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Rankings/TXT/Q4 2024 Analysis

Textron Inc

TXT
Q4 2024(TXT Q3 FY2025)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$75.0M
AI Revenue (Q)
$33.2M
Total Revenue (Q)
$3.3B
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.gov

Analysis

Q3 FY2025 total revenue $3,602M (9-month $10,624M, up from $10,089M prior year). No AI-specific disclosures in any Textron filing reviewed. Estimate held at 1.0%. The AI-attributable revenue comes entirely from estimated autonomous systems content within Textron Systems (UAS, electronic systems, unmanned vehicles). Textron does not use the terms 'artificial intelligence,' 'machine learning,' or 'AI' in its SEC filings. This is a pure estimate based on the known product portfolio and industry knowledge of AI content in defense UAS and electronic warfare/simulation systems.
Analyzed by claude-opus-4-6

Quoted Figures

Q3 FY2025 total revenues: $3,602M. Nine months ended September 27, 2025 total revenues: $10,624M.
10-Q Q3 FY2025, Consolidated Statements of Operations

AI Products Identified (Ring 1)

Aerosonde Small UAS (autonomous navigation, ISR)Electronic systems and solutions (simulation, test)Unmanned vehicle autonomy features

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 engineering (Bell)Garmin Emergency Autoland in Citation jets (3rd party)

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix