Alberta Investment Management Corp Takes $3.14 Million Position in General Dynamics Corporation $GD
Alberta Investment Management Corp initiated a new position in General Dynamics (NYSE:GD) by purchasing 9,212 shares valued at approximately $3.14 million. This move comes as other institutional investors have also adjusted their holdings, while company VPs have sold significant portions of their shares. General Dynamics recently reported strong quarterly earnings, beating EPS estimates, and has set positive FY 2026 guidance, alongside offering a $1.50 quarterly dividend.
L3Harris THAAD Contract Adds Context To Valuation And Momentum Story
L3Harris Technologies secured a nearly $400 million contract to supply components for the Missile Defense Agency's THAAD system, reinforcing its role in missile defense. This contract adds context to the company's valuation, which is currently near estimated fair value, and highlights recent positive momentum with stock gains of 17.8% year to date. Investors should consider overall defense spending trends and the company's debt levels when assessing future performance.
L3Harris THAAD Contract Adds Context To Valuation And Momentum Story
L3Harris Technologies secured a nearly $400 million contract for the THAAD missile defense system, reinforcing its role as a key supplier in the defense sector. The contract highlights demand for L3Harris's propulsion and control systems, which could influence future revenue visibility and investors' assessment of the company's long-term positioning. While the stock trades near its estimated fair value and has strong recent momentum, investors should consider the company's debt levels and how new contracts translate to cash generation.
Joby Stock Shows Death Cross - But Pentagon Hypersonic Deal Changes Narrative
Joby Aviation Inc (JOBY) shares have entered a long-term downtrend, confirmed by a "Death Cross" technical indicator, with the stock significantly below its 52-week high and key moving averages. This technical weakness comes despite Joby's selection for a Pentagon hypersonic technology development program and a partnership with L3Harris Technologies (LHX) for defense applications. The company is also expanding its manufacturing capabilities, aiming to increase aircraft production.
Laser firm seeks airport access
L3Harris Technologies is seeking permission to test Class 1M laser range finders at Crystal River and Inverness airports. The company assured the Aviation Advisory Board the testing would be low-impact and infrequent, requiring open, unobstructed space. Board members directed L3Harris to coordinate with airport staff to identify specific testing locations before further consideration.
Submarine communications systems to be supplied for U.S. Navy submarines by L3Harris
L3Harris Technologies has secured a full-rate production contract from General Dynamics Electric Boat to provide 26 shipsets of submarine communications systems for the U.S. Navy's Virginia- and Columbia-class submarines. This follow-on award covers production through 2033 and includes potential support for future Columbia-class platforms and allied navies. The systems aim to enhance crew communication and situational awareness while maintaining low observability for submarine operations.
L3Harris to deliver communications systems for US Navy submarines
L3Harris Technologies secured a full-rate production contract from General Dynamics Electric Boat to supply 26 communications shipsets for Virginia- and Columbia-class submarines. This marks L3Harris's largest order of its kind, with the systems designed to enhance situational awareness and secure communication for submarine crews. The agreement extends to 2033 and includes support for future Columbia-class submarines and allied navies.
What's Going On With L3Harris Stock Today?
L3Harris Technologies (NYSE:LHX) shares rose after securing a significant submarine communications production award from General Dynamics Electric Boat. This contract, covering multiple submarine shipsets through the next decade, strengthens L3Harris's role in naval systems and provides long-term revenue visibility. The company's stock was trading higher by 1.82% to $352.87 on Wednesday following the announcement.
L3Harris to provide communications systems for Virginia and Columbia-class subs
L3Harris Technologies has secured its largest full-rate production contract from General Dynamics Electric Boat to supply 26 shipsets of communications systems for Virginia- and Columbia-class submarines. This follow-on award ensures production through 2033, with potential support for future Columbia-class platforms and allied navies. The agreement extends L3Harris's long-standing support for U.S. Navy submarine programs, emphasizing the critical role of undetectable communications systems for strategic advantage.
Labcorp Holdings Inc. $LH Shares Sold by Vanguard Group Inc.
Vanguard Group Inc. reduced its stake in Labcorp Holdings Inc. by 0.7% in Q3, now owning 11.84% of the company worth $2.82 billion. Despite various other institutional investors increasing their holdings, several analysts maintain a "buy" rating, forecasting growth and setting a "Moderate Buy" consensus with an average target price of $302.75. Labcorp recently announced a quarterly dividend and reported Q4 EPS of $4.07, topping estimates, though revenue for the quarter slightly missed expectations.
The Bull Case For L3Harris Technologies (LHX) Could Change Following A New THAAD Propulsion Contract
L3Harris Technologies secured a nearly US$400 million contract for THAAD missile defense system components, reinforcing its position in defense technology. This contract adds to its backlog and supports the short-term defense demand narrative, but the company still faces risks related to fixed-price development, budget decisions, and subcontractor dependencies. Despite potential upsides highlighted by analyst forecasts and a fair value of $380.63, investors should consider diverse perspectives and the inherent risks of concentrated exposure to US defense programs.
L3Harris Is Up 28% in the Last 6 Months. Here’s Where the Stock Could Go in 2026
L3Harris Technologies (LHX) has seen its stock climb 28% in the last six months, trading near its 52-week high, driven by strong Q4 results, a record backlog, and solid 2026 guidance. The company projects revenue of $23.0 billion to $23.5 billion for 2026, with an implied upside of 16% to a target price of $402 based on valuation models. Key factors supporting this growth include sustained defense spending, major contract awards, and plans for an IPO of its Missile Solutions business in H2 2026.
L3Harris Technologies delivers three millionth M734A1 multi-option mortar fuze to U.S. Army and allied forces
L3Harris Technologies has delivered its three millionth M734A1 Multi-Option Fuze for Mortars to the U.S. Army, a significant milestone for U.S. and allied military readiness. This delivery reflects sustained production of the fuze for American and NATO forces, highlighting L3Harris’s commitment to providing reliable fuzing solutions. The M734A1 is the U.S. Army’s newest-generation, NATO-standard multi-option fuze for various mortar cartridges, enhancing operational flexibility and battlefield effectiveness with features like height-of-burst modes and improved safety.
FREQUENTIS C4i and SAMI L3Harris Technologies to collaborate on defence communications in Saudi Arabia
Frequentis C4i and SAMI L3Harris Technologies have signed a Memorandum of Intent to explore collaboration on defense communication opportunities in Saudi Arabia. This agreement aims to establish a framework for cooperation, focusing on current and future programs in defense communications, including program delivery and local support, aligned with Saudi Arabia's localization objectives. The collaboration leverages Frequentis C4i's VOICE C2 system expertise and SAMI L3Harris's in-country delivery and support capabilities to enhance secure command-and-control communications.
L3Harris Marks Delivery of 3 Million Fuzes to US Army
L3Harris Technologies has delivered its 3 millionth M734A1 Multi-Option Fuze for Mortars to the U.S. Army, marking a significant milestone for U.S. and allied military readiness. The M734A1 is the U.S. Army’s newest-generation, NATO-standard multi-option fuze, providing advanced features like height-of-burst modes and improved overhead safety. This delivery reflects L3Harris's 25 years of expertise and commitment to quality in supporting the U.S. Army, Marine Corps, and NATO allies.
L3Harris Receives New Contract to Power THAAD Interceptors
L3Harris Technologies has secured a new contract, valued at nearly $400 million, to supply solid rocket boost motors and Liquid Divert and Attitude Control Systems (LDACS) for the Missile Defense Agency’s Terminal High Altitude Area Defense (THAAD) system. THAAD is a critical component of the U.S. missile defense system, boasting a 100% success rate in intercept tests. L3Harris manufactures these essential components in Huntsville, Alabama, Camden, Arkansas, and Los Angeles.
Northrop Grumman (NYSE:NOC) - Stock Analysis
This report provides a comprehensive stock analysis of Northrop Grumman (NYSE:NOC), highlighting its strong position in the aerospace and defense sector due to elevated defense spending and leadership in next-generation platforms. The company shows solid performance with earnings forecast to grow, good value compared to peers, and a reliable dividend. However, it notes risks including a high level of debt and significant insider selling, alongside a mixed sector outlook.
