L3Harris Technologies(LHX)株式概要L3Harris Technologies, Inc.は、世界中の政府および民間企業にミッションクリティカルなソリューションを提供しています。 詳細LHX ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績4/6財務の健全性3/6配当金5/6報酬当社が推定した公正価値より23.4%で取引されている 収益は年間14.3%増加すると予測されています 過去5年間の収益は年間1.2%増加しました。 1.6%の安定した配当金を支払う アナリストらは、株価が21.8%上昇するだろうとほぼ一致している。 リスク分析過去3か月間に大規模なインサイダー売却が発生 多額の負債を抱えている すべてのリスクチェックを見るLHX Community Fair Values Create NarrativeSee what 109 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN18.1% undervaluedAnalystConsensusTarget•13d agoAnalyst Upgrades Drive Higher Price Targets for L3Harris Amid Sector Momentum and New Defense Programs846070Top Analyst NarrativesL3Harris TechnologiesANAnalystConsensusTargetBased on Analyst Price TargetsAnalyst Upgrades Drive Higher Price Targets for L3Harris Amid Sector Momentum and New Defense ProgramsL3Harris could get a lift from rising defense spending and steady overseas demand, especially as new programs and upgraded communications gear roll out. But its results may swing on government budget decisions, fixed-price projects, and how well other contractors deliver on shared programs.View narrativeUS$382.53FV18.1% 割安 内在価値ディスカウント7.33%Revenue growth p.a.Set Fair ValueView846users have viewed this narrative0users have liked this narrative0users have commented on this narrative70users have followed this narrative14 days ago author updated this narrativeView all narrativesL3Harris Technologies, Inc. 競合他社TransDigm GroupSymbol: NYSE:TDGMarket cap: US$67.9bNorthrop GrummanSymbol: NYSE:NOCMarket cap: US$78.9bGeneral DynamicsSymbol: NYSE:GDMarket cap: US$92.6bHowmet AerospaceSymbol: NYSE:HWMMarket cap: US$102.6b価格と性能株価の高値、安値、推移の概要L3Harris Technologies過去の株価現在の株価US$313.4752週高値US$379.2352週安値US$237.56ベータ0.511ヶ月の変化-1.27%3ヶ月変化-8.09%1年変化26.45%3年間の変化77.76%5年間の変化44.33%IPOからの変化7,499.27%最新ニュースライブニュース • 19hL3Harris Reports Strong Quarter With Record $40.70b Backlog and Missile Solutions IPO PlansL3Harris Technologies reported first-quarter results that were stronger than analysts expected, with order activity described as robust and revenue above forecasts. The company’s order backlog reached a record level of $40.70b, reflecting contracted work not yet recognized as revenue. L3Harris submitted a draft registration statement for a proposed IPO of its Missile Solutions business, moving that unit toward a potential separation from the rest of the company. A record backlog combined with better-than-expected quarterly results points to a solid base of contracted work that could support future operations and cash generation if execution remains on track. The proposed Missile Solutions IPO introduces a major structural change that could reshape L3Harris’s business mix and risk profile, so you may want to watch for details on deal timing, use of proceeds and any changes to the remaining company’s revenue and margin profile once more information is released.Seeking Alpha • May 21L3Harris: Have To Remain PatientSummary L3Harris delivered exceptional Q1 results, with 15% organic revenue growth, record backlog, and a 33% EPS beat, yet shares remain pressured. Despite strong performance, LHX only modestly raised full-year EPS guidance by 1%, signaling continued management conservatism and leaving the market unimpressed. The planned spin-off of Missile Solutions (AXYV) introduces uncertainty to future financials, with details pending and current guidance excluding its impact. I see fair value for LHX around $260, implying further multiple compression is likely before shares become attractive relative to peers. Read the full article on Seeking Alphaナラティブの更新 • May 13LHX: 2028 Defense And Space Plan Will Drive Upside Reward PotentialAnalysts have trimmed their average price target on L3Harris Technologies by about $10 to reflect updated models that factor in a slightly higher discount rate, modestly lower revenue growth assumptions, a small adjustment to future P/E expectations, and research reports from firms like Deutsche Bank and Bernstein that recently reduced their targets, even after earlier upward revisions from others that followed investor day targets for 2028. Analyst Commentary Recent research on L3Harris Technologies highlights a mix of optimism about the company’s long term targets and caution around valuation assumptions and execution risk.分析記事 • May 03L3Harris Technologies, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextL3Harris Technologies, Inc. ( NYSE:LHX ) just released its latest first-quarter results and things are looking bullish...お知らせ • May 03L3harris Technologies, Inc. Updates Earnings Guidance for 2026L3Harris Technologies, Inc. updated earnings guidance for 2026. For the period, the company expects Revenue to be $23 Billion to $23.5 Billion. Diluted EPS is $11.40 to $11.60 as compare to Prior guidance of $11.30 - $11.50.Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$2.74 (up from US$2.05 in 1Q 2025). Revenue: US$5.74b (up 12% from 1Q 2025). Net income: US$512.0m (up 33% from 1Q 2025). Profit margin: 8.9% (up from 7.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.最新情報をもっと見るRecent updatesライブニュース • 19hL3Harris Reports Strong Quarter With Record $40.70b Backlog and Missile Solutions IPO PlansL3Harris Technologies reported first-quarter results that were stronger than analysts expected, with order activity described as robust and revenue above forecasts. The company’s order backlog reached a record level of $40.70b, reflecting contracted work not yet recognized as revenue. L3Harris submitted a draft registration statement for a proposed IPO of its Missile Solutions business, moving that unit toward a potential separation from the rest of the company. A record backlog combined with better-than-expected quarterly results points to a solid base of contracted work that could support future operations and cash generation if execution remains on track. The proposed Missile Solutions IPO introduces a major structural change that could reshape L3Harris’s business mix and risk profile, so you may want to watch for details on deal timing, use of proceeds and any changes to the remaining company’s revenue and margin profile once more information is released.Seeking Alpha • May 21L3Harris: Have To Remain PatientSummary L3Harris delivered exceptional Q1 results, with 15% organic revenue growth, record backlog, and a 33% EPS beat, yet shares remain pressured. Despite strong performance, LHX only modestly raised full-year EPS guidance by 1%, signaling continued management conservatism and leaving the market unimpressed. The planned spin-off of Missile Solutions (AXYV) introduces uncertainty to future financials, with details pending and current guidance excluding its impact. I see fair value for LHX around $260, implying further multiple compression is likely before shares become attractive relative to peers. Read the full article on Seeking Alphaナラティブの更新 • May 13LHX: 2028 Defense And Space Plan Will Drive Upside Reward PotentialAnalysts have trimmed their average price target on L3Harris Technologies by about $10 to reflect updated models that factor in a slightly higher discount rate, modestly lower revenue growth assumptions, a small adjustment to future P/E expectations, and research reports from firms like Deutsche Bank and Bernstein that recently reduced their targets, even after earlier upward revisions from others that followed investor day targets for 2028. Analyst Commentary Recent research on L3Harris Technologies highlights a mix of optimism about the company’s long term targets and caution around valuation assumptions and execution risk.分析記事 • May 03L3Harris Technologies, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextL3Harris Technologies, Inc. ( NYSE:LHX ) just released its latest first-quarter results and things are looking bullish...お知らせ • May 03L3harris Technologies, Inc. Updates Earnings Guidance for 2026L3Harris Technologies, Inc. updated earnings guidance for 2026. For the period, the company expects Revenue to be $23 Billion to $23.5 Billion. Diluted EPS is $11.40 to $11.60 as compare to Prior guidance of $11.30 - $11.50.Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$2.74 (up from US$2.05 in 1Q 2025). Revenue: US$5.74b (up 12% from 1Q 2025). Net income: US$512.0m (up 33% from 1Q 2025). Profit margin: 8.9% (up from 7.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.Declared Dividend • Apr 27Fourth quarter dividend of US$1.25 announcedShareholders will receive a dividend of US$1.25. Ex-date: 5th June 2026 Payment date: 26th June 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 25L3Harris Technologies, Inc. Declares Quarterly Cash Dividend, Payable on June 26, 2026L3Harris Technologies, Inc. has declared a quarterly cash dividend of $1.25 per common share, payable June 26, 2026, to shareholders of record as of the close of business on June 5, 2026.ナラティブの更新 • Apr 24LHX: 2028 Defense And Space Ambitions Will Define Upside Risk BalanceAnalysts have raised their average price target on L3Harris Technologies by $35 to $420, citing refreshed models after the company shared 2028 goals that are above current Street expectations. Analyst Commentary Recent Street research around L3Harris Technologies has centered on refreshed models after the investor day, with several firms adjusting their price targets and a few large houses such as JPMorgan updating their outlook.ナラティブの更新 • Apr 09LHX: Missile Spinout And Pentagon Backing Will Define 2028 Risk BalanceAnalysts have nudged the L3Harris Technologies fair value estimate higher to $392.16 from $388.11, citing updated models that reflect refreshed 2028 targets introduced at the company’s investor day and a broad series of recent price target increases across the Street. Analyst Commentary Street research around L3Harris Technologies has been active, with a series of higher price targets and updated models tied to the company’s refreshed 2028 framework and its planned missile solutions spinout backed by a US$1b preferred equity investment from the Department of War.お知らせ • Apr 02L3Harris Technologies, Inc., Annual General Meeting, May 11, 2026L3Harris Technologies, Inc., Annual General Meeting, May 11, 2026.お知らせ • Apr 01L3Harris Technologies, Inc. to Report Q1, 2026 Results on Apr 30, 2026L3Harris Technologies, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026新しいナラティブ • Mar 29LHX: The "Trusted Disruptor" Scaling the New Arsenal of FreedomL3Harris Technologies (LHX) is currently navigating a period of aggressive portfolio optimization, shifting from a broad defense conglomerate to a focused, high-margin technology powerhouse. As of the close on March 27, 2026, the stock is trading at $342.87 USD on the NYSE, following a minor 1.85% decline in Friday's session.ナラティブの更新 • Mar 24LHX: Missile Spinout And Pentagon Investment Will Shape Future Risk ProfileAnalysts have raised their average price targets on L3Harris Technologies, with moves such as Baird's increase to $420 from $385. This reflects updated models following investor day targets and the planned missile solutions spinout with a $1b Department of War investment.お知らせ • Mar 12L3harris Technologies Announces Executive ChangesL3Harris Technologies on March 12, 2026 announced an update to the leadership structure supporting its three reportable business segments, reinforcing the company’s continued focus on execution, operational performance, and customer mission. Effective March 12, 2026, Mr. Sam Mehta has been appointed President, Space & Mission Systems and Communications & Spectrum Dominance, effective March 16, 2026 (the “Effective Date”). The company expects to continue reporting financial results for each of its three segments separately, consistent with its previously announced structure. The company expects to continue reporting financial results for each of its three segments separately, consistent with its previously announced structure. Mehta and Ken Bedingfield, who leads the Missile Solutions segment, will continue to report directly to Chairman and Chief Executive Officer Christopher Kubasik. Mehta brings 25 years of leadership experience across the aerospace and defense industry. He previously led L3Harris’ Communication Systems segment and, earlier this year, assumed responsibility for the Space & Mission Systems segment. Mr. Mehta, 53, has served as President of L3Harris’ Space & Mission Systems segment since January 3, 2026, and served as President of L3Harris’ Communication Systems segment beginning in 2023. Before joining L3Harris, Mr. Mehta served as President, Advanced Structures, with Collins Aerospace, an RTX subsidiary from 2018 to 2022. Prior to RTX, Mr. Mehta spent over 17 years with Sikorsky Aircraft, most recently serving as President, Defense Systems and Services. On March 6, 2026, Jonathan Rambeau, currently President of the Communications & Spectrum Dominance segment, notified the Company of his departure to pursue external opportunities, effective March 15, 2026.ナラティブの更新 • Mar 10LHX: Missile Spinout And Pentagon Partnership Will Shape Balanced Forward Risk ProfileAnalysts lifted their L3Harris Technologies price target range, with our fair value estimate moving from $382.37 to $388.11, as updated models reflect their higher long term targets following the investor day and recent Department of War partnership plans. Analyst Commentary Recent Street research on L3Harris Technologies has centered on the planned spin out of the Missile Solutions business, the Department of War's planned US$1b convertible preferred equity investment, and management's longer term targets shared at the investor day.お知らせ • Mar 03+ 1 more updateL3Harris Technologies Announces Appointment of Kenneth (Ken) Sharp as Chief Financial Officer, Effective March 16, 2026L3Harris Technologies announced the appointment of Kenneth (Ken) Sharp as Chief Financial Officer, effective March 16, 2026. Kenneth (Ken) Bedingfield will focus exclusively on leading the Missile Solutions segment and rapidly scaling solid rocket motor manufacturing to meet the nation’s urgent missile demand. He will also be responsible for the eventual initial public offering of Missile Solutions. Sharp, 55, brings more than 30 years of financial leadership in defense and technology, with a proven record of driving growth and strengthening financial operations. He joins L3Harris from national security company Peraton Inc., where he served as Executive Vice President and CFO. Previously, Sharp was CFO of DXC Technology, a publicly traded global IT services company, and CFO of Northrop Grumman’s Defense Systems business. He began his career as an auditor at Ernst & Young and is a veteran of the Marine Corps, having served in Operations Desert Shield and Desert Storm.ナラティブの更新 • Feb 23LHX: Missile Spinout And Pentagon Funding Will Support Balanced Risk Reward ProfileAnalysts have raised their price targets on L3Harris Technologies, and our updated fair value estimate nudged up to $382.37 as they refresh models around the planned missile solutions spinout, the $1b Pentagon investment, and higher assumed revenue growth and P/E multiples, even with slightly lower profit margin expectations and a modestly higher discount rate. Analyst Commentary Recent Street research on L3Harris Technologies has been active, with several bullish analysts revisiting their models and lifting price targets after the announced missile solutions spinout and the planned US$1b preferred equity investment from the Department of War.ナラティブの更新 • Feb 08LHX: Missile Spinout And Pentagon Backing Will Support Balanced Premium MultipleAnalysts have raised their L3Harris Technologies fair value estimate from $364 to about $380.63, citing refreshed price targets across the Street and updated assumptions around revenue growth, profit margins, and future P/E multiples as key drivers of the change. Analyst Commentary Street research on L3Harris Technologies has been active, with several firms updating price targets and opinions following the announced spinout of the Missile Solutions business and the planned US$1b investment from the Department of War.お知らせ • Jan 29L3harris Technologies, Inc. Provides Earnings Guidance for the Year 2026L3Harris Technologies, Inc. provided earnings guidance for the year 2026. For the year, the company expects revenue to be between $23 billion - $23.5 billion. Diluted EPS to be $11.30 per share- $11.50 per share.ナラティブの更新 • Jan 24LHX: Missile Spinout And Space Refocus Will Support Balanced Premium MultipleAnalysts lifted their price target on L3Harris Technologies to $364, up $29, as they updated their models to reflect revised growth assumptions, adjustments to discount rates, and higher valuation multiples following recent price target increases across the Street tied to the planned missile solutions spinout and related government investment. Analyst Commentary Street research around L3Harris Technologies has been active, with several firms updating their models and lifting price targets following the announced missile solutions spinout and the planned approximately US$1b government investment in the new entity.お知らせ • Jan 23L3Harris Technologies, Inc. Announces Quarterly Cash Dividend, Payable on March 20, 2026The Board of Directors of L3Harris Technologies has approved an increase in the company’s per share quarterly cash dividend rate from $1.20 to $1.25 commencing with the dividend for the first quarter of the year, payable March 20, 2026, to shareholders of record as of the close of business on March 6, 2026. The dividend corresponds to an increase in the annualized rate from $4.80 to $5.00.ナラティブの更新 • Jan 07LHX: Future Space Refocus And Missile Programs Will Sustain Premium Earnings MultipleNarrative Update Analysts have nudged their price targets on L3Harris Technologies higher. Recent updates cite refreshed models after 3Q25 results and expectations for future awards, which is reflected in a slightly adjusted fair value estimate of about $334.26 and a future P/E of roughly 27.49x.お知らせ • Jan 06+ 1 more updateL3Harris Technologies, Inc. Announces Management ChangesEffective January 5, 2025, L3Harris Technologies, Inc. has reorganized its business structure from four to three business segments, more closely aligning its portfolio with the future of warfare. The three business segments and leaders are as follows: Space & Mission Systems, led by Sam Mehta; Communications & Spectrum Dominance, led by Jon Rambeau; Missile Solutions, led by Ken Bedingfield. On January 5, 2026, the company announced that Edward Zoiss has been named Vice President, Engineering & Innovation. Mr. Zoiss ceased to serve as President of L3Harris’ Space & Airborne Systems segment at the end of L3Harris’ fiscal year on January 2, 2026.お知らせ • Dec 30L3Harris Technologies, Inc. to Report Q4, 2025 Results on Jan 29, 2026L3Harris Technologies, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026ナラティブの更新 • Dec 22LHX: Future Missile Demand Will Drive Earnings Momentum And Premium MultipleThe analyst price target for L3Harris Technologies has been nudged higher, with our fair value estimate rising by about $1 to approximately $335. This reflects analysts modestly upgrading long term growth expectations following stronger 3Q25 results and an improved outlook for future contract awards, despite slightly lower projected profit margins and a marginally higher discount rate.ナラティブの更新 • Dec 08LHX: Earnings Momentum Will Accelerate Amid Expanding Defense And Missile DemandAnalysts have lifted their price target on L3Harris Technologies from $320 to a range of about $350 to $353 per share. This reflects updated models after solid Q3 results and a view that the company is well positioned for future defense awards amid supportive aerospace demand trends.ナラティブの更新 • Nov 24LHX: Earnings Momentum Will Accelerate On Rising Demand For Advanced Defense SystemsThe consensus analyst price target for L3Harris Technologies increased from $320 to $350. Analysts cite the company's strong positioning for future contract awards and recent improvements in the aerospace and defense sector outlook as key factors supporting the upward revision.Recent Insider Transactions Derivative • Nov 14Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of November. If the sale is conducted around the recent share price of US$301, it would amount to US$4.3m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Christopher's direct individual holding has decreased from 183.39k shares to 175.58k. Company insiders have collectively sold US$49m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Nov 10Upcoming dividend of US$1.20 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.1%).ナラティブの更新 • Nov 05LHX: Shares Will Benefit From Production Surge And Major Contract Wins AheadAnalysts have raised their price target for L3Harris Technologies by $30 to $350 per share, citing improved profit margin expectations and the company's strong positioning for future contract awards. Analyst Commentary Following L3Harris Technologies’ latest quarterly results, analysts have provided updated perspectives on the company’s outlook and valuation.Reported Earnings • Oct 31Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: US$2.47 (up from US$2.11 in 3Q 2024). Revenue: US$5.66b (up 6.9% from 3Q 2024). Net income: US$462.0m (up 16% from 3Q 2024). Profit margin: 8.2% (up from 7.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.ナラティブの更新 • Oct 22Analyst Upgrades Drive Higher Price Targets for L3Harris Amid Sector Momentum and New Defense ProgramsThe analyst price target for L3Harris Technologies has been raised from approximately $309 to $323. Analysts cite improving growth trends and increased confidence in the company’s ability to capitalize on new defense programs and sector momentum.Declared Dividend • Oct 16Second quarter dividend of US$1.20 announcedShareholders will receive a dividend of US$1.20. Ex-date: 17th November 2025 Payment date: 5th December 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 14L3Harris Technologies Announces Quarterly Dividend, Payable on December 5, 2025The Board of Directors of L3Harris Technologies has declared a quarterly cash dividend of $1.20 per common share, payable December 5, 2025, to shareholders of record as of the close of business on November 17, 2025.お知らせ • Oct 10L3harris Announces New Variants of Its Vampire SystemL3Harris Technologies has expanded its VAMPIRE™? system, demonstrating the company's ability to swiftly respond to the U.S. Department of War and allied partners' urgent need to defeat small unmanned autonomous systems accurately and affordably. The expanded family of systems now includes specialized variants for land, maritime, air and electronic warfare operations. VAMPIRE is a self-contained platform that delivers advanced reconnaissance and precision strike capabilities against drones and remotely piloted aircraft. The system has supported European combat operations since 2023. Building on the success of the baseline VAMPIRE system, L3Harris has incorporated additional sensor capabilities, precision weapons, electronic jammers and non-kinetic effects for use across several domains. The system uses artificial intelligence and machine learning to more swiftly detect, engage and defeat small and elusive unmanned threats. VAMPIRE is one of several programs inside the company's broader Counter-Unmanned Systems initiative.ナラティブの更新 • Oct 08US Defense Initiatives Will Advance Missile And Communication CapabilitiesL3Harris Technologies has seen its analyst price target rise from $302.58 to $309.11, as analysts point to stronger growth prospects and favorable defense spending trends. Analyst Commentary Recent analyst notes on L3Harris Technologies reflect a constructive outlook for the stock, as well as some ongoing caution around certain aspects of the company's performance and the broader defense environment.お知らせ • Oct 01L3Harris Technologies, Inc. to Report Q3, 2025 Results on Oct 30, 2025L3Harris Technologies, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025Recent Insider Transactions Derivative • Sep 13Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 83k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$280, it would amount to US$23m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Christopher's direct individual holding has increased from 159.31k shares to 175.58k. Company insiders have collectively sold US$30m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Sep 12US Defense Initiatives Will Advance Missile And Communication CapabilitiesThe consensus analyst price target for L3Harris Technologies rose to $302.58 on the back of strong Q2 results, higher future guidance, and improved sector sentiment amid rising defense spending, despite some margin and program risks. Analyst Commentary Bullish analysts cite strong Q2 results and continued momentum, leading to higher guidance for 2025 and increased 2026 targets.Upcoming Dividend • Aug 29Upcoming dividend of US$1.20 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 22 September 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.2%).お知らせ • Aug 14US Space Force Successfully Launches L3Harris-Built NTS-3 SatelliteThe L3Harris-built advanced Navigation Technology Satellite-3 (NTS-3) has successfully launched from Cape Canaveral Space Force Station on a United Launch Alliance (ULA) Vulcan rocket. NTS-3 will be used for a variety of experiments to include testing on-orbit, next-generation technologies that assist warfighters in contested environments. NTS-3 is the Department of Defense's first experimental navigation satellite system in nearly 50 years. It is also the first fully reprogrammable Positioning, Navigation and Timing (PNT) satellite that will provide warfighters with responsive and flexible capability to ensure mission success. L3Harris delivered NTS-3 three times faster and at lower cost than similar programs by leveraging industry standard form factors and interfaces. NTS-3 is also smaller and lighter than traditional PNT satellites and will operate at a higher altitude. Once on-orbit, the satellite will perform experiments to shape the future of U.S. space-based PNT capabilities. NTS-3's payload technology is modular, scalable and can be configured to fly on different satellite buses. This technology will be instrumental in achieving future affordability goals and mission timelines. L3Harris propulsion and spaceflight avionics on the ULA Vulcan rocket were critical to delivering NTS-3 to a precise orbit. The rocket used two L3Harris RL10 engines, providing a combined total thrust of nearly 48,000 pounds. The rocket also used 12 MR-107 thrusters to help steer the upper stage and helium tanks that are essential to the rocket's operation. Key company spaceflight avionics include controllers, data acquisition units, and the T-740U Transmitter, which are crucial for vehicle control and data relay during launch.Recent Insider Transactions Derivative • Aug 12Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of August. If the sale is conducted around the recent share price of US$270, it would amount to US$11m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Christopher's direct individual holding has increased from 159.31k shares to 175.58k. Company insiders have collectively sold US$26m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jul 30Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 72k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$271, it would amount to US$20m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Christopher's direct individual holding has increased from 159.31k shares to 175.57k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Jul 28Price target increased by 7.0% to US$292Up from US$273, the current price target is an average from 20 analysts. New target price is 8.5% above last closing price of US$269. Stock is up 20% over the past year. The company is forecast to post earnings per share of US$9.52 for next year compared to US$7.91 last year.分析記事 • Jul 28L3Harris Technologies, Inc. (NYSE:LHX) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for L3Harris Technologies, Inc. ( NYSE:LHX ) shareholders, because the company has just released...Reported Earnings • Jul 25Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$2.45 (up from US$1.93 in 2Q 2024). Revenue: US$5.43b (up 2.4% from 2Q 2024). Net income: US$458.0m (up 25% from 2Q 2024). Profit margin: 8.4% (up from 6.9% in 2Q 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.0%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.Declared Dividend • Jul 21First quarter dividend of US$1.20 announcedShareholders will receive a dividend of US$1.20. Ex-date: 5th September 2025 Payment date: 22nd September 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 18+ 1 more updateL3harris Technologies, Inc. Declares Quarterly Dividend, Payable on September 22, 2025The Board of Directors of L3Harris Technologies has declared a quarterly cash dividend of $1.20 per common share, payable September 22, 2025, to shareholders of record as of the close of business on September 5, 2025.お知らせ • Jul 02L3Harris Technologies, Inc. to Report Q2, 2025 Results on Jul 24, 2025L3Harris Technologies, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025分析記事 • Jun 30Here's Why L3Harris Technologies (NYSE:LHX) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Jun 16Now 23% undervaluedOver the last 90 days, the stock has risen 17% to US$248. The fair value is estimated to be US$320, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Recent Insider Transactions Derivative • Jun 13Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of June. If the sale is conducted around the recent share price of US$248, it would amount to US$8.2m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Christopher's direct individual holding has increased from 159.31k shares to 175.57k. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • May 27Upcoming dividend of US$1.20 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 18 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.4%).Seeking Alpha • Apr 26L3Harris Technologies: Attractive Growth At A DiscountSummary Despite a 2% stock price decline, L3Harris Technologies remains a buy due to its strong market position and better performance than the S&P 500. The company's diverse segments, particularly Communication Systems, show significant growth potential, with a focus on cyber, ISR, and hypersonics. First quarter earnings reveal mixed results, with overall sales down but profits growing, particularly in Communication Systems and Aerojet Rocketdyne. L3Harris is undervalued, trading below median EV/EBITDA levels, offering a compelling entry point with a 35% upside potential based on 2025 earnings. Read the full article on Seeking AlphaReported Earnings • Apr 25First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$2.05 (up from US$1.49 in 1Q 2024). Revenue: US$5.13b (down 1.5% from 1Q 2024). Net income: US$386.0m (up 36% from 1Q 2024). Profit margin: 7.5% (up from 5.4% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 5.7%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.Declared Dividend • Apr 21Fourth quarter dividend of US$1.20 announcedShareholders will receive a dividend of US$1.20. Ex-date: 3rd June 2025 Payment date: 18th June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 18L3Harris Technologies Announces Quarterly Dividend, Payable on June 18, 2025The Board of Directors of L3Harris Technologies has declared a quarterly cash dividend of $1.20 per common share, payable June 18, 2025, to shareholders of record as of the close of business on June 3, 2025.お知らせ • Apr 01+ 1 more updateL3Harris Technologies, Inc. to Report Q1, 2025 Results on Apr 24, 2025L3Harris Technologies, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025お知らせ • Mar 27L3Harris Technologies' New Advanced Large Solid Rocket Motors Power Successful US Missile Defense TestL3Harris Technologies has debuted an advanced large solid rocket motor to power the company's air-launched, Medium Range Ballistic Missile (MRBM) target vehicle. The new L3Harris solid rocket motor, named eSR-19, was part of a recent Missile Defense Agency (MDA) test that powered the target's first and second stages. The test, designated as Flight Test Other-40 or Stellar Banshee, demonstrated detection and tracking of an advanced hypersonic target by the USS Pinckney. The exercise included firing a simulated upgraded Standard Missile 6 at the target, an air-launched MRBM with a Hypersonic Target Vehicle 1 front end. The eSR-19 is an upgraded version of the SR-19, which powers the second stage of the nation's Minuteman III strategic missiles. The new advanced large solid rocket motor features a lighter filament-wound composite case and other improvements to provide enhanced performance. The successful mission marks L3Harris' 39th launch in support of the U.S. missile defense program.Seeking Alpha • Mar 25L3Harris: Attractive ValuationSummary L3Harris Technologies experienced substantial growth in 2024, with revenue rising from $19.4B in 2023 to $21.3B and EPS increasing from $6.44 to $7.87. All segments showed strong performance, with products revenue climbing from $13.7B to $15.1B and services revenue from $5.7B to $6.2B. The company's technological depth, strong financials, and favorable valuation contribute to its robust economic moat and positive future outlook. Despite the strong performance, potential LHX stock risks must be considered, but the overall outlook remains favorable for L3Harris. Read the full article on Seeking AlphaSeeking Alpha • Mar 18L3Harris Technologies: Another Dip Opportunity As Defense Spend In QuestionSummary L3Harris Technologies stock gets prior buy rating reaffirmed, after price dip below moving average. The firm has a proven model of profitability growth, free cashflow generation to support dividend growth, new contract wins, and a low leverage risk with a strong credit rating. LHX is among the top 10 defense/aerospace firms, giving it a unique market position but also competition from key peers. The role of public policy decisions in the US and elsewhere could pose a downside risk if they lead to significant defense cuts, impacting future contracts. Read the full article on Seeking AlphaRecent Insider Transactions • Mar 11President of Space & Airborne Systems recently sold US$1.1m worth of stockOn the 7th of March, Edward Zoiss sold around 5k shares on-market at roughly US$212 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$9.4m more than they bought in the last 12 months.お知らせ • Mar 10L3Harris Technologies, Inc., Annual General Meeting, Apr 18, 2025L3Harris Technologies, Inc., Annual General Meeting, Apr 18, 2025.お知らせ • Mar 08L3Harris Technologies, Inc. Announces Not Standing for Re-Election of William H. Swanson as DirectorL3Harris Technologies, Inc. announced the company restated certificate of incorporation, as amended, provides that its Board will consist of not less than 8 or more than 15 directors, the exact number of directors to be determined from time to time by the board. Under its retirement policy, directors who reach age 75 may not stand for re-election, but may serve out the remainder of their terms. At the time of the 2025 Annual Meeting, six directors (including William H. Swanson, who is retiring and not standing for re-election at the 2025 Annual Meeting) will have left its Board, and five directors will have been added to its Board, as part of its Board's refreshment efforts since its 2022 Annual Meeting.Recent Insider Transactions Derivative • Mar 07Chairman & CEO exercised options and sold US$2.1m worth of stockOn the 28th of February, Christopher Kubasik exercised options to acquire 10k shares at no cost and sold these for an average price of US$206 per share. This trade did not impact their existing holding. