L3Harris Stock Leads Defense Picks Backed by Long Term Military Demand

Simply Wall St.08-03

With central banks still locked on inflation, energy prices swinging on geopolitics and governments focused on security spending, many investors are looking for themes that feel grounded in long-term ...

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The Aerospace And Defense screener highlights companies that build or support aircraft and defense systems, an area closely watched whenever geopolitical risk and policy debates heat up. 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The Aerospace And Defense screener highlights companies that build or support aircraft and defense systems, an area closely watched whenever geopolitical risk and policy debates heat up. This article walks through 3 stocks from that screener and explains why they stand out today so you can decide whether exposure to the Aerospace And Defense theme fits alongside your existing holdings. AdvertisementL3Harris Technologies (LHX) Overview: L3Harris Technologies provides mission critical communications, space and missile systems for government and commercial customers, with products ranging from tactical radios and public safety networks to missile propulsion and satellite based missile warning and tracking. Market Cap: US$50.6b L3Harris Technologies sits at the center of several long term defense priorities, from missile defense and hypersonics to secure communications and space based surveillance. Its record backlog and recent contract wins in PAC 3, THAAD and missile tracking satellites give investors a clearer line of sight on future work. Forecast earnings growth, improving margins and a dividend yield of 1.8% are balanced by a heavy debt load, reliance on fixed price development contracts and exposure to government budget decisions. If you want to understand how that mix of growth drivers, contractual risk and valuation upside fits with your own risk tolerance, you will need to look more closely at the details behind these headlines. L3Harris Technologies looks like it could be masking a more interesting story, with backlog strength and debt risk pulling in opposite directions. Review the full picture in the 6 key rewards and 1 important warning sign NYSE:LHX Earnings & Revenue Growth as at Aug 2026 Huntington Ingalls Industries (HII) Overview: Huntington Ingalls Industries is a U.S. shipbuilder that designs, constructs, overhauls, and repairs aircraft carriers, submarines, amphibious assault ships, destroyers, and national security cutters, while also providing nuclear support services and advanced defense technologies like C5ISR, cyber, artificial intelligence, and unmanned systems. Market Cap: US$12.6b Huntington Ingalls Industries provides exposure to some of the longest dated and most visible defense spending in the market through its role in Columbia and Virginia class submarines and U.S. aircraft carriers. This activity is backed by a reported US$56.9b backlog and recent Q2 revenue of about US$3.42b. At the same time, the Mission Technologies segment is building a position in unmanned undersea and surface vehicles and defense software, which could change the mix of growth and margins over time. The key questions are whether supply chain and labor challenges, heavy fixed costs, and reliance on large contract awards offset that contract visibility and recent 25.9% earnings growth, and how that balance aligns with your expectations for defense budgets and capital intensive businesses. Huntington Ingalls Industries sits at the intersection of long cycle shipbuilding and faster moving defense tech, yet much of the real story sits beneath the headlines. Get the full context in the analysis report for Huntington Ingalls Industries NYSE:HII Earnings & Revenue Growth as at Aug 2026 Moog (MOG.A) Overview: Moog Inc. supplies precision motion and fluid control systems that sit inside many aerospace, defense and industrial applications, from missile and space launch platforms to flight controls on military and commercial aircraft and motion control solutions for factory automation and medical equipment. Market Cap: US$13.2b Moog offers investors a mix of defense exposure, industrial automation and aerospace aftermarket services, which helped revenue and earnings beat expectations in Q3 2026 and delivered 33% earnings growth over the past year. Demand tied to missile programs, automation and services is supporting higher margins and a growing backlog, while recent guidance upgrades and a quarterly dividend add to the appeal. At the same time, a rich P/E, reliance on elevated defense spending, tariff exposure and cash flow conversion challenges mean the bar is set high. Anyone weighing Moog against other Aerospace And Defense opportunities will want to understand how these growth drivers, balance sheet risks and analyst expectations fit together before making a call. Moog’s surging backlog, Q3 2026 beat and 33% earnings growth suggest that the story is still unfolding; however, the rich P/E and cash flow questions raise a crucial twist hiding in the analysis report for Moog NYSE:MOG.A Earnings & Revenue Growth as at Aug 2026 The three Aerospace And Defense stocks in this article are only a starting point, since the full Aerospace And Defense screener surfaces 66 more companies with similarly detailed narratives around aircraft production, defense systems and mission critical services. Use Simply Wall St to identify, analyze and filter for the specific catalysts and narratives that matter to you, so you can focus on the ideas that best match your own view of this theme. Take Control of Your Investment Journey  If L3Harris Technologies or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Fresh Alternatives For Your Curiosity? Some of the most interesting breakouts start quietly, while momentum is still under the radar for now. Scan these fresh ideas before the crowd catches on and get in early.  Spot companies quietly building cash strength, then use the list of solid balance sheet and fundamentals (45 results) to see which stocks pair resilient finances with fundamentals that still look reasonably priced. Ride potential AI momentum with businesses already turning a profit and avoid pure hype by checking the curated list in the 70 profitable AI stocks that aren't just burning cash while it matters. Position ahead of possible infrastructure spending waves and track grid focused opportunities using the 35 power grid technology and infrastructure stocks before interest in this theme really starts flying.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Huntington Ingalls Industries might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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