Flowvium
Zurück zum Explorer

L3Harris Technologies

LHXintermediary

L3Harris Technologies is the 6th-largest defense company globally, specializing in tactical radios, ISR sensors, electronic warfare, and space payloads. Its 2023 acquisition of Aerojet Rocketdyne added critical rocket-propulsion capabilities, making it a vertically integrated defense electronics and propulsion supplier.

Teilen:
⇄ Compare

Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($21.8B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Integrated Mission Systems (35%)
Space & Airborne Systems (30%)
Communication Systems (22%)
Aerojet Rocketdyne (13%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Tactical Communications25%

Handheld and vehicular software-defined radios

ISR & Space Payloads22%

Electro-optical sensors, space cameras, and satellite payloads

Electronic Warfare18%

Jamming, SIGINT, and self-protection systems for aircraft

Integrated Mission Systems20%

C4ISR solutions for navy, army, and intelligence agencies

Aerojet Rocketdyne Propulsion15%

Rocket motors, scramjets, and space propulsion

Lieferkettenbeziehungen

Wichtige Kunden

Lockheed Martin Corporation

Sensors and EW for F-35

Auswirkung: $1B+

Wettbewerber

Northrop Grumman Corporation

C4ISR, ISR systems

Auswirkung: Competing in ISR

RTX Corporation (Raytheon)

EW, radios, sensors

Auswirkung: Competing in electronics

BAE Systems

Electronic warfare

Auswirkung: Competing in EW

Makro- und Marktkontext

방산Sektornachrichten

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Nächste Katalysatoren

◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)◆KTOS 국방부 드론 계약 발표◆NATO 정상회의 방위비 최종 합의 (2026.06)

Lieferketten-Probleme

🤝 파트너십L3Harris·Aerojet — 차세대 전술 미사일 공동개발
2026-03

미 육군 PrSM Increment 2 프로그램 계약 수주. 사거리 연장형 정밀 타격 미사일 2028년 전력화 목표.

Aktuelle Nachrichten

Nachrichten laden...

KI-Analyse

Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von L3Harris Technologies.

Unternehmensinformationen

Hauptsitz

Melbourne, Florida, USA

Gegründet

2019

Mitarbeiter

53,000+

Kaskadenposition

Rolle in der Kaskade

late mover

Typische Verzögerung

2-5 trading days

L3Harris is a sub-tier supplier whose orders flow through prime-contractor procurement cycles with a multi-quarter lag.

Vollständige Kaskade anzeigen

Sektorübersicht — 방산

Sektornachrichten

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Hauptthemen

  • •NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
  • •Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
  • •우크라이나 재건 + 방공망 현대화 수요

Nächste Katalysatoren

  • ◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)
  • ◆KTOS 국방부 드론 계약 발표