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Christopher's direct individual holding has increased from 159.22k shares to 167.40k. Company insiders have collectively sold US$32m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 01L3harris Technologies Announces Increases Quarterly Dividend, Payable on March 21, 2025The Board of Directors of L3Harris Technologies approved an increase in the company’s per share quarterly cash dividend rate from $1.16 to $1.20. The increase commences with the dividend for the first quarter of the year, payable March 21, 2025, to shareholders of record as of the close of business on March 10, 2025. The dividend corresponds to an increase in the annualized rate from $4.64 to $4.80.Seeking Alpha • Feb 20L3Harris Technologies: Back In The Buy Zone Amid DOGE Woes (Rating Upgrade)Summary L3Harris Technologies delivered solid results for 2024 with adjusted EPS of $13.10 and revenue growth of 10% year-over-year. Still, LHX shares are down 25% from their 52-week-high. In this update, I share my view on LHX's 2024 results, with a focus on its ongoing restructuring program. As L3Harris filed its 2024 10-K report last week, I will also provide an update on leverage and upcoming maturities. Finally, I will explain why I feel comfortable adding to my existing LHX position despite the current DOGE woes. Read the full article on Seeking Alphaお知らせ • Feb 10L3harris Technologies Introduces AMORPHOUS™L3Harris Technologies has introduced AMORPHOUS™, its new software that features a single user interface to operate thousands of autonomous assets simultaneously. Designed with an open architecture, this software enables the United States and allied militaries to control a mix of uncrewed platforms, payloads and systems, even if another manufacturer produces them. AMORPHOUS, which stands for Autonomous Multi-domain Operations Resiliency Platform for Heterogeneous Unmanned Swarms, includes an intuitive and distributed command-and-control interface to give operators the flexibility to conduct a wider array of intricate military missions. This collaborative autonomy at scale will provide warfighters with a decisive overmatch capability. L3Harris is currently developing prototypes using the AMORPHOUS architecture on contracts for the U.S. Army and the Defense Innovation Unit. AMORPHOUS has demonstrated its flexibility and interoperability by controlling multiple separate assets across multiple vehicle types operating in different domains during government-managed tests. AMORPHOUS supports decentralized decision-making, which enables individual uncrewed assets to perform their own tasks autonomously and make real-time tactical decisions inside the network.お知らせ • Feb 05L3harris Technologies, Inc. All-Digital Electronic Warfare Suite L3harris Viper Shield Completes First FlightThe L3Harris Technologies all-digital electronic warfare (EW) suite, Viper Shield, has completed its first flight in a single-seat Block 70 F-16 operated by the 412th Test Wing at Edwards Air Force Base, California. Viper Shield provides the most advanced EW capability to F-16 fighter fleets for six international partners. The flight included a series of risk reduction tests related to the mission computer and other avionic subsystems compatibility, as well as interoperability with the APG-83 active electronically scanned array (AESA) fire control radar. Viper Shield is a low-risk, low-cost system that counters modern radar threats with immediate detection and advanced jamming responses to disrupt the adversary’s kill chain. Unlike other EW system providers, Viper Shield will integrate across all F-16 Blocks with minimal modifications to the aircraft, and it is fully configurable with both the current Mission Modular Computer and the Next Generation Mission Computer.Reported Earnings • Jan 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$7.91 (up from US$6.47 in FY 2023). Revenue: US$21.3b (up 9.8% from FY 2023). Net income: US$1.50b (up 22% from FY 2023). Profit margin: 7.0% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Seeking Alpha • Jan 26L3Harris Technologies: A Rare Undervalued U.S. Aerospace And Defense Stock To BuySummary L3Harris Technologies, formed in 2019, is a multi-domain aerospace and defense specialist with strong growth prospects in communications, ISR, avionics, rocket motors, and cybersecurity. The company reported Q3 revenues of $5.3 billion and $833 million in adjusted operating profits, with a robust backlog of $34 billion. Analysts expect L3Harris to achieve high-end 2024 guidance with $21.3 billion in sales and EPS of $13.06, indicating strong growth potential. L3Harris stock is significantly undervalued, offering a compelling investment opportunity with potential upside targets of $272 and $318, making it a buy. Read the full article on Seeking Alphaお知らせ • Jan 22L3Harris Technologies Announces Executive ChangesL3Harris Technologies announced Ken Bedingfield, 52, has been appointed President, Aerojet Rocketdyne, effective February 3, 2025, in addition to his responsibilities as L3Harris' Chief Financial Officer. He succeeds Ross Niebergall, who will remain with the company to support a seamless transition before retiring. Sam Mehta's role will be expanded to lead enterprise Strategic Collaboration Agreements while continuing to lead the Communication Systems segment. Mehta, 52, will establish, grow and leverage strategic relationships with industry partners to deploy next-generation capabilities to the U.S. and its allies. In addition, the company's transformation initiative, LHX NeXt, led by Heidi Wood, 59, has been elevated to report to L3Harris Chair and Chief Executive Officer Chris Kubasik.Seeking Alpha • Jan 15L3Harris: Now Is The Time To Buy This Dividend HeavyweightSummary L3Harris Technologies is just weeks away from presumably delivering a 24th consecutive dividend increase to shareholders. The company outperformed analysts' expectations for revenue and non-GAAP diluted EPS in the third quarter. L3Harris is on the verge of reaching its targeted net leverage ratio. The defense contractor and aerospace company's shares could be 12% undervalued. L3Harris appears to be primed for 13% annual total returns through 2027. Read the full article on Seeking Alphaお知らせ • Jan 06L3Harris Technologies, Inc. to Report Q4, 2024 Results on Jan 30, 2025L3Harris Technologies, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025お知らせ • Dec 28L3harris Technologies, Inc. Announces Retirement of Peter W. Chiarelli from the BoardL3Harris Technologies, Inc. announced on December 20, 2024, General (ret.) Peter W. Chiarelli notified the Board of Directors of the company that he decided to retire from the Board at the end of 2024. Mr. Chiarelli would not be standing for re-election at the next annual meeting of shareholders due to the Company’s retirement policy. Mr. Chiarelli’s decision to retire does not involve a disagreement on any matter relating to the Company’s operations, policies, or practices.Seeking Alpha • Dec 06L3Harris Technologies: Strategic Focus On Defense Technology; Initiate With 'Buy'Summary L3Harris Technologies is evolving into a pure defense technology player, with strategic acquisitions like Aerojet Rocketdyne and Viasat’s Tactical Data Links. The company targets $1 billion in cost savings through workflow automation and supply chain improvements, leveraging partnerships like the one with Palantir. Recent financials show 5% organic growth in revenue and adjusted EPS, with a strong outlook for a 16%+ operating margin by FY26. Given geopolitical tensions and robust defense market demands, I rate L3Harris a ‘Buy’ with a one-year target price of $255 per share. Read the full article on Seeking AlphaUpcoming Dividend • Nov 11Upcoming dividend of US$1.16 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.4%).お知らせ • Nov 08L3Harris Technologies Completes Safety of Flight TestingL3Harris Technologies has completed Safety of Flight (SOF) qualification on its Viper Shield™ all-digital electronic warfare (EW) suite for F-16 fighter jets. The company will provide the advanced capability to F-16 fleets for six international partners. The Viper Shield system passed a series of environmental and electrical tests across structural integrity, thermal and electrical safety, and aircraft aerodynamics areas. Through the extensive SOF regimen, Viper Shield handled the stresses and strains of normal and extreme flight maneuvers, and the company proved it to be safe, reliable and effective on the aircraft. Viper Shield equips aircrews and commanders with situational awareness about the electronic landscape and helps them identify, locate and counter threats to enable survivability and lethality in the most challenging environments. It is the only advanced EW solution that is funded and in active production for international F-16 partners. By design, L3Harris engineered Viper Shield to allow for future capability upgrades, ensuring it can adjust to an evolving electromagnetic spectrum environment.Recent Insider Transactions Derivative • Nov 03Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of October. If the sale is conducted around the recent share price of US$248, it would amount to US$5.3m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Christopher's direct individual holding has increased from 159.22k shares to 159.30k. Company insiders have collectively sold US$31m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Oct 25Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$2.11 (up from US$2.02 in 3Q 2023). Revenue: US$5.29b (up 7.7% from 3Q 2023). Net income: US$400.0m (up 4.4% from 3Q 2023). Profit margin: 7.6% (down from 7.8% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Seeking Alpha • Oct 25Mission-Critical Dividends: Why L3Harris Stands Out In My PortfolioSummary L3Harris Technologies, Inc. is a high-conviction dividend growth stock, leveraging strategic high-margin contracts and innovative partnerships to drive impressive returns and future growth. The company boasts a record $34 billion backlog, robust revenue growth, and rising margins, positioning it well for long-term profitability. L3Harris is on track to meet its net leverage target, enabling aggressive shareholder returns through dividends and buybacks, with a promising 2026 free cash flow yield of nearly 6%. Despite recent acquisitions increasing debt, the company's focus on smaller, profitable deals and operational improvements supports a strong long-term valuation and growth outlook. Read the full article on Seeking Alphaお知らせ • Oct 25L3Harris Technologies, Inc. Revises Earnings Guidance for the Year 2024L3Harris Technologies, Inc. revised earnings guidance for the year 2024. For the year, the company expects revenue to be in the range of $21.1 Billion to $21.3 Billion compared to previous guidance of $21.0 Billion to $21.3 Billion.Declared Dividend • Oct 20Second quarter dividend of US$1.16 announcedShareholders will receive a dividend of US$1.16. Ex-date: 18th November 2024 Payment date: 6th December 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 17L3Harris Technologies Announces Quarterly Dividend, Payable on December 6, 2024The Board of Directors of L3Harris Technologies has declared a quarterly cash dividend of $1.16 per common share, payable on December 6, 2024, to shareholders of record as of the close of business November 18, 2024.お知らせ • Oct 16+ 1 more updateL3Harris Technologies Debuts its New Autonomous Reconnaissance and Security Vehicle System, DiamondbackL3Harris Technologies debuted its new autonomous reconnaissance and security vehicle system, Diamondback, at the Association of the United States Army’s annual meeting this week. Diamondback’s open development approach improves the ability to ramp up production, reduces costs, increases maintainability and accelerates the speed of technology insertions that support adaptation for evolving missions. L3Harris designed Diamondback to complement existing classes of robotic vehicles and fill roles and cost profiles associated with manned vehicles. The company is partnering with Overland AI, an autonomous ground mobility business, that is providing its off-road, cross country vehicle navigation technology for the Diamondback’s mission systems.Seeking Alpha • Oct 02L3Harris Technologies: A Mispriced Gem Among U.S. Defense StocksSummary L3Harris Technologies is an undervalued defense stock with strong performance, benefiting from geopolitical tensions and bipartisan support for military spending. The company’s LHX NeXt cost savings plan and strategic M&A, including Aerojet Rocketdyne, drive growth and operational efficiency. L3Harris offers a solid dividend yield, nearing Dividend Aristocrat status, and plans to increase dividends and continue its shares repurchase. Strong backlog, solid book-to-bill ratio, and macro tailwinds make L3Harris stock a compelling buy for value and dividend investors. Read the full article on Seeking Alpha株主還元LHXUS Aerospace & DefenseUS 市場7D1.7%2.2%1.2%1Y26.5%30.6%28.7%株主還元を見る業界別リターン: LHX過去 1 年間で30.6 % の収益を上げたUS Aerospace & Defense業界を下回りました。