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Price · 1Y
$95.53
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.
- Jul 22Contract awardFederal award
Bell Textron awarded $53.2M contract by Dept of Interior for United States Park Police helicopters.
$53M - Jun 18Contract awardFederal award
Textron Aviation awarded $49.9M contract (6973GH25F00411) by Dept of Navy for one modified King Air 360ER aircraft.
$50M - May 26Contract awardFederal award
Textron Aviation awarded $181M DOT contract for modified King Air 360ER aircraft
$181M - May 19Contract awardFederal award
Textron Aviation Inc. awarded $57M contract (TEPV $282.6M) by DOT for 18 Beechcraft aircraft flight operations.
$57M