Compare Companies
| Field | 🇺🇸 L3Harris TechnologiesNYSE: LHX | 🇺🇸 RTX CorpNYSE: RTX | 🇺🇸 Lockheed MartinNYSE: LMT | 🇺🇸 Northrop GrummanNYSE: NOC |
|---|---|---|---|---|
| Type | public | public | public | public |
| Country | 🇺🇸 United States | 🇺🇸 United States | 🇺🇸 United States | 🇺🇸 United States |
| Founded | 2019 | 2020 | 1995 | 1994 |
| CEO | Christopher Kubasik | Chris Calio | Jim Taiclet | Kathy Warden |
| Mkt Cap / Valuation | $56B | $238B | $118.7B | $78.0B |
| Employees | ~45,000 | ~180,000 | ~123,000 | ~95,000 |
| Sector | Defense Sensors & Space Systems | Defense & Aerospace Systems | Defense & Space Systems | Defense & Space Infrastructure |
| Last raise / Last filing | 10-K filed | 10-K filed | 10-K filed | 10-K filed |
| Top risks | Integration and margin risk from the 2023 Aerojet Rocketdyne acquisition — Aerojet segment contributed $2.8B FY2025 revenue but integration complexity and potential pension liabilities remain execution risks.; SDA fixed-price satellite contracts expose L3Harris to cost-overrun risk on 18-satellite T3 production; previous tracking-layer primes have faced margin pressure on new architectures. | Pratt & Whitney GTF powder-metal disk inspection program: 1,200+ engines required early removal/shop visits for inspection of defective powder-metal discs — RTX took $3B+ charges in 2023; residual liability and airline compensation claims remain a risk.; Raytheon missile production capacity constraints limit revenue growth in the near term despite record $107B defense backlog; supply chain bottlenecks on Patriot/AMRAAM components could delay deliveries. | F-35 production and sustainment cost overruns remain the largest risk — the program accounts for ~27% of total LMT revenue and any new fixed-price concessions could impair earnings.; SDA tracking-layer satellites are fixed-price development contracts; cost overruns like those seen on Boeing/SLS could compress Space segment margins. | Space Systems revenue declined 6% in FY2025 due to wind-down of a canceled classified Space Force program and losing the NGI (Next-Generation Interceptor) contract to Lockheed; recovery depends on new wins.; Sole-source SLS SRB position faces existential risk if NASA accelerates the Starship Human Landing System and reduces Artemis mission count post-Artemis III. |
| Next catalyst | NTS-3 launch and on-orbit GPS augmentation demonstrations (2025-Q4) | Raytheon defense backlog conversion and margin recovery (2026-Q2) | Artemis II crewed lunar flyby (LMT Orion prime) (2026-Q2) | Gateway HALO + PPE combined launch (lunar orbit) (2027-Q4) |
Maximum 4 companies. Pass slugs in the ids query parameter, comma-separated. Try SpaceX vs Blue Origin vs Rocket Lab vs Firefly.