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Rankings/TXT/Q2 2024 Analysis

Textron Inc

TXT
Q2 2024(TXT Q1 FY2025)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$74.4M
AI Revenue (Q)
$33.2M
Total Revenue (Q)
$3.3B
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.gov

Analysis

Q1 FY2025 total revenue $3,306M. Textron Systems quarterly revenue not disclosed separately in 10-Q. Slight upward revision to 1.0% reflecting increased defense spending on autonomous systems and UAS across the sector in 2025. Textron still provides zero AI-specific disclosures. The estimate accounts for: (1) Aerosonde UAS and related autonomous navigation software, (2) electronic systems with AI/ML components for test and simulation, (3) unmanned vehicle autonomy features. These remain a tiny fraction of the $13.7B+ annual conglomerate revenue.
Analyzed by claude-opus-4-6

Quoted Figures

Q1 FY2025 total revenues: $3,306M (vs Q1 FY2024 $3,135M).
10-Q Q1 FY2025, Consolidated Statements of Operations

AI Products Identified (Ring 1)

Aerosonde Small UASElectronic systems and solutions (partial)Unmanned vehicle autonomy

AI-Enabled Items (Ring 2 — Not Counted)

These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.

Kautex ADAS clear-vision systemsFLRAA digital modeling (Bell)

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix