L3Harris Technologies, Inc. (LHX) Earnings Call Transcripts
L3Harris Technologies, Inc.'s Latest Earnings Call - September 16, 2026
In the Q3 2026 earnings call for L3Harris Technologies, the company reported strong operational performance, with revenue growth driven by international demand for tactical radios and advancements in ISR capabilities. Revenue for the quarter reached $12.5 billion, exceeding estimates of $12.1 billion, while earnings per share (EPS) came in at $2.30, beating expectations by $0.15. Management maintained a positive outlook, signaling continued growth in the tactical radio segment and a focus on operational execution under new CEO Sam, with no significant changes to the business structure planned.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $12.5B (beat) |
| EPS | $2.30 (beat) |
| International Tactical Radio Growth | 250 bps (positive) |
| CSD Segment Margin | mid-20s% (inline) |
| Share Buybacks | $525M (positive) |
| Debt | $1.4B (neutral) |
Guidance from management
Management maintained a positive outlook for the remainder of 2026, expecting continued growth in tactical radios and stable margins in the CSD segment. No changes to guidance were indicated.
What management said
Well, he's really looking forward to it, and he's a little bit disappointed he couldn't make it, but he's got a lot going on with customers and really just getting into the business and the details and making sure we're driving it the right way. So [ do you ] made sense for me to come out. So next time, you'll absolutely have Sam, you'll have both of us together. And I think we'll have a lot of fun. So we'll probably...
Sure. I mean, I think in general, the portfolio is well aligned. So we look at our business, the sectors we have. There are some pieces that maybe they're not growing as fast. You kind of look at those. Maybe we'll do look at them a little more carefully going forward. So that could, I guess, potentially be something. But I don't think so. At the end of the day, I think it's really about driving the business we have,...
What analysts pressed on
Analysts expressed concerns regarding potential supply chain disruptions and the impact on future revenue growth. There were also questions about how the leadership transition might affect strategic direction and operational execution.
Main topics on the call
- Operational Focus Under New CEO — Management emphasized a strong operational focus under new CEO Sam, with CFO Ken Sharp stating, "Sam would say, hey, Ken, we got a great business. So I'm really about execution." This indicates a commitment to driving pe...
- International Demand for Tactical Radios — L3Harris reported a 250 basis point increase in international demand for tactical radios, with management stating, "International has been a great driver this year." This growth is expected to continue as the company cap...
- Wraith Shield Software Development — The Wraith Shield software application, which enhances radio capabilities, was highlighted as a significant innovation. Ken Sharp noted, "It's a software upload... it's going to literally create a ring fence around the b...
- Sustained Margins in CSD Segment — Management expressed confidence in maintaining mid-20s margins in the CSD segment, with Ken Sharp stating, "I think we feel pretty good about the mid-20s. That's been our guide." This suggests stability in profitability ...
Read the full L3Harris Technologies, Inc. transcript (September 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About L3Harris Technologies, Inc.
L3Harris Technologies, Inc. (LHX) is a publicly listed company in the Aerospace and Defense industry, within the Industrials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 66 calls on record spanning February 4, 2020 to September 16, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 66 L3Harris Technologies, Inc. earnings call transcripts on record, spanning February 4, 2020 to September 16, 2026. Based on this history, L3Harris Technologies, Inc. reports quarterly. The most recent call on file is dated September 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- LHX
- Exchange
- NYSE
- Country
- US
- Sector
- Industrials
- Industry
- Aerospace and Defense
- Calls on record
- 66
- First call
- February 4, 2020
- Most recent
- September 16, 2026
- Reporting cadence
- quarterly