TickerTalks
Browse all tickers →
TickerTalks›$LHX
LHLHX

L3Harris Technologies, Inc.

$LHX·$44B·Aerospace & Defense·Industrials
$248.51+3.3%YTD-20.2%1Y-12.6%
Price updated 5h ago·X counts updated 5d ago
LHLHX
$LHXL3Harris Technologies, Inc.
$248.51+3.33%77 posts1.1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $LHX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

77X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $LHX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 78% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-13

L3Harris Technologies sentiment is bullish after receiving a $4.7B, seven-year contract from Lockheed Martin to produce propulsion systems for the PAC-3 Missile Segment Enhancement interceptor, L3Harris's largest PAC-3 contract ever. RSI left oversold on Sept 4, and Covenant's Anthem missile production expansion adds context.

Read what X is saying about $LHX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LHX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptEvent coming upAI verdict · as of 2026-10-03

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

L3Harris just signed its largest-ever $4.7B PAC-3 contract — the defense setup is specific and the drawdown is deep.

L3Harris Technologies is a defense-prime with specific exposure to missile systems, communications, and aerospace. The 2026 drawdown reflects general defense-cost-overrun concerns, now partially offset by the newly disclosed $4.7B PAC-3 propulsion contract — the largest PAC-3 win in L3Harris history.

  • The P&L is still working: Q2 revenue grew 11.9% YoY to $5.74B at an 11.2% operating margin and $2.74 EPS, with trailing EPS beats of 12% and 7.5% — these are the beats of a disciplined defense prime.
  • The specific contract catalyst is unusual: the $4.7B seven-year PAC-3 Missile Segment Enhancement interceptor contract from Lockheed Martin is defining — long-duration, firm-fixed-price, and sized meaningfully relative to L3Harris's revenue base.

At 2% of its 52-week range and 24% below the 200-day going into Oct 29 earnings, this is a textbook defense-prime turnaround coil. A clean operating-margin print plus any specific missile-systems-production commentary is the trigger; another securities-litigation disclosure or F/A-XX-adjacent cost overrun is the invalidation.

Agrees with X sentimentThe bullish $4.7B PAC-3 contract framing and the RSI-oversold-reversal setup are both grounded. The Pomerantz Law Firm investor alert is standard post-drawdown boilerplate — not a thesis crack.

What to watch: Oct 29 Q3 earnings — Communication Systems revenue, missile-systems backlog, operating margin, and FY27 guide. Clean missile-systems detail plus margin expansion is the trigger; another cost-overrun disclosure is the invalidation.

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

event ahead 30ddefense contract

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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 — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $LHX

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

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%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 $2.96

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 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$23.6B$23.3B – $24.0B$11.97$11.60 – $12.1511
FY28$25.2B$24.9B – $25.5B$13.60$12.81 – $14.1711
FY29$27.2B$26.3B – $28.0B$15.59$14.59 – $16.3414
FY30$29.4B$28.9B – $30.0B$17.93$17.57 – $18.437
FY31$31.7B$31.2B – $32.4B$20.23$19.83 – $20.796

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.2.1×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.11%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.-2.5%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.-19.3%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 today1.8% 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
+ 30 other (28 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
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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.

+ 11 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 11-K) in window

Recent news

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

HGT Law Announces Investigation of L3Harris Technologies, Inc. (NYSE:LHX)prnewswire.com·1d agoL3Harris and Divergent Sign Teaming Agreement to Increase Production of Affordable Mass Munitionsbusinesswire.com·3d agoL3Harris Delivers First VAMPIRE Units to US Army for Drone Defensebusinesswire.com·4d agoL3Harris Awarded Solid Rocket Motor Contract with Record Productionbusinesswire.com·5d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of L3Harris Technologies, Inc. - LHXglobenewswire.com·10d ago

In themes

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

Space EconomyDefense & DronesCybersecurity

More in Aerospace & Defense

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SPCX$RKLB$FLY$SIF$BA$LUNR$RDW$ACHR
Voices on X · last 7 days

No standout posts about $LHX on X in the last 7 days.

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.

PrivacyTermsSupport