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Posted by
Two Blokes Jun 10 -
Filed in
Stock
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7 views
L3Harris has evolved into a high-margin, diversified defense technology leader, uniquely positioned in communications, avionics, and rocket engines after recent acquisitions. Despite mixed Q1 2025 revenue, margin expansion and cost optimization drove strong profit growth; management expects further EPS and margin improvements for the year. My DCF and valuation models indicate L3Harris is moderately undervalued, with a base-case upside of 14% and limited downside risk, supporting a Buy rating.
