LHX - L3Harris Technologies Inc.

Key Golden Dome contractor but slow mover; likely to underperform the S&P.

L3Harris is a prime defense contractor with Golden Dome work. The host sees it as a slow mover likely to underperform the S&P.

Specializes in electronic warfare, sensors, and communications. $5.5B quarterly revenue, improving margins, strong cash flow. Stock pulled back harshly from war highs. Watching for a move to $320 before considering a buy. Needs more volume confirmation.

Three members of Congress on the Armed Services Committee have purchased LHX over the past year. The stock trades around $360 and looks poised for another move higher, with a potential $1 billion Pentagon-backed move on the horizon.

Three members of Congress on the Armed Services Committee bought LHX stock before the Pentagon announced a $1 billion investment into L3Harris's Missile Solutions division spin-off. The spin-off includes major missile programs (Tomahawk, PAC-3) with an IPO expected in second half of 2026. The stock trades around $360 and looks poised to move higher, especially with ongoing geopolitical tensions.

Mentioned as a defense subcontractor making communication systems and sensors. Felix notes it's less famous than Lockheed but often performs better because it's less of a crowded trade.

Described as the 'backbone' and 'quiet killer' in both ETFs. Specializes in communications, command control, weapon systems, classified programs, electronic warfare, signal intelligence, and space-based surveillance. Once embedded in defense infrastructure, it stays — described as 'sticky money.'

Makes communications and electronics that connect all military equipment. Modern warfare is about connecting everything. Their tech lets one person control thousands of drones. Just landed a $2.26 billion contract with South Korea. Benefits from any defense spending increase without being politically controversial.