USA Ordered Production of Additional Engines for THAAD Missile Defense System
L3Harris Technologies has been awarded a nearly $400 million contract to produce additional solid-fuel engines and gas-dynamic control systems for the THAAD missile defense system. This order aims to support plans to quadruple the production of THAAD interceptor missiles, increasing from 96 to 400 units annually over the next seven years. The THAAD system is crucial for intercepting targets both inside and outside the atmosphere, securing the U.S. and its allies.
L3Harris lands nearly $400 million contract tied to THAAD production in Huntsville
L3Harris Technologies secured a nearly $400 million contract to produce components for the Terminal High Altitude Area Defense (THAAD) system, which is critical for missile defense. The company manufactures inert components in Huntsville and boosts motors in Camden, Arkansas, with THAAD boasting a 100% success rate in intercept tests. This contract highlights Huntsville's significant role in L3Harris's missile manufacturing, where the company employs over 700 people and has expanded its advanced manufacturing facilities.
L3Harris wins deal for THAAD missile system components
L3Harris Technologies has secured a contract worth approximately $400 million to supply crucial components for the US Missile Defense Agency’s (MDA) Terminal High Altitude Area Defense (THAAD) interceptors. The company will produce solid rocket boost motors and Liquid Divert and Attitude Control Systems (LDACS) for the THAAD system. This deal follows a new framework agreement between Lockheed Martin and the US Department of Defense to significantly increase THAAD interceptor production from 96 to 400 units annually.
Leidos misses quarterly revenue estimates on government shutdown impact
Defense contractor Leidos Holdings reported fourth-quarter revenue below Wall Street estimates, primarily due to the impact of last year's six-week long U.S. government shutdown. While revenue of $4.21 billion missed analyst estimates, the company's adjusted profit per share of $2.76 exceeded expectations due to core profit margin expansion and cost controls. Leidos also provided an adjusted profit forecast for 2026 that was slightly below analyst consensus.
JPMorgan Chase & Co. Cuts Stock Holdings in General Dynamics Corporation $GD
JPMorgan Chase & Co. reduced its stake in General Dynamics Corporation by 5.8% in Q3, selling over 321,000 shares, though still holding a significant interest valued at $1.77 billion. Despite this reduction, General Dynamics reported strong Q3 earnings, surpassing analyst estimates, and analysts maintain a "Moderate Buy" rating for the stock with an average price target of $375.47. The company also announced a quarterly dividend of $1.50 per share, demonstrating continued financial performance.
Pentagon expands THAAD interceptor production with L3Harris deal
The Pentagon awarded L3Harris Technologies a nearly $400 million contract to produce propulsion components for the U.S. Terminal High Altitude Area Defense (THAAD) system. This contract aims to reinforce the production of THAAD interceptors, crucial for ballistic missile defense, given recent operational demands and ongoing threats. L3Harris will manufacture solid rocket boost motors and Liquid Divert and Attitude Control Systems (LDACS) to support the sustained deployment and effectiveness of the THAAD system.
L3Harris Wins US$400m THAAD Deal As Valuation Near Fair Value
L3Harris Technologies secured a nearly $400 million contract for the THAAD missile defense system, covering solid rocket boost motors and Liquid Divert and Attitude Control Systems. The contract reinforces the company's role in key defense programs, with shares currently trading near the estimated fair value at $345.5. Despite the gain in shares over the past year, recent market momentum has been cautious.
L3Harris Wins US$400m THAAD Deal As Valuation Near Fair Value
L3Harris Technologies secured a nearly $400 million contract for the THAAD missile defense system, reinforcing its role in U.S. and allied defense programs. Despite the significant contract, the company's stock (NYSE:LHX) is trading near its estimated fair value, with recent momentum showing a slight decline. Investors are advised to consider this award as an additional data point rather than a clear value mismatch, tracking its impact on future revenue and earnings guidance.
L3Harris Technologies awarded nearly $400 million contract to supply propulsion for THAAD missile defense interceptors
L3Harris Technologies has secured a contract worth almost $400 million to provide propulsion systems for the Missile Defense Agency's Terminal High Altitude Area Defense (THAAD) system. This contract encompasses the production of solid rocket boost motors and Liquid Divert and Attitude Control Systems for the critical U.S. missile defense system. THAAD is renowned for its 100% success rate in intercept tests, capable of intercepting targets both inside and outside the atmosphere.
