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L3harris Technologies (LHX) investor relations material
L3harris Technologies Jefferies Mining and Industrials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies Mining and Industrials Conference 2025 summary4 Sep, 2025
Defense budget and strategic outlook
US defense budgets for 2025 and 2026 are at record highs, with a $155B reconciliation bill to be spent over 3-4 years, creating significant tailwinds for the industry.
European defense budgets are increasing, offering additional international growth opportunities, with 23% of revenues currently derived internationally.
The Golden Dome missile shield initiative, backed by a $25B FY26 budget, is expected to generate substantial near-term orders and contracts.
The company anticipates capturing 10-20% of the Golden Dome budget, with revenue impact expected to begin quickly.
Confidence in exceeding the 2026 revenue target of $23B is growing, with more upside than downside projected.
Portfolio, acquisitions, and operational performance
The Aerojet Rocketdyne acquisition has outperformed expectations, with leadership changes, workforce engagement, and demand surges driving double-digit growth in the missile segment for the next decade.
Investments in capacity and modernization, including new facilities and robotics, have increased solid rocket motor deliveries by over 60% in two years.
The business produces about 100,000 motors annually, outpacing new entrants, and is focused on supply chain expansion for critical components.
Divestitures and acquisitions have optimized the portfolio, aligning with future warfare needs and high-growth, high-margin segments.
Productivity initiatives have removed $1.5B–$2B in costs, improved margins to 16%+, and increased free cash flow to $3B by 2026.
Technology, product lines, and market opportunities
The company is a leader in resilient communications, with software-defined radios and tactical comms seeing strong demand, especially in Europe.
Software upgrades for radios provide a long runway, with modernization expected to continue through at least 2037.
The broadband communications and data link business, including Link 16, is expanding into space, creating new growth avenues.
Next Gen Jammer and electronic warfare programs are progressing, with significant production and future capability expansion potential.
ISR and space segments are platform-agnostic, with major classified and international opportunities, and new facilities ready to support rapid scaling for programs like Golden Dome and HBTSS.
Golden Dome revenue potential for LHX?
Aerojet Rocketdyne valuation drivers?
European comms market growth drivers?
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Next L3harris Technologies earnings date
Q3 202530 Oct, 2025
Next L3harris Technologies earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Defense Technologies
L3Harris Technologies is an American technology company and defense contractor. is an aerospace and defense technology company. Headquartered in Melbourne, Florida, the company specializes in a wide array of advanced technologies, including secure communication systems, night vision, avionics, space and airborne systems, and surveillance solutions. L3Harris is headquartered in Melbourne, Florida, and its shares are traded on the NYSE.
Formation Through a Merger
L3Harris Technologies came to be after a merger of L3 Technologies and Harris Corporation in 2019. Harris Corporation, founded in 1895, initially focused on printing press and typesetting systems, gradually evolving into communications and electronic systems. L3 Technologies was established in 1997 by the formation of various divisions divested by Lockheed Martin. The company quickly became established in the sector and is today one of the leaders in niche fields such as night vision.
A Defense Contractor
Just like how companies such as Lockheed Martin and Northrop Grumman are defense contractors, L3Harris works in a similar way. The company is primarily engaged in providing advanced technology solutions for the defense and intelligence sectors. As a defense contractor, their role involves designing, developing, and manufacturing technology and equipment critical for national security. The company does have some commercial customers and activities as well.
Products
L3Harris Technologies specializes in a wide range of products and services for the defense, aerospace, and commercial sectors. The company’s products are used in intelligence, surveillance, reconnaissance, and analytics, supporting military, government, and commercial customers globally. It provides surveillance solutions, night vision equipment, and air traffic management systems. In cybersecurity, L3Harris offers secure communications and information assurance products. The company also develops integrated mission systems for air, space, sea, and land platforms.
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