L3Harris Technologies
LHXintermediaryL3Harris 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.
製品と売上
製品別売上シェア
売上内訳 ($21.8B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
Handheld and vehicular software-defined radios
Electro-optical sensors, space cameras, and satellite payloads
Jamming, SIGINT, and self-protection systems for aircraft
C4ISR solutions for navy, army, and intelligence agencies
Rocket motors, scramjets, and space propulsion
サプライチェーン関係
マクロ・市場概況
NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대
미 국방예산 (FY2026)
NATO 방위비 GDP 목표
KTOS 수주 잔고
드론 시장 규모 (2030E)
次の主要イベント
サプライチェーン問題
미 육군 PrSM Increment 2 프로그램 계약 수주. 사거리 연장형 정밀 타격 미사일 2028년 전력화 목표.
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| BlackRock | accumulating | $91M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $23M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $30M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $258M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $619M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $975M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $56M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $60M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $38M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $226M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $10M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $57M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $119M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $14K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $6.3B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $23M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $307M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $91M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $2.6B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $988M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $21M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $5M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $8M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $55M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $10M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $128M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $317M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $13M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $38M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $2M | 2025.12 | 2026-02-17↑ |
機関保有状況
13F基準 · Q4 2025| 機関 | 変化 | 保有比率 | 前四半期 | 保有株数 | 評価額 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 維持 | 9.20% | — | 19.8M株 | $2,400M | 13F |
| State Street | 維持 | 4.20% | — | 9.1M株 | $1,100M | 13F |
| Fidelity | 増加 | 2.00% | — | 4.3M株 | $520M | 13F |
| Wellington | 新規取得 | 1.10% | — | 2.4M株 | $290M | 13F |
最新ニュース
AI分析
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企業情報
ニュースギャップスコア
機関活動
72
メディアスコア
30
カスケードポジション
カスケード内の役割
late mover
典型的な遅延
2-5 trading days
L3Harris is a sub-tier supplier whose orders flow through prime-contractor procurement cycles with a multi-quarter lag.
完全なカスケードを見るセクター概況 — 방산
セクターニュースNATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대
미 국방예산 (FY2026)
NATO 방위비 GDP 목표
KTOS 수주 잔고
드론 시장 규모 (2030E)
主要テーマ
- •NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
- •Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
- •우크라이나 재건 + 방공망 현대화 수요
次の主要イベント
- ◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)
- ◆KTOS 국방부 드론 계약 발표