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Price · 180d
$91.76
Thesis
Textron is a diversified aerospace and defense holding whose most important asset is Bell's FLRAA win with the V-280 Valor — a generational tiltrotor program worth roughly $70B+ over its life that will replace the Black Hawk in Army aviation.
Around that anchor sit Textron Aviation's business-jet franchise and a smaller defense systems unit. The mix is decent rather than best-in-class, but the FLRAA ramp is a clear multi-year catalyst that the market is still underwriting.
Catalysts
- V-280 Valor production ramp and FLRAA milestone payments
- Cessna and Beechcraft demand in a strong business-jet cycle
- Defense budget tailwinds across rotorcraft and unmanned
- Textron Systems contract wins in unmanned ground and air