Textron Inc (NYSE:TXT)
$ 86.54 +0.14 (+0.16%) Market Cap: 15.05 Bil Enterprise Value: 17.24 Bil PE Ratio: 16.52 PB Ratio: 1.88 GF Score: 87/100

Q3 2025 Textron Inc Earnings Call Transcript

Oct 23, 2025 / 12:00PM GMT
Release Date Price: $79.47 (-3.77%)

Key Points

Positve
  • Textron Inc (TXT) reported a 5% increase in quarterly revenues, reaching $3.6 billion, driven by strong growth in aerospace and defense businesses.
  • Segment profit rose by 26% to $357 million, showcasing improved operational efficiency.
  • The aviation segment saw a 10% increase in revenues, with higher aircraft and aftermarket parts sales contributing to the growth.
  • Textron Inc (TXT) announced a significant backlog increase in both aviation ($7.7 billion) and Bell ($8.2 billion) segments, indicating strong future demand.
  • The company completed several key certifications and product launches, including the CJ 3 Gen 2 and Citation Ascent, enhancing its product portfolio.
Negative
  • Bell's commercial helicopter deliveries decreased from 44 to 30 units compared to the previous year's third quarter.
  • The industrial segment experienced a decline in revenues due to the divestiture of the power sports business.
  • Supply chain issues persist, affecting production efficiencies and creating challenges in meeting demand.
  • Despite strong bookings, the systems segment faced challenges with certain programs like FTUS, impacting growth potential.
  • The aviation segment's profitability is still affected by supply chain constraints and production inefficiencies.
Operator

Good morning ladies and gentlemen, and welcome to the tech drawn 3rd quarter 2025 earnings release. At this time, all participants are in a listen-only mode. You will have the opportunity to ask questions during the question-and-answer portion of this call. You may register for a question at any time by pressing followed by 1 on your telephone keypad. You may withdraw yourself from the queue by pressing star, followed by 1 again. If anyone needs assistance at any time during the conference, please press the star, followed by 0.

I would now like to turn the conference over to Scott Hegstrom. Please go ahead, sir.

Scott Hegstrom
Textron Inc - Vice President, Investor Relations and Mergers & Acquisitions

Thanks, Rob, and good morning everyone.

Before we begin, I'd like to mention we will be discussing 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

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