L3Harris Technologies Inc. – Q4 2025 Results and 2026 Outlook

L3Harris Technologies (NYSE: LHX), a leading aerospace and defense technology innovator, reported its fourth‑quarter 2025 results on January 29, 2026. The company disclosed a net income attributable to the company of $300 million, down from $453 million in the prior year, and an earnings‑per‑share (EPS) of $1.59 versus $2.37. Non‑GAAP EPS rose modestly to $2.86 from $2.60, while the pension‑adjusted non‑GAAP figure climbed to $2.32 from $2.17.

Revenue reached $5.6 billion, a 2 % year‑over‑year increase and 6 % organic growth. Despite the dip in net income, the company maintained a healthy top‑line trajectory, driven by a record backlog and robust demand across its air, land, sea, space, and cyber segments.

Forward‑looking guidance for 2026

Chief Executive Officer Christopher Kubasik emphasized that the company’s investments in technology, capacity, and research and development are positioned to sustain growth. The company has issued 2026 guidance of:

  • EPS: $11.30 – $11.50
  • Revenue: $23.0 – $23.5 billion

These projections reflect a disciplined approach to capital expenditure and shareholder value creation while continuing to invest in emerging capabilities.

Market reaction

Pre‑market trading on the New York Stock Exchange saw L3Harris shares decline 4.3 % to $344.75, reflecting market caution in light of the more conservative profit outlook. The stock’s 52‑week high remains at $362.42, underscoring its resilience amid short‑term volatility.

Strategic contract additions

On January 28, 2026, L3Harris announced a contract modification worth $62.7 million, confirming continued client confidence and reinforcing revenue momentum. This adjustment follows a series of successful contracts that underpin the company’s long‑term pipeline.

Market context

With a market capitalization of $67.5 billion and a price‑earnings ratio of 38.3, L3Harris remains a prominent player in the defense technology sector. Its close price on January 27, 2026 was $360.30, illustrating the firm’s strong market position relative to its historical volatility (52‑week low of $193.09 on February 19, 2025).

Conclusion

L3Harris Technologies has delivered solid revenue growth and a stable backlog, while acknowledging a temporary decline in net income. The company’s forward‑looking guidance signals confidence in its capacity to generate earnings and revenue that align with its strategic investments. Investors should monitor the company’s execution of its capex and R&D plans, the impact of the newly secured $62.7 million contract, and broader defense‑industry dynamics that could influence demand for L3Harris’s advanced communication and cyber solutions.