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Textron

TXT Industrials Unknown Updated August 01, 2026
$85.26
52W $75.80 – $101.57
59/100
$14.66B
16.1
0.91
AI Committee Verdict
Watch
Conviction: Contested · 50% agreement · 6 analysts
+3.0%
-0.7%
4.17:1
Contested

Is TXT Bullish or Bearish?

Mixed. Innellis AI committee rates Textron (TXT) Watch with a composite score of 59/100 , based on 6 analysts with 50% agreement. Last updated August 01, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +1.16 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -18.84 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 01, 2026
Overall Committee Score
59/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 25%
of 158 Industrials peers
Value Analyst bullish
62 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
Growth Analyst bullish
68 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2535.03)
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Investment Thesis Evolution

Committee score moved marginally from 56.4 to 58.8.

Analyst-level changes:
  • Macro Analyst: stance neutral->bullish; score 58->70 (+12).
  • Portfolio Manager: +2 bearish signal(s).

Comparing 2026-07-31 to 2026-08-01 (1 day apart).

Technical Analysis

RSI (14)
32.5
Neutral
MACD Histogram
-0.652
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$84.65
Resistance
$87.82
Bollinger %B
0.02
Inside Bands
Price vs Moving Averages
EMA 9
$89.21 Below
EMA 21
$90.22 Below
EMA 50
$90.69 Below
EMA 200
$89.57 Below

Fundamental Analysis

Valuation
97
Growth
72
Profitability
0
Financial Health
79
Cash Flow
36
Valuation
P/E Ratio 16.1×
P/B Ratio 1.85×
PEG Ratio 0.84
Dividend Yield 0.00%
52W High $101.57
52W Low $75.80
Quality & Growth
ROE 11.7%
ROA 5.1%
Gross Margin 12.0%
Operating Margin 8.3%
Revenue Growth YoY
Debt / Equity 0.52
AI Fundamental Assessment
P/E ratio of 16.1 (inexpensive relative to a 15-40x range); Price-to-book of 1.9x; PEG ratio of 0.8 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.1%; Current ratio of 1.52 (tight short-term liquidity); Debt-to-equity of 0.52; Free cash flow margin of 0.6% (thin cash generation); Free cash flow per share is positive (3.55); Most recent quarter beat estimates by 3.7%; 5 consecutive earnings beats; EPS growth accelerating (-16.2% -> +11.7% QoQ); Average YoY EPS growth of 4.5%; Analyst estimates falling over recent quarters
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Explore TXT Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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