リターン対市場: LHXは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。価格変動Is LHX's price volatile compared to industry and market?LHX volatilityLHX Average Weekly Movement3.7%Aerospace & Defense Industry Average Movement9.0%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: LHX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: LHXの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト189545,000Chris Kubasikwww.l3harris.comL3Harris Technologies, Inc.は、世界中の政府および民間顧客にミッションクリティカルなソリューションを提供している。L3ハリス・テクノロジーズは、3つのセグメントを通じて事業を展開している:スペース&ミッション・システムズ(SMS)、コミュニケーション&スペクトラム・ドミナンス(CSD)、ミサイル・ソリューションズ(MSL)。SMS部門は、ミサイル警戒・防衛を含む衛星とペイロードの能力を、海上、航空特殊任務、その他のグローバルな防衛・民間政府プログラムと統合する。MSL部門は、推進、極超音速、その他の先進ミサイル技術を統合している。CSD部門は、米国防総省、国際機関、連邦政府、州政府機関向けに、戦術無線、ソフトウェア、波形、衛星端末、エンド・ツー・エンドの戦場システム、ブロードバンド通信、イメージ・インテンシファイア・チューブ付きヘルメット装着型統合暗視ゴーグル、武器装着型照準器、照準レーザー、距離計などの統合視覚ソリューション、公共安全無線、システム・アプリケーション、機器を提供している。同社は以前ハリス・コーポレーションとして知られていたが、2019年6月にL3Harris Technologies, Inc.に社名を変更した。L3Harris Technologies, Inc.は1895年に設立され、フロリダ州メルボルンに本社を置いている。もっと見るL3Harris Technologies, Inc. 基礎のまとめL3Harris Technologies の収益と売上を時価総額と比較するとどうか。LHX 基礎統計学時価総額US$58.12b収益(TTM)US$1.73b売上高(TTM)US$22.48b33.7xPER(株価収益率2.6xP/SレシオLHX は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計LHX 損益計算書(TTM)収益US$22.48b売上原価US$16.80b売上総利益US$5.68bその他の費用US$3.95b収益US$1.73b直近の収益報告Apr 03, 2026次回決算日該当なし一株当たり利益(EPS)9.30グロス・マージン25.26%純利益率7.71%有利子負債/自己資本比率56.3%LHX の長期的なパフォーマンスは?過去の実績と比較を見る配当金1.6%現在の配当利回り52%配当性向LHX 配当は確実ですか?LHX 配当履歴とベンチマークを見るLHX 、いつまでに購入すれば配当金を受け取れますか?L3Harris Technologies 配当日配当落ち日Jun 05 2026配当支払日Jun 26 2026配当落ちまでの日数9 days配当支払日までの日数30 daysLHX 配当は確実ですか?LHX 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/26 21:35終値2026/05/26 00:00収益2026/04/03年間収益2026/01/02データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋L3Harris Technologies, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37 アナリスト機関John StaszakArgus Research CompanyPeter ArmentBairdDavid StraussBarclays34 その他のアナリストを表示
ライブニュース • 19hL3Harris Reports Strong Quarter With Record $40.70b Backlog and Missile Solutions IPO PlansL3Harris Technologies reported first-quarter results that were stronger than analysts expected, with order activity described as robust and revenue above forecasts. The company’s order backlog reached a record level of $40.70b, reflecting contracted work not yet recognized as revenue. L3Harris submitted a draft registration statement for a proposed IPO of its Missile Solutions business, moving that unit toward a potential separation from the rest of the company. A record backlog combined with better-than-expected quarterly results points to a solid base of contracted work that could support future operations and cash generation if execution remains on track. The proposed Missile Solutions IPO introduces a major structural change that could reshape L3Harris’s business mix and risk profile, so you may want to watch for details on deal timing, use of proceeds and any changes to the remaining company’s revenue and margin profile once more information is released.
Seeking Alpha • May 21L3Harris: Have To Remain PatientSummary L3Harris delivered exceptional Q1 results, with 15% organic revenue growth, record backlog, and a 33% EPS beat, yet shares remain pressured. Despite strong performance, LHX only modestly raised full-year EPS guidance by 1%, signaling continued management conservatism and leaving the market unimpressed. The planned spin-off of Missile Solutions (AXYV) introduces uncertainty to future financials, with details pending and current guidance excluding its impact. I see fair value for LHX around $260, implying further multiple compression is likely before shares become attractive relative to peers. Read the full article on Seeking Alpha
ナラティブの更新 • May 13LHX: 2028 Defense And Space Plan Will Drive Upside Reward PotentialAnalysts have trimmed their average price target on L3Harris Technologies by about $10 to reflect updated models that factor in a slightly higher discount rate, modestly lower revenue growth assumptions, a small adjustment to future P/E expectations, and research reports from firms like Deutsche Bank and Bernstein that recently reduced their targets, even after earlier upward revisions from others that followed investor day targets for 2028. Analyst Commentary Recent research on L3Harris Technologies highlights a mix of optimism about the company’s long term targets and caution around valuation assumptions and execution risk.
分析記事 • May 03L3Harris Technologies, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextL3Harris Technologies, Inc. ( NYSE:LHX ) just released its latest first-quarter results and things are looking bullish...
お知らせ • May 03L3harris Technologies, Inc. Updates Earnings Guidance for 2026L3Harris Technologies, Inc. updated earnings guidance for 2026. For the period, the company expects Revenue to be $23 Billion to $23.5 Billion. Diluted EPS is $11.40 to $11.60 as compare to Prior guidance of $11.30 - $11.50.
Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$2.74 (up from US$2.05 in 1Q 2025). Revenue: US$5.74b (up 12% from 1Q 2025). Net income: US$512.0m (up 33% from 1Q 2025). Profit margin: 8.9% (up from 7.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.
ライブニュース • 19hL3Harris Reports Strong Quarter With Record $40.70b Backlog and Missile Solutions IPO PlansL3Harris Technologies reported first-quarter results that were stronger than analysts expected, with order activity described as robust and revenue above forecasts. The company’s order backlog reached a record level of $40.70b, reflecting contracted work not yet recognized as revenue. L3Harris submitted a draft registration statement for a proposed IPO of its Missile Solutions business, moving that unit toward a potential separation from the rest of the company. A record backlog combined with better-than-expected quarterly results points to a solid base of contracted work that could support future operations and cash generation if execution remains on track. The proposed Missile Solutions IPO introduces a major structural change that could reshape L3Harris’s business mix and risk profile, so you may want to watch for details on deal timing, use of proceeds and any changes to the remaining company’s revenue and margin profile once more information is released.
Seeking Alpha • May 21L3Harris: Have To Remain PatientSummary L3Harris delivered exceptional Q1 results, with 15% organic revenue growth, record backlog, and a 33% EPS beat, yet shares remain pressured. Despite strong performance, LHX only modestly raised full-year EPS guidance by 1%, signaling continued management conservatism and leaving the market unimpressed. The planned spin-off of Missile Solutions (AXYV) introduces uncertainty to future financials, with details pending and current guidance excluding its impact. I see fair value for LHX around $260, implying further multiple compression is likely before shares become attractive relative to peers. Read the full article on Seeking Alpha
ナラティブの更新 • May 13LHX: 2028 Defense And Space Plan Will Drive Upside Reward PotentialAnalysts have trimmed their average price target on L3Harris Technologies by about $10 to reflect updated models that factor in a slightly higher discount rate, modestly lower revenue growth assumptions, a small adjustment to future P/E expectations, and research reports from firms like Deutsche Bank and Bernstein that recently reduced their targets, even after earlier upward revisions from others that followed investor day targets for 2028. Analyst Commentary Recent research on L3Harris Technologies highlights a mix of optimism about the company’s long term targets and caution around valuation assumptions and execution risk.
分析記事 • May 03L3Harris Technologies, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextL3Harris Technologies, Inc. ( NYSE:LHX ) just released its latest first-quarter results and things are looking bullish...
お知らせ • May 03L3harris Technologies, Inc. Updates Earnings Guidance for 2026L3Harris Technologies, Inc. updated earnings guidance for 2026. For the period, the company expects Revenue to be $23 Billion to $23.5 Billion. Diluted EPS is $11.40 to $11.60 as compare to Prior guidance of $11.30 - $11.50.
Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$2.74 (up from US$2.05 in 1Q 2025). Revenue: US$5.74b (up 12% from 1Q 2025). Net income: US$512.0m (up 33% from 1Q 2025). Profit margin: 8.9% (up from 7.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.
Declared Dividend • Apr 27Fourth quarter dividend of US$1.25 announcedShareholders will receive a dividend of US$1.25. Ex-date: 5th June 2026 Payment date: 26th June 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 25L3Harris Technologies, Inc. Declares Quarterly Cash Dividend, Payable on June 26, 2026L3Harris Technologies, Inc. has declared a quarterly cash dividend of $1.25 per common share, payable June 26, 2026, to shareholders of record as of the close of business on June 5, 2026.
ナラティブの更新 • Apr 24LHX: 2028 Defense And Space Ambitions Will Define Upside Risk BalanceAnalysts have raised their average price target on L3Harris Technologies by $35 to $420, citing refreshed models after the company shared 2028 goals that are above current Street expectations. Analyst Commentary Recent Street research around L3Harris Technologies has centered on refreshed models after the investor day, with several firms adjusting their price targets and a few large houses such as JPMorgan updating their outlook.
ナラティブの更新 • Apr 09LHX: Missile Spinout And Pentagon Backing Will Define 2028 Risk BalanceAnalysts have nudged the L3Harris Technologies fair value estimate higher to $392.16 from $388.11, citing updated models that reflect refreshed 2028 targets introduced at the company’s investor day and a broad series of recent price target increases across the Street. Analyst Commentary Street research around L3Harris Technologies has been active, with a series of higher price targets and updated models tied to the company’s refreshed 2028 framework and its planned missile solutions spinout backed by a US$1b preferred equity investment from the Department of War.
お知らせ • Apr 02L3Harris Technologies, Inc., Annual General Meeting, May 11, 2026L3Harris Technologies, Inc., Annual General Meeting, May 11, 2026.
お知らせ • Apr 01L3Harris Technologies, Inc. to Report Q1, 2026 Results on Apr 30, 2026L3Harris Technologies, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
新しいナラティブ • Mar 29LHX: The "Trusted Disruptor" Scaling the New Arsenal of FreedomL3Harris Technologies (LHX) is currently navigating a period of aggressive portfolio optimization, shifting from a broad defense conglomerate to a focused, high-margin technology powerhouse. As of the close on March 27, 2026, the stock is trading at $342.87 USD on the NYSE, following a minor 1.85% decline in Friday's session.
ナラティブの更新 • Mar 24LHX: Missile Spinout And Pentagon Investment Will Shape Future Risk ProfileAnalysts have raised their average price targets on L3Harris Technologies, with moves such as Baird's increase to $420 from $385. This reflects updated models following investor day targets and the planned missile solutions spinout with a $1b Department of War investment.
