Flowvium

Unternehmensvergleich

Seitenweise Analyse von Lieferkettenposition, institutionellen Signalen und Nachrichten-Lückenwerten.

VS

Marktkapitalisierung

GroßvsTitan

Ketten-Rolle

intermediaryvsleader

Lückenwert

72vs5

IB-Aktivität

72vs95

Umsatzmix-Vergleich

LHX
NVDA
LHX

L3Harris Technologies

LHX · defense

intermediaryGroß ($10B+)
Vollständiges Profil

Über

L3Harris Technologies is the 6th-largest defense company globally, specializing in tactical radios, ISR sensors, electronic warfare, and space payloads. Its 2023 acquisition of Aerojet Rocketdyne added critical rocket-propulsion capabilities, making it a vertically integrated defense electronics and propulsion supplier.

Gegründet

2019

Mitarbeiter

53,000+

Hauptsitz

Melbourne, Florida, USA

Umsatz

$21.8B

Integrated Mission Systems35%
Space & Airborne Systems30%
Communication Systems22%
Aerojet Rocketdyne13%

News-Gap-Signal

Lückenwert (Stille = Signal)72
IB-Aktivitätswert72
Medienabdeckungswert30

IB-Aktivität: MEDIUM

Institutionelle Signale

accumulating$91M

BlackRock

2024-08-13

reducing$23M

BlackRock

2024-08-13

reducing$30M

BlackRock

2024-08-13

Schlüsselbeziehungen

LMT· Lockheed Martin Corporation
customer
NOC· Northrop Grumman Corporation
competitor
RTX· RTX Corporation (Raytheon)
competitor
BA.L· BAE Systems
competitor
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Vollständiges Profil

Über

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Gegründet

1993

Mitarbeiter

32,000+

Hauptsitz

Santa Clara, California, USA

Umsatz

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

News-Gap-Signal

Lückenwert (Stille = Signal)5
IB-Aktivitätswert95
Medienabdeckungswert98

IB-Aktivität: HIGH

Institutionelle Signale

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Schlüsselbeziehungen

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer