L3Harris (LHX) reported $5.65 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 2.3%. EPS of $2.86 for the same period compares to $3.47 a year ago.
The reported revenue represents a surprise of -2.63% over the Zacks Consensus Estimate of $5.8 billion. With the consensus EPS estimate being $2.76, the EPS surprise was +3.57%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how L3Harris performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Corporate eliminations: $-53 million versus the five-analyst average estimate of $-52.48 million. The reported number represents a year-over-year change of +23.3%.
- Revenue- Space and Airborne Systems: $1.74 billion versus $1.88 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +0.6% change.
- Revenue- Aerojet Rocketdyne: $763 million versus $785.45 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +21.5% change.
- Revenue- Integrated Mission Systems: $1.72 billion versus $1.65 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -3.2% change.
- Revenue- Communication Systems: $1.48 billion versus the five-analyst average estimate of $1.51 billion. The reported number represents a year-over-year change of +3.2%.
- Segment operating income- Aerojet Rocketdyne: $5 million versus $99.51 million estimated by four analysts on average.
- Segment operating income- Communication Systems (CS): $369 million compared to the $374.65 million average estimate based on four analysts.
- Segment operating income- Space and Airborne Systems (SAS): $238 million compared to the $241.07 million average estimate based on four analysts.
- Segment operating income- Integrated Mission System (IMS): $191 million versus the four-analyst average estimate of $178.94 million.
View all Key Company Metrics for L3Harris here>>>
Shares of L3Harris have returned +22.7% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
L3Harris Technologies Inc (LHX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
