L3HARRIS TECHNOLOGIES, INC.: insider trades · United States · SEC (Form 4)

About L3HARRIS TECHNOLOGIES, INC.

L3Harris Technologies, Inc. /DE/ (NYSE: LHX) is a U.S.-based aerospace and defense company headquartered in Melbourne, Florida, in the United States. Formed in 2019 through the merger of Harris Corporation and L3 Technologies, the company has become a significant supplier to U.S. and allied defense customers, with a portfolio focused on mission-critical communications, electronic warfare, intelligence, surveillance and reconnaissance, space systems, avionics, and missile propulsion. For French-, Belgian- and Swiss-based investors, L3Harris reads as a classic defense and national-security compounder: government-exposed, technologically differentiated, and supported by long-cycle programs that can provide greater earnings visibility than many cyclical industrial names. The company’s historical roots matter. Harris contributed deep expertise in communications and electronics, while L3 brought mission systems integration, airborne platforms, and systems engineering capabilities. That combination remains visible in the current portfolio and helps explain L3Harris’s positioning as an end-to-end defense technology provider rather than a single-product supplier. In early 2026, management reorganized the business from four to three mission-aligned segments: Space & Mission Systems, Communications & Spectrum Dominance, and Missile Solutions. This shift reflects the company’s strategic emphasis on modern warfare priorities such as resilient networks, spectrum dominance, classified and tactical communications, advanced sensing, space domain awareness, and propulsion for missiles and hypersonic-adjacent applications. Key product and service lines include tactical radios and secure communications, integrated command-and-control solutions, ISR and SIGINT systems, aircraft missionization and avionics, space payloads and radar, electronic warfare tools, and solid rocket motor / missile propulsion technologies. The customer base is predominantly U.S. government and defense agencies, with additional exposure to allied international customers and selected commercial and civil-government programs. L3Harris’s competitive position is strengthened by its systems integration capability, entrenched program relationships, engineering depth, and relevance to high-priority defense modernization budgets. It is widely viewed as a top-tier U.S. defense contractor, with a portfolio that is both broad and mission-focused. Geographically, the company remains heavily weighted toward the United States, while also selling to international allies and operating globally through exportable defense programs. Recent developments underscore improving operating momentum: 2025 results showed stronger revenue growth, margin expansion, and record order intake, while 2026 guidance was initiated on a constructive outlook. In January 2026, L3Harris also announced a proposed partnership tied to its Missile Solutions business and said it intends to pursue an IPO for that unit in the second half of 2026, highlighting a strategic move to unlock value and sharpen portfolio focus. Listed on the NYSE, L3Harris combines defense-sector resilience, technology intensity, and capital-allocation discipline.