L3Harris第三季度营收61亿美元同比增7%：当季订单193亿美元，在手订单532亿美元创纪录
总部位于 Florida 州 Melbourne 的美国国防承包商 L3Harris Technologies（纽约证券交易所代码 LHX）10月29日公布2026年第三季度业绩：营收61亿美元，同比增长7%，有机增长9%，主要由太空与任务系统、导弹解决方案两个分部实现两位数增长拉动。
利润与现金流方面，公司当季营业利润率为13.0%，同比提升200个基点；分部营业利润率为15.9%。稀释每股收益3.28美元，同比增长33%。当季经营现金流14亿美元，资本开支1.79亿美元，自由现金流13亿美元、同比增长195%。季末公司总债务110亿美元，现金及等价物25亿美元，短期投资5.5亿美元。
订单方面，公司当季新获订单193亿美元，在手订单升至532亿美元、创历史纪录，订单出货比达3.2倍；其中导弹解决方案分部订单出货比高达11.8倍。当季公司拿下两笔七年期大单：为「萨德」（THAAD）系统扩大推进系统产能的合同约63亿美元，以及为 PAC-3 MSE 拦截弹扩大推进产能的合同约47亿美元（均不含价格调整条款）；另获2.5亿美元后续合同生产标准型制导多管火箭系统推进单元，VAMPIRE 反无人机系统订单超过5亿美元，并获8.76亿美元合同修改、推进海军下一代干扰机低频段系统的研发与生产准备。
公司同时上调全年指引：2026年营收指引下限由232亿美元上调，全年营收预计235亿至237亿美元；GAAP 每股收益指引上调至12.25至12.35美元；全年自由现金流指引维持30亿美元。
总裁兼首席执行官 Sam Mehta 表示，团队第三季度执行出色，在手订单升至创纪录水平，显示市场对公司关键任务能力的持续强劲需求；公司当前的优先事项是把这批需求转化为业绩，并继续投资于导弹与导弹解决方案、太空、韧性通信与多域感知等领域的产能与差异化能力。
L3Harris Q3 Revenue Rises 7% to $6.1 Billion: $19.3 Billion in Quarterly Orders Lift Backlog to a Record $53.2 Billion
L3Harris Technologies (NYSE: LHX), headquartered in Melbourne, Florida, reported third-quarter 2026 results on October 29: revenue was $6.1 billion, up 7% year over year and up 9% on an organic basis, driven by double-digit growth in the Space & Mission Systems and Missile Solutions segments.
Operating income margin was 13.0%, up 200 basis points from a year earlier, while segment operating margin was 15.9%. Diluted earnings per share rose 33% to $3.28. Operating cash flow totaled $1.4 billion and capital expenditures were $179 million, leaving free cash flow of $1.3 billion, up 195% from a year earlier. The company ended the quarter with $11.0 billion in total debt, $2.5 billion in cash and equivalents and $550 million in short-term investments.
Orders received in the quarter totaled $19.3 billion, lifting backlog to a record $53.2 billion, for a book-to-bill ratio of 3.2 times; the Missile Solutions segment posted a book-to-bill of 11.8 times. During the quarter the company captured a seven-year, $6.3 billion undefinitized contract to scale propulsion production for the THAAD system and a seven-year, $4.7 billion undefinitized contract for PAC-3 Missile Segment Enhancement interceptor propulsion, both excluding escalations. It also announced a $250 million follow-on contract for standard-range Guided Multiple Launch Rocket System propulsion units, secured more than $500 million in VAMPIRE counter-drone orders from the United States and allies, and received an $876 million contract modification for the U.S. Navy's Next Generation Jammer Low Band system.
Management raised the bottom end of its 2026 revenue guidance range to $23.5 billion to $23.7 billion, increased the GAAP EPS range to $12.25 to $12.35, and maintained full-year free cash flow guidance of $3 billion.
President and CEO Sam Mehta said the team's exceptional execution grew backlog to record levels, underscoring consistently strong demand for the company's mission-critical capabilities, and that the priority now is to convert that demand into results while continuing to invest in production capacity across missiles and missile solutions, space, resilient communications and multi-domain sensing.
来源：GSM·美国（原文链接）
图片来源：图：「萨德」（THAAD）拦截弹发射试验实景（资料图）。美国国家导弹防御局图，公共领域，经 Wikimedia Commons。Photo: A THAAD interceptor missile launch (file photo). National Missile Defense image, public domain, via Wikimedia Commons.
