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.

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产品与营收

产品营收占比

营收构成 ($21.8B)

静态数据（加载实时财务…）

Integrated Mission Systems (35%)

Space & Airborne Systems (30%)

Communication Systems (22%)

Aerojet Rocketdyne (13%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要客户

Lockheed Martin Corporation

Sensors and EW for F-35

影响: $1B+

竞争对手

Northrop Grumman Corporation

C4ISR, ISR systems

影响: Competing in ISR

RTX Corporation (Raytheon)

EW, radios, sensors

影响: Competing in electronics

BAE Systems

Electronic warfare

影响: Competing in EW

宏观与市场背景

방산行业新闻

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

近期催化剂

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

供应链问题

🤝 파트너십L3Harris·Aerojet — 차세대 전술 미사일 공동개발

2026-03

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

AI 分析

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企业信息

总部

Melbourne, Florida, USA

成立时间

2019

员工人数

53,000+

官网

l3harris.com

连锁位置

连锁中的角色

late mover

典型延迟

2-5 trading days

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

查看完整连锁分析

行业概况 — 방산

行业新闻