L3Harris Receives New Contract to Power THAAD Interceptors
L3Harris Technologies has secured a new contract worth nearly $400 million to supply solid rocket boost motors and Liquid Divert and Attitude Control Systems (LDACS) for the Missile Defense Agency’s Terminal High Altitude Area Defense (THAAD) system. THAAD is a critical component of the U.S. missile defense system, boasting a 100% success rate in intercept tests. L3Harris manufactures these components in Huntsville, Alabama; Camden, Arkansas; and Los Angeles, highlighting its role as a key defense technology provider.
L3Harris Receives New Contract to Power THAAD Interceptors
L3Harris Technologies secured a new contract worth nearly $400 million to supply solid rocket boost motors and Liquid Divert and Attitude Control Systems (LDACS) for the Missile Defense Agency’s THAAD system. This system is crucial for intercepting short, medium, and intermediate-range missiles, boasting a 100% success rate in tests. L3Harris manufactures these critical components in Alabama, Arkansas, and Los Angeles, reinforcing its role in national security.
L3Harris To Begin Modification Work on Korean AEW&C Global 6500s
L3Harris Technologies has begun modification work on the first two of four Bombardier Global Express 6500 business jets for the Republic of Korea Air Force. These aircraft will be missionized for Airborne Early Warning and Control (AEW&C) purposes. The company is integrating mission systems on these jets, which will ultimately serve as crucial assets for South Korea's airborne surveillance capabilities.
Equal-Weight Industrials ETF Accelerates Gains as 2026 Begins
The Invesco S&P 500 Equal Weight Industrials ETF (RSPN) has demonstrated significant growth, climbing nearly 9.78% since the start of 2026 within a market increasingly driven by digitalization and emissions reduction efforts. This equal-weight ETF diversifies across approximately 83 holdings, including major positions like Huntington Ingalls Industries, Boeing, and L3Harris Technologies, ensuring broader exposure to industrial firms. The sector's momentum is supported by anticipated double-digit earnings growth for 2026, driven by rising corporate capital expenditure and a global shift towards digital, lower-emission production.
Caprock Group LLC Makes New $1.48 Million Investment in L3Harris Technologies Inc $LHX
Caprock Group LLC has made a new investment of $1.48 million in L3Harris Technologies Inc, acquiring 4,829 shares in the third quarter. This move is part of broader institutional interest, with other hedge funds also adjusting their stakes in the defense contractor. L3Harris Technologies recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.
3 Industrial Stocks Making New All-Time Highs
The industrials sector is experiencing a significant breakout, with many "old economy" stocks reaching new all-time highs as capital rotates away from tech. This shift is driven by manufacturing tailwinds, the implementation of AI for improved efficiency, and increased infrastructure demand from key industries like data centers, defense, and aerospace. Three companies highlighted for their strong performance and future potential are Illinois Tool Works, Honeywell, and Deere and Company.
L3Harris Missile Spin Off And DoD Backing Test Current Valuation
L3Harris Technologies plans to spin off its Missile Solutions business through an IPO, backed by a $1 billion investment from the US Department of Defense. This strategic move reconfigures the company's portfolio and could impact its valuation and growth profile, especially given its substantial stock gains over recent years. Investors are advised to monitor the IPO details, valuation of the missile unit, and capital allocation for the remaining business.
L3Harris Missile Spin Off And DoD Backing Test Current Valuation
L3Harris Technologies (NYSE:LHX) plans to spin off its Missile Solutions business through an IPO, supported by a $1 billion investment from the US Department of Defense. This move comes as the company has experienced substantial stock gains, with returns of 78.2% over the past year. The spin-off and investment are expected to redefine L3Harris's growth profile and risk exposure, prompting investors to closely assess the implications for future revenue and valuation, especially given the stock trades near its estimated fair value.
