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Source document· November 8, 2025

Is L3Harris the Best Defense Play Amid Increased Military Spending?

View original at finance.yahoo.com
Is L3Harris the Best Defense Play Amid Increased Military Spending? This article first appeared on GuruFocus. L3Harris Technologies (NYSE: LHX) may not carry the household name status of defence giants Lockheed or Raytheon, but I wouldn't mistake that for irrelevance…
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The claims Via News extracted from this document. We point to the source; we don't replace it.

  • L3Harris guidance represents about 7% growth in EPS

    80% confidence

  • Wall Street has Strong Buy rating overall on L3Harris

    80% confidence

  • L3Harris may be underestimated by the market despite being well-positioned strategically

    80% confidence

  • L3Harris offers compelling mix of quality and growth, recommendation is Buy

    80% confidence

  • The Aerojet acquisition de-risks L3Harris business by adding long-cycle, platform-agnostic revenue stream

    80% confidence

  • Recent analyst downward revisions tied to accounting adjustments, not underlying demand issues

    80% confidence

  • L3Harris is initiating a Buy rating

    80% confidence

  • Several analysts see upside to $280 range with some looking down to $212

    80% confidence

  • Forward EPS guidance appears conservative given strong order momentum and robust defense budget

    80% confidence
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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