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Textron Inc.’s (TXT) business unit, Bell, secured a contract to aid the UH-1Y and AH-1Z helicopters. The award has been offered by the Naval Air Systems Command, Patuxent River, MD.Details of TXT’s DealValued at $13 million, the contract is expected to be completed by December 2025. Per the terms of the deal, Textron will provide program management, engineering and logistics services for upgrading and sustainment of the AH-1Z Viper and UH-1Y Venom helicopters. This contract will serve the U.S. Marine Corps ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Textron (NYSE: TXT ) is one of the names in aerospace and defense that has not performed to satisfaction. Since I marked the stock a buy in December 2022, share price development has lagged theDhierin runs the investing group The Aerospace Forum , ...

Textron Inc.’s (TXT) , business unit, Textron Aviation Defense, recently delivered five Beechcraft T-6C Texan II planes to Vietnam Air Force, marking a historic milestone. These planes will support pilot training for the Vietnam Air Defense Air Force and strengthen the United States-Vietnam partnership.This delivery comes as part of a contract for a total of 12 planes, ordered in August 2022. The remaining seven aircraft are expected to be delivered by mid-2025.What’s Favoring TXT?As nations across the glob ...

LAS VEGAS, Nov. 22, 2024 (GLOBE NEWSWIRE) -- Jet.AI Inc., an innovative private aviation and artificial intelligence company, announced a fleet purchase agreement with Textron Aviation Inc. for the purchase of three Cessna Citation CJ4 Gen2 aircraft. With deliveries scheduled for Q2, Q3 and Q4 of 2026, the new aircraft will join the Jet.AI fleet as part of a brand-new CJ4 Gen2 fractional program. Jet.AI offers fractional jet ownership for individuals and businesses seeking flexible and convenient private av ...

公司交付情况 - Textron Aviation向秘鲁空军交付首架Beechcraft King Air 360CHW飞机且2025年将交付第二架 [1] 公司利好因素 - 全球国防开支上升投资增加多用途飞机需求增长Textron Aviation作为多用途飞机制造商从美国五角大楼及盟友处获得合同 [2] - Beechcraft King Air 360CHW设计可在多种环境下出色运行其先进设计可在艰苦偏远地区高效运行 [3] - 飞机机身航电设备和内饰更新有先进数字增压系统和全工况自动油门系统提高运行可靠性和易用性 [3] - 机舱通过高压实现低海拔提高乘客舒适度内部设计确保适合执行任务的空间这些特点可能提升需求 [4] 公司股票增长前景 - 地缘政治紧张和安全问题促使各国加强多用途飞机机队多用途飞机需求激增 [5] - 预计2024 - 2029年全球军用多用途飞机市场复合年增长率超3.5% [6] - Textron作为军用和多用途飞机制造商将受益其多用途飞机广泛用于多种任务 [7] 同行前景 - Lockheed Martin Corporation旗下Sikorsky是军用民用直升机和多用途飞机主要生产商长期盈利增长率4.5%预计2024年销售额同比增长5.4% [8][9] - The Boeing Company是国防和商业航空领域先驱长期盈利增长率19.3%预计2025年销售额同比增长23.4% [9][10] - Airbus Group的A330是多用途加油机运输机能携带111吨燃料C295是多功能战术运输机预计2024年销售额同比增长6.2%长期盈利增长率10.5% [11][12] 公司股票价格走势 - Textron股票年初至今下跌6.2%行业下跌8.4% [13] - Textron目前Zacks排名为4（卖出） [13]

Textron Inc.’s (TXT) business segment, Textron Aviation recently clinched a modification contract involving its T-54A aircraft. The award has been provided by the Naval Air Systems Command, Patuxent River, MD.Details of TXT’s DealValued at $276.8 million, the contract is projected to be completed by September 2026. The latest modification enables Textron to exercise options for the production and delivery of 26 T-54A trainer aircraft. Per the terms of the deal, TXT will also provide associated aircraft and ...

