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.
產品與營收
產品營收佔比
營收結構 ($21.8B)
靜態數據（加載即時財務…）
業務部門構成與主要客戶
產品詳情
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
供應鏈關係
宏觀與市場背景
NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대
미 국방예산 (FY2026)
NATO 방위비 GDP 목표
KTOS 수주 잔고
드론 시장 규모 (2030E)
近期催化劑
供應鏈問題
미 육군 PrSM Increment 2 프로그램 계약 수주. 사거리 연장형 정밀 타격 미사일 2028년 전력화 목표.
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| 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↑ |
機構持股狀況
13F基準 · Q4 2025| 機構 | 變動 | 持股比例 | 上季度 | 持股數 | 市值 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 維持 | 9.20% | — | 19.8M股 | $2,400M | 13F |
| State Street | 維持 | 4.20% | — | 9.1M股 | $1,100M | 13F |
| Fidelity | 增持 | 2.00% | — | 4.3M股 | $520M | 13F |
| Wellington | 新建倉 | 1.10% | — | 2.4M股 | $290M | 13F |
最新新聞
AI 分析
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企業資訊
新聞盲區評分
機構活動
72
媒體評分
30
連鎖位置
連鎖中的角色
late mover
典型延遲
2-5 trading days
L3Harris is a sub-tier supplier whose orders flow through prime-contractor procurement cycles with a multi-quarter lag.
檢視完整連鎖分析行業概況 — 방산
行業新聞NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대
미 국방예산 (FY2026)
NATO 방위비 GDP 목표
KTOS 수주 잔고
드론 시장 규모 (2030E)
核心主題
- •NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
- •Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
- •우크라이나 재건 + 방공망 현대화 수요
近期催化劑
- ◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)
- ◆KTOS 국방부 드론 계약 발표