Textron Inc. (TXT): Mario Gabelli Has a Long-Term Bet on This Stock

Textron Inc. (NYSE:TXT) is featured on the Mario Gabelli Stock Portfolio: Top 10 Stock Picks.

Textron Inc. (NYSE:TXT) has been a consistent feature in the 13F portfolio of GAMCO Investors since the third quarter of 2012. Back then, this position comprised just under a million shares. By the third quarter of 2013, Mario Gabelli had increased this holding to more than 1.5 million shares. His fund continued to add to this stake in the coming quarters, growing it to more than 2.1 million shares by the end of the third quarter of 2014. A period of stability followed during which the fund did not make drastic changes to this stake. In late 2017 and early 2018, the fund started buying the stock again, growing the position to around 2.7 million shares. In the coming months, the GAMCO started trimming the holding. Filings for the fourth quarter of 2025 show that the fund owned close to 1.4 million shares in the firm.

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Textron Inc. (NYSE:TXT) is turning heads on Wall Street due to a combination of strong performance in the aviation sector, major defense contract execution, and aggressive capital return programs. A primary driver for institutional interest is Textron Aviation. Recent data indicates this division has seen accelerating growth, with sales climbing as much as 36% in late 2025. The strong demand for business jets and the FAA certification of new models like the Beechcraft Denali provide a clear revenue runway. Hedge funds often favor the aviation segment for its ability to generate recurring revenue through parts and maintenance, which offers better margins than one-off sales.

While we acknowledge the risk and potential of TXT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TXT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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