Slide 1: Separation of Industrial Segment
I. Separation of Industrial Segment
Slide 2: Portfolio Update
Portfolio Update Textron announced its intent to separate its Industrial segment from its aerospace and defense businesses to enhance the strategic and operational focus of both platforms and drive long-term value for stakeholders Industrial segment composed of Kautex and Textron Specialized Veh
Slide 3: Strategic Rationale for Separation
Strategic Rationale for Separation Establishing Foundation for Next Phase of Textron’s Growth Strategy Establishes New Textron as a pure-play Aerospace & Defense platform Facilitates tailored capital allocation and investments to drive growth and profitability Enhances strategic flexibility to pursu
Slide 4: New Textron: Precision Platforms. Decisive Missions.
Revenue Visibility Backlog visibility supporting sustained revenue and earnings growth Durable Growth Outlook Portfolio aligned to long-term market tailwinds, accelerated by near-term initiatives Disciplined Capital Allocation Strong balance sheet positioned to invest in growth, return capital and p
Slide 5: New Textron: Improved Financial Profile
Note: 2026E values reflect midpoint of guidance. Backlog based on Q1 2026A. +150 bps Accelerating organic growth trajectory +120 bps Clear path to margin expansion Strong foundation for future growth Textron New Textron Impact 6.2% 4.7% 10.7%9.5% $19.2B $19.2B 1 2 3 2025A – 2026E Revenue Growth 2026
Slide 6: New Textron: Leading A&D Franchises
14-941_0520 Latitude edit.jpg New Textron: Leading A&D Franchises Textron Aviation 99 Year History 255K+ Aircraft Delivered $8.0B Backlog (1) REVENUE (2) Aircraft $6.0B ( 2 0 2 6 E = $ 6 . 5 B ) STRATEGIC PRIORITIES Maintain product leadership Drive productivity Harvest aftermarket Bell 90 Year Hist
Slide 7: Industrial: Platform for Multiple Growth Levers
Industrial: Platform for Multiple Growth Levers Key Metrics(1) ~$3.2B Revenue ~$145M Segment Profit ~5% Segment Profit Margin ~7K Employees (1) Based on 2025A results for Kautex and Textron Specialized Vehicles. (2) Revenue based on 2025A. Specialized Vehicles $ 1 . 3 B E-Z-GO GSE TURF Operational e
Slide 8: Why New Textron: Compelling Pure-Play A&D Platform
Why New Textron: Compelling Pure-Play A&D Platform CORE A&D FRANCHISES TECHNICAL EXPERTISE AND INNOVATION KEY PROGRAMS RAMPING FUTURE PRODUCT DEVELOPMENT AND INNOVATION BALANCE SHEET FLEXIBILITY – Best-in-class brands – Best-in-class products – Leading segment positions – Largest installed base in g