Added to YB: 2026-02-03
Pitch date: 2026-01-31
TXT [neutral]
Textron Inc.
+12.97%
current return
Author Info
No bio for this author
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
$15.5B
Pitch Price
$87.66
Price Target
N/A
Dividend
0.09%
EV/EBITDA
10.61
P/E
17.20
EV/Sales
1.18
Sector
Aerospace and Defense
Category
N/A
Unmanned Ground Vehicles (UGV): An Underappreciated Defense Investment Opportunity - Specialized Defense Contractors (Moderate UGV Exposure) - Textron Inc.
TXT (quick overview): Conglomerate w/ minimal UGV exposure (~2-3% of Textron Systems rev, which is ~$1.5-2B of $47.7B total). Stock down to $86.68 from $94.23 on defense rotation concerns. Complex structure dilutes UGV upside - even doubling ground robotics rev provides modest earnings leverage. Better for diversified aerospace exposure than targeted UGV play.
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