LHX
L3HARRIS TECHNOLOGIES, INC. /DE/Evidence as of 2026-09-03The desk's Snapshot
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Overview · L3HARRIS TECHNOLOGIES, INC. /DE/
L3Harris Technologies, Inc., an aerospace and defense technology company, provides mission-critical solutions for government and commercial customers worldwide. The company's Integrated Mission Systems segment provides multi-mission intelligence, surveillance, and reconnaissance (ISR) systems; and communication systems, as well as fleet management support, sensor development, modification, and periodic depot maintena…
Management team
- Mr. Samir B. Mehta · President of Communication Systems SegmentFind on LinkedIn
- Mr. Edward J. Zoiss · President of Space & Airborne SystemsFind on LinkedIn
- Mr. Sean J. Stackley · Senior Vice President of Strategy, Growth & TechnologyFind on LinkedIn
- Mr. Kenneth L. Bedingfield · Senior VP & CFOFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.0 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.0 of a possible +2; was -0.0 before debate) · confidence high. Revenue rose sequentially from $5,744,000,000 in Q1 2026 (fiscal quarter ended 2026-04-24) to $5,881,000,000 in Q2 2026 (fiscal quarter ended 2026-07-24), and revenue was higher year‑over‑year versus $5,426,000,000 in Q2 2025 (fiscal quarter ended 2025-07-18). Operating income was essentially flat sequentially — $652,000,000 in Q1 2026 versus $654,000,000 in Q2 2026 — producing an operating‑margin compression from approximately 11.35% to 11.12%, while diluted EPS rose from $2.72 to $3.13 across those quarters.
Balance‑sheet liquidity and leverage moved together: cash and cash equivalents increased from $590,000,000 as of 2026-04-03 to $1,521,000,000 as of 2026-07-03 while long‑term noncurrent debt declined from $10,443,000,000 as of 2026-01-02 to $9,184,000,000 as of 2026-07-03. Market signals are mixed to negative: 6‑month momentum is -28.6% (5th percentile), price sits below the 50‑day ( -7.9%) and 200‑day ( -16.5%) SMAs, drawdown from the 3‑year high is -30.4%, and volatility is elevated (30‑day annualized +37.6%, 90‑day +30.6%). Governance and legal headlines show a CEO resignation on 17 August 2026 and multiple announced investor and plaintiff‑firm inquiries; filings also include an executed separation agreement (8‑K) and two Form 3s filed 25 August 2026.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue rose sequentially from $5,744,000,000 in fiscal Q1 2026 (2026-01-03 to 2026-04-03, 3mo) to $5,881,000,000 in fiscal Q2 2026 (2026-04-04 to 2026-07-03, 3mo).
XBRL companyfacts · 0000202058-26-000035Revenue was higher year-over-year for the Q2 comparison: $5,881,000,000 in fiscal Q2 2026 (2026-04-04 to 2026-07-03, 3mo) versus $5,426,000,000 in fiscal Q2 2025 (2025-03-29 to 2025-06-27, 3mo).
XBRL companyfacts · 0000202058-25-000151Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
An 8‑K filed 17 August 2026 documents an executed separation agreement.
8-K filed 2026-08-17Two Forms 3 were filed on 25 August 2026 reporting initial statements of beneficial ownership for individuals or persons required to file Form 3.
3 filed 2026-08-25Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Momentum over the past 6 months (fiscal 6-month window ending 02 September 2026) is -28.6%, ranked in the 5th percentile of the 547-stock research universe on 2026-09-02.
Moneyta signal set · 2026-09-02weakened in debateRelative strength versus SPY over the past 6 months (fiscal 6-month window ending 02 September 2026) is -40.6%, ranked in the 5th percentile of the 547-stock research universe on 2026-09-02.
Moneyta signal set · 2026-09-02Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, LHX is a holding in the IVV ETF with a reported weight of 0.08% of the fund.
ETF constituents · market dataThe reported 0.08% weight indicates LHX represents a small fractional share of IVV's assets as of 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Several headlines focus on the CEO resignation (Christopher Kubasik) and related securities-law investigations following his August 17 resignation for conduct described as inconsistent with company values.
News · finance.yahoo.com · 2026-09-02Independent law firms and plaintiff firms have announced investor investigations or inquiries into potential claims involving L3Harris.
News · globenewswire.com · 2026-09-01Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Price-to-earnings (TTM) is 24.31 based on the filings and market price.
Valuation inputs · SEC XBRL + stored EOD closeEnterprise-value-to-EBITDA (TTM) is 10.36 based on the filings and market price.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
The supplied filings and reported results provide several concurrent fundamental signals that support a favorable read: sequential and year-over-year revenue increases (fundamentals-0, fundamentals-1), rising diluted EPS (fundamentals-3) alongside a small reduction in share count (fundamentals-4), and simultaneously stronger liquidity and lower long-term debt (fundamentals-5). Operating profitability is positive and EBITDA is material (fundamentals-2, valuation-4), which complements media coverage noting program wins and mission-critical contracts (news-2, news-3) that are company-specific operational indicators. The bear case leans heavily on recent adverse price action, elevated volatility, negative free cash flow, and governance headlines (market-0..5, valuation-2..3, news-0..1); these pieces are relevant but represent market sentiment, timing, or one-off governance events rather than the contemporaneous SEC-reported operating and balance-sheet metrics that show improving revenue, EPS, and liquidity. Financial advisors often suggest focusing on reported cash, debt trends, and core operating metrics when assessing company health; by that lens the evidence set contains multiple corroborating, high-strength filings showing revenue, EPS, cash, and debt improvements.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.34
32 surviving claims rest on 15 distinct sources; the heaviest analyst carries 22% of them, and 97% of what the desk raised survived the debate.
The set rests on a moderate breadth of sources (15) covering 32 surviving claims, so the read pulls from multiple documents but isn’t highly diversified across sources. One analyst contributing 22% of the surviving claims creates modest single-analyst concentration, and the very high debate survival rate (97%) suggests the desk’s conclusions were broadly unchallenged — which raises the risk of under-tested assumptions or group-consensus blind spots. Taken together, these factors mean the evidence set is informative but somewhat brittle to new primary filings or material disclosures.
Peer context · computed, not argued
12-1 momentum ranks 6th of 6 in Aerospace & Defense (as of 2026-09-02).
6-month relative strength ranks 6th of 6 in Aerospace & Defense (as of 2026-09-02).
90-day volatility ranks 4th of 6 in Aerospace & Defense (as of 2026-09-02).
dividend yield ranks 2nd of 6 in Aerospace & Defense (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
12 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.8 to the score
3 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.9 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on LHX Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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