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北京时间·🕒 发布 04:18:55时区推断·⟳ 抓取 04:19:04·⚡ 决策 07-30 04:22:57 +3m53s·89.6 天前
L3Harris二季度超预期并上调2026年EPS指引但同一催化已处理
公司Q2收入58.8亿美元、调整后EPS 3.13美元，均高于一致预期。
📄 原文Seeking Alpha↗ 原文
L3Harris tops Q2 estimates, raises 2026 outlook as backlog hits record
L3Harris Technologies (LHX) reported stronger-than-expected second quarter results on Wednesday, beating Wall Street es…
不做 L3Harris Technologies（LHX.US）
同一LHX二季度财报催化已在近72小时处理过，且当前股价未确认新增向上edge，不重复交易。
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研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 high · price-in 风险 high ↗
关键理由
- 公司Q2收入58.8亿美元、调整后EPS 3.13美元，均高于一致预期。
- 2026年EPS指引上调至11.80–12.00美元，记录订单积压420亿美元，事件方向利多。
- 近72小时系统已处理同一LHX财报催化，本条不应重复推卡。
主要风险
- 财报属于排期内事件，且LHX.US当日收盘较前收-2.51%，说明盘后转述之外的价格反应并不支持重复追单。
工具调用 · 历史记录,结果未知(2 种)
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原文全文
展开原文 · 2,420 字
L3Harris Technologies (LHX) reported stronger-than-expected second quarter results on Wednesday, beating Wall Street estimates for both revenue and adjusted earnings while raising its full-year guidance. Shares of L3Harris (LHX) rose 2.7% in extended trading following the report.
The company posted revenue of $5.88 billion for the quarter, up 8% from a year earlier and ahead of the Wall Street consensus estimate of $5.82 billion.
Net income rose to $600 million, or $3.13 a share, topping the Wall Street consensus estimate of $2.81, from $458 million, or $2.44 a share, a year earlier.
For investors, the results point to sustained demand across the defense sector as governments increase spending on communications, missile systems and space technologies. L3Harris (LHX) also reported record backlog of $42 billion, a book-to-bill ratio of 1.2 and higher full-year revenue and earnings guidance, suggesting management expects momentum to continue through the rest of 2026.
Chairman and Chief Executive Christopher Kubasik said, "Our purpose-built portfolio and focus on execution drove outstanding second quarter results. Strong orders, record backlog and double-digit first half growth reinforce our multi-year track record of delivering on our financial commitments."
L3Harris (LHX) raised its 2026 revenue guidance to $23.2 billion to $23.7 billion from a prior range of $23.0 billion to $23.5 billion. The new outlook brackets the Wall Street consensus estimate of $23.58 billion.
The company also increased its 2026 earnings per share guidance to $11.80 to $12.00 from $11.40 to $11.60. The new range is above the Wall Street consensus estimate of $11.76.
The company's three operating segments all posted year-over-year revenue growth. Space & Mission Systems revenue increased 7% to $2.97 billion, Communications & Spectrum Dominance rose 4% to $1.94 billion and Missile Solutions climbed 14% to $1.05 billion.
Operating margin improved to 11.1% from 10.5% a year earlier while segment operating margin edged up to 16.0%. Operating cash flow increased 37% to $879 million and free cash flow rose 37% to $771 million.
L3Harris (LHX) is one of the largest U.S. defense contractors, supplying military communications equipment, tactical radios, intelligence and surveillance systems, missile propulsion technologies, electronic warfare systems and space-based capabilities to U.S. and allied defense customers.
The company posted revenue of $5.88 billion for the quarter, up 8% from a year earlier and ahead of the Wall Street consensus estimate of $5.82 billion.
Net income rose to $600 million, or $3.13 a share, topping the Wall Street consensus estimate of $2.81, from $458 million, or $2.44 a share, a year earlier.
For investors, the results point to sustained demand across the defense sector as governments increase spending on communications, missile systems and space technologies. L3Harris (LHX) also reported record backlog of $42 billion, a book-to-bill ratio of 1.2 and higher full-year revenue and earnings guidance, suggesting management expects momentum to continue through the rest of 2026.
Chairman and Chief Executive Christopher Kubasik said, "Our purpose-built portfolio and focus on execution drove outstanding second quarter results. Strong orders, record backlog and double-digit first half growth reinforce our multi-year track record of delivering on our financial commitments."
L3Harris (LHX) raised its 2026 revenue guidance to $23.2 billion to $23.7 billion from a prior range of $23.0 billion to $23.5 billion. The new outlook brackets the Wall Street consensus estimate of $23.58 billion.
The company also increased its 2026 earnings per share guidance to $11.80 to $12.00 from $11.40 to $11.60. The new range is above the Wall Street consensus estimate of $11.76.
The company's three operating segments all posted year-over-year revenue growth. Space & Mission Systems revenue increased 7% to $2.97 billion, Communications & Spectrum Dominance rose 4% to $1.94 billion and Missile Solutions climbed 14% to $1.05 billion.
Operating margin improved to 11.1% from 10.5% a year earlier while segment operating margin edged up to 16.0%. Operating cash flow increased 37% to $879 million and free cash flow rose 37% to $771 million.
L3Harris (LHX) is one of the largest U.S. defense contractors, supplying military communications equipment, tactical radios, intelligence and surveillance systems, missile propulsion technologies, electronic warfare systems and space-based capabilities to U.S. and allied defense customers.
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