3 Industrial Stocks Making New All-Time Highs
The industrial sector is experiencing a significant rotation in 2026, benefiting from factors like lower interest rates, a manufacturing rebound, and the adoption of agentic AI. Illinois Tool Works (ITW), Honeywell International (HON), and Deere and Co. (DE) are highlighted as three industrial stocks reaching new all-time highs with optimistic forecasts for the year. This shift indicates a move away from previously dominant tech and AI stocks as capital reallocates to 'old economy' sectors.
Public Sector Pension Investment Board Has $20.23 Million Stake in L3Harris Technologies Inc $LHX
The Public Sector Pension Investment Board significantly increased its stake in L3Harris Technologies Inc (NYSE:LHX) by 368.2% in Q3, now owning 66,222 shares valued at approximately $20.23 million. This increase comes as L3Harris reported strong Q3 earnings, surpassing EPS estimates, and raised its quarterly dividend. Insider Samir Mehta, however, sold a substantial portion of his shares, while analysts hold a "Moderate Buy" rating for the stock.
Is L3Harris Technologies Inc Gaining or Losing Market Support?
L3Harris Technologies Inc (NYSE: LHX) has seen a 22.29% increase in its short interest as a percent of float, now standing at 2.14% of available shares. Although this indicates a growing bearish sentiment among some investors, the company's short interest is still lower than the average of its peers, which is 3.70%. The article highlights that while increased short interest doesn't guarantee a stock price drop, it is a key indicator for traders to monitor.
Teledyne Infrared Push Highlights Space Missile Tracking And Imaging Scale
Teledyne Technologies has commenced production of infrared Focal Plane Modules for the U.S. Space Development Agency's missile tracking satellite constellation, utilizing their FLIR OEM business's vertically integrated thermal imaging production. This initiative highlights Teledyne's capabilities in high-end sensing for aerospace, defense, and industrial markets, offering potential advantages in cost control and supply chain resilience. Investors should monitor developments in contract scope, production milestones, and the integration of these activities into Teledyne's broader portfolio, considering both the risks of complex defense programs and the rewards of its diversified sensing technologies.
Freemont Management S.A. Sells 35,300 Shares of L3Harris Technologies Inc $LHX
Freemont Management S.A. significantly reduced its stake in L3Harris Technologies by selling 35,300 shares, retaining 4,700 shares valued at $1.435 million. L3Harris reported stronger-than-expected quarterly EPS of $2.86 and raised its quarterly dividend to $1.25 per share. The company's stock has a market capitalization of $63.55 billion and analysts have a "Moderate Buy" consensus rating with a target price of $328.57.
L3HARRIS TECHNOLOGIES INC (NYSE:LHX) Shows High-Probability Technical Breakout Setup
L3HARRIS TECHNOLOGIES INC (NYSE:LHX) is identified as a high-probability technical breakout candidate due to its strong technical rating and high setup quality. The stock shows a confirmed uptrend with a top technical score of 10/10 and is exhibiting a bull flag formation, suggesting a potential for a continued upward move. A sample trade plan is outlined, including entry and stop-loss points, while emphasizing the need for individual risk assessment.
L3Harris Technologies (LHX) Files for Mixed Securities Shelf Off
L3Harris Technologies (LHX) has filed an automatic mixed securities shelf registration, giving it flexibility to raise capital. While the company shows strong revenue growth and a good market position in the Aerospace & Defense sector, investors should note its declining margins and high valuation metrics. This strategic financial move allows L3Harris to offer various types of securities for future initiatives, amidst concerns about its profitability and market sentiment.
L3Harris Pitches Red Wolf and OA-1K Skyraider II Integration for Standoff Strike Capability
L3Harris has announced the integration of its Red Wolf kinetic strike missile with the U.S. Air Force Special Operations Command (AFSOC) OA-1K Skyraider II aircraft to provide standoff strike capabilities. This integration enhances the Skyraider II's existing electronic warfare and ISR capabilities, offering modularity for evolving mission requirements. While traditionally used in low-intensity conflicts, AFSOC is exploring the Skyraider II's potential in high-intensity warfare, including in the Indo-Pacific region.
Pentagon Invests To On-Shore Optical Display Supply Chain
The Defense Department has invested $24.5 million in Kopin Corp. and Mojo Vision (formerly Tectus Corp.) to strengthen the domestic supply chain for optical display technology. These investments, made last September, aim to on-shore the production of micro light-emitting diode (LED) displays. These specialized displays are easily readable in direct sunlight and offer benefits in size and weight for military applications.
