L3Harris Technologies (LHX) reported fourth-quarter 2025 results showing revenue growth alongside notable profit compression: total revenue rose to $5.65 billion (+2.26% year-over-year), while cost of sales was $4.20 billion, producing a gross profit of $1.45 billion (+3.51% YoY).
Cash flow and the balance sheet showed strength, driven by a large increase in operating cash generation that helped lift liquidity.
In sum, L3Harris (LHX) delivered modest top-line growth with improving gross margins but faced tightening operating margins and lower net earnings, while materially stronger cash generation and higher liquidity provided balance-sheet cushion heading into the next period.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
L3Harris Technologies Inc. Insider Trading Activity
L3Harris Technologies Inc. insiders have traded $LHX stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $LHX stock by insiders over the last 6 months:
- CHRISTOPHER E KUBASIK (Chair and CEO) has made 0 purchases and 2 sales selling 97,171 shares for an estimated $27,497,879.
- SAMIR MEHTA (Pres., Space & Missions Sys.) sold 4,840 shares for an estimated $1,640,034
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
L3Harris Technologies Inc. Hedge Fund Activity
We have seen 759 institutional investors add shares of L3Harris Technologies Inc. stock to their portfolio, and 628 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,641,437 shares (-30.7%) from their portfolio in Q3 2025, for an estimated $806,721,274
- VICTORY CAPITAL MANAGEMENT INC added 1,079,474 shares (+1053.9%) to their portfolio in Q3 2025, for an estimated $329,682,154
- BLACKROCK, INC. added 794,098 shares (+4.8%) to their portfolio in Q4 2025, for an estimated $233,123,349
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 693,175 shares (+inf%) to their portfolio in Q3 2025, for an estimated $211,702,576
- WELLINGTON MANAGEMENT GROUP LLP removed 631,947 shares (-11.8%) from their portfolio in Q3 2025, for an estimated $193,002,933
- MIZUHO MARKETS AMERICAS LLC removed 583,569 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $178,227,808
- TWO SIGMA ADVISERS, LP added 524,900 shares (+2548.1%) to their portfolio in Q3 2025, for an estimated $160,309,709
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
L3Harris Technologies Inc. Government Contracts
We have seen $5,039,934,655 of award payments to $LHX over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- THE PURPOSE OF THIS DELIVERY ORDER AWARD IS TO ADD FUNDING FOR FTI TELECOMMUNICATIONS SERVICES.: $968,062,514
- IGF::OT::IGF RS-25 PRODUCTION RESTART TO BE UNDERTAKEN BY THE CONTRACTOR IN SUPPORT OF PROVIDING SIX RS-25...: $278,679,964
- DELIVERY ORDER 07 DELIVERY OF 12 OA-1K AIRCRAFTREQUIREMENTS IN ACCORDANCE WITH ATTACHMENT 01 - ARMED OVERWA...: $246,482,708
- FLIGHT TEST INSTRUMENTATION SUPPORT AND SERVICES: $112,052,116
- DAFIS UDO RECONSTRUCT W/O ADVANCE: $107,789,867
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
L3Harris Technologies Inc. Congressional Stock Trading
Members of Congress have traded $LHX stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $LHX stock by members of Congress over the last 6 months:
- REPRESENTATIVE RICHARD MCCORMICK has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/05 and 1 sale worth up to $15,000 on 09/18.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
L3Harris Technologies Inc. Analyst Ratings
Wall Street analysts have issued reports on $LHX in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/13/2026
- Truist Securities issued a "Buy" rating on 10/15/2025
To track analyst ratings and price targets for L3Harris Technologies Inc., check out Quiver Quantitative's $LHX forecast page.
L3Harris Technologies Inc. Price Targets
Multiple analysts have issued price targets for $LHX recently. We have seen 6 analysts offer price targets for $LHX in the last 6 months, with a median target of $377.5.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $418.0 on 02/05/2026
- Seth Seifman from JP Morgan set a target price of $395.0 on 02/05/2026
- Kristine Liwag from Morgan Stanley set a target price of $390.0 on 02/02/2026
- Ken Herbert from RBC Capital set a target price of $365.0 on 01/30/2026
- Myles Walton from UBS set a target price of $349.0 on 01/15/2026
- Michael Ciarmoli from Truist Securities set a target price of $353.0 on 10/15/2025
