Core Insights - L3Harris Technologies has secured a new U.S. Navy contract to support Marine Corps strike modernization efforts, focusing on the Red WolfTM vehicles for long-range precision missions [1][2] - The contract follows extensive operational testing and transitions from demonstrations to production and fielding [2] - The military is increasingly prioritizing affordable systems that can deploy at scale, especially in light of vulnerabilities exposed by recent conflicts involving mass-produced drones [3] Program Scope and Timing - The Navy's selection of L3Harris was announced after 52 successful vehicle flights in various environments, including low-altitude firings from a Marine AH-1Z helicopter [2] Battlefield Advantages - The Red Wolf system enhances engagement distance for weapons launched from vertical takeoff platforms, demonstrating ranges of about 200 nautical miles during testing [4] - The vehicle supports beyond line-of-sight communications and autonomous over-the-horizon engagements, allowing more aircraft to participate in strike operations [5] Financial Guidance - For fiscal 2026, L3Harris expects adjusted earnings per share between $11.30 and $11.50, below the Street's estimate of $12.46, while raising its revenue outlook to $23.0 billion to $23.5 billion, slightly above the consensus estimate [6] - By segment, projected revenues include approximately $11.5 billion from Space & Mission Systems, around $8.0 billion from Communication & Spectrum Dominance, and approximately $4.4 billion from Missiles Solutions, with total operating margins expected in the low 16% range [7] - The company anticipates free cash flow of approximately $3.0 billion [8]

Core Insights - Rheinmetall AG is a significant player in the defense and automotive sectors, known for its innovative military technology and automotive components [1] - Jefferies maintains a "Buy" rating for Rheinmetall, raising the price target to €2,170, reflecting confidence in the company's future performance [2][6] - The stock has received a consensus "Buy" rating from seven brokerages, indicating a positive outlook supported by recent upgrades [3][6] Stock Performance - The stock opened at $433.47 and currently trades at $421.51, showing a 2.20% decrease, with a trading range today between $418.15 and $428.98 [4] - Over the past year, the stock has experienced significant volatility, with a high of $468.90 and a low of $142.03 [4] - Rheinmetall's market capitalization is approximately $95.92 billion, indicating a strong presence in the market [5][6] Market Activity - The stock has a trading volume of 6,622 shares on the OTC exchange, reflecting active trading and investor interest [5]

Defense contractor L3Harris Technologies said on Friday it had secured a U.S. Navy deal to develop Red Wolf vehicles for the Marine Corps' precision-strike program. ...

Core Insights - Global defense spending is increasing due to geopolitical tensions, benefiting companies like AeroVironment, Inc. (AVAV) and L3Harris Technologies, Inc. (LHX) [1] - Investments in unmanned systems, satellite communications, space hardware, cyber defense, and advanced weapons are creating favorable conditions for both companies [1] Summary of AeroVironment (AVAV) - AVAV specializes in unmanned aerial systems and space-qualified hardware for various orbits and cislunar missions [2] - The company has expanded its defense footprint with a $75 million task order from the U.S. Air Force for biotechnology and materials science development [4] - AVAV has made progress in advanced airspace operations by installing a new Beyond Visual Line of Sight (BVLOS) airspace management facility [5] - The Zacks Consensus Estimate for AVAV's fiscal 2026 EPS is $3.46, indicating a 5.5% growth, with revenue estimates at $2.00 billion, reflecting a 143.4% increase [10] Summary of L3Harris Technologies (LHX) - LHX is a diversified defense contractor with strong capabilities in communications, space systems, electronic warfare, and tactical networks [2] - The company reported Q4 2025 revenues of $5.65 billion, a 2.4% increase from the previous year, and EPS improved to $2.86, representing a 10.0% year-over-year growth [6] - LHX delivered the first MC-55A aircraft to the U.S. Air Force and secured a contract for a next-generation imaging payload for South Korea's GEO-KOMPSAT-5 satellite [7][8] - The Zacks Consensus Estimate for LHX's 2026 EPS is $12.39, indicating a 16.3% year-over-year growth, with revenue estimates at $23.40 billion, showing a 6.5% increase [11] Comparative Analysis - LHX has outperformed AVAV in stock price performance, with a 23.1% gain compared to AVAV's 20.8% decline over the past three months [12] - LHX's valuation is more attractive, trading at a forward Price/Sales (P/S F12M) multiple of 2.83X compared to AVAV's 6.47X [15] - LHX is positioned as the stronger stock due to its diversified operations, steady growth, and attractive valuation, making it a better option for investors seeking growth and reliability in the defense sector [17]

L3Harris Stock Tumbles on Earnings. What's Frightening Investors. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# L3Harris Stock Rises. Guidance Was Confusing.By [Mackenzie Tatananni]and [Al Root]ShareResize---ReprintsIn this article[LHX][S ...

Key Takeaways Palantir will report Q4 results Feb. 2, with consensus indicating 62.8% revenue growth and 64.3% EPS growth.PLTR's government and commercial segments are set to grow 55.4% and 73.5%, driven by strong customer demand.Palantir shares remain expensive, trading at 147X forward earnings and 543X EV/EBITDA.Palantir Technologies Inc. (PLTR) will report its fourth-quarter 2025 results on Feb. 2, after the bell.The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 23 cents, ...

Defense contractor L3Harris Technologies missed Wall Street estimates for fourth-quarter revenue on Thursday, as a prolonged U.S. government shutdown delayed contract awards. ...

L3Harris Technologies Inc. (NYSE:LHX) reported financial results for the fourth quarter before the market opened on Thursday.Revenue of $5.64 billion, up 2% versus the prior year, missed the consensus of $5.77 billion.Non-GAAP diluted EPS of $2.86 beat the consensus of $2.76.In the fourth quarter of 2025, L3Harris reported cash from operations of $1.96 billion, compared with $1.13 billion in the same period a year earlier; on an adjusted basis, free cash flow was $1.86 billion, versus $1.03 billion in the f ...

Lockheed Martin Corporation (NYSE:LMT) is one of the stocks Jim Cramer discussed, along with market shortages. Noting that defense contractor companies are good long-term investments and offer “reasonable dividends,” a club member asked for a recommendation. Cramer replied: You’re right. I like… AeroVironment. I like Lockheed Martin. I’ve always been confused about whether to get into what I guard as the hornet’s nest of the president saying that they can’t buy back stock or they can’t pay dividends. Too ...

Financial giants have made a conspicuous bullish move on Northrop Grumman. Our analysis of options history for Northrop Grumman (NYSE:NOC) revealed 21 unusual trades.Delving into the details, we found 52% of traders were bullish, while 23% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $375,593, and 16 were calls, valued at $731,950.Expected Price MovementsAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a pr ...