LHX
NYSE · Industrials · Aerospace & Defense · US
Research · Oct 30, 2026
Defense Manufacturing Expands Qualified Production Capacity
Indra, Kongsberg, and L3Harris are expanding qualified defense production, including a six-fold solid rocket motor capacity plan, but ramps take years.
Research · Oct 30, 2026
L3Harris (LHX) Q3 2026 Earnings: $11B Missile Contracts Double Backlog
L3Harris Q3 2026: THAAD and PAC-3 contracts worth $11 billion doubled missile backlog to $20 billion, while free cash flow hit $1.26 billion; most new backlog is unfunded.
Research · Oct 23, 2026
[LHX] L3Harris: Q3 2026 Earnings Test Backlog Conversion and Cash Flow
L3Harris grew Q2 2026 revenue 8% to $5.88B with a record $42B backlog; Q3 tests whether that backlog can deliver the ~$2.4B of second-half free cash flow its guide needs.
Research · Sep 3, 2026
[LHX] L3Harris Technologies Thesis 2026: Missile Spinoff Planned, Defense Guidance Raised
L3Harris FY25 (Jan 3, 2026 FYE) at $21.87B revenue (+3%). NI $1.61B; EPS $8.53 (+8%). Reorganized into 3 segments. Missile Solutions IPO planned 2026. Record order book exit FY25. Total debt cut $2.5B to $10.44B. FY26 guide: $23-$23.5B revenue (+7% organic), GAAP EPS $11.30-$11.50, segment OI margin low 16%, FCF $3B.
Research · Apr 28, 2026
AMZN: $11.6B Kuiper Capex Targets Starlink LEO
Amazon's $11.6B Kuiper investment highlights the LEO satellite spending boom, benefiting launchers like RKLB and builders like ASTS while pressuring VSAT. We rank six plays by exposure and valuation, favoring pure-plays amid $100B+ capex wave.
Research · Apr 13, 2026
NASA Artemis II Success: LMT Leads 6 Defense Stocks Ranked for Lunar Economy Upside
Artemis II's safe return on April 11, 2026, de-risks NASA's lunar program, favoring contractors like LMT and NOC with direct hardware roles. We rank six stocks by exposure, ranking LMT highest for its Orion primacy and steady growth. Risks include delays and competition from private launchers.
Research · Apr 10, 2026
AAPL AI Pivot: Why the New On-Device LLM Matters More Than the iPhone 17
Trump's NATO exit threats are forcing Europe to invest billions in defense manufacturing, creating export bonanzas for US primes like RTX and LMT. With backlogs surging and guidance upbeat, these firms offer compelling tailwinds—ranked by exposure and value.
Research · Apr 10, 2026
GOOGL $75B Wiz Deal: Cloud Security Leader at 37x Revenue — Is It Worth the Premium?
SpaceX's confidential IPO filing spotlights ARK ETFs with private stakes and suppliers like NOC, RTX, LHX, and BA. These positions offer leveraged upside from valuation unlock and ecosystem expansion, ranked by conviction from ARKK top.