お知らせ • Mar 12L3harris Technologies Announces Executive ChangesL3Harris Technologies on March 12, 2026 announced an update to the leadership structure supporting its three reportable business segments, reinforcing the company’s continued focus on execution, operational performance, and customer mission. Effective March 12, 2026, Mr. Sam Mehta has been appointed President, Space & Mission Systems and Communications & Spectrum Dominance, effective March 16, 2026 (the “Effective Date”). The company expects to continue reporting financial results for each of its three segments separately, consistent with its previously announced structure. The company expects to continue reporting financial results for each of its three segments separately, consistent with its previously announced structure. Mehta and Ken Bedingfield, who leads the Missile Solutions segment, will continue to report directly to Chairman and Chief Executive Officer Christopher Kubasik. Mehta brings 25 years of leadership experience across the aerospace and defense industry. He previously led L3Harris’ Communication Systems segment and, earlier this year, assumed responsibility for the Space & Mission Systems segment. Mr. Mehta, 53, has served as President of L3Harris’ Space & Mission Systems segment since January 3, 2026, and served as President of L3Harris’ Communication Systems segment beginning in 2023. Before joining L3Harris, Mr. Mehta served as President, Advanced Structures, with Collins Aerospace, an RTX subsidiary from 2018 to 2022. Prior to RTX, Mr. Mehta spent over 17 years with Sikorsky Aircraft, most recently serving as President, Defense Systems and Services. On March 6, 2026, Jonathan Rambeau, currently President of the Communications & Spectrum Dominance segment, notified the Company of his departure to pursue external opportunities, effective March 15, 2026.
ナラティブの更新 • Mar 10LHX: Missile Spinout And Pentagon Partnership Will Shape Balanced Forward Risk ProfileAnalysts lifted their L3Harris Technologies price target range, with our fair value estimate moving from $382.37 to $388.11, as updated models reflect their higher long term targets following the investor day and recent Department of War partnership plans. Analyst Commentary Recent Street research on L3Harris Technologies has centered on the planned spin out of the Missile Solutions business, the Department of War's planned US$1b convertible preferred equity investment, and management's longer term targets shared at the investor day.
お知らせ • Mar 03+ 1 more updateL3Harris Technologies Announces Appointment of Kenneth (Ken) Sharp as Chief Financial Officer, Effective March 16, 2026L3Harris Technologies announced the appointment of Kenneth (Ken) Sharp as Chief Financial Officer, effective March 16, 2026. Kenneth (Ken) Bedingfield will focus exclusively on leading the Missile Solutions segment and rapidly scaling solid rocket motor manufacturing to meet the nation’s urgent missile demand. He will also be responsible for the eventual initial public offering of Missile Solutions. Sharp, 55, brings more than 30 years of financial leadership in defense and technology, with a proven record of driving growth and strengthening financial operations. He joins L3Harris from national security company Peraton Inc., where he served as Executive Vice President and CFO. Previously, Sharp was CFO of DXC Technology, a publicly traded global IT services company, and CFO of Northrop Grumman’s Defense Systems business. He began his career as an auditor at Ernst & Young and is a veteran of the Marine Corps, having served in Operations Desert Shield and Desert Storm.
ナラティブの更新 • Feb 23LHX: Missile Spinout And Pentagon Funding Will Support Balanced Risk Reward ProfileAnalysts have raised their price targets on L3Harris Technologies, and our updated fair value estimate nudged up to $382.37 as they refresh models around the planned missile solutions spinout, the $1b Pentagon investment, and higher assumed revenue growth and P/E multiples, even with slightly lower profit margin expectations and a modestly higher discount rate. Analyst Commentary Recent Street research on L3Harris Technologies has been active, with several bullish analysts revisiting their models and lifting price targets after the announced missile solutions spinout and the planned US$1b preferred equity investment from the Department of War.
ナラティブの更新 • Feb 08LHX: Missile Spinout And Pentagon Backing Will Support Balanced Premium MultipleAnalysts have raised their L3Harris Technologies fair value estimate from $364 to about $380.63, citing refreshed price targets across the Street and updated assumptions around revenue growth, profit margins, and future P/E multiples as key drivers of the change. Analyst Commentary Street research on L3Harris Technologies has been active, with several firms updating price targets and opinions following the announced spinout of the Missile Solutions business and the planned US$1b investment from the Department of War.
お知らせ • Jan 29L3harris Technologies, Inc. Provides Earnings Guidance for the Year 2026L3Harris Technologies, Inc. provided earnings guidance for the year 2026. For the year, the company expects revenue to be between $23 billion - $23.5 billion. Diluted EPS to be $11.30 per share- $11.50 per share.
ナラティブの更新 • Jan 24LHX: Missile Spinout And Space Refocus Will Support Balanced Premium MultipleAnalysts lifted their price target on L3Harris Technologies to $364, up $29, as they updated their models to reflect revised growth assumptions, adjustments to discount rates, and higher valuation multiples following recent price target increases across the Street tied to the planned missile solutions spinout and related government investment. Analyst Commentary Street research around L3Harris Technologies has been active, with several firms updating their models and lifting price targets following the announced missile solutions spinout and the planned approximately US$1b government investment in the new entity.
お知らせ • Jan 23L3Harris Technologies, Inc. Announces Quarterly Cash Dividend, Payable on March 20, 2026The Board of Directors of L3Harris Technologies has approved an increase in the company’s per share quarterly cash dividend rate from $1.20 to $1.25 commencing with the dividend for the first quarter of the year, payable March 20, 2026, to shareholders of record as of the close of business on March 6, 2026. The dividend corresponds to an increase in the annualized rate from $4.80 to $5.00.
ナラティブの更新 • Jan 07LHX: Future Space Refocus And Missile Programs Will Sustain Premium Earnings MultipleNarrative Update Analysts have nudged their price targets on L3Harris Technologies higher. Recent updates cite refreshed models after 3Q25 results and expectations for future awards, which is reflected in a slightly adjusted fair value estimate of about $334.26 and a future P/E of roughly 27.49x.
お知らせ • Jan 06+ 1 more updateL3Harris Technologies, Inc. Announces Management ChangesEffective January 5, 2025, L3Harris Technologies, Inc. has reorganized its business structure from four to three business segments, more closely aligning its portfolio with the future of warfare. The three business segments and leaders are as follows: Space & Mission Systems, led by Sam Mehta; Communications & Spectrum Dominance, led by Jon Rambeau; Missile Solutions, led by Ken Bedingfield. On January 5, 2026, the company announced that Edward Zoiss has been named Vice President, Engineering & Innovation. Mr. Zoiss ceased to serve as President of L3Harris’ Space & Airborne Systems segment at the end of L3Harris’ fiscal year on January 2, 2026.
お知らせ • Dec 30L3Harris Technologies, Inc. to Report Q4, 2025 Results on Jan 29, 2026L3Harris Technologies, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026
ナラティブの更新 • Dec 22LHX: Future Missile Demand Will Drive Earnings Momentum And Premium MultipleThe analyst price target for L3Harris Technologies has been nudged higher, with our fair value estimate rising by about $1 to approximately $335. This reflects analysts modestly upgrading long term growth expectations following stronger 3Q25 results and an improved outlook for future contract awards, despite slightly lower projected profit margins and a marginally higher discount rate.
ナラティブの更新 • Dec 08LHX: Earnings Momentum Will Accelerate Amid Expanding Defense And Missile DemandAnalysts have lifted their price target on L3Harris Technologies from $320 to a range of about $350 to $353 per share. This reflects updated models after solid Q3 results and a view that the company is well positioned for future defense awards amid supportive aerospace demand trends.
ナラティブの更新 • Nov 24LHX: Earnings Momentum Will Accelerate On Rising Demand For Advanced Defense SystemsThe consensus analyst price target for L3Harris Technologies increased from $320 to $350. Analysts cite the company's strong positioning for future contract awards and recent improvements in the aerospace and defense sector outlook as key factors supporting the upward revision.
Recent Insider Transactions Derivative • Nov 14Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of November. If the sale is conducted around the recent share price of US$301, it would amount to US$4.3m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Christopher's direct individual holding has decreased from 183.39k shares to 175.58k. Company insiders have collectively sold US$49m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Nov 10Upcoming dividend of US$1.20 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.1%).
ナラティブの更新 • Nov 05LHX: Shares Will Benefit From Production Surge And Major Contract Wins AheadAnalysts have raised their price target for L3Harris Technologies by $30 to $350 per share, citing improved profit margin expectations and the company's strong positioning for future contract awards. Analyst Commentary Following L3Harris Technologies’ latest quarterly results, analysts have provided updated perspectives on the company’s outlook and valuation.
Reported Earnings • Oct 31Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: US$2.47 (up from US$2.11 in 3Q 2024). Revenue: US$5.66b (up 6.9% from 3Q 2024). Net income: US$462.0m (up 16% from 3Q 2024). Profit margin: 8.2% (up from 7.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
ナラティブの更新 • Oct 22Analyst Upgrades Drive Higher Price Targets for L3Harris Amid Sector Momentum and New Defense ProgramsThe analyst price target for L3Harris Technologies has been raised from approximately $309 to $323. Analysts cite improving growth trends and increased confidence in the company’s ability to capitalize on new defense programs and sector momentum.
Declared Dividend • Oct 16Second quarter dividend of US$1.20 announcedShareholders will receive a dividend of US$1.20. Ex-date: 17th November 2025 Payment date: 5th December 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 14L3Harris Technologies Announces Quarterly Dividend, Payable on December 5, 2025The Board of Directors of L3Harris Technologies has declared a quarterly cash dividend of $1.20 per common share, payable December 5, 2025, to shareholders of record as of the close of business on November 17, 2025.
お知らせ • Oct 10L3harris Announces New Variants of Its Vampire SystemL3Harris Technologies has expanded its VAMPIRE™? system, demonstrating the company's ability to swiftly respond to the U.S. Department of War and allied partners' urgent need to defeat small unmanned autonomous systems accurately and affordably. The expanded family of systems now includes specialized variants for land, maritime, air and electronic warfare operations. VAMPIRE is a self-contained platform that delivers advanced reconnaissance and precision strike capabilities against drones and remotely piloted aircraft. The system has supported European combat operations since 2023. Building on the success of the baseline VAMPIRE system, L3Harris has incorporated additional sensor capabilities, precision weapons, electronic jammers and non-kinetic effects for use across several domains. The system uses artificial intelligence and machine learning to more swiftly detect, engage and defeat small and elusive unmanned threats. VAMPIRE is one of several programs inside the company's broader Counter-Unmanned Systems initiative.
