L3Harris Technologies, Inc. (NYSE:LHX ) Jefferies Mining and Industrials Conference 2025 September 4, 2025 11:30 AM EDT Company Participants Kenneth Bedingfield - Senior VP, CFO & President of Aerojet Rocketdyne Christopher Kubasik - Chairman & CEO Conference Call Participants Sheila Kahyaoglu - Jefferies LLC, Research Division Presentation Sheila Kahyaoglu Managing Director in Equity Research ...
L3Harris Technologies is transforming into a strategic defense leader, expanding globally with major contracts and plant investments in the US and Europe. Despite trading above historical multiples, strong cash flow growth, superior margins, and a robust backlog justify a premium valuation for LHX stock. Key catalysts include the Golden Dome satellite program, Viper Shield contract in Poland, a...
MELBOURNE, Fla.--(BUSINESS WIRE)--The government of Poland has selected L3Harris Technologies (NYSE: LHX) to provide its Viper Shield™ electronic warfare (EW) system for the country's F-16 Viper upgrade program. Poland will purchase the AN/ALQ-254 Viper Shield system through the U.S. government to enhance the offensive and defensive capabilities of its current F-16 Block 52+ configuration. Vipe...
L3Harris is uniquely positioned to benefit from rising defense budgets, leading in missile defense, space-based sensing, and advanced communications. Strong backlog, strategic program ramps, and Aerojet Rocketdyne integration support robust multi-year revenue and margin growth outlook. Despite a premium to peers, LHX's superior margins, diversified platform exposure, and free cash flow justify ...
MELBOURNE, Fla.--(BUSINESS WIRE)--L3Harris Technologies (NYSE: LHX) has completed a $100 million expansion at its satellite integration and test facility in Palm Bay to support the Department of Defense's (DOD) urgent need for on-orbit technology for the Golden Dome for America. L3Harris' new investment in Florida adds to the existing capability of the Space Coast and will enable key components...
MELBOURNE, Fla.--(BUSINESS WIRE)--L3Harris Technologies (NYSE: LHX) Chair and CEO Christopher E. Kubasik and Chief Financial Officer and Aerojet Rocketdyne President Ken Bedingfield will present at the Jefferies Industrials Conference at 11:30 a.m. ET on Thursday, Sept. 4, in New York City. The presentation will stream live on the L3Harris website, with a recording available following the event...
Global military expenditure climbed by nearly 10% between 2023 and 2024, reaching $2.7 trillion last year as spending accelerated faster since the Cold War. Ongoing conflicts throughout Eastern Europe and the Middle East threaten to continue driving a worldwide race toward defense growth into the foreseeable future.
For more than a year now, I've been warning investors that defense stocks cost too much. At first, that warning seemed prescient, when shares of almost all of America's leading publicly traded defense companies declined within months of my sounding the alarm.
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