10-QPeriod: Q3 FY2026

L3HARRIS TECHNOLOGIES, INC. /DE/ Quarterly Report for Q3 Ended Oct 3, 2025

Filed October 30, 2025For Securities:LHX

Summary

L3Harris Technologies, Inc. reported a solid third quarter for fiscal year 2025, demonstrating revenue growth and improved profitability. Total revenue increased by 7% year-over-year to $5.7 billion, driven by higher volumes and new program ramps across its various segments, particularly in Aerospace Systems and Communication Systems. Operating income saw a significant increase, reflecting the benefits of cost-saving initiatives like LHX NeXt and favorable changes in contract estimates, partially offset by the absence of the divested CAS disposal group. The company's year-to-date performance also shows positive momentum with a 3% revenue increase and a substantial jump in diluted Earnings Per Share (EPS) to $6.92, up from $5.50 in the prior year. This growth is supported by strategic cost management and contributions from key segments. Despite a slight increase in the effective tax rate due to new legislation and divestitures, the company's overall financial health remains robust. Management highlighted continued strength in its backlog, which stood at $36.3 billion, providing a strong revenue outlook for the coming periods.

Financial Statements
Beta

Key Highlights

  • 1Total revenue for the third quarter of fiscal year 2025 increased by 7% to $5.7 billion, compared to $5.3 billion in the prior year period.
  • 2Operating income rose significantly to $621 million from $495 million in the prior year's third quarter, driven by revenue growth and cost efficiencies.
  • 3Diluted Earnings Per Share (EPS) for the year-to-date period was $6.92, a notable increase from $5.50 in the same period last year.
  • 4The company maintained a strong contractual backlog of $36.3 billion as of October 3, 2025, indicating robust future revenue potential.
  • 5Net cash provided by operating activities was $1.14 billion year-to-date, although this was a decrease from the prior year, largely due to working capital timing.
  • 6The company repurchased $998 million of its common stock year-to-date, demonstrating a commitment to returning capital to shareholders.
  • 7Divestiture of the CAS disposal group was completed in March 2025, contributing $831 million in cash proceeds and impacting year-over-year segment comparisons.

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