Industrials·Aerospace & Defense·$59.3B
L3Harris Technologies (LHX) operates in the aerospace and defense sector, providing advanced technology solutions for government and commercial customers. With a market cap of $59 billion, the company plays a critical role in national security and defense, which are increasingly important themes in today's geopolitical landscape.
EPS
Earnings per share is a key indicator of profitability and financial health, reflecting the company's ability to generate profit for shareholders.
Revenue
Revenue growth is crucial for assessing the company's overall performance and market demand for its products and services.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+4.51%
Avg Stock Reaction
+0.63%
In Q4-2025, L3Harris reported an EPS of $2.86, exceeding expectations by 3.59%. However, the stock experienced a slight decline of 1.19% the following day.
Management Promises & Guidance
Analysts are generally optimistic about L3Harris's upcoming earnings, with expectations for both EPS and revenue to meet or exceed consensus estimates.
Bull Case
If L3Harris beats EPS estimates and shows strong revenue growth, it could signal robust demand for its products, leading to increased investor confidence.
Bear Case
Conversely, if the company fails to meet expectations or provides weak guidance, it may raise concerns about future growth, potentially leading to a decline in stock price.
EPS
$2.57Earnings per share is a key indicator of profitability and financial health, reflecting the company's ability to generate profit for shareholders.
Revenue
$5.4BRevenue growth is crucial for assessing the company's overall performance and market demand for its products and services.
The print will turn on these two things.
Q1
Will L3Harris achieve an EPS of $2.57 or higher this quarter?
This figure is crucial for assessing the company's profitability and could influence investor sentiment significantly.
Q2
What is the revenue outlook for the upcoming quarters?
Understanding revenue trends will provide insights into demand for L3Harris's products and overall business health.
Why consensus could be wrong
The consensus may underestimate the potential for L3Harris to exceed EPS expectations due to strong demand in defense sectors, which could lead to a surprise upside.
Supporting Evidence
L3Harris has consistently beaten EPS estimates in the past quarters, indicating strong operational performance.
The company's focus on innovation and new market expansion could drive better-than-expected results.
Recent geopolitical tensions may increase demand for defense solutions, benefiting L3Harris.
Key Risk
If revenue growth comes in below $5.3B, it could challenge the optimistic outlook.
Pre-commit to what would confirm each case.
Investors are closely watching these metrics to gauge the company's ability to sustain growth in a competitive market.
Bull Confirmed If
An EPS of $2.60 or higher, coupled with revenue exceeding $5.5B, would confirm strong operational performance.
Bear Confirmed If
An EPS below $2.50 or revenue below $5.3B would raise concerns about the company's growth trajectory.
Implied Move
±4.2%
The options market is pricing in a moderate move for L3Harris's stock following the earnings report.
Cross-company pattern from 30 similar setups.
Prior-quarter beat setup in Industrials
n=30Fade rate: 2 of 4 (50%)
This setup has occurred 30 times across Industrials in the last 2 years. 2 of 4 faded and 2 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 3.9%, with a raw directional average of -0.0% (roughly flat historical bias).
Likely market behavior by outcome — not investment advice.
Beat & Raise
If L3Harris beats expectations, history suggests the stock could rise by an average of 0.63%, confirming a positive outlook.
In-Line / Cautious
If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.
Miss
A miss on earnings could lead to a decline, with historical data suggesting an average drop of around 1.15%.
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VERIZON COMMUNICATIO
Apr 27, 2026