L3Harris is a primary beneficiary of NATO 3% GDP defense commitment with comms, electronic warfare and space surveillance products in high demand. Aerojet Rocketdyne acquisition integration is delivering on solid rocket motor capacity expansion at exactly the moment of historic demand from Patriot, HIMARS and hypersonics programs. Space and ISR backlog provides multi-year visibility. Margin expansion path is clear as legacy contracts roll.
Signals scoped to US · Company-specific tagging coming soon.