No connection

Search Results

LHX

NEUTRAL
$324.88 Live
L3Harris Technologies, Inc. · NYSE
Target $392.16 (+20.7%)
$214.1 52W Range $379.23

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026
Market cap
$60.68B
P/E
38.04
ROE
N/A
Profit margin
10.4%
Debt/Equity
0.35
Dividend yield
1.54%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
LHX exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a conservative Debt/Equity ratio of 0.35. However, the stock is trading at a significant premium, with a current price of $324.88 far exceeding both the Graham Number ($140.53) and the growth-based Intrinsic Value ($59.78). While a massive $38.7 billion contractual backlog provides excellent revenue visibility, negative YoY earnings growth and bearish insider activity temper the bullish analyst consensus. The overall profile is that of a high-quality company currently priced for perfection.

Key Strengths

Strong financial health indicated by a Piotroski F-Score of 7/9
Substantial contractual backlog of $38.7 billion ensuring long-term revenue visibility
Very low leverage with a Debt/Equity ratio of 0.35
Consistent track record of beating earnings estimates over 25 quarters
Strong analyst support with a mean target price of $392.16

Key Risks

Severe valuation gap between current price and deterministic fair value models
Negative Year-over-Year earnings growth (-6.10%)
Bearish insider sentiment with consistent selling and zero buying activity
Technical trend is currently bearish (0/100)
High dependency on U.S. Government contracts and regulatory compliance
AI Fair Value Estimate
Based on comprehensive analysis
$215.5
-33.7% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
68
Strong
Value
30
Future
75
Past
85
Health
90
Dividend
60
AI Verdict
Fundamentally sound but overvalued
Key drivers: Piotroski F-Score, Contractual Backlog, Valuation Premium, Insider Selling
Confidence
90%
Value
30/100

Ref P/E, PEG, Graham Number

Positives
  • Forward P/E (24.06) is lower than trailing P/E
Watchpoints
  • Price is 2.3x the Graham Number
  • Price is 5.4x the Intrinsic Value
  • High PEG ratio of 2.01
Future
75/100

Ref Growth rates

Positives
  • Massive $38.7B backlog
  • Strong Q/Q earnings growth (74.7%)
  • High revenue growth (190% YoY)
Watchpoints
  • Negative YoY earnings growth
Past
85/100

Ref Historical trends

Positives
  • Consistent earnings beats (3/4 last 4 quarters)
  • Strong 5-year price appreciation (+71.6%)
Watchpoints
No urgent risks highlighted.
Health
90/100

Ref Altman Z-Score, Piotroski F-Score

Positives
  • Piotroski F-Score of 7/9
  • Low Debt/Equity ratio (0.35)
Watchpoints
  • Altman Z-Score not provided
Dividend
60/100

Ref Yield, Payout

Positives
  • Sustainable payout ratio (56.27%)
Watchpoints
  • Low dividend yield (1.54%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$324.88
Analyst Target
$392.16
Upside/Downside
+20.7%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for LHX and closest competitors.

Updated 2026-04-28
LHX
L3Harris Technologies, Inc.
Primary
5Y
+71.6%
3Y
+77.1%
1Y
+51.0%
6M
+13.9%
1M
-4.4%
1W
-4.5%
FIX
Comfort Systems USA, Inc.
Peer
5Y
+2056.8%
3Y
+1223.7%
1Y
+360.1%
6M
+76.0%
1M
+17.4%
1W
+4.6%
PWR
Quanta Services, Inc.
Peer
5Y
+524.9%
3Y
+199.4%
1Y
+32.7%
6M
+24.6%
1M
-1.8%
1W
-3.5%
CMI
Cummins Inc.
Peer
5Y
+125.6%
3Y
+98.6%
1Y
+29.8%
6M
+39.8%
1M
+9.3%
1W
-2.3%
RSG
Republic Services, Inc.
Peer
5Y
+120.4%
3Y
+68.9%
1Y
+1.2%
6M
-14.9%
1M
-5.1%
1W
+2.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
38.04
Forward P/E
24.06
PEG Ratio
2.01
P/B Ratio
3.16
P/S Ratio
4.72
EV/Revenue
6.14
EV/EBITDA
36.76
Market Cap
$60.68B

Profitability

Profit margins and return metrics

Profit Margin 10.37%
Operating Margin 9.73%
Gross Margin 30.41%
ROE N/A
ROA N/A

Growth

Revenue and earnings growth rates

Revenue Growth +190.0%
Earnings Growth -6.1%
Q/Q Revenue Growth +2.26%
Q/Q Earnings Growth +74.7%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.35
Low debt
Current Ratio
N/A
Quick Ratio
N/A
Cash/Share
$4.53

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$5.6B
Gross Margin
25.6%
Op. Margin
6.7%
Net Margin
5.3%
Total Assets
$41.2B
Liabilities
$21.6B
Equity
$19.6B
Debt/Equity
1.10x
Operating CF
$2.0B
CapEx
$-0.2B
Free Cash Flow
$1.8B
FCF Yield
92%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-30
$N/A
2026-01-29
$2.86
+3.6% surprise
2025-10-30
$2.7
+5.1% surprise
2025-07-24
$2.78
+11.3% surprise

Industrials Sector Comparison

Comparing LHX against 489 companies in the Industrials sector (40 bullish, 182 neutral, 267 bearish)
P/E Ratio
38.04
This Stock
vs
96.86
Sector Avg
-60.7% (Discount)
Profit Margin
10.37%
This Stock
vs
6.47%
Sector Avg
+60.4% (Superior)
Debt to Equity
0.35
This Stock
vs
2.59
Sector Avg
-86.6% (Less Debt)
Revenue Growth
190.0%
This Stock
vs
69.22%
Sector Avg
+174.5% (Fast Growth)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

ZAMARRO CHRISTINA L.
Director
Stock Award
2026-04-01
105 shares · $37,500
REGNERY DAVID S
Director
Stock Award
2026-04-01
105 shares · $37,500
GERAGHTY JOANNA
Director
Stock Award
2026-04-01
123 shares · $43,750
RAMBEAU JON
Officer
Sell
2026-03-02
5,528 shares · $2,047,129
MEHTA SAMIR
Officer
Sell
2026-03-02
5,528 shares · $2,047,129
RAKITA MELANIE
Officer
Sell
2026-03-02
3,129 shares · $1,090,078
RAMBEAU JON
Officer
Stock Award
2026-02-26
9,115 shares
MEHTA SAMIR
Officer
Stock Award
2026-02-26
9,115 shares
RAKITA MELANIE
Officer
Stock Award
2026-02-26
1,020 shares
KUBASIK CHRISTOPHER E
Chief Executive Officer
Stock Award
2026-02-26
48,245 shares
RAMBEAU JON
Officer
Stock Award
2026-02-24
3,034 shares
MEHTA SAMIR
Officer
Stock Award
2026-02-24
3,034 shares
RAKITA MELANIE
Officer
Stock Award
2026-02-24
340 shares
KUBASIK CHRISTOPHER E
Chief Executive Officer
Stock Award
2026-02-24
16,060 shares
MILLARD ROBERT B
Director
Gift
2026-02-06
5,770 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-23

L3Harris Technologies (LHX) likely filed this 8-K to announce its first-quarter financial results for 2026.

DEF 14A
DEF 14A
2026-04-01

L3Harris Technologies (LHX) filed a definitive proxy statement on April 1, 2026, providing shareholders with necessary information and voting materials for the upcoming annual meeting.

8-K
8-K
2026-03-12

L3Harris Technologies (LHX) filed a current report on March 12, 2026, likely announcing its annual financial results or related corporate developments.

8-K
8-K
2026-03-02

L3Harris Technologies filed an 8-K on March 2, 2026, likely to announce its fourth-quarter and full-year financial results.

10-K
10-K
2026-02-12

LHX ended fiscal 2025 with a contractual backlog of $38.7 billion, with approximately 45% of associated revenue expected to be recognized by the end of fiscal 2026 and 70% by the end of fiscal 2027. Key risks include compliance with complex international government regulations and the U.S. Government's irrevocable, royalty-free license to certain company patents.

8-K
8-K
2026-02-06

L3Harris Technologies filed an 8-K on February 6, 2026, likely to announce its fourth quarter and full-year financial results.

8-K
8-K
2026-01-29

L3Harris Technologies (LHX) filed an 8-K on January 29, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K
8-K
2026-01-05
8-K
8-K
2025-10-30

L3Harris Technologies (LHX) filed an 8-K to report its third-quarter financial results for 2025.

10-Q
10-Q
2025-10-30

L3Harris reports a contractual backlog of $36.3 billion as of October 3, 2025, with 45% expected to be recognized as revenue within the next twelve months. The company generated $831 million in net cash proceeds from the sale of its CAS disposal group in March 2025. Year-to-date financial results were impacted by aggregate net EAC adjustments, which contributed to a net loss of $11 million and a diluted EPS of ($0.06).

10-Q
10-Q
2025-07-24
8-K
8-K
2025-07-24
8-K
8-K
2025-07-18
8-K
8-K
2025-06-13
8-K
8-K
2025-04-30
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
19 analysts
Citigroup
2026-02-05
Maintains
Buy Buy
JP Morgan
2026-02-05
Maintains
Overweight Overweight
Morgan Stanley
2026-02-02
Maintains
Overweight Overweight
RBC Capital
2026-01-30
Maintains
Sector Perform Sector Perform
UBS
2026-01-15
Maintains
Neutral Neutral
RBC Capital
2026-01-14
Maintains
Sector Perform Sector Perform
Citigroup
2026-01-13
Maintains
Buy Buy
Morgan Stanley
2025-12-16
up
Equal-Weight Overweight
Citigroup
2025-12-12
init
Buy
JP Morgan
2025-11-04
Maintains
Overweight Overweight

Past News Coverage

Recent headlines mentioning LHX from our newsroom.

Newest → oldest
TradingGPT V2 Copilot
Fundamentals • Valuation • Risk
Hi! I'm your fundamentals copilot.

Ask me to:
• Summarize the business quality
• Review valuation and multiples
• Highlight risks and red flags
• Explain growth and margin trends
Home
Terminal
AI Chat
Markets
Profile