13FGuru
Sign in with Google Sign in with Discord

NYSE · Industrials

L3Harris Technologies Inc LHX

L3Harris Technologies, Inc. provides mission-critical solutions for government and commercial customers worldwide. It operates through three segments: Space & Mission Systems (SMS), Communications & Spectrum Dominance (CSD), and Missile Solutions (MSL). The SMS segment integrates satellite and payload capabilities, including missile warning and defense, with maritime, air special missions, and other global defense and civil government programs.

Sources StockAnalysis company profile stockanalysis.com
Industrial Machinery/Components

Company profile

Business mix

  • It operates through three segments: Space & Mission Systems (SMS), Communications & Spectrum Dominance (CSD), and Missile Solutions (MSL).
  • The SMS segment integrates satellite and payload capabilities, including missile warning and defense, with maritime, air special missions, and other global defense and civil government programs.
  • Its MSL segment unites propulsion, hypersonic, and other advanced missile technologies. The CSD segment provides tactical radios, software, waveforms, satellite terminals, and end-to-end battlefield systems for the U.S.
  • The company was formerly known as Harris Corporation and changed its name to L3Harris Technologies, Inc. in June 2019.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 33.42 FCF 4.52% Buyback 1.12%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Yacktman Asset Management Stephen Yacktman 1.9% $140.8M 2026-03-31
Appaloosa David Tepper 1.2% $68.3M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $84.4M Estimated from net reduced shares
Net share change / base shares -28.8% -244,631 / 850,506
Appaloosa David Tepper 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 16.7% 13F value change +$25.0M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -14.3% 13F value change +$3.8M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.7% 13F value change -$5.0M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -32.9% 13F value change -$18.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 300,000 Last 4 periods -102,000 (-34.0%) Total shares 198,000 Value $68.3M
Yacktman Asset Management Stephen Yacktman 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -5.6% 13F value change +$15.1M
13F 2025-09-30 Filed 2025-11-04
Major reduction Shares -19.8% 13F value change -$3.1M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -2.1% 13F value change -$7.4M
13F 2026-03-31 Filed 2026-05-01
Minor reduction Shares -0.1% 13F value change +$20.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 550,506 Last 4 periods -142,631 (-25.9%) Total shares 407,875 Value $140.8M

Recent mentions

No public mentions.