ナラティブの更新 • Oct 08US Defense Initiatives Will Advance Missile And Communication CapabilitiesL3Harris Technologies has seen its analyst price target rise from $302.58 to $309.11, as analysts point to stronger growth prospects and favorable defense spending trends. Analyst Commentary Recent analyst notes on L3Harris Technologies reflect a constructive outlook for the stock, as well as some ongoing caution around certain aspects of the company's performance and the broader defense environment.
お知らせ • Oct 01L3Harris Technologies, Inc. to Report Q3, 2025 Results on Oct 30, 2025L3Harris Technologies, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025
Recent Insider Transactions Derivative • Sep 13Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 83k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$280, it would amount to US$23m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Christopher's direct individual holding has increased from 159.31k shares to 175.58k. Company insiders have collectively sold US$30m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Sep 12US Defense Initiatives Will Advance Missile And Communication CapabilitiesThe consensus analyst price target for L3Harris Technologies rose to $302.58 on the back of strong Q2 results, higher future guidance, and improved sector sentiment amid rising defense spending, despite some margin and program risks. Analyst Commentary Bullish analysts cite strong Q2 results and continued momentum, leading to higher guidance for 2025 and increased 2026 targets.
Upcoming Dividend • Aug 29Upcoming dividend of US$1.20 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 22 September 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.2%).
お知らせ • Aug 14US Space Force Successfully Launches L3Harris-Built NTS-3 SatelliteThe L3Harris-built advanced Navigation Technology Satellite-3 (NTS-3) has successfully launched from Cape Canaveral Space Force Station on a United Launch Alliance (ULA) Vulcan rocket. NTS-3 will be used for a variety of experiments to include testing on-orbit, next-generation technologies that assist warfighters in contested environments. NTS-3 is the Department of Defense's first experimental navigation satellite system in nearly 50 years. It is also the first fully reprogrammable Positioning, Navigation and Timing (PNT) satellite that will provide warfighters with responsive and flexible capability to ensure mission success. L3Harris delivered NTS-3 three times faster and at lower cost than similar programs by leveraging industry standard form factors and interfaces. NTS-3 is also smaller and lighter than traditional PNT satellites and will operate at a higher altitude. Once on-orbit, the satellite will perform experiments to shape the future of U.S. space-based PNT capabilities. NTS-3's payload technology is modular, scalable and can be configured to fly on different satellite buses. This technology will be instrumental in achieving future affordability goals and mission timelines. L3Harris propulsion and spaceflight avionics on the ULA Vulcan rocket were critical to delivering NTS-3 to a precise orbit. The rocket used two L3Harris RL10 engines, providing a combined total thrust of nearly 48,000 pounds. The rocket also used 12 MR-107 thrusters to help steer the upper stage and helium tanks that are essential to the rocket's operation. Key company spaceflight avionics include controllers, data acquisition units, and the T-740U Transmitter, which are crucial for vehicle control and data relay during launch.
Recent Insider Transactions Derivative • Aug 12Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of August. If the sale is conducted around the recent share price of US$270, it would amount to US$11m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Christopher's direct individual holding has increased from 159.31k shares to 175.58k. Company insiders have collectively sold US$26m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jul 30Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 72k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$271, it would amount to US$20m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Christopher's direct individual holding has increased from 159.31k shares to 175.57k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Jul 28Price target increased by 7.0% to US$292Up from US$273, the current price target is an average from 20 analysts. New target price is 8.5% above last closing price of US$269. Stock is up 20% over the past year. The company is forecast to post earnings per share of US$9.52 for next year compared to US$7.91 last year.
分析記事 • Jul 28L3Harris Technologies, Inc. (NYSE:LHX) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for L3Harris Technologies, Inc. ( NYSE:LHX ) shareholders, because the company has just released...
Reported Earnings • Jul 25Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$2.45 (up from US$1.93 in 2Q 2024). Revenue: US$5.43b (up 2.4% from 2Q 2024). Net income: US$458.0m (up 25% from 2Q 2024). Profit margin: 8.4% (up from 6.9% in 2Q 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.0%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.
Declared Dividend • Jul 21First quarter dividend of US$1.20 announcedShareholders will receive a dividend of US$1.20. Ex-date: 5th September 2025 Payment date: 22nd September 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 18+ 1 more updateL3harris Technologies, Inc. Declares Quarterly Dividend, Payable on September 22, 2025The Board of Directors of L3Harris Technologies has declared a quarterly cash dividend of $1.20 per common share, payable September 22, 2025, to shareholders of record as of the close of business on September 5, 2025.
お知らせ • Jul 02L3Harris Technologies, Inc. to Report Q2, 2025 Results on Jul 24, 2025L3Harris Technologies, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025
分析記事 • Jun 30Here's Why L3Harris Technologies (NYSE:LHX) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Jun 16Now 23% undervaluedOver the last 90 days, the stock has risen 17% to US$248. The fair value is estimated to be US$320, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Recent Insider Transactions Derivative • Jun 13Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of June. If the sale is conducted around the recent share price of US$248, it would amount to US$8.2m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Christopher's direct individual holding has increased from 159.31k shares to 175.57k. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • May 27Upcoming dividend of US$1.20 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 18 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.4%).
Seeking Alpha • Apr 26L3Harris Technologies: Attractive Growth At A DiscountSummary Despite a 2% stock price decline, L3Harris Technologies remains a buy due to its strong market position and better performance than the S&P 500. The company's diverse segments, particularly Communication Systems, show significant growth potential, with a focus on cyber, ISR, and hypersonics. First quarter earnings reveal mixed results, with overall sales down but profits growing, particularly in Communication Systems and Aerojet Rocketdyne. L3Harris is undervalued, trading below median EV/EBITDA levels, offering a compelling entry point with a 35% upside potential based on 2025 earnings. Read the full article on Seeking Alpha
Reported Earnings • Apr 25First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$2.05 (up from US$1.49 in 1Q 2024). Revenue: US$5.13b (down 1.5% from 1Q 2024). Net income: US$386.0m (up 36% from 1Q 2024). Profit margin: 7.5% (up from 5.4% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 5.7%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.
Declared Dividend • Apr 21Fourth quarter dividend of US$1.20 announcedShareholders will receive a dividend of US$1.20. Ex-date: 3rd June 2025 Payment date: 18th June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 18L3Harris Technologies Announces Quarterly Dividend, Payable on June 18, 2025The Board of Directors of L3Harris Technologies has declared a quarterly cash dividend of $1.20 per common share, payable June 18, 2025, to shareholders of record as of the close of business on June 3, 2025.
お知らせ • Apr 01+ 1 more updateL3Harris Technologies, Inc. to Report Q1, 2025 Results on Apr 24, 2025L3Harris Technologies, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025
お知らせ • Mar 27L3Harris Technologies' New Advanced Large Solid Rocket Motors Power Successful US Missile Defense TestL3Harris Technologies has debuted an advanced large solid rocket motor to power the company's air-launched, Medium Range Ballistic Missile (MRBM) target vehicle. The new L3Harris solid rocket motor, named eSR-19, was part of a recent Missile Defense Agency (MDA) test that powered the target's first and second stages. The test, designated as Flight Test Other-40 or Stellar Banshee, demonstrated detection and tracking of an advanced hypersonic target by the USS Pinckney. The exercise included firing a simulated upgraded Standard Missile 6 at the target, an air-launched MRBM with a Hypersonic Target Vehicle 1 front end. The eSR-19 is an upgraded version of the SR-19, which powers the second stage of the nation's Minuteman III strategic missiles. The new advanced large solid rocket motor features a lighter filament-wound composite case and other improvements to provide enhanced performance. The successful mission marks L3Harris' 39th launch in support of the U.S. missile defense program.
Seeking Alpha • Mar 25L3Harris: Attractive ValuationSummary L3Harris Technologies experienced substantial growth in 2024, with revenue rising from $19.4B in 2023 to $21.3B and EPS increasing from $6.44 to $7.87. All segments showed strong performance, with products revenue climbing from $13.7B to $15.1B and services revenue from $5.7B to $6.2B. The company's technological depth, strong financials, and favorable valuation contribute to its robust economic moat and positive future outlook. Despite the strong performance, potential LHX stock risks must be considered, but the overall outlook remains favorable for L3Harris. Read the full article on Seeking Alpha
Seeking Alpha • Mar 18L3Harris Technologies: Another Dip Opportunity As Defense Spend In QuestionSummary L3Harris Technologies stock gets prior buy rating reaffirmed, after price dip below moving average. The firm has a proven model of profitability growth, free cashflow generation to support dividend growth, new contract wins, and a low leverage risk with a strong credit rating. LHX is among the top 10 defense/aerospace firms, giving it a unique market position but also competition from key peers. The role of public policy decisions in the US and elsewhere could pose a downside risk if they lead to significant defense cuts, impacting future contracts. Read the full article on Seeking Alpha
Recent Insider Transactions • Mar 11President of Space & Airborne Systems recently sold US$1.1m worth of stockOn the 7th of March, Edward Zoiss sold around 5k shares on-market at roughly US$212 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$9.4m more than they bought in the last 12 months.
お知らせ • Mar 10L3Harris Technologies, Inc., Annual General Meeting, Apr 18, 2025L3Harris Technologies, Inc., Annual General Meeting, Apr 18, 2025.
お知らせ • Mar 08L3Harris Technologies, Inc. Announces Not Standing for Re-Election of William H. Swanson as DirectorL3Harris Technologies, Inc. announced the company restated certificate of incorporation, as amended, provides that its Board will consist of not less than 8 or more than 15 directors, the exact number of directors to be determined from time to time by the board. Under its retirement policy, directors who reach age 75 may not stand for re-election, but may serve out the remainder of their terms. At the time of the 2025 Annual Meeting, six directors (including William H. Swanson, who is retiring and not standing for re-election at the 2025 Annual Meeting) will have left its Board, and five directors will have been added to its Board, as part of its Board's refreshment efforts since its 2022 Annual Meeting.
Recent Insider Transactions Derivative • Mar 07Chairman & CEO exercised options and sold US$2.1m worth of stockOn the 28th of February, Christopher Kubasik exercised options to acquire 10k shares at no cost and sold these for an average price of US$206 per share. This trade did not impact their existing holding. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Christopher's direct individual holding has increased from 159.22k shares to 167.40k. Company insiders have collectively sold US$32m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 01L3harris Technologies Announces Increases Quarterly Dividend, Payable on March 21, 2025The Board of Directors of L3Harris Technologies approved an increase in the company’s per share quarterly cash dividend rate from $1.16 to $1.20. The increase commences with the dividend for the first quarter of the year, payable March 21, 2025, to shareholders of record as of the close of business on March 10, 2025. The dividend corresponds to an increase in the annualized rate from $4.64 to $4.80.
