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Textron (TXT) Beats on Q2 Earnings, Raises 2021 EPS View

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Textron Inc. (TXT - Free Report) reported second-quarter 2021 adjusted earnings of 81 cents per share, which exceeded the Zacks Consensus Estimate of 61 cents by 32.8%. The bottom line also improved significantly from 13 cents recorded in the year-ago quarter.

Including one-time items also, the company posted GAAP earnings of 81 cents per share against loss of 40 cents incurred in the year-ago quarter.

This year-over-year improvement can be attributed to significantly higher revenues as well as segment profit generated this quarter compared to the second quarter of 2020.

Textron Inc. Price, Consensus and EPS Surprise

Textron Inc. Price, Consensus and EPS Surprise

Textron Inc. price-consensus-eps-surprise-chart | Textron Inc. Quote

Revenues

Total revenues came in at $3,191 million, which beat the Zacks Consensus Estimate of $2,917 million by 9.4%. The reported figure also improved a solid 29.1% from the year-ago quarter’s $2,472 million on higher contributions from all segments, except the Finance division.

Manufacturing revenues increased 29.4% to $3,179 million. Revenues at the Finance division declined 20% to $12 million.

Segmental Performance

Textron Aviation: In the quarter under review, revenues at this segment improved 55.4% to $1,161 million from $747 million in the year-ago quarter. The upside was driven by higher Citation jet volume, aftermarket volume and commercial turboprop volume.

The company delivered 44 jets, up from 23 in the year-ago quarter. It also delivered 33 commercial turboprops, up from 15 in second-quarter 2020.

The segment generated profit of $96 million in the quarter against loss of $66 million incurred in the year-ago quarter, driven by higher volume and mix, a favorable impact from performance of $34 million and favorable pricing, net of inflation.

The order backlog at the end of the quarter was $2.7 billion.

Bell: Revenues from this segment were $891 million, up 8.4% from the year-ago quarter’s $822 million, primarily due to higher commercial revenues.

The segment delivered 47 commercial helicopters in the quarter, up from 27 in last year’s quarter.

Segment profits were down 6.8% to $110 million on account of higher research and development costs, largely related to the future vertical lift programs. Bell’s order backlog at the end of the quarter was $4.8 billion, down $0.4 billion sequentially.

Textron Systems: Revenues at this segment came in at $333 million, up 2.1% year over year.

Segmental profits increased 29.7% year over year to $48 million in the second quarter.

Textron Systems’ backlog at the end of the second quarter was $2.3 billion, down $0.1 billion sequentially.

Industrial: Revenues at this segment improved 41.3% to $794 million, primarily due to higher volume and mix from Fuel Systems and Functional Components as well as Specialized Vehicles.

Segment profit was $32 million against loss of $11 million incurred in the previous-year quarter owing to higher volume and mix at each of the unit’s businesses.

Finance: Revenues at this segment decreased to $12 million from $15 million in the year-ago quarter. Profit for this segment came in at $3 million compared with $4 million in the second quarter of 2020.

Financials

As of Jul 3, 2021, cash and cash equivalents totaled $1,995 million compared with $2,146 million as of Jan 2, 2021.

Cash flow from operating activities amounted to $679 million at the end of the second quarter against cash outflow of $148 million at the end of the prior-year period.

Capital expenditures were $75 million in second-quarter 2021 compared with $46 million in second-quarter 2020.

Long-term debt was $3,182 million as of Jul 3, 2021, compared with $3,198 million as of Jan 2, 2021.

Guidance

Textron currently expects to generate adjusted earnings per share from continuing operations in the range of $3.00 to $3.20, indicating an increase from the prior guidance range $2.80-$3.00.  

The Zacks Consensus Estimate for 2021 of $3.16 lies above the mid-point of the company’s newly guided range.

Zacks Rank

Textron currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Recent Defense Releases

Raytheon Technologies’ (RTX - Free Report) second-quarter 2021 adjusted earnings per share (EPS) of $1.23 outpaced the Zacks Consensus Estimate of 92 cents by 33.7%.

Lockheed Martin (LMT - Free Report) reported second-quarter 2021 adjusted earnings of $7.13 per share, which surpassed the Zacks Consensus Estimate of $6.51 by 9.5%.

Hexcel Corporation (HXL - Free Report) reported second-quarter 2021 adjusted earnings of 8 cents per share, which exceeded the Zacks Consensus Estimate of a penny.

 

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