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LHLHX

L3Harris Technologies, Inc.

$LHX·$54B·Aerospace & Defense·Industrials
$288.50+1.4%YTD-3.3%1Y+7.9%
Mentions · last 7 days
2026-07-09: 11 posts2026-07-10: 16 posts2026-07-11: 4 posts2026-07-12: 8 posts2026-07-13: 19 posts2026-07-14: 16 posts2026-07-15: 9 posts83-10%
Price updated 3m ago·X counts updated 2d ago
LHLHX
$LHXL3Harris Technologies, Inc.
$288.50+1.43%83 posts-10%
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 numbersEvent coming upAI verdict · as of 2026-07-17

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

L3Harris is the defense-electronics prime at 22% of range — congressional-following-signal is the specific bull tell.

L3Harris Technologies is the specific defense-electronics prime whose Tactical Land and Air Forces exposure has been a specific de-rating driver. The stock is at 22% of its 52-week range going into July 29 earnings.

Why the setup reads:

  • Fundamentals are reasonable defense-prime: 10% operating margin, 5% return on invested capital, and 4.5% free cash flow yield at 33x TTM P/E — the specific numbers that let LHX earn a durable defense-prime multiple.
  • The congressional-signal is a specific tell: Rep. Richard McCormick (Tactical Land and Air Forces Committee) buying up to $30k of LHX is the specific insider-adjacent signal — his second purchase, with proven timing on the previous +36% run.
  • The tape is coiled at low levels: sitting 5.8% below the 50-day and 10% below the 200-day at 22% of the 52-week range — a compressed setup with specific catalyst risk approaching.
  • The $150M contract award in April is the specific commercial evidence: L3Harris has been converting specific defense budget flow into revenue — meaning the multi-year backdrop is durable.

July 29 earnings is the trigger. A number confirming specific defense-contract execution plus stable FCF trajectory extends the leg; a soft print with margin compression is the specific setup that would extend the coil.

Agrees with X sentimentX is bullish on the McCormick congressional-following signal and the defense-trade framing, and the specific insider-adjacent signal is a genuine tell. The gap the corpus isn't sizing is that L3Harris's multiple has already de-rated meaningfully — the print has to specifically deliver on FCF trajectory.

What to watch: The July 29 print — defense-contract execution, FCF trajectory, and any commentary on segment margins. Above-consensus FCF plus contract execution extend the leg; a soft print or margin compression extends the coil.

On the calendar: 2026-07-29 — Q2 earnings

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-07-15

L3Harris Technologies chatter is bullish congressional-following. Rep. Richard McCormick (Tactical Land and Air Forces Committee) bought up to $30k of LHX - his second time. LHX was awarded a $150M contract in April 2026. Community frames McCormick as a doctor/Marine pilot with proven timing (loaded LHX before it ran +36%). Community broadly long the defense trade.

Read the AI verdict + X sentiment for $LHX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • 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

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $LHX

Partial — Makes defense electronics including tactical radios, electronic warfare systems, and sensors for US military platforms; this segment overlaps with the defense budget expansion and space commercialization but is not the dominant revenue driver.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+18.8%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
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%
Q2 2025Jul 24, 2025$2.78$2.48+12.1%
Next earningsWed, Jul 29·consensus EPS $2.81

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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$23.6B$23.4B – $23.7B$11.63$11.33 – $11.8715
FY28$25.5B$25.1B – $26.1B$13.66$12.98 – $14.2515
FY29$27.4B$27.4B – $27.5B$15.78$15.02 – $16.7416
FY30$29.7B$29.3B – $30.2B$17.78$17.43 – $18.168
FY31$31.6B$31.1B – $32.1B$19.67$19.28 – $20.097

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.22%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.-5.8%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.-10.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 185.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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$677KSellMar 2Jon RambeauPres., Coms. & Spec. Dom.5.5K sh$2.0MSellMar 2Melanie RakitaPresident751 sh$278KSellMar 2Samir MehtaPres., Space & Mission Sys.5.5K sh$2.0MSellFeb 26Melanie RakitaPresident2.4K sh$812K
+ 38 other (27 awards · 6 exempts · 5 inkinds) 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
  • 30 / 60 / 180-day windows so you can spot building conviction
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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

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
8-KOfficer or director changeMar 28-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
S-3ASRAuto-shelf registrationFeb 12S-3ASR
+ 14 other (3 13Gs · 2 earnings 8-Ks · 2 routine 8-Ks · 2 proxys) in window

Recent news

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

Artisan Mid Cap Fund Q2 2026 Performance Reviewseekingalpha.com·2d agoMissed Out On The SpaceX IPO? Buy These Industrial Giants Instead.fool.com·2d agoCongressman Buys Defense Stock While Serving on Armed Services Committee: What Investors Should Knowbenzinga.com·3d agoUS Space Force Selects L3Harris to Provide Advanced Tracking Satellites for America's Missile Defensebusinesswire.com·4d agoUS Army Awards L3Harris NGC2 Manpack Radio Delivery Ordersbusinesswire.com·8d ago

In themes

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

Space EconomyDefense & DronesCybersecurity

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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