What smart money is saying about L3Harris Technologies
2 funds in our archive have pitched L3Harris Technologies — most recently Artisan Partners Global Opportunities Fund in June 2026.
L3Harris Technologies, Inc. is a prominent technology firm specializing in aerospace and defense, delivering vital, high-stakes solutions to governmental and commercial clients across the globe. Its diverse operations are organized into several key segments: The Integrated Mission Systems division is responsible for providing versatile intelligence, surveillance, and reconnaissance (ISR) platforms, alongside various communication technologies. This unit also offers comprehensive support for fleet management, as well as the development, modification, and routine maintenance of sensors for ISR and airborne operations. Furthermore, it develops and integrates specialized mission systems tailored for naval vessels and maritime operations, including sophisticated signals and multi-intelligence platforms, autonomous surface and undersea vehicles, and advanced power and ship control electronics. Cutting-edge electro-optical and infrared technologies are also part of its offerings. The Space and Airborne Systems segment is dedicated to providing sophisticated space payloads, advanced sensor technologies, and complete mission solutions for space-based operations. It also offers secure intelligence and robust cyber defense capabilities, specialized avionics for mission-specific applications, and state-of-the-art electronic warfare systems. The Communication Systems division delivers reliable tactical communication tools and secure, broadband mobile networked communication devices. This encompasses airborne, space, and surface data link terminals, ground stations, and portable tactical satellite communication (SATCOM) systems designed for manned aircraft, unmanned aerial vehicles (UAVs), and naval vessels. The segment also produces integrated night vision systems, mountable on helmets and weapons, along with radio systems, applications, and equipment essential for critical public safety and professional communication needs. Additionally, it supplies SATCOM terminals and integrated battlefield management networks. Finally, the Aviation Systems segment focuses on defense-oriented aviation products, training for commercial pilots, and mission-critical network solutions for effective air traffic management. Originally established in 1895 as Harris Corporation, the company adopted its current name, L3Harris Technologies, Inc., in June 2019. Its headquarters are located in Melbourne, Florida.
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Position history
Between Q4 2025 and Q2 2026, 4 fund letters reported a position in L3Harris Technologies — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 3 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 3 moves
- June 2026
“This was largely driven by a decline in aerospace and defense technology company L3Harris Technologies as the stock took a breather after a period of substantial outperformance.”
L3Harris Technologies - June 2026
“We exited Diageo in consumer staples, DTE Energy in utilities, L3Harris Technologies in industrials, UnitedHealth in health care and Freeport-McMoRan in materials.”
L3Harris Technologies - June 2026
“In addition to Twist Bioscience, notable trims during the quarter included L3Harris Technologies, MongoDB and Everpure. L3Harris, a global aerospace and defense company, is, in our view, well positioned to benefit from growing investment in next-generation missile defense, space sensing and national security programs. Recent results exceeded expectations, with 15% organic growth driven by continued strength in its space and mission systems and missile solutions segments. Order activity remained strong, with backlog reaching $41 billion and international demand accelerating. Despite the strong quarter, shares declined amid concerns about future competition and implications for long-term market share. While strong bookings and accelerating revenue continue to support our long-term investment thesis, we began harvesting the position as we reallocated capital within the defense sector.”
L3Harris Technologies - June 2026
“L3Harris is a global aerospace and defense company that we believe remains well positioned to benefit from growing investment in next-generation missile defense, space sensing and national security programs. Recent results exceeded expectations, with 15% organic growth driven by continued strength in its space and mission systems and missile solutions segments. Order activity remained healthy, with backlog reaching $41 billion and international demand accelerating. Despite the solid operating performance, shares declined amid concerns over future competition and the potential implications for long-term market share.”
L3Harris Technologies
Also mentioned · 1
These funds discuss L3Harris Technologies — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBaron SMID Cap StrategyJune 2026
“Finally, the company also changed its CEO, with Tony Koblinski stepping back to the board on his way to retirement. We very much liked Tony’s leadership and admired his construction of the company as it exists today. We have now met with new CEO Jon Rambeau multiple times, and we are confident that he will be able to move Karman to the next level. Jon is a mechanical engineer with a fantastic breadth of experience at Lockheed Martin and L3Harris Technologies.”
L3Harris Technologies
Fund coverage · 2 theses
L3Harris Technologies is an aerospace and defense company benefiting from missile defense, space sensing and national security spending.
Read the full thesis- Artisan Global Opportunities StrategyDecember 2025
L3Harris Technologies is positioned to benefit from next-gen defense spending and counter-drone demand across large, expanding programs.
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