Q2 2025 Textron Inc Earnings Call Transcript
Key Points
- Textron Inc (TXT) reported a revenue increase of 5.4% year-over-year, reaching $3.7 billion in the second quarter of 2025.
- The Aviation segment saw a revenue increase of 2.8% from the previous year, with strong demand and a backlog of $7.85 billion.
- Bell's revenues increased by 28%, driven by growth in the MV-75 program and commercial helicopter business.
- Textron Systems received a $354 million contract modification from the US Navy, indicating strong demand in the defense sector.
- The company increased its expected full-year manufacturing cash flow before pension contributions to be in the range of $900 million to $1 billion.
- Segment profit in the Aviation division decreased by $15 million due to a mix of aircraft sold and higher warranty costs.
- Industrial revenues were down $75 million, largely due to the disposition of Textron Specialized Vehicles power sports business and lower volume.
- Bell's segment profit decreased by $2 million, primarily due to higher research and development costs.
- Textron eAviation segment reported a loss of $16 million, slightly improving from a $18 million loss the previous year.
- The company faces challenges with the King Air production line, which has been slower to recover from disruptions.
Hello, everyone, and welcome to the Textron second quarter 2025 earnings call. My name is Emily, and I'll be moderating your call today. (Operator Instructions)
I will now hand over to Scott Hegstrom, Vice President of Investor Relations and Treasurer, to begin. Please go ahead.
Thanks, Emily, and good morning, everyone. Before we begin, I'd like to mention that we will be in future estimates and expectations during our call today. These forward-looking statements are subject to various risk factors, which are detailed in our SEC filings, and also in today's press release. On the call today, we have Scott Donnelly, Textron's Chairman and CEO; and David Rosenberg, our Chief Financial Officer.
Our earnings call presentation can be found in the Investor Relations section of our website. Revenues in the quarter were $3.7 billion, up 5.4% or $189 million from last year's second quarter. Segment profit in the quarter was $346 million, up $3 million from the second quarter of
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