L3Harris Technologies (LHX) Releases Q4 2025 Earnings: Revenue Growth but EPS Falls Amid Strong Cash Generation
L3Harris Technologies (LHX) reported Q4 2025 earnings with a 2.26% year-over-year revenue increase to $5.65 billion, but diluted EPS fell by 32.91% to $1.59. Despite the decline in net earnings and operating profit, the company demonstrated strong cash generation, with operating cash activities up 73.78% to $1.96 billion, and improved liquidity. Insider trading showed more sales than purchases, while institutional investors had mixed activity, and analysts issued "Buy" ratings with a median price target of $377.5.
L3HARRIS TECHNOLOGIES, INC. /DE/ SEC 10-K Report
L3Harris Technologies, Inc. (LHX) has released its Form 10-K report for fiscal 2025, detailing a 3% revenue increase to $21,865 million and an 8% rise in diluted EPS to $8.53. The report highlights the company's "Trusted Disruptor" strategy, strong contractual backlog of $38.7 billion, and ongoing investments in R&D and its LHX NeXt initiative for operational efficiency. The company faces challenges from competitive markets, reliance on U.S. Government contracts, and geopolitical risks, but aims to mitigate these through innovation and capital management.
Defense Stocks Surged 100% Since Trump's Tariff Shock: Is The Rally Over?
Defense stocks, tracked by the State Street SPDR S&P Aerospace & Defense ETF (XAR), have nearly doubled since April 2025 lows, prompting questions about the sustainability of the rally. Analysts attribute this surge to a "new modern age" of warfare, rapidly increasing global defense budgets, depleted missile stockpiles, and the growing importance of AI and automation in military applications. Despite valuation concerns, the rally appears to be grounded in strong fundamentals, leading some to believe it's the early phase of a structural upcycle.
Rhumbline Advisers Reduces Stock Position in L3Harris Technologies Inc $LHX
Rhumbline Advisers reduced its stake in L3Harris Technologies Inc. (NYSE:LHX) by 1.6% in the third quarter, selling 5,090 shares. Despite this, other institutional investors increased their positions, and analysts generally have a "Buy" rating on the stock with a consensus target price of $328.57. L3Harris Technologies also reported strong earnings, beating consensus estimates, and declared an increased quarterly dividend.
Rhumbline Advisers Sells 3,778 Shares of General Dynamics Corporation $GD
Rhumbline Advisers has reduced its stake in General Dynamics Corporation by 0.8%, selling 3,778 shares, though it still holds 485,173 shares valued at $165.44 million. Concurrently, Vice President David Paddock sold 20,360 shares for approximately $6.82 million, decreasing his position by 35.72%. General Dynamics recently surpassed Q4 earnings estimates with an EPS of $4.17 and revenue of $14.38 billion, while also announcing a quarterly dividend of $1.50 per share.
Is It Too Late To Consider L3Harris Technologies (LHX) After A 73% One Year Surge?
L3Harris Technologies (LHX) has seen a 73% surge over the past year, leading investors to question its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock might be undervalued by 10.4% at around $340 per share, estimating an intrinsic value of $379.60. However, its P/E ratio of 39.63x is above Simply Wall St's Fair Ratio of 33.43x, indicating it could be overvalued by this metric.
FinancialContent - L3Harris Technologies (LHX) Surges 73% as 'Red Wolf' Wins and Record Munitions Production Redefine Defense Growth
L3Harris Technologies (LHX) has seen a 73% stock surge in the past year, driven by operational excellence, cost-cutting initiatives, and strategic acquisitions like Aerojet Rocketdyne. This growth is fueled by record fuzing deliveries and significant Navy contracts for advanced missile systems like the "Red Wolf," marking a pivot towards high-demand munitions and electronic warfare and positioning the company as a leader in "affordable mass" defense strategies. Despite rising valuation premiums, analysts remain bullish due to a massive $27.5 billion backlog and a strategic shift in military doctrine favoring high-volume, cost-effective munitions.
