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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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($21.8B)

Data statis (memuat keuangan langsung…)

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

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pelanggan Utama

Lockheed Martin Corporation

Sensors and EW for F-35

Dampak: $1B+

Pesaing

Northrop Grumman Corporation

C4ISR, ISR systems

Dampak: Competing in ISR

RTX Corporation (Raytheon)

EW, radios, sensors

Dampak: Competing in electronics

BAE Systems

Electronic warfare

Dampak: Competing in EW

Konteks makro dan pasar

방산Berita sektor

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

Katalis mendatang

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

Masalah rantai pasokan

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

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

Sinyal Institusional

InstitusiTindakanNilaiKuartalTanggal pengajuan
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↑

Kepemilikan institusional

Basis 13F · Q4 2025
InstitusiPerubahan% kepemilikanKuartal sblmSahamNilaiSEC
VanguardDipertahankan9.20%—19.8M saham$2,400M13F
State StreetDipertahankan4.20%—9.1M saham$1,100M13F
FidelityDitingkatkan2.00%—4.3M saham$520M13F
WellingtonPosisi baru1.10%—2.4M saham$290M13F
Total kepemilikan terlacak: 16.50%Total nilai: $4,310MBerdasarkan SEC EDGAR 13F-HR · keterlambatan 45 hari

Berita terkini

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Info Perusahaan

Kantor Pusat

Melbourne, Florida, USA

Didirikan

2019

Karyawan

53,000+

Situs Web

l3harris.com

Skor Kesenjangan Berita

Skor Kesenjangan72
Kesenjangan RendahKesenjangan Tinggi

Aktivitas Institusional

72

Skor Media

30

Posisi Kaskade

Peran dalam Kaskade

late mover

Keterlambatan Tipikal

2-5 trading days

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

Lihat Kaskade Lengkap

Gambaran umum sektor — 방산

Berita sektor

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

Tema utama

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

Katalis mendatang

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