LHX at a glance
L3Harris (LHX, SEC CIK 202058) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on August 17, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 2, 2026 (FY2025), L3Harris (LHX) reported revenue of $21.9 billion (up 2.5% from FY2024) and net income of $1.6 billion. Diluted EPS was $8.53.
- As of June 30, 2026, 56 institutional investment managers tracked by SignalX reported holding L3Harris (LHX) shares worth $25.2 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $21.9B
- +2.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 56 funds
- $25.2B · +0 vs prior quarter
- Latest 8-K
- Aug 17, 2026
- Item 5.02 · Item 7.01 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 2, 2026
Business Overview
- Core business model: diversified aerospace and defense solutions across communication systems, ISR, space, missile propulsion, and related technologies
- New divestiture: completed sale of CAS disposal group for $820 million, emphasizing portfolio optimization and focusing on core segments
- Strategic shift: accelerated LHX NeXt cost savings initiative impacting multiple segments, improving margins despite divestitures and program challenges
- Notable metric: record net cash from operating activities $3.1 billion, up $547 million YoY, aiding significant share repurchases of $1.2 billion (5.1 million shares)
- Unusual fact: executed $1.4 billion pension de-risking transaction via group annuity contracts to reduce pension volatility while preserving financial flexibility
Management Discussion & Analysis
- Total long-term debt $10.9B as of Jan 2, 2026, excluding finance leases; refinancing depends on cash generation amid economic and regulatory risks
- Risks to business include potential inability to repay/refinance debt, which may force asset sales, reduce dividends/share repurchases, impair competitive response
- Exposure to tax rate changes from laws, interpretations, audits, and credit changes could adversely impact operations and cash flows
- Significant risks related to environmental compliance could increase costs and hurt contract eligibility with federal government
- Planned IPO of Missile Solutions business, M&A, and divestitures carry risks of cost overruns, integration delays, loss of tax benefits, and impairment of goodwill/assets
Risk Factors
- Regulatory risk under U.S. export control laws (ITAR) and FCPA investigations related to international operations
- Geopolitical exposure via ISR and PSPC businesses with $1.8B commercial commitments tied to performance guarantees
- Operational risk from segment reorganization merging ISR, satellite, and communications businesses into three segments in fiscal 2026
- Market disruption risk from DoW $1.0B convertible preferred investment in the Missile Solutions (MSL) business ahead of planned 2026 IPO
- Financial risk from $1.8B in surety bonds and standby letters of credit potentially payable if contractual performance obligations are unmet
AI summary of the LHX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 3, 2026
Management Discussion & Analysis
- Long-term debt $11.0B as of July 3, 2026, including $1,815M current portion
- Commercial paper maximum balance $880M, daily average $412M year-to-date 2026
- Dividends paid $470M year-to-date 2026 versus $453M in 2025
- Fiscal 2026 capital expenditures expected at approximately $600M
- Liquidity outlook sufficient for next 12 months despite debt, budget, political and financial uncertainties
Risk Factors
- Risk factors referenced as unchanged from Fiscal 2025 Form 10-K; no new quarterly risk identified
- Residual unknown risks potentially affecting business, financial condition, results, cash flows, and equity
- No material legal, regulatory, or compliance risk updates disclosed
- No specific operational, competitive, market, liquidity, debt, currency, or concentration changes disclosed
AI summary of the LHX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Sam Mehta appointed CEO and director effective August 17, 2026, replacing Christopher Kubasik immediately
- Leadership transition affects segments representing approximately 80% of total revenue, concentrating execution risk under new CEO
Item 7.01: Regulation FD Disclosure
- Executive departure announced, creating near-term leadership-transition risk
- Sam Mehta appointed President and Chief Executive Officer
Item 8.01: Other Events
- Lewis Hay III appointed Independent Chairman, strengthening board oversight through an experienced internal successor
- Lauren Barnes appointed President, Space & Mission Systems, effective immediately
Item 2.02: Results of Operations and Financial Condition
- Filing contains only the authorized signature page dated July 29, 2026
- No operating results or financial metrics included in the provided Item 2.02 text
Item EX-99.1: Item EX-99.1
- Q2 revenue $5.9B, up 8%, with growth across all segments from new program starts and backlog execution
- Orders $7.3B and 1.2x book-to-bill lifted backlog to a record $42B, strengthening forward revenue visibility
Item 5.02: Departure/Appointment of Directors or Principal Officers
- One-time sustainment awards totaling $25 million for CFO Kenneth Sharp and presidents Kenneth Bedingfield and Samir Mehta
- Awards split 50% PSUs and 50% RSUs, aligning executive retention with shareholder returns and operating performance
AI summaries of LHX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LHX
Don't miss the next LHX filing
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- Fund moves. Which tracked funds opened, added or cut LHX, by share count.
- Ask anything. An AI agent that reads every LHX filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Geraghty Joanna | A | Oct 1, 2026 | 183.51 | $238.40 |
| Zamarro Christina L | A | Oct 1, 2026 | 157.3 | $238.40 |
| Regnery David S | A | Oct 1, 2026 | 157.3 | $238.40 |
| Bedingfield Kenneth L | A | Oct 1, 2026 | 26.94 | $238.40 |
| MEHTA SAMIR | A | Sep 1, 2026 | 11,831 | - |
| Barnes Lauren N. | A | Sep 1, 2026 | 5,692 | - |
| MEHTA SAMIR | A | Sep 1, 2026 | 3,036 | - |
| Aebli Christopher T. | A | Sep 1, 2026 | 5,692 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $19.4B | $21.3B | $21.9B |
| Operating Income | - | $1.9B | $2.1B |
| Net Income | $1.2B | $1.5B | $1.6B |
| Op. Margin | - | 9.0% | 9.7% |
| Net Margin | 6.3% | 7.0% | 7.3% |
| Balance Sheet | |||
| Total Assets | - | $42.0B | $41.2B |
| Equity | - | $19.5B | $19.6B |
| ROE | - | 7.7% | 8.2% |
| Per Share | |||
| EPS | $6.44 | $7.87 | $8.53 |
| Cash Flow | |||
| Operating CF | - | $2.6B | $3.1B |
| CapEx | $449.0M | $408.0M | $424.0M |
Source: XBRL data in L3Harris (LHX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LHX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 56 | $25.18B |
| Q1 2026 | 56 | $28.42B |
| Q4 2025 | 53 | $24.45B |
| Q3 2025 | 53 | $25.96B |
| Q2 2025 | 49 | $21.89B |
| Q1 2025 | 50 | $12.51B |
| Q4 2024 | 45 | $11.41B |
| Q3 2024 | 40 | $6.57B |
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- T. Rowe Price Group−453.7K (-12%)
- BNY Mellon−398.0K (-13%)
- Ameriprise Financial−293.2K (-13%)
- Morgan Stanley−192.9K (-5%)
- Wells Fargo & Co−124.9K (-3%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 402 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LHX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jul 3, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - |
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LHX SEC filings: frequently asked questions
Which institutions hold LHX stock?
As of June 30, 2026, the largest L3Harris (LHX) holders among the 13F filers tracked by SignalX were BlackRock ($5.5 billion), Vanguard Capital Management LLC ($3.5 billion), Vanguard Portfolio Management LLC ($2.8 billion), State Street Corp ($2.6 billion), Wells Fargo & Co ($1.3 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LHX's revenue in fiscal year 2025?
For the fiscal year ended January 2, 2026 (FY2025), L3Harris (LHX) reported revenue of $21.9 billion (up 2.5% from FY2024) and net income of $1.6 billion. Diluted EPS was $8.53. The figures come from the XBRL data in the 10-K.
What are the main risks in LHX's latest 10-K?
In the 10-K filed February 12, 2026, L3Harris (LHX) flagged: Regulatory risk under U.S. export control laws (ITAR) and FCPA investigations related to international operations. Geopolitical exposure via ISR and PSPC businesses with $1.8B commercial commitments tied to performance guarantees. (AI summary of the Risk Factors section.)
What did LHX report in its latest 8-K?
L3Harris (LHX) filed an 8-K on August 17, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers), Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). Sam Mehta appointed CEO and director effective August 17, 2026, replacing Christopher Kubasik immediately.
What are the latest LHX SEC filings?
L3Harris (LHX) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on August 17, 2026 and a Form 4 insider filing on October 2, 2026.
What is LHX's SEC CIK number?
L3Harris (LHX)'s SEC Central Index Key (CIK) is 202058. EDGAR lists every LHX filing under that number.
Ask anything about LHX
The research agent reads LHX's filings, financials, insider trades and 13F holders, then answers with sources.