TXT Textron (TXT) Q1 FY26 earnings call
Textron reported a strong first quarter, exceeding expectations with double-digit growth in revenue and adjusted EPS, driven by robust performance across its Aerospace & Defense businesses. The company also announced its intent to separate the Industrial segment, aiming to establish New Textron as a pure-play A&D company with higher growth and stronger margins. This strategic move is expected to enhance capital allocation clarity and strategic flexibility for both the A&D and Industrial entities, leveraging the current strength of their respective end markets.
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TXT operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Backlog Textron Aviation | $8BIn A&D, Textron Aviation is in a very strong position having increased its backlog by more than 4x since pre-COVID from $1.7 billion in 2019 to $8 billion at the end of this quarter.Source: earnings call transcript | $8BDemand across jets and turboprops continued to be robust during the quarter, supporting a backlog of $8 billion.Source: earnings call transcript | 0% |
| Aircraft deliveries Citation jet | 37We got off to a strong start to the year with 37 jet deliveries and 35 commercial turboprop deliveries.Source: earnings call transcript | 40We delivered 40 jets and 44 commercial turboprops in the quarter compared to 49 jets and 34 commercial turboprops in last year's second quarter.Source: earnings call transcript | +8.1% |
| Aircraft deliveries Commercial turboprop | 35We got off to a strong start to the year with 37 jet deliveries and 35 commercial turboprop deliveries.Source: earnings call transcript | 44We delivered 40 jets and 44 commercial turboprops in the quarter compared to 49 jets and 34 commercial turboprops in last year's second quarter.Source: earnings call transcript | +25.7% |
| Backlog Bell | $7.6BBacklog in the segment ended the quarter at $7.6 billion.Source: earnings call transcript | $7.5BBacklog in the segment ended the quarter at $7.5 billion.Source: earnings call transcript | -1.3% |
| Backlog Textron Systems | $3.6BBacklog in the segment ended the quarter at $3.6 billion, an increase of $255 million in the quarter.Source: earnings call transcript | $3.3BBacklog in the segment ended the quarter at $3.3 billion.Source: earnings call transcript | -8.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.