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L3Harris Technologies: Strong Backlog Growth and Operational Efficiency Drive Positive Outlook

L3Harris Technologies: Strong Backlog Growth and Operational Efficiency Drive Positive Outlook

Sheila Kahyaoglu, an analyst from Jefferies, maintained the Buy rating on L3Harris Technologies (LHXResearch Report). The associated price target remains the same with $260.00.

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Sheila Kahyaoglu’s rating is based on several positive indicators for L3Harris Technologies. A significant factor is the company’s robust backlog growth, which increased by 5% year-over-year to $34.2 billion, indicating strong future revenue streams. The expectation to recognize 45% of this backlog by the end of 2025 further supports revenue stability and growth expectations.
Additionally, while international sales as a percentage of total revenue slightly declined, the total international sales volume grew by 6%, reflecting expanding global market penetration. Furthermore, the company has shown improved efficiency by increasing sales per employee by 17%, despite a reduction in headcount due to strategic divestitures and rightsizing efforts. This operational efficiency, coupled with disciplined financial management, such as deploying 80% of adjusted free cash flow towards dividends and share buybacks, reinforces the company’s financial health and shareholder value proposition.

In another report released on February 11, Citi also maintained a Buy rating on the stock with a $285.00 price target.

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