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Price · 1Y
$76.81
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
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Aug 28Contract awardFederal award
Textron Systems Corp awarded $293.76M DoD contract for wheeled trucks and truck tractors (non-combat vehicles).
$294M - Aug 28Contract awardFederal award
Bell Textron awarded $1.02B DoD contract (N0001996C0128) for AH-1W Super Cobra aircraft development.
$1.0B - Aug 28Contract awardFederal award
Bell Textron Inc. awarded $52.2M DoD contract for procurement of Huey II helicopters.
$52M - Aug 28Contract awardFederal award
Textron Systems awarded $243M DoD engineering services contract (W58RGZ08C0033) for FY08-FY10.
$243M - Aug 28Contract awardFederal award
Bell Textron Inc. awarded $89.3M DoD contract (LOT 6 GFE-CFE, award 0024)
$89M - Aug 28Contract awardFederal award
Bell Textron receives $159.2M DoD contract modification for AH-1W Super Cobra airframes and spares under award N0001997C0179.
$159M - Aug 27Contract awardFederal award
Textron Aviation awarded $25.9M five-year DoD IDIQ contract for King Air and Cessna aircraft to support FMS requirements.
$26M - Aug 27Contract awardFederal award
Textron Systems awarded $37.6M DoD task order W58RGZ23F0207 for FY2023 remote video terminal support to Army and Australia.
$38M