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.
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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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摩根士丹利分析師Kristine Liwag維持$德事隆 (TXT.US)$持有評級，維持目標價90美元。
根據TipRanks數據顯示，該分析師近一年總勝率為61.9%，總平均回報率為10.2%。
此外，綜合報道，$德事隆 (TXT.US)$近期主要分析師觀點如下：
公司觀察到三輪車的影響以及工業板塊較爲疲軟的組合共同導致了2024年的盈利和自由現金流預測下調。儘管存在這些因素，航空業務板塊表現出了彈性，需求保持強勁，如訂單與發票比率超過了1的表現所顯示。
德事隆在第三季度經歷了不足，並將其每股收益和自由現金流預測下調，原因是罷工對第三季度和第四季度業績的影響。然而，預計到2025年將會實現復甦，隨着交付活動的加速，航空營業收入有望超過最初的2024年指引。商用飛機業務板塊被認爲是該公司股票價值的重要影響因素，在長期內預期存在持續的週期風險。隨着營業收入的增長以及訂單與發票比率和積壓指標的下降，預計與週期相關的憂慮將影響該股的表現。
公司指出，最近在堪薩斯州威奇托的德事隆航空業務進行了罷工，影響了2024年的交付情況，因此調整了2024年的每股收益預估。然而，隨着全體員工恢復工作，2025年的前景被積極定位爲增長。
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