| LHX |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$5.95B vs. cons $5.825B (+2.1%) |
MEDIUM |
| LHX |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$2.92 vs. cons $2.848 (+2.5%) |
MEDIUM |
| LHX |
Report |
Book-to-Bill (Q2 2026) |
BEAT |
pred ~1.35x vs. cons 1.11x (+22%) |
HIGH |
| LHX |
Guide |
Revenue FY2026 (FY) |
BETTER |
guide ~$23.5-24.0B vs. cons $23.61B |
MEDIUM |
| LHX |
Guide |
Operating EPS FY2026 (FY) |
BETTER |
guide ~$11.70-11.90 vs. cons $11.85 |
MEDIUM |
| LHX |
Guide |
Segment Op. Margin FY2026 (FY) |
UNCHANGED |
guide 'low 16%' maintained vs. cons 14.56% |
HIGH |
| LHX |
Guide |
FCF FY2026 (FY) |
UNCHANGED |
guide ~$3.0B maintained vs. cons $2.94B |
HIGH |
| LHX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| LHX |
Return |
5-day cumulative residual |
+4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — H2 estimate revisions positive; AXYV IPO update adds multiple catalyst; revision cycle turns constructive |
MEDIUM |