Textron Inc

Company facts

Industry

Aircraft & Parts

Headquarters

Providence, Rhode Island

Most recent report

8-K, filed Nov 4, 2026

Incorporated

Delaware

Filings on record

1,007+ filings

On EDGAR

CIK 217346

Fiscal year ends

January

Filer status

Large accelerated filer

What to read: Oct 2026 10-Q

SECSift found 3 of 10 sections worth reading, with 0 positive, 9 notable, and 5 negative flags.

• Financial Statements (Item 1)

  Notes reveal a planned $110M-$150M charge on MV-75 and a pending Industrial segment separation.
  Notable

  • Supplier financing arrangement grew to $136M at October 3, 2026 from $108M at January 3, 2026.
  • Textron announced intent to separate Industrial segment; it generated $2,399M revenue in first nine months of 2026.
  • Backlog (remaining performance obligations) was $19.0B at October 3, 2026; 62% expected through 2027.
  Negative

  • Expected unfavorable catch-up adjustment on MV-75 LRIP option increased to $110M-$150M from prior $60M-$110M.

• Management's Discussion (Item 2)

  Bell segment profit down 17% Q3, plus a new $110-150M charge on MV-75 program.
  Notable

  • Textron eAviation segment eliminated; Pipistrel moved to Textron Aviation, military products to Systems.
  • Textron Aviation revenue up 14% in Q3 2026 to $1.68B, driven by 21% more Citation jet deliveries.
  • Industrial segment profit up 23% in Q3 2026 to $38M, helped by $21M in tariff refunds.
  • Capital expenditures rose 57% to $330M in first nine months of 2026 from $210M a year ago.
  • Share repurchases totaled $616M in first nine months of 2026, down from $635M a year ago.
  Negative

  • Bell segment profit fell 17% in Q3 2026 to $76M, profit margin down 90 bps to 8.1%.

• Risk Factors (Item 1A)

  New risk: Industrial segment separation; MV-75 program concentration; USMCA tariff uncertainty.
  Notable

  • Continuing resolution funds government only through December 11, 2026; extended CR or shutdown could disrupt MV-75 and other programs.
  Negative

  • Separation of Industrial segment announced April 30, 2026; structure, timing, and completion uncertain, may not happen at all.
  • 27% of 2025 revenues from U.S. Government; MV-75 program is a significant and growing portion, funding delay could materially hurt Bell.
  • USMCA not renewed for 16-year term on July 1, 2026; now subject to annual reviews and possible termination, risking tariff preferences.

What changed: Oct 2026 vs. Jul 2026

About 5% of TXT's Oct 2026 10-Q is new information. 11 paragraphs were added, 119 changed, and 33 removed. Below are the most important lines SECSift identified.

• Item 2 56
• Item 1 23
• Item 1A 5
• Item 4 2
• Item 6 2
• Item 3 1
• Item 5 1