L3Harris Q4 EPS Beats by 3.6%, Revenues Miss by $140M
L3Harris Technologies reported Q4 2025 adjusted EPS of $2.86, topping the $2.76 consensus by 3.6%, while revenues of $5.65 billion rose 2.3% year-over-year but fell 2.6% short of the $5.79 billion estimate. The earnings beat contrasted with a slight top-line miss that may pressure valuation multiples.
1. Q4 Financial Results
L3Harris Technologies posted Q4 2025 adjusted EPS of $2.86, beating the $2.76 consensus by 3.6%, while revenues totaled $5.65 billion, missing the $5.79 billion estimate by 2.6%.
2. Top-line Trends
Revenue increased 2.3% from $5.52 billion in Q4 2024, reflecting modest demand growth in its defense and aerospace markets despite the forecast shortfall.
3. Investment Implications
The mix of an earnings beat and a revenue miss may lead investors to weigh upside in profit margins against top-line softness, potentially constraining multiple expansion.