Company Snapshot

Investment Thesis

L3Harris Technologies supplies defense electronics, space payloads, and communications systems. Portfolio realignment and classified programs support above-peer growth with strong cash conversion.

  • Integrated Mission Systems: ISR sensors and electronic warfare content benefit modernization.
  • Space & Airborne: Responsive space payloads and missile warning sensors ride proliferated LEO demand.
  • Margins & Cash: Operational excellence and divestitures focus on high-return franchises.

Strategic Mix

Integrated Mission Systems ISR, EW, and maritime solutions
Space & Airborne Space payloads, avionics, and mission avionics
Communication Systems Tactical radios and broadband comms
Aerojet Rocketdyne Propulsion and defense munitions

Mix follows L3Harris’ segment reporting including Aerojet acquisition.

Recent Performance

MTD TBD
QTD TBD
YTD TBD
5Y TBD

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Strategic Insights

Classified Backlog

High mix of restricted programs reduces recompete risk.

Space Proliferation

Constellations for missile warning and tracking fuel growth.

Portfolio Shaping

Divestitures and integrations aim to reach mid-20% EBIT margins.

Latest Coverage

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