Updated
Updated · CNBC · Jun 12
Trader Backs Textron With $4.65 Sep 95/110 Call Spread
Updated
Updated · CNBC · Jun 12

Trader Backs Textron With $4.65 Sep 95/110 Call Spread

1 articles · Updated · CNBC · Jun 12

Summary

  • $4.65 buys a September 95/110 bullish call spread on Textron, capping maximum loss at $465 and maximum gain at $1,035 while giving the stock time to re-rate.
  • 13.7 times forward earnings underpins the trade: Textron trades below its 18 times five-year average even after first-quarter results beat consensus by more than 11%.
  • $19 billion in backlog and a planned exit from the lower-margin Industrial segment support the view that Textron is becoming a more focused aerospace and defense company.
  • 4.65% expected FY2027 free-cash-flow yield and shares holding above the 150-day moving average add technical and fundamental support, while elevated volatility and a pricey broader market favor a defined-risk options bet.

Insights

Textron has a $19B defense backlog but trades at a discount. Is selling its golf cart business the key to its revaluation?
As defense spending drives up national debt, could the source of Textron's current boom become its greatest long-term risk?