L3Harris reported FY2025 revenue of $21.9 billion and 2026 Q1 revenue of $5.7 billion. The decision point is whether defense-electronics demand, integration work and portfolio reshaping can translate into steadier margins and cash conversion.
L3Harris: the defense electronics compounder still has to prove cash discipline
NYSELHXCoverage BootstrapL3Harris Technologies, Inc.
Thesis summary
L3Harris reported FY2025 revenue of $21.9 billion and 2026 Q1 revenue of $5.7 billion. The decision point is whether defense-electronics demand, integration work and portfolio reshaping can translate into steadier margins and cash conversion.
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