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L3Harris Technologies

LHXintermediary

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.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($21.8B)

Datos estáticos (cargando finanzas en tiempo real…)

Integrated Mission Systems (35%)
Space & Airborne Systems (30%)
Communication Systems (22%)
Aerojet Rocketdyne (13%)

Composición de segmentos y clientes principales

Detalles del producto

Tactical Communications25%

Handheld and vehicular software-defined radios

ISR & Space Payloads22%

Electro-optical sensors, space cameras, and satellite payloads

Electronic Warfare18%

Jamming, SIGINT, and self-protection systems for aircraft

Integrated Mission Systems20%

C4ISR solutions for navy, army, and intelligence agencies

Aerojet Rocketdyne Propulsion15%

Rocket motors, scramjets, and space propulsion

Relaciones en la Cadena de Suministro

Clientes Clave

Lockheed Martin Corporation

Sensors and EW for F-35

Impacto: $1B+

Competidores

Northrop Grumman Corporation

C4ISR, ISR systems

Impacto: Competing in ISR

RTX Corporation (Raytheon)

EW, radios, sensors

Impacto: Competing in electronics

BAE Systems

Electronic warfare

Impacto: Competing in EW

Contexto macro y de mercado

방산Noticias del sector

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Próximos catalizadores

◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)◆KTOS 국방부 드론 계약 발표◆NATO 정상회의 방위비 최종 합의 (2026.06)

Problemas de cadena de suministro

🤝 파트너십L3Harris·Aerojet — 차세대 전술 미사일 공동개발
2026-03

미 육군 PrSM Increment 2 프로그램 계약 수주. 사거리 연장형 정밀 타격 미사일 2028년 전력화 목표.

Señales Institucionales

InstituciónAcciónValorTrimestreFecha de presentación
BlackRockaccumulating$91M2024.062024-08-13↑
BlackRockreducing$23M2024.062024-08-13↓
BlackRockreducing$30M2024.062024-08-13↓
BlackRockreducing$1M2024.062024-08-13↓
BlackRockreducing$6M2024.062024-08-13↓
BlackRockaccumulating$258M2024.062024-08-13↑
BlackRockaccumulating$619M2024.062024-08-13↑
BlackRockaccumulating$1.5B2024.062024-08-13↑
BlackRockaccumulating$975M2024.062024-08-13↑
BlackRockaccumulating$56M2024.062024-08-13↑
BlackRockaccumulating$60M2024.062024-08-13↑
BlackRockreducing$38M2024.062024-08-13↓
BlackRockaccumulating$226M2024.062024-08-13↑
BlackRockreducing$10M2024.062024-08-13↓
BlackRockreducing$9M2024.062024-08-13↓
BlackRockreducing$1M2024.062024-08-13↓
BlackRockaccumulating$57M2024.062024-08-13↑
Vanguard Groupaccumulating$119M2025.122026-01-29↑
Vanguard Groupaccumulating$14K2025.122026-01-29↑
Vanguard Groupaccumulating$6.3B2025.122026-01-29↑
Vanguard Groupaccumulating$23M2025.122026-01-29↑
Vanguard Groupaccumulating$307M2025.122026-01-29↑
Vanguard Groupaccumulating$91M2025.122026-01-29↑
State Streetaccumulating$2.6B2025.122026-02-13↑
Wellington Managementaccumulating$988M2025.122026-02-17↑
Wellington Managementaccumulating$21M2025.122026-02-17↑
Wellington Managementreducing$5M2025.122026-02-17↓
Wellington Managementreducing$8M2025.122026-02-17↓
Wellington Managementaccumulating$55M2025.122026-02-17↑
Wellington Managementreducing$10M2025.122026-02-17↓
FMR (Fidelity)accumulating$128M2025.122026-02-17↑
FMR (Fidelity)accumulating$317M2025.122026-02-17↑
FMR (Fidelity)accumulating$13M2025.122026-02-17↑
FMR (Fidelity)accumulating$38M2025.122026-02-17↑
FMR (Fidelity)accumulating$2M2025.122026-02-17↑

Propiedad institucional

Base 13F · Q4 2025
InstituciónCambio% participaciónTrim. anteriorAccionesValorSEC
VanguardMantenida9.20%—19.8M acciones$2,400M13F
State StreetMantenida4.20%—9.1M acciones$1,100M13F
FidelityAumentada2.00%—4.3M acciones$520M13F
WellingtonNueva posición1.10%—2.4M acciones$290M13F
Participación total rastreada: 16.50%Valor total: $4,310MBasado en SEC EDGAR 13F-HR · retraso de 45 días

Últimas noticias

Cargando noticias...

Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de L3Harris Technologies impulsado por IA.

Información de la Empresa

Sede Central

Melbourne, Florida, USA

Fundación

2019

Empleados

53,000+

Sitio Web

l3harris.com

Puntuación de Brecha Informativa

Puntuación de Brecha72
Brecha BajaBrecha Alta

Actividad Institucional

72

Puntuación de Medios

30

Posición en Cascada

Rol en la Cascada

late mover

Retraso Típico

2-5 trading days

L3Harris is a sub-tier supplier whose orders flow through prime-contractor procurement cycles with a multi-quarter lag.

Ver Cascada Completa

Estado del sector — 방산

Noticias del sector

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Temas clave

  • •NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
  • •Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
  • •우크라이나 재건 + 방공망 현대화 수요

Próximos catalizadores

  • ◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)
  • ◆KTOS 국방부 드론 계약 발표