Key Drivers
- Strong FCF
- Moderate leverage
- Weakened Q4 margin
AIAI Summary
L3Harris's pivot into capital‑intensive missile/propulsion and space manufacturing—supported by strong FCF and a sizable government backlog—offers meaningful upside if the company reliably converts orders into funded production and hits guided throughput, but investors must monitor backlog‑to‑revenue cadence, cash‑conversion consistency, and capital allocation around the Missile Solutions scale‑up/IPOs since execution or timing shortfalls would likely trigger sharp multiple compression.
Price Chart
Financial Metrics
Deep Analysis
Research tool. Not personalized advice.
Fundamental Analysis
Key Financial Insights:
- •Strong FCF
- •Moderate leverage
- •Weakened Q4 margin
LHX generates strong, reliable free cash flow that comfortably funds capex and dividends and supports moderate leverage, but elevated valuation, heavy intangibles and softer Q4 earnings raise near-term risk.
Price Behavior
Key Price Behavior Insights:
- •Short-term pullback
- •Below last-month SMA
- •Support clustering
Price peaked on 2026-03-02 at $377.17 and after a last-month uptrend has pulled back into the $352–$366 area, trading below the last-month SMA (~$361.4) at $352.85 which signals short-term weakening with key supports at $339.90 and $346–$354 and resistance at $368–$371 and $377.17;
Quick peak to $377.17 on 2026-03-02 followed by a steady pullback into the $352–$366 band
Sentiment & News
Key News Insights:
- •Leadership realignment
- •Missile scale-up
- •Space contract wins
L3Harris is realigning leadership and scaling missile propulsion and space programs—appointing new executives, focusing on solid rocket motor production (with IPO plans), winning SDA spacecraft work, and drawing government attention to bolster revenue from U.S. missile restocking.
These coordinated moves should strengthen LHX's revenue runway and valuation optionality as defense demand and government focus accelerate demand for missiles and space platforms
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