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L3harris Technologies
L3harris Technologies (LHX) investor relations material
L3harris Technologies Investor Day 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2026 summary25 Feb, 2026
Strategic direction and portfolio evolution
Focus on adapting quickly, scaling smartly, and accelerating growth to outpace competitors and lead in defense technology markets.
Portfolio reshaped through $3.5B in divestitures, key acquisitions like Aerojet Rocketdyne and Viasat's Tactical Data Links, and realigned into three core segments: Space & Mission Systems, Communications & Spectrum Dominance, and Missile Solutions.
Strategic transactions include the sale of a majority stake in Space Propulsion & Power Systems to fund missile solutions expansion and unlock shareholder value.
Emphasis on deliberate M&A, partnerships, venture investments, and commercial business models to drive innovation, margin expansion, and a future-ready portfolio.
Leadership team with deep operational expertise, record backlog, high employee engagement, and modernized facilities position the company for scalable production and rapid response.
Financial framework and growth outlook
2028 targets: $27B revenue (8% organic CAGR), $4.4B segment operating income (9% CAGR), $5B cash from operations, and $3.5B free cash flow.
2026 guidance: $23.0–$23.5B revenue, low 16% segment operating margin, and $3.0B free cash flow, exceeding prior frameworks.
Growth driven by SMS (~$13B), CSD (~$9B), and MSL (~$6.3B) by 2028, with balanced growth and no single program exceeding 5% of sales.
$3B CapEx planned for Missile Solutions capacity expansion, with CapEx normalizing post-2028 as new facilities come online.
Commitment to competitive dividends, share buybacks to offset dilution, and strategic capital deployment for value creation.
Segment highlights and operational priorities
Missile Solutions: High teens to 20%+ growth expected, $1B government anchor investment, $3B capacity expansion, and IPO planned for 2026.
Communications & Spectrum Dominance: Commercial model drives ~25% margins, international revenue mix rising to 40%, and major investments in resilient comms, sensors, and counter-drone systems.
Space & Mission Systems: Upper single-digit growth, record backlog, leadership in missile warning/defense, ISR, and missionized business jets, targeting $13B revenue by 2028.
AI, automation, and digital transformation integrated across manufacturing and product development to enhance efficiency and speed.
All segments scaling production and capacity to meet generational demand driven by global security threats and evolving defense priorities.
MSL IPO: Strategic advantage over self-funding?
Path to 50% commercial revenue by decade end?
8% CAGR: How to outpace budget growth?
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Next L3harris Technologies earnings date
Q1 202623 Apr, 2026
L3harris Technologies
Next L3harris Technologies earnings date
Q1 202623 Apr, 2026
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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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