For the quarter ended September 2024, Textron (TXT) reported revenue of $3.43 billion, up 2.5% over the same period last year. EPS came in at $1.40, compared to $1.49 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.51 billion, representing a surprise of -2.27%. The company delivered an EPS surprise of -4.11%, with the consensus EPS estimate being $1.46.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expe ...

Textron Inc. (TXT) reported third-quarter 2024 adjusted earnings of $1.40 per share, which missed the Zacks Consensus Estimate of $1.46 by 4.1%. The bottom line also declined 6% from $1.49 per share in the year-ago quarter.The company reported GAAP earnings of $1.18 per share, down from $1.35 per share reported in the third quarter of 2023.TXT’s RevenuesTXT reported total revenues of $3.43 billion, which missed the Zacks Consensus Estimate of $3.51 billion by 2.3%. However, revenues increased 2.5% from the ...

财务数据和关键指标变化 - 第三季度收入为34亿美元，较去年同期的33亿美元有所上升 [3] - 调整后的持续经营收入为每股1.40美元，较去年同期的1.49美元下降 [3] - 制造现金流在本季度为1.47亿美元，较2023年第三季度的2.05亿美元下降 [3][11] - 公司调整2024年每股收益预期至5.40至5.60美元，较之前的6.20至6.40美元下调 [15] 各条业务线数据和关键指标变化 - **航空业务**：交付41架喷气机，较去年同期的39架增加；交付25架商用涡轮螺旋桨飞机，较去年同期的38架下降 [6] - **贝尔**：收入为9.29亿美元，较去年增加1.75亿美元，部门利润为9800万美元，较去年增加2100万美元 [7][12] - **系统**：收入为3.01亿美元，较去年下降800万美元，部门利润为3900万美元，较去年下降200万美元 [12] - **工业**：收入为8.4亿美元，较去年下降8200万美元，部门利润为3200万美元，较去年下降1900万美元 [13] 各个市场数据和关键指标变化 - 航空业务的订单量超过10亿美元，订单积压增长1.62亿美元，达到76亿美元 [6] - 贝尔的订单积压增长23亿美元，达到65亿美元 [7] - 工业部门面临市场疲软，特别是在专业车辆市场 [9] 公司战略和发展方向和行业竞争 - 公司计划继续投资于航空产品组合的更新，以保持市场竞争力 [6][31] - 贝尔的FLRAA项目获得了重要里程碑B的批准，标志着该项目进入工程和制造开发阶段 [7] - 公司在航空业务中专注于提高生产效率和供应链管理，以应对未来的需求增长 [19][49] 管理层对经营环境和未来前景的评论 - 管理层对航空业务的恢复持乐观态度，预计在2025年将实现收入增长 [35][36] - 管理层指出，尽管面临生产中断，供应链问题正在得到改善，未来将有更好的生产效率 [49][52] - 对于工业部门，管理层预计市场疲软将持续，并将继续进行重组以提高绩效 [56] 其他重要信息 - 公司宣布高管变动，首席财务官Frank Connor将于2025年2月退休，投资者关系副总裁David Rosenberg将接任 [10] - 公司在本季度回购约240万股股票，向股东返还2.15亿美元现金 [14] 问答环节所有提问和回答 问题: 航空业务的生产恢复情况如何 - 管理层表示，员工正在逐步返回工作岗位，预计在第四季度将恢复正常生产水平 [18][19] 问题: 对于2024年航空业务的预期 - 管理层预计2024年航空业务收入将达到55亿美元，尽管受到罢工影响 [16][35] 问题: 工业部门的市场需求情况 - 管理层指出，工业部门面临持续的市场疲软，特别是在专业车辆市场 [22][56] 问题: FLRAA项目的未来收入预期 - 管理层预计FLRAA项目在未来将实现显著收入增长，可能在下一财年增加1亿至2亿美元 [57] 问题: 供应链瓶颈的现状 - 管理层表示，供应链问题正在得到改善，预计2025年将恢复正常生产水平 [49][52]