figure of $1.05 per share.The company reported GAAP earnings of $1.03 per share, up from 92 cents registered in the first quarter of 2023.RevenuesTXT reported total revenues of $3.14 billion, which missed the Zacks Consensus Estimate of $3.34 billion by 6.1%. However, the reported figure increased ...

财务表现 - Textron 2024年第一季度营收为31.4亿美元，同比增长3.7%[1] - EPS为1.20美元，较去年同期的1.05美元有所增长[1] - 营收低于Zacks Consensus Estimate的33.4亿美元，出现-6.11%的惊喜[2] - EPS也低于预期，为1.28美元的共识预期的-6.25%[2] 业务表现 - Textron在多个关键指标上表现良好，包括Textron Aviation和Bell的营收增长[5][6] - Textron eAviation的营收同比增长75%[9] - Finance部门的营收同比增长25%[8] 股票评级 - Textron的股票目前被评为Zacks Rank 2 (Buy)，预示着在短期内可能会超过整个市场[17]

财务数据和关键指标变化 - 第一季度收入为31亿美元,同比增长3.3% [6] - 分部利润为2.9亿美元,同比增长12% [6] - 调整后每股收益为1.20美元,同比增长14.3% [6] - 制造业营运现金流为负8100万美元,去年同期为正10400万美元 [6] 各条业务线数据和关键指标变化 航空业务 - 收入12亿美元,同比增长3.4% [15] - 利润1.43亿美元,同比增长14.4% [15] - 订单备份73亿美元 [15] 贝尔直升机业务 - 收入7.27亿美元,同比增长17.1% [16] - 利润8000万美元,同比增长33.3% [16] - 订单备份45亿美元 [16] 泰克斯特朗系统业务 - 收入3.06亿美元,持平 [17] - 利润3800万美元,同比增长11.8% [17] - 订单备份18亿美元 [17] 工业业务 - 收入8.92亿美元,同比下降4.5% [17] - 利润2900万美元,同比下降41.4% [17] 电动航空业务 - 收入700万美元,亏损1800万美元 [18] 各个市场数据和关键指标变化 - 军用市场收入增加,主要来自FLRAA项目的增长 [8][9] - 商用直升机交付量从22架下降到18架 [9] - 电动航空业务获得了挪威国家能源公司Equinor的10架525直升机订单 [9] 公司战略和发展方向及行业竞争 - 公司继续推进FLRAA项目,完成了初步设计评审,预计今年夏季完成里程碑B,进入工程和制造开发阶段 [8] - 公司获得了向尼日利亚交付12架AH1Z直升机的订单 [9] - 公司的电动航空业务正在推进525直升机的FAA认证,预计今年晚些时候完成 [9][13] - 公司的系统业务收到政府客户终止Shadow项目的通知,正在与陆军协调项目结束事宜 [10] - 公司在EQAS和30毫米自动炮先进侦察车两个项目中入选为竞争对手之一 [11][12] 管理层对经营环境和未来前景的评论 - 供应链和工厂生产效率的持续改善支持了全年交付的增长 [8] - 工业业务的高端消费品市场需求有所下降,公司将采取进一步的重组措施来调整 [34][35][36][77] - 公司维持了全年调整后每股收益6.20-6.40美元,制造业营运现金流9-10亿美元的指引 [22] 问答环节重要的提问和回答 问题1 **David Strauss 提问** 第一季度交付量相对平稳,但公司积累了较多库存。公司对供应链和未来交付增长的预期如何? [26] **Scott Donnelly 回答** 供应链和工厂生产效率持续改善,预计全年交付量会有不错的增长。第一季度有少量延迟交付的飞机,但整体趋势向好。公司对全年交付增长目标保持信心。 [27] 问题2 **Robert Stallard 提问** 工业业务第一季度有所下滑,是否反映了美国消费者需求的下滑? [34] **Scott Donnelly 回答** 工业业务的高端消费品市场确实有所下滑,包括娱乐和个人交通工具等,这符合公司之前的预期。公司将采取进一步的重组措施来调整业务。 [35][36] 问题3 **Sheila Kahyaoglu 提问** 贝尔直升机业务一季度毛利率提升,未来如何维持9.5-10.5%的目标区间? [41] **Scott Donnelly 回答** 贝尔业务一季度有一些诉讼和解的利润贡献,但整体来看团队表现良好。随着尼日利亚AH1Z和V-22项目的增长,以及FLRAA项目的持续推进,公司有信心维持在目标区间。 [43][44]

Q1 2024 Earnings Call Presentation APRIL 25TH, 2024 The data in this package should be read in conjunction with the Textron earnings release and accompanying tables. © 2024 TEXTRON INC. 1 Forward-looking Information Certain statements in this package and other oral and written statements made by Textron from time to time are forward-looking statements, including those that discuss strategies, goals, outlook or other non-historical matters; or project revenues, income, returns or other financial measures. Th ...