L3Harris: Balanced Growth At The Crossroads Of Tech And Geopolitics
L3Harris has evolved into a high-margin, diversified defense technology leader, uniquely positioned in communications, avionics, and rocket engines after recent acquisitions. Despite mixed Q1 2025 revenue, margin expansion and cost optimization drove strong profit growth; management expects further EPS and margin improvements for the year. My DCF and valuation models indicate L3Harris is moderately undervalued, with a base-case upside of 14% and limited downside risk, supporting a Buy rating.
3 Defense Stocks That Will Profit From a Golden Dome
As one part of his “Make America Great Again” agenda, President Donald Trump is proposing the construction of a “Golden Dome” defense system. This comprehensive, mobile air defense system will be similar to the Golden Dome that protects Israel.
L3Harris Technologies, Inc. (LHX) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
L3Harris Technologies, Inc. (NYSE:LHX ) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 9:00 AM ET Company Participants Chris Kubasik - Chair and Chief Executive Officer Ken Bedingfield - Senior Vice President and Chief Financial Officer Conference Call Participants Douglas Harned - Bernstein Douglas Harned Okay. Good morning.
My Top 2 Dividend Picks Rocketing Toward A Trillion-Dollar Opportunity
Politics deeply influences markets but remains unpredictable. I focus on how political decisions create powerful investment opportunities, separate from personal views. A massive U.S. missile defense project, inspired by Israel's Iron Dome, is gaining momentum with huge government funding and international interest, promising a multi-decade impact. This program benefits select defense companies with strong technology and strategic positioning, boosting their growth outlook, free cash flow, and dividend potential for long-term investors.
L3Harris Technologies, Inc. (LHX) CFO Ken Bedingfield Hosts Annual Global Transportation & Industrials Conference (Transcript)
L3Harris Technologies, Inc. (NYSE:LHX ) Hosts Annual Global Transportation & Industrials Conference May 22, 2025 12:50 PM ET Company Participants Ken Bedingfield - Chief Financial Officer and President-Aerojet Rocketdyne Conference Call Participants Myles Walton - Wolfe Research Myles Walton All right. I think we're good.
Trump's 'Golden Dome' Places 3 Defense Stocks in Focus
President Donald Trump today revealed plans to build what he calls a "Golden Dome" around the United States to protect it from missile attacks.
FAA launches Newark airport task force with Verizon, L3Harris executives
The Trump administration announced an emergency task force of executives from Verizon, L3Harris and the FAA to address ongoing communication issues at Newark airport. The announcement follows three incidents in the past two weeks where air traffic controllers tasked with guiding planes in and out of Newark lost their main telecommunication lines.
L3Harris Technologies, Inc. (LHX) Barclays Americas Select Franchise Conference (Transcript)
L3Harris Technologies, Inc. (NYSE:LHX ) Barclays Americas Select Franchise Conference Call May 6, 2025 3:30 AM ET Company Participants Ken Bedingfield - Chief Financial Officer and President-Aerojet Rocketdyne Conference Call Participants David Strauss - Barclays David Strauss Good afternoon, everyone. Pleased to have L3Harris and Ken Bedingfield.
L3Harris Technologies: U.S. Aerospace Heavyweight Is An Attractive Buy Post-Earnings
The 18% decline in share price from November all-time highs and mixed earnings in Q1 2025 present L3Harris Technologies as an excellent buying opportunity, with its growth prospects. Entering in the contract with the Dutch Ministry of Defense, L3Harris can increase its international presence in Europe, offset the impacts of the tariff tensions, and increase revenues. L3Harris is making quick progress toward achieving $1.2 billion cost savings by the end of 2025, boosting cash flows, efficiency, and operating margins to 16% by 2026.
L3Harris Technologies: A Steady Course In A Changing World
L3Harris Technologies, a major defense contractor, has a strong order backlog of $34 billion and expects a revenue boost from expanding space and aviation programs. The company's flexible business model and strategic acquisitions, like Aerojet Rocketdyne, position it well in niche markets such as tactical communications and electronic warfare. Despite high competition and dependence on the US defense budget, L3Harris shows strong financials, with a 2024 net income of $1.502 billion and a 7% net margin.
L3Harris Technologies, Inc. (LHX) Q1 2025 Earnings Call Transcript
L3Harris Technologies, Inc. (NYSE:LHX ) Q1 2025 Earnings Conference Call April 24, 2025 10:30 AM ET Company Participants Dan Gittsovich – Vice President-Investor Relations Chris Kubasik – Chair and Chief Executive Officer Ken Bedingfield – Senior Vice President, Chief Financial Officer and President-Aerojet Rocketdyne Conference Call Participants Seth Seifman – J.P. Morgan Ronald Epstein – Bank of America Doug Harned – Bernstein Sheila Kahyaoglu – Jefferies Matt Akers – Wells Fargo Noah Poponak – Goldman Sachs Robert Stallard – Vertical Research Partners Myles Walton – Wolfe Research Jason Gursky – Citigroup Michael Ciarmoli – Truist Securities Peter Arment - Baird Operator Greetings.
L3Harris Beats on Q1 Earnings, Lowers '25 Revenue View
LHX's Q1 revenues of $5.13 billion miss the Zacks Consensus Estimate by 1.9% and decline 1.5% year over year.
