L3Harris Technologies, Inc. (NYSE:LHX) is one of the Best Aerospace and Defense Stocks to Invest In Right Now. On February 18, L3Harris Technologies, Inc. (NYSE:LHX) announced landing its biggest ever full-rate production contract for submarine communication systems. ​As part of this contract, the company will supply 26 shipsets to General Dynamics Electric Boat. These shipsets will go to Virginia and Columbia-class submarines. Moreover, the follow-on contacts include continued production for both classes ...

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Fund”.  A copy of the letter can be downloaded here. The Fund seeks to invest in companies that possess franchise characteristics, with strong earnings trajectories, and are trading at a discount to the estimated private market value. US equities ended a record year with robust fourth-quarter gains. The Fund’s Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered - ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Core Insights - L3Harris Technologies secured a significant submarine communications production award, enhancing its role in next-generation naval systems and increasing long-term revenue visibility related to U.S. defense programs [1][3] - The company recently obtained a nearly $400 million contract for solid rocket boost motors and LDACS for the THAAD interceptor system [2] Contract Details - The contract won from General Dynamics Electric Boat is the largest full-rate communications systems contract for L3Harris, covering multiple submarine shipsets for the next decade [3] - The deal includes production for Virginia-class and Columbia-class submarines, with deliveries expected through 2033 [3] - Future Columbia-class platforms and allied fleets may receive additional support under this program framework [3] Technological Advancements - The advanced systems are designed to improve connectivity and situational awareness for underwater crews operating in complex environments [4] - The ability for submarines to operate undetected is crucial for the U.S. Navy's strategic advantage, as emphasized by L3Harris executives [5] Defense Ecosystem Context - This award builds on decades of collaboration between L3Harris and U.S. naval programs, including legacy submarine platforms [5] - Virginia-class vessels are focused on fast-attack missions, while Columbia-class submarines will serve as the foundation for next-generation sea-based deterrence capabilities [6] Market Reaction - Following the announcement, L3Harris Technologies shares increased by 1.82%, reaching $352.87 [6]

Group 1 - The U.S. government has shifted towards direct equity investments in strategic private companies to bolster national security and reduce reliance on foreign supply chains, particularly from China [1][2] - This approach has been compared to an informal "American sovereign wealth fund," leading to significant stakes in publicly traded firms, which may present compelling investment opportunities [1][2] - The focus of these investments includes sectors vital to defense, AI, electric vehicles, and energy independence, with all identified companies rated Buy by top Wall Street firms [1] Group 2 - Cameco Corp. is a leading uranium supplier with a small dividend and a significant deal with the U.S. Commerce Department to finance $80 billion in nuclear plant construction [1] - Intel Corp. has seen a government acquisition of a 10% stake through an $8.9 billion investment, positioning it as a major player in the semiconductor industry [1] - L3Harris Technologies Inc. received a $1 billion investment from the Pentagon to expand missile production, with a reliable dividend and a focus on national security technology solutions [2] - Lithium Americas Corp. is developing the Thacker Pass lithium project, which is considered a potential major investment opportunity due to its sought-after product [2] - MP Materials Corp. operates the only rare earth mine in the U.S. and secured a $400 million investment from the Department of Defense to enhance domestic production [2] - Trilogy Metals Inc. holds a 50% interest in the Upper Kobuk Mineral Projects in Alaska, with a government stake that could increase investor interest [2]

Melbourne, Florida-based L3Harris Technologies, Inc. (LHX) provides mission-critical solutions for government and commercial customers. Valued at $64.7 billion by market cap, the company designs, develops, and manufactures radio communications products and systems, including single channel ground and airborne radio systems. It also provides advanced defense and commercial technologies across air, land, sea, space, and cyber domains. Shares of this leading global aerospace and defense technology company h ...

L3Harris Technologies ( LHX ) is one of my biggest stocks for 2025. Since my first buy recommendation back in early June last year, the stock has grown by 40%, while the S&P500 hasHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. I studied ...

Group 1 - L3Harris Technologies (LHX) is projected to be a significant stock for 2025, having increased by 40% since the initial buy recommendation in early June of the previous year [1] - The performance of L3Harris Technologies has outpaced the S&P 500 index during the same period [1] Group 2 - The article emphasizes the importance of thorough analysis in identifying investment opportunities, highlighting the author's extensive experience in various sectors [1] - The author has a strong educational background in finance, which supports their analytical capabilities in uncovering value in emerging markets [1]

Financial Performance - As of the end of fiscal 2025, the company's contractual backlog was $38.7 billion, with an expectation to recognize approximately 45% of this revenue by the end of fiscal 2026 and 70% by the end of fiscal 2027[32]. - In fiscal 2025, 75% of the company's revenue was derived from sales to U.S. Government customers, with no other customer accounting for more than 5% of total revenue[36]. Workforce and Employment - The company hired approximately 6,000 new employees in fiscal 2025, focusing on competitive salaries and comprehensive benefits[50]. - As of January 2, 2026, the company had approximately 45,000 employees, with 90% located in the U.S., and 6% covered by collective bargaining agreements[47]. Intellectual Property - The company has an extensive portfolio of intellectual property, routinely applying for new patents and copyrights, and licensing intellectual property to and from third parties[34]. Currency and Financial Risks - Approximately 10% of the company's business was transacted in local currency environments in fiscal 2025, resulting in a cumulative translation loss of $185 million as of January 2, 2026[285]. - The company has open foreign currency forward contracts with an aggregate notional amount of $203 million to hedge against currency risks[286]. - As of January 2, 2026, the company's long-term debt consists predominantly of fixed-rate debt with a carrying value of $10,876 million and an estimated fair value of $10,913 million[288]. - The company currently has no plans to refinance or repurchase outstanding fixed-rate debt prior to maturity[288]. - A hypothetical 10% change in interest rates on the company's long-term fixed-rate debt obligations would not have had a material impact on the fair value of these obligations[288]. - The company cannot assure that interest rates will not change significantly or have a material effect on the fair value of its debt obligations or results of operations over the next twelve months[289]. Strategic Initiatives - The company is pursuing a Trusted Disruptor strategy, emphasizing innovation, agility, and affordability in response to recent reforms in the U.S. Government's acquisition strategy[43]. - The company relies on a diverse range of suppliers for materials, facing potential supply chain disruptions due to global events and regulatory changes[44]. Safety and Risk Management - The company emphasizes a proactive safety culture and programs to eliminate workplace incidents, risks, and hazards[48].

Core Insights - L3Harris Technologies, Inc. is recognized as one of the 12 Unstoppable Dividend Stocks to buy according to analysts [1] - Bernstein raised its price target for L3Harris from $398 to $405, maintaining an Outperform rating, citing strong Q4 results and increased backlog [2] - The company secured a U.S. Navy contract for developing Red Wolf vehicles, a long-range missile system aimed at enhancing the Marine Corps' precision-strike capabilities [3] Company Overview - L3Harris Technologies provides technology solutions across various domains including space, air, land, sea, and cyber, supporting national security [4] Recent Developments - The Red Wolf missile system is designed to target moving objects at distances exceeding 200 nautical miles, reinforcing the U.S. military's deterrence strategy in the Pacific [3] - The company introduced the Red Wolf alongside another missile system, Green Wolf, as cost-effective strike options to support military readiness [3]