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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for L3Harris (LHX) is 8/10.
Revenue surged to $5.7 billion with 15% organic growth and broad-based strength across all segments, while GAAP EPS of $2.72 rose 33% year-over-year. Record backlog nearing $40 billion with $25 billion in MAC awards pending and the Missile Solutions IPO with DoW's $1 billion investment highlighted the portfolio's momentum. Management raised EPS guidance by $0.10 to $11.40-$11.60 on lower interest and tax rates.
Scored from L3Harris’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.52B | +3.4% | $2.37 | +185.5% | 25.3% | 13.2% | 8.2% | $1.01B |
| FY2025 Q1 | $5.13B | -1.5% | $2.04 | +37.8% | 26.3% | 10.8% | 7.5% | $-101M |
| FY2025 Q2 | $5.43B | +2.4% | $2.44 | +27.1% | 24.6% | 10.8% | 8.4% | $552M |
| FY2025 Q3 | $5.66B | +6.9% | $2.46 | +17.1% | 26.4% | 11.2% | 8.2% | $427M |
| FY2025 Q4 | $5.65B | +2.3% | $1.59 | -32.9% | 25.6% | 6.7% | 5.3% | $1.80B |
| FY2026 Q1 | $5.74B | +11.9% | $2.72 | +33.3% | 24.4% | 11.2% | 8.9% | $-194M |
| FY2026 Q2 | $5.88B | +8.4% | $3.13 | +28.3% | 25.5% | 11.1% | 10.2% | $771M |
On August 17, 2026, L3Harris Technologies appointed Sam Mehta, 53, as President and Chief Executive Officer, effective immediately, and named him to the Board. Mehta joined L3Harris in 2023 and most recently served as President of the Space & Mission Systems and Communications & Spectrum Dominance segments, bringing more than 25 years of aerospace and defense leadership experience.