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LHLHX

L3Harris Technologies, Inc.

$LHX·$53B·Aerospace & Defense·Industrials
$262.82+0.3%YTD-3.0%1Y-5.1%
Mentions · last 7 days
2026-08-21: 8 posts2026-08-22: 1 posts151-1%
Price updated 3d ago·X counts updated 9d ago
LHLHX
$LHXL3Harris Technologies, Inc.
$262.82+0.32%151 posts-1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LHX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-08-30

The move has stalled — likely just drifts unless something new shows up.

Defense prime under a very specific cost-eating pressure — the tape is stuck and the news isn't helping.

L3Harris Technologies is a large-cap defense prime with communications, ISR, and space systems — and it owns 40% of Aerojet Rocketdyne. Shares are -3% YTD and -5% TTM at $263, essentially locked in a range while the news backdrop has quietly turned negative.

  • Revenue and EPS are compounding modestly: quarterly revenue ran $5.43B / $5.66B / $5.65B / $5.74B at a 25% gross margin, quarterly EPS at $2.45 / $2.47 / $1.60 / $2.74 — analysts model $23.6B and $11.73 EPS for the fiscal year, so at $263 the stock is at roughly 22x forward, a full multiple for a defense prime in a cost-pressure environment.
  • The White House cost-eating pressure is the specific issue: the administration is reportedly forcing LMT/GD/LHX/NOC/BA/RTX to eat costs on funding uncertainty — that's a real margin threat for a business at 25% gross margin, and it caps how tightly the stock can trade to any positive contract catalyst.
  • The demand signals are contested: bulls flag the defensive-cohort strategic importance and the Rocketdyne 40% ownership, while bears point to empty parking lots at production sites — that's the kind of ground-truth signal that raises real questions about program cadence, and the multiple new officer Form 3 filings underscore a leadership churn phase.

An Oct 29 print that shows revenue growth stable and adds any commentary on specific program-margin recovery extends whatever floor exists; another cost-eating disclosure, a further Pomerantz-style lawsuit escalation, or a soft Space-Systems or Aerojet-Rocketdyne quarter is what turns 'stalled' into a real reset.

What to watch: The Oct 29 Q3 print — segment margins, program cadence commentary, and any DOD or White House pricing update. A cost-eating disclosure or a Space-Systems soft print is what turns stalled into a reset.

On the calendar: 2026-10-29 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠5 posts analyzed · as of 2026-08-14 · top-engagement diverged

L3Harris sentiment is contested. Bulls flag defensive-cohort strategic importance, Rocketdyne 40% ownership, and long-term growth setups. Bears point to White House forcing LMT/GD/LHX/NOC/BA/RTX to eat costs on funding uncertainty, and empty parking lots at production sites suggesting weaker demand. Genuinely mixed.

Read the AI verdict + X sentiment for $LHX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes defense electronics including tactical radios, electronic warfare systems, and sensors for US military platforms.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $LHX.

Aerospace & Defense · Industrials

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $LHX

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; L3Harris Technologies, Inc.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+16.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
33.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
25.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$3.13$2.80+11.8%
Q1 2026Apr 30, 2026$2.72$2.53+7.5%
Q4 2025Jan 29, 2026$2.86$2.76+3.6%
Q3 2025Oct 30, 2025$2.70$2.58+4.7%
Next earningsThu, Oct 29·consensus EPS $2.98

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.7B+11.9%24.4%11.2%$2.74$-194.0M
Q4 FY25$5.6B+2.3%25.6%6.7%$1.60$1.8B
Q3 FY25$5.7B+6.9%26.4%11.2%$2.47$427.0M
Q2 FY25$5.4B+2.4%24.6%10.8%$2.45$552.0M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$23.6B$23.4B – $23.8B$11.73$11.45 – $11.8615
FY28$25.4B$25.0B – $26.0B$13.60$12.92 – $14.1915
FY29$27.4B$26.5B – $28.0B$15.66$14.96 – $16.4015
FY30$29.3B$28.7B – $29.8B$17.68$17.23 – $18.107
FY31$31.6B$30.9B – $32.1B$19.67$19.17 – $20.1311

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-16.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 185.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.755-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 5Melanie RakitaPresident2.2K sh$677K
+ 27 other (25 awards · 1 exempt · 1 inkind) in window

See when $LHX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 253
AI summary

A new officer of L3Harris Technologies, Inc. filed a Form 3 reporting initial beneficial ownership consisting of stock options (three tranches, exercise prices $181.91-$355.16, vesting over 2025-2029) and restricted stock units (three tranches, vesting 2027-2029). This is a routine initial officer ownership report reflecting standard equity compensation grants.

3New insider — initial holdingsAug 253
AI summary

A second new officer of L3Harris Technologies, Inc. filed a Form 3 reporting initial beneficial ownership of multiple stock option tranches (exercise prices $206.11-$355.16) and restricted stock units (vesting 2027-2029), reflecting standard long-term equity compensation grants. This is a routine initial officer ownership report.

8-KOfficer or director changeAug 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

L3Harris Technologies (LHX) filed an 8-K under Items 5.02, 7.01, 8.01, and 9.01, reporting an executive officer or director change, a Regulation FD disclosure, and other material events effective August 16, 2026. L3Harris, headquartered in Melbourne, FL, is a defense electronics and communications systems contractor. No specific names or details were available in the excerpt.

3New insider — initial holdingsAug 33
AI summary

One Reporting filed a Form 3 reporting initial beneficial ownership of LHX securities. The form establishes the reporting person's baseline ownership position. Form 3 must be filed within 10 days of becoming a director, officer, or 10%-or-greater shareholder. This is an administrative filing that anchors future insider-transaction reporting for LHX.

8-KOfficer or director changeJul 248-K — Item 5.02: Officer or director change
AI summary

LHX filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers . The filing also covers Item(s) 9.01. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

8-KShareholder voteMay 128-K — Item 5.07: Shareholder vote
AI summary

LHX held its Annual Meeting of stockholders around 2026-05-12 (8-K Item 5.07). The meeting was adjourned, likely due to insufficient quorum. Routine governance event — monitor for unusually high withhold votes as an activist signal.

3New insider — initial holdingsMay 53
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for LHX on 2026-05-05, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMar 128-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 15 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of L3Harris Technologies, Inc. - LHXprnewswire.com·4d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of L3Harris Technologies, Inc. - LHXglobenewswire.com·6d ago“I Don't Buy IPOs”: Veteran Investor Names 3 Profitable Space Stocks to Own Instead of SpaceX247wallst.com·6d agoAs Starlink Passes 11,000 Satellites, These 5 Stocks Will Feel It First247wallst.com·11d agoL3HARRIS TECHNOLOGIES, INC. INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates L3Harris Technologies, Inc.'s Directors and Officers for Breach of Fiduciary Duties – LHXbusinesswire.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space EconomyDefense & DronesCybersecurity

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