| LHX |
Report |
Revenue (Q2'26) |
BEAT |
pred ~$5.70B vs. cons ~$5.55B |
MEDIUM |
| LHX |
Report |
GAAP diluted EPS (Q2'26) |
BEAT |
pred ~$2.90 vs. cons ~$2.79 |
MEDIUM |
| LHX |
Report |
Book-to-bill / orders |
BEAT |
pred ~1.1x vs. cons ~1.0x (backlog ~$41B+ w/ AMDT3 ~$955M) |
MEDIUM |
| LHX |
Guide |
FY26 GAAP EPS guide |
BETTER |
guide ~$11.55-11.75 vs. cons ~$11.52 (FY26) |
MEDIUM |
| LHX |
Guide |
FY26 revenue guide |
BETTER |
guide ~$23.3-23.6B vs. cons ~$23.3B (FY26) |
MEDIUM |
| LHX |
Guide |
FY26 free cash flow guide |
UNCHANGED |
guide ~$3.0B vs. cons ~$3.0B (FY26); back-half weighted, Q2 FCF trajectory scrutinized |
MEDIUM |
| LHX |
Guide |
CSD/comms segment growth acceleration |
UNKNOWN |
pred ~5-6% vs. cons ~4% organic (Q2'26); credibility check after +3% Q1 |
LOW |
| LHX |
Guide |
AXYV missile-IPO timeline & MAC ($25B) definitization |
UNKNOWN |
IPO ~2H26 raise ~$2B vs. cons no re-based guide; timing update only (FY26/2028) |
LOW |
| LHX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| LHX |
Return |
5-day cumulative residual |
+3.0% (FOLLOW-THROUGH) |
Beat + a guidance raise (CFO teased July) plus a fresh ~$955M Golden Dome AMDT3 win drive positive FY26 revisions in a de-rated stock that is still ~20% off highs; defense-sector revision momentum supports follow-through. Risk to fade: the stock already bounced ~10% (277->305) into the print, so some good news is priced, and if the raise merely equals the Q2 beat the implied H2 is unchanged, capping upside — hence modest, not explosive, follow-through. |
LOW |