L3Harris is a primary beneficiary of NATO 3% GDP defense commitment with comms, electronic warfare and space surveillance products in high demand. Aerojet Rocketdyne acquisition integration is delivering on solid rocket motor capacity expansion at exactly the moment of historic demand from Patriot, HIMARS and hypersonics programs. Space and ISR backlog provides multi-year visibility. Margin expansion path is clear as legacy contracts roll.
Thesis reviewed May 29, 2026
L3Harris Technologies, Inc. is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States65NEUTRALView United States risk detail βπ‘Defense100WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| SAIC | Science Applications International Corp. | 90 | +11% | β31% | ENTRY |
| LMT | Lockheed Martin | 90 | +9% | β31% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | β31% | ENTRY |
| LDOS | Leidos Holdings, Inc. | 90 | +14% | β31% | ENTRY |
| BA | The Boeing Company | 90 | +9% | β31% | NEUTRAL |
| AXON | Axon Enterprise Inc. | 90 | +10% | β31% | ENTRY |
| HEI | HEICO Corporation | 90 | +12% | β31% | ENTRY |
Investors who hold LHX may also have indirect exposure through these country funds.
European NATO members commit to 3% GDP defense by 2030
Aerojet motor capacity expansion ahead of schedule
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Richard Dean Dr McCormickGA | Buy | $1kβ$15k | Jun 12, 26 | ||
| Tim WalbergMI | Buy | $1kβ$15k | Feb 7, 25 | ||
| Richard Dean Dr McCormickGA | R | Sell | $1kβ$15k | Mar 19, 26 | -11.0% |
| Markwayne Mullin | Buy | $15kβ$50k | May 13, 25 | +29.3% | |
| Markwayne Mullin | Buy | $15kβ$50k | Feb 13, 25 | +57.3% | |
| Greg LandsmanOH | D | Buy | $1kβ$15k | Jul 17, 24 | +44.0% |
| Abigail SpanbergerVA | Buy | $1kβ$15k | Jun 4, 24 | +45.2% |