Morgan Stanley analyst Kristine Liwag maintains $Textron (TXT.US)$ with a hold rating, and maintains the target price at $90.
According to TipRanks data, the analyst has a success rate of 61.9% and a total average return of 10.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Textron (TXT.US)$'s main analysts recently are as follows:
The firm observed that the combination of the trike impacts and a softer industrial sector contributed to a reduced earnings and free cash flow forecast for 2024. Despite these factors, the Aviation segment showed resilience, with demand remaining strong as indicated by a book to bill ratio exceeding one.
Textron experienced a shortfall in Q3 and revised its EPS and free cash flow forecasts downward, citing the strike's effects on Q3 and Q4 results. However, a recovery is anticipated by 2025, with Aviation revenue projected to surpass the initial 2024 guidance as delivery activities accelerate. The business jet sector is considered to be a significant influence on the company's stock value, with persistent cycle risks anticipated in the long term. As revenue increases and both book-to-bill and backlog metrics decline, cycle-related apprehensions are expected to impact the stock's performance.
The firm noted that a recent strike at Textron Aviation operations in Wichita, KS, has impacted deliveries for 2024, consequently adjusting the 2024 EPS estimate. However, with the workforce resuming operations, the outlook for 2025 is positioned positively for growth.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析师Kristine Liwag维持$德事隆 (TXT.US)$持有评级，维持目标价90美元。
根据TipRanks数据显示，该分析师近一年总胜率为61.9%，总平均回报率为10.2%。
此外，综合报道，$德事隆 (TXT.US)$近期主要分析师观点如下：
该公司注意到三轮车影响和工业板块疲软的结合导致了2024年盈利和自由现金流预测的下调。尽管存在这些因素，航空业务板块表现出坚韧性，需求持续强劲，如订单与开票比率超过一所示。
德事隆在第三季度经历了不足，并调低了EPS和自由现金流预测，称这场罢工对第三季度和第四季度的影响。然而，预计到2025年将会出现复苏，随着交付活动加速，航空营业收入预计将超过最初的2024年指导，商用飞机板块被认为是公司股价的重要影响因素，在长期内预计存在持续循环风险。随着营业收入的增加，订单与开票比率和积压指标的下降，预计循环相关的担忧将影响股票的表现。
该公司指出，最近在堪萨斯州威奇托的德事隆航空业务操作中发生的罢工影响了2024年的交付，因此调整了2024年的EPS估算。然而，随着员工恢复正常操作，2025年的前景定位积极增长。
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