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GOVT-CONTRACT ·Filed Jul 31, 2026

LHX

L3HARRIS TECHNOLOGIES, INC. /DE/
NEUTRAL
Impact 4/10
Horizonmonths Processed2mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for additional SLS-related contract modifications and NASA budget developments, as the RS-25 program is a key revenue driver for Aerojet Rocketdyne within L3Harris.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d
LHX ▼ -4.18% at T+20d
NEUTRAL call -4.18% · α vs SPY -5.42% · entry $277.86 → $266.25
Next anchor: T+60d in 2h
Latest observation: T+58 +2.15% FF3 residual α
Entry = T+0 close
Aug 3, 2026
via day close
T+1d
+2.68%
call +2.68% · α +0.87%
$285.30
settled 3mo ago
T+5d
+4.27%
call +4.27% · α +2.24%
$289.72
settled 3mo ago
T+20d
-4.18%
call -4.18% · α -5.42%
$266.25
settled 8w ago
T+60d
Pending
in 2h

Price Chart

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Executive Summary

Aerojet Rocketdyne, a subsidiary of L3Harris Technologies, received a $63.2 million modification to its RS-25 production restart contract with NASA, supporting the Space Launch System program. The award is material given the strategic importance of the SLS program to Aerojet Rocketdyne's propulsion business.

Key Financial Metrics

Award Amount
$63.2M
Agency
National Aeronautics and Space Administration
Contract Type
modification

Key Facts

  • Modification 171 to contract NNM16AA02C valued at $63,179,907
  • Awarded by NASA to Aerojet Rocketdyne of DE, Inc., a subsidiary of L3Harris Technologies
  • Supports production restart of RS-25 engines for the Space Launch System
  • Contract covers twenty-four RS-25 engines modified for SLS technical requirements

Financial Impact

$63.2 million modification to existing contract; revenue impact relative to L3Harris total revenue cannot be determined as annual revenue is not provided

revenue

Risk Factors

  • NASA budget uncertainty and potential SLS program changes could affect future funding
  • Execution risk in restarting production of a complex rocket engine
  • Revenue impact relative to L3Harris total is unclear without revenue data

Investment Themes

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-NNM16AA02C
17 reports for LHX
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for LHX — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
3
NEUTRAL ★ 2/10
$253.17awaiting T+60—$260.23 (+2.79%)
Oct 22, 2026
4d ago
8-K
NEUTRAL ★ 2/10
$254.23awaiting T+60—$260.23 (+2.36%)
Oct 13, 2026
14d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$237.50awaiting T+60—$260.23 (+9.57%)
Sep 29, 2026
28d ago
Court Ruling
NEUTRAL ★ 3/10
$236.78awaiting T+60—$260.23 (+9.90%)
Sep 4, 2026
7w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$255.74awaiting T+60—$260.23 (+1.76%)
Aug 17, 2026
10w ago
8-K
NEUTRAL ★ 5/10
$278.38awaiting T+60—$260.23 (−6.52%)
Jul 31, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$277.86awaiting T+60—$260.23 (−6.34%)
Jul 23, 2026
13w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$300.21 $243.84▼ −18.78%▼ −22.51%$260.23 (−13.32%)
Jul 21, 2026
14w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$285.16 $240.50▼ −15.66%▼ −18.92%$260.23 (−8.74%)
Jul 16, 2026
14w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$282.01 $238.25▼ −15.52%▼ −20.20%$260.23 (−7.72%)
Showing 10 of 17

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Report published Jul 31, 2026