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L3Harris

LHX Industrials Unknown Updated July 31, 2026
$277.09
52W $262.68 – $379.23
52/100
$51.61B
27.8
0.75
AI Committee Verdict
Watch
Conviction: Contested · 50% agreement · 6 analysts
+11.1%
-1.8%
6.22:1
Contested

Is LHX Bullish or Bearish?

Mixed. Innellis AI committee rates L3Harris (LHX) Watch with a composite score of 52/100 , based on 6 analysts with 50% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.24 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.76 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case. Technical Analyst remains cautious — price structure making lower highs and lower lows. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 28.8 is moderate-to-rich — Value
  • Revenue declining -20.8% YoY -- this is not a growth story right now — Growth
  • Price structure making lower highs and lower lows — Technical
  • RSI at 29 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
52/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 70%
of 158 Industrials peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 28.8 is moderate-to-rich
Growth Analyst bullish
60 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
− Revenue declining -20.8% YoY -- this is not a growth story right now
Technical Analyst bearish
39 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Open Full Terminal →

Investment Thesis Evolution

Committee score weakened from 55.9 to 51.8.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: stance neutral->bullish.
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: stance neutral->bearish; score 58->39 (-20); +5 bearish signal(s).
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
36.3
Neutral
MACD Histogram
-0.364
Bearish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$272.16
Resistance
$307.78
Bollinger %B
0.16
Inside Bands
Price vs Moving Averages
EMA 9
$288.25 Below
EMA 21
$290.79 Below
EMA 50
$298.43 Below
EMA 200
$308.47 Below

Fundamental Analysis

Valuation
51
Growth
82
Profitability
0
Financial Health
66
Cash Flow
37
Valuation
P/E Ratio 27.8×
P/B Ratio 2.60×
PEG Ratio 2.58
Dividend Yield 0.02%
52W High $379.23
52W Low $262.68
Quality & Growth
ROE 8.2%
ROA 3.9%
Gross Margin 25.5%
Operating Margin 10.0%
Revenue Growth YoY
Debt / Equity 0.09
AI Fundamental Assessment
P/E ratio of 27.8 (moderate relative to a 15-40x range); Price-to-book of 2.6x; PEG ratio of 2.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.1%; Gross margin of 0.3%; Current ratio of 1.18 (tight short-term liquidity); Debt-to-equity of 0.09; Free cash flow margin of 0.8% (thin cash generation); Free cash flow per share is positive (13.86); Most recent quarter beat estimates by 10.5%; 5 consecutive earnings beats; EPS growth accelerating (-4.9% -> +15.1% QoQ); Average YoY EPS growth of 12.6%; Analyst estimates flat over recent quarters
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Explore LHX Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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