Once again, here is a value that is very much to my taste and outside the mainstream. But perhaps some people here are familiar with it. It is about $TXT (+2,11Â %) .
Textron: Defense and aviation power combined
Textron is much more than a conglomerate with well-known brands such as Bell Helicopter and Cessna - the company is an underestimated beneficiary of two megatrends: global aviation recovery and growing defense budgets. Despite temporary setbacks such as supply chain problems and a labor dispute that has since been resolved, Textron remains on track for operational growth. The first quarter of 2025 alone, with an order backlog of over 17 billion dollars, demonstrated the enormous confidence of customers from the civil and military sectors. The Aviation segment is benefiting from the global increase in air traffic and a sharp rise in demand for business aircraft - Textron was able to book record orders with Cessna and Beechcraft, including the prestigious Cessna Citation Longitude project. At the same time, the company is strengthening its position in military aviation with innovative developments in the VTOL and drone segment. The highlight: the V-280 Valor for the US Army's "Future Long Range Assault Aircraft" program, which is set to go into series production from 2026. While the share price has fallen short of industry expectations over the last twelve months, the current valuation level offers a rare opportunity: the analyst consensus sees potential upside of up to 40%.
and, as you'd expect from me, there's also a nifty derivative that I might get into today after the start of trading.
JH5UYA with a base of 95$ and a leverage of 9.5, which means that the bill makes 210% if the stock rises only 18% to 95$. That would be the high from April 24.
