Added to YB: 2026-05-04
Pitch date: 2026-05-04
TXT [bullish]
Textron Inc.
+1%
current return
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.
Company Info
Textron Inc. operates in the aircraft, defense, industrial, and finance businesses worldwide. It operates in six segments: Textron Aviation, Bell, Textron Systems, Industrial, Textron eAviation, and Finance.
Market Cap
$16.0B
Pitch Price
$91.58
Price Target
N/A
Dividend
0.09%
EV/EBITDA
10.63
P/E
17.53
EV/Sales
1.23
Sector
Aerospace and Defense
Category
special_situation
Top insider trades (Mon, May 4) - TEXTRON INC (TXT)
TXT (new position): Aerospace/defense at 10.7x EV/EBITDA, $16.5B cap. Director (ex-Raytheon CEO) bought $989K at $95.98. Spin-off of Industrial in 12-18mo to become pure-play defense: 'New Textron' $12B rev 2026, $19.2B backlog, peer 1.7-2.8x EV/S implies $20-33B. Base case ~40% 1y return; margins +120bps, growth +150bps, Trump FY27 defense tailwinds (MV-75 Cheyenne via Bell). Filled $95.43.
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