Seeking Alpha • Feb 20L3Harris Technologies: Back In The Buy Zone Amid DOGE Woes (Rating Upgrade)Summary L3Harris Technologies delivered solid results for 2024 with adjusted EPS of $13.10 and revenue growth of 10% year-over-year. Still, LHX shares are down 25% from their 52-week-high. In this update, I share my view on LHX's 2024 results, with a focus on its ongoing restructuring program. As L3Harris filed its 2024 10-K report last week, I will also provide an update on leverage and upcoming maturities. Finally, I will explain why I feel comfortable adding to my existing LHX position despite the current DOGE woes. Read the full article on Seeking Alpha
お知らせ • Feb 10L3harris Technologies Introduces AMORPHOUS™L3Harris Technologies has introduced AMORPHOUS™, its new software that features a single user interface to operate thousands of autonomous assets simultaneously. Designed with an open architecture, this software enables the United States and allied militaries to control a mix of uncrewed platforms, payloads and systems, even if another manufacturer produces them. AMORPHOUS, which stands for Autonomous Multi-domain Operations Resiliency Platform for Heterogeneous Unmanned Swarms, includes an intuitive and distributed command-and-control interface to give operators the flexibility to conduct a wider array of intricate military missions. This collaborative autonomy at scale will provide warfighters with a decisive overmatch capability. L3Harris is currently developing prototypes using the AMORPHOUS architecture on contracts for the U.S. Army and the Defense Innovation Unit. AMORPHOUS has demonstrated its flexibility and interoperability by controlling multiple separate assets across multiple vehicle types operating in different domains during government-managed tests. AMORPHOUS supports decentralized decision-making, which enables individual uncrewed assets to perform their own tasks autonomously and make real-time tactical decisions inside the network.
お知らせ • Feb 05L3harris Technologies, Inc. All-Digital Electronic Warfare Suite L3harris Viper Shield Completes First FlightThe L3Harris Technologies all-digital electronic warfare (EW) suite, Viper Shield, has completed its first flight in a single-seat Block 70 F-16 operated by the 412th Test Wing at Edwards Air Force Base, California. Viper Shield provides the most advanced EW capability to F-16 fighter fleets for six international partners. The flight included a series of risk reduction tests related to the mission computer and other avionic subsystems compatibility, as well as interoperability with the APG-83 active electronically scanned array (AESA) fire control radar. Viper Shield is a low-risk, low-cost system that counters modern radar threats with immediate detection and advanced jamming responses to disrupt the adversary’s kill chain. Unlike other EW system providers, Viper Shield will integrate across all F-16 Blocks with minimal modifications to the aircraft, and it is fully configurable with both the current Mission Modular Computer and the Next Generation Mission Computer.
Reported Earnings • Jan 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$7.91 (up from US$6.47 in FY 2023). Revenue: US$21.3b (up 9.8% from FY 2023). Net income: US$1.50b (up 22% from FY 2023). Profit margin: 7.0% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Seeking Alpha • Jan 26L3Harris Technologies: A Rare Undervalued U.S. Aerospace And Defense Stock To BuySummary L3Harris Technologies, formed in 2019, is a multi-domain aerospace and defense specialist with strong growth prospects in communications, ISR, avionics, rocket motors, and cybersecurity. The company reported Q3 revenues of $5.3 billion and $833 million in adjusted operating profits, with a robust backlog of $34 billion. Analysts expect L3Harris to achieve high-end 2024 guidance with $21.3 billion in sales and EPS of $13.06, indicating strong growth potential. L3Harris stock is significantly undervalued, offering a compelling investment opportunity with potential upside targets of $272 and $318, making it a buy. Read the full article on Seeking Alpha
お知らせ • Jan 22L3Harris Technologies Announces Executive ChangesL3Harris Technologies announced Ken Bedingfield, 52, has been appointed President, Aerojet Rocketdyne, effective February 3, 2025, in addition to his responsibilities as L3Harris' Chief Financial Officer. He succeeds Ross Niebergall, who will remain with the company to support a seamless transition before retiring. Sam Mehta's role will be expanded to lead enterprise Strategic Collaboration Agreements while continuing to lead the Communication Systems segment. Mehta, 52, will establish, grow and leverage strategic relationships with industry partners to deploy next-generation capabilities to the U.S. and its allies. In addition, the company's transformation initiative, LHX NeXt, led by Heidi Wood, 59, has been elevated to report to L3Harris Chair and Chief Executive Officer Chris Kubasik.
Seeking Alpha • Jan 15L3Harris: Now Is The Time To Buy This Dividend HeavyweightSummary L3Harris Technologies is just weeks away from presumably delivering a 24th consecutive dividend increase to shareholders. The company outperformed analysts' expectations for revenue and non-GAAP diluted EPS in the third quarter. L3Harris is on the verge of reaching its targeted net leverage ratio. The defense contractor and aerospace company's shares could be 12% undervalued. L3Harris appears to be primed for 13% annual total returns through 2027. Read the full article on Seeking Alpha
お知らせ • Jan 06L3Harris Technologies, Inc. to Report Q4, 2024 Results on Jan 30, 2025L3Harris Technologies, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025
お知らせ • Dec 28L3harris Technologies, Inc. Announces Retirement of Peter W. Chiarelli from the BoardL3Harris Technologies, Inc. announced on December 20, 2024, General (ret.) Peter W. Chiarelli notified the Board of Directors of the company that he decided to retire from the Board at the end of 2024. Mr. Chiarelli would not be standing for re-election at the next annual meeting of shareholders due to the Company’s retirement policy. Mr. Chiarelli’s decision to retire does not involve a disagreement on any matter relating to the Company’s operations, policies, or practices.
Seeking Alpha • Dec 06L3Harris Technologies: Strategic Focus On Defense Technology; Initiate With 'Buy'Summary L3Harris Technologies is evolving into a pure defense technology player, with strategic acquisitions like Aerojet Rocketdyne and Viasat’s Tactical Data Links. The company targets $1 billion in cost savings through workflow automation and supply chain improvements, leveraging partnerships like the one with Palantir. Recent financials show 5% organic growth in revenue and adjusted EPS, with a strong outlook for a 16%+ operating margin by FY26. Given geopolitical tensions and robust defense market demands, I rate L3Harris a ‘Buy’ with a one-year target price of $255 per share. Read the full article on Seeking Alpha
Upcoming Dividend • Nov 11Upcoming dividend of US$1.16 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.4%).
お知らせ • Nov 08L3Harris Technologies Completes Safety of Flight TestingL3Harris Technologies has completed Safety of Flight (SOF) qualification on its Viper Shield™ all-digital electronic warfare (EW) suite for F-16 fighter jets. The company will provide the advanced capability to F-16 fleets for six international partners. The Viper Shield system passed a series of environmental and electrical tests across structural integrity, thermal and electrical safety, and aircraft aerodynamics areas. Through the extensive SOF regimen, Viper Shield handled the stresses and strains of normal and extreme flight maneuvers, and the company proved it to be safe, reliable and effective on the aircraft. Viper Shield equips aircrews and commanders with situational awareness about the electronic landscape and helps them identify, locate and counter threats to enable survivability and lethality in the most challenging environments. It is the only advanced EW solution that is funded and in active production for international F-16 partners. By design, L3Harris engineered Viper Shield to allow for future capability upgrades, ensuring it can adjust to an evolving electromagnetic spectrum environment.
Recent Insider Transactions Derivative • Nov 03Chairman & CEO notifies of intention to sell stockChristopher Kubasik intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of October. If the sale is conducted around the recent share price of US$248, it would amount to US$5.3m. For the year to January 2020, Christopher's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Christopher's direct individual holding has increased from 159.22k shares to 159.30k. Company insiders have collectively sold US$31m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Oct 25Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$2.11 (up from US$2.02 in 3Q 2023). Revenue: US$5.29b (up 7.7% from 3Q 2023). Net income: US$400.0m (up 4.4% from 3Q 2023). Profit margin: 7.6% (down from 7.8% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Seeking Alpha • Oct 25Mission-Critical Dividends: Why L3Harris Stands Out In My PortfolioSummary L3Harris Technologies, Inc. is a high-conviction dividend growth stock, leveraging strategic high-margin contracts and innovative partnerships to drive impressive returns and future growth. The company boasts a record $34 billion backlog, robust revenue growth, and rising margins, positioning it well for long-term profitability. L3Harris is on track to meet its net leverage target, enabling aggressive shareholder returns through dividends and buybacks, with a promising 2026 free cash flow yield of nearly 6%. Despite recent acquisitions increasing debt, the company's focus on smaller, profitable deals and operational improvements supports a strong long-term valuation and growth outlook. Read the full article on Seeking Alpha
お知らせ • Oct 25L3Harris Technologies, Inc. Revises Earnings Guidance for the Year 2024L3Harris Technologies, Inc. revised earnings guidance for the year 2024. For the year, the company expects revenue to be in the range of $21.1 Billion to $21.3 Billion compared to previous guidance of $21.0 Billion to $21.3 Billion.
Declared Dividend • Oct 20Second quarter dividend of US$1.16 announcedShareholders will receive a dividend of US$1.16. Ex-date: 18th November 2024 Payment date: 6th December 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 17L3Harris Technologies Announces Quarterly Dividend, Payable on December 6, 2024The Board of Directors of L3Harris Technologies has declared a quarterly cash dividend of $1.16 per common share, payable on December 6, 2024, to shareholders of record as of the close of business November 18, 2024.
お知らせ • Oct 16+ 1 more updateL3Harris Technologies Debuts its New Autonomous Reconnaissance and Security Vehicle System, DiamondbackL3Harris Technologies debuted its new autonomous reconnaissance and security vehicle system, Diamondback, at the Association of the United States Army’s annual meeting this week. Diamondback’s open development approach improves the ability to ramp up production, reduces costs, increases maintainability and accelerates the speed of technology insertions that support adaptation for evolving missions. L3Harris designed Diamondback to complement existing classes of robotic vehicles and fill roles and cost profiles associated with manned vehicles. The company is partnering with Overland AI, an autonomous ground mobility business, that is providing its off-road, cross country vehicle navigation technology for the Diamondback’s mission systems.
Seeking Alpha • Oct 02L3Harris Technologies: A Mispriced Gem Among U.S. Defense StocksSummary L3Harris Technologies is an undervalued defense stock with strong performance, benefiting from geopolitical tensions and bipartisan support for military spending. The company’s LHX NeXt cost savings plan and strategic M&A, including Aerojet Rocketdyne, drive growth and operational efficiency. L3Harris offers a solid dividend yield, nearing Dividend Aristocrat status, and plans to increase dividends and continue its shares repurchase. Strong backlog, solid book-to-bill ratio, and macro tailwinds make L3Harris stock a compelling buy for value and dividend investors. Read the full article on Seeking Alpha