Textron reported second quarter 2026 net income of $1.42 per diluted share and adjusted diluted EPS of $1.62, versus $1.35 GAAP EPS and $1.55 adjusted in Q2 2025. Total revenues for the quarter were $3.83 billion, up 3% year-over-year, and manufacturing cash flow before pension contributions was $154 million for the quarter. The company initiated a sale process for its Industrial segment and reiterated full-year 2026 GAAP EPS guidance of $5.39–$5.59 (adjusted $6.40–$6.60).
Financial Highlights
- Quarterly revenue: $3.827 billion for Q2 2026, up 3% from $3.716 billion in Q2 2025.
- Net income (GAAP): $248 million for Q2 2026; diluted EPS $1.42 (Q2 2025 diluted EPS $1.35).
- Adjusted net income (Non-GAAP): $283 million for Q2 2026; adjusted diluted EPS $1.62 (Q2 2025 adjusted EPS $1.55).
- Manufacturing cash flow before pension contributions (Non-GAAP): $154 million for Q2 2026 (Q2 2025: $336 million).
- Balance sheet snapshot: cash and equivalents $1,436 million and total assets $18,134 million as of July 4, 2026.
Business Highlights
- Segment revenue performance: Textron Aviation $1.544 billion (up 1%), Bell $1.074 billion (up 6%), Textron Systems $347 million (up 7%), Industrial $848 million (up 1%).
- Operational backlog: Textron Aviation backlog $8.0 billion; Bell backlog $7.5 billion; Textron Systems backlog $3.3 billion at quarter end.
- Program progress: Bell advanced the MV-75 Cheyenne with production of key long‑lead parts and components; continued H‑1 production volume contributed to higher military revenues at Bell.
- Textron Aviation demand: continued healthy order activity and Ascend program scaling with delivery of initial aircraft to NetJets; deliveries included 40 jets and 44 commercial turboprops in the quarter.
- Corporate actions: initiated sale process for the Industrial segment; noted tariffs recovered in Q2 2026 impacting Industrial pricing, net of inflation.
Original SEC Filing:
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