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Jul 03, 2020

L3Harris Q2 2020 Earnings Report

L3Harris reported second quarter 2020 results with revenue up 138% and flat versus prior-year GAAP and pro forma, respectively.

Key Takeaways

L3Harris Technologies reported second quarter 2020 revenue of $4.4 billion, up 138% and flat versus prior-year GAAP and pro forma, respectively, and up 2.3% on an organic basis. Net income was $278 million. GAAP EPS was $1.30. Non-GAAP EPS was $2.83.

2Q20 revenue $4.4 billion, up 138% and flat versus prior-year GAAP and pro forma, respectively

Up 2.3% on an organic basis; funded book-to-bill of 1.09

GAAP earnings per share from continuing operations (EPS) of $1.30, down 41% and 29% versus prior-year GAAP and pro forma, respectively

Non-GAAP EPS of $2.83, up 13% versus prior-year adjusted pro forma

Total Revenue
$4.45B
Previous year: $1.67B
+166.8%
EPS
$2.83
Previous year: $1.9
+48.9%
Cash and Equivalents
$1.95B
Previous year: $343M
+467.6%
Free Cash Flow
$785M
Previous year: $316M
+148.4%

L3Harris

L3Harris

L3Harris Revenue by Segment

Forward Guidance

L3Harris updates 2020 guidance as follows: Revenue $18.2 - $18.6 billion, up organically 3% - 5% on an adjusted pro forma basis (unchanged from previous guidance). GAAP net