Txt E-Solutions Spa (TXT) Stock Falls on Q1 2026 Earnings

Txt E-Solutions Spa (TXT) reported Q1 2026 results showing a strong revenue and operating-profit expansion while net income rose more modestly.

Revenue: $3.7 billion (up 11.8% year-over-year).

Gross profit: $3.7 billion (up 482.8% year-over-year).

Operating profit: $3.6 billion (up 1,665.2% year-over-year).

Net income attributable to common shareholders: $220 million (up 6.3% year-over-year).

Diluted earnings per share: $1.25 (up 10.6% year-over-year).

Balance sheet and cash-flow items of note:

Cash from operating activities: -$117 million (down 5.7% year-over-year).

Purchases of property, plant and equipment: -$133 million (up 137.5% year-over-year).

Cash and cash equivalents: $1.5 billion (up 21.2% year-over-year).

Cost of sales: $3.5 billion (up 30.1% year-over-year).

Total liabilities: $10.1 billion (up 4.9% year-over-year).

Market reaction: the stock was down 2.7% since market open this morning, reflecting investor response to the mixed combination of very large operating-profit growth and more modest net-income improvement.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Txt E-Solutions Spa Insider Trading Activity

Txt E-Solutions Spa insiders have traded $TXT stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.

Here’s a breakdown of recent trading of $TXT stock by insiders over the last 6 months:

SCOTT C DONNELLY (Executive Chairman) has made 0 purchases and 3 sales selling 219,619 shares for an estimated $21,612,724.
MARK S BAMFORD (VP & Corporate Controller) has made 0 purchases and 2 sales selling 29,341 shares for an estimated $2,881,103.
E ROBERT LUPONE (EVP, General Counsel & Secy) sold 28,056 shares for an estimated $2,773,156
JULIE G DUFFY (EVP and CHRO) sold 19,857 shares for an estimated $1,959,842
LISA M ATHERTON (President and CEO) sold 7,600 shares for an estimated $749,968

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

EARLY ACCESS

Receive TXT Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

Txt E-Solutions Spa Hedge Fund Activity

We have seen 345 institutional investors add shares of Txt E-Solutions Spa stock to their portfolio, and 301 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 3,573,256 shares (-43.5%) from their portfolio in Q4 2025, for an estimated $311,480,725
FMR LLC added 2,935,272 shares (+51.1%) to their portfolio in Q4 2025, for an estimated $255,867,660
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,138,012 shares (-74.7%) from their portfolio in Q4 2025, for an estimated $186,370,506
AQR CAPITAL MANAGEMENT LLC added 1,811,787 shares (+51.1%) to their portfolio in Q4 2025, for an estimated $157,933,472
PRIMECAP MANAGEMENT CO/CA/ removed 1,778,280 shares (-58.4%) from their portfolio in Q4 2025, for an estimated $155,012,667
JPMORGAN CHASE & CO removed 1,177,058 shares (-40.9%) from their portfolio in Q4 2025, for an estimated $102,604,145
BALYASNY ASSET MANAGEMENT L.P. removed 645,938 shares (-97.0%) from their portfolio in Q4 2025, for an estimated $56,306,415

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Txt E-Solutions Spa Government Contracts

We have seen $1,772,208,251 of award payments to $TXT over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

THE FUTURE VERTICAL LIFT (FVL) FLRAA CAPABILITY SET THREE IS A PRE-MAJOR DEFENSE ACQUISITION PROGRAM (ACAT ...: $1,076,258,216
UCA FOR 12 NIGERIAN FMS AH-1ZS AND ASSOCIATED SEPM: $124,213,216
H-1 SIEPU TIME CRITICAL PARTS: RSCUS, AC GENERATORS, GCUS, TUBE ASSEMBLIES. REPAIR AND UPGRADE OF 9 AH-1W W...: $46,064,633
PROCURE COMPONENTS FOR MODIFIED COMMERCIAL KING AIR 360ER AIRCRAFT - FPFM P2: $38,928,246
8511665011!PBL MATERIAL BELL: $32,993,727

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Txt E-Solutions Spa Congressional Stock Trading

Members of Congress have traded $TXT stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $TXT stock by members of Congress over the last 6 months:

REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

Txt E-Solutions Spa Price Targets

Multiple analysts have issued price targets for $TXT recently. We have seen 6 analysts offer price targets for $TXT in the last 6 months, with a median target of $99.0.

Here are some recent targets:

Sheila Kahyaoglu from Jefferies set a target price of $110.0 on 04/07/2026
John Godyn from Citigroup set a target price of $99.0 on 04/02/2026
David Strauss from Wells Fargo set a target price of $92.0 on 04/01/2026
Douglas Harned from Bernstein set a target price of $108.0 on 02/19/2026
Seth Seifman from JP Morgan set a target price of $90.0 on 01/29/2026
Gavin Parsons from UBS set a target price of $99.0 on 01/15/2026