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GOVT-CONTRACT ·Filed Oct 13, 2026

LHX

L3HARRIS TECHNOLOGIES, INC. /DE/
NEUTRAL
Impact 3/10
Horizonmonths Processed15d ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor future modifications and obligated funding levels on this contract to gauge the pace of revenue recognition; the large ceiling suggests potential for additional task orders.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+5d
LHX ▲ +4.23% at T+5d
NEUTRAL call +4.23% · α vs SPY +3.78% · entry $237.50 → $247.55
Next anchor: T+20d in 14d
Latest observation: T+7 +6.51% FF3 residual α
Entry = T+0 close
Oct 14, 2026
via day close
T+1d
+1.26%
call +1.26% · α +0.98%
$240.50
settled 13d ago
T+5d
+4.23%
call +4.23% · α +3.78%
$247.55
settled 7d ago
T+20d
Pending
in 14d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

L3Harris Technologies received a $33.1 million modification to an existing Air Force contract for the Unified Messaging System, bringing the total contract value to $1.53 billion. The modification is funded with fiscal 2026 RDT&E dollars and extends work through October 2028.

Key Financial Metrics

Award Amount
$33.1M
Agency
Department of Defense (Air Force)
Contract Type
modification

Key Facts

  • Modification (P00380) to contract FA8823-20-C-0004 valued at $33,141,075
  • Total cumulative contract face value increased to $1,527,155,327 from $1,494,014,252
  • Awarding agency: Department of Defense (Air Force), Space Systems Command
  • Work locations: Colorado Springs, Colorado, and Vandenberg Space Force Base, California
  • Performance period through October 2028
  • Fiscal 2026 RDT&E funds of $2,419,579 obligated at time of award

Financial Impact

$33.1 million modification to an existing $1.5 billion contract; $2.4 million obligated immediately

revenue

Risk Factors

  • Only $2.4 million of the $33.1 million modification is currently funded, with remaining amounts subject to future appropriations
  • Government contracts face potential delays from continuing resolutions or budget sequestration

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-FA882320C0004
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
4d ago
3
NEUTRAL ★ 2/10
$260.23awaiting T+60—$260.23 (+0.00%)
Oct 22, 2026
5d ago
8-K
NEUTRAL ★ 2/10
$254.23awaiting T+60—$260.23 (+2.36%)
Oct 13, 2026
15d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$237.50awaiting T+60—$260.23 (+9.57%)
Sep 29, 2026
29d 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
$277.86 $259.40▼ −6.64%▼ −8.23%$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

US Market Status

Market Closed — Opens Thu (13h)

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Report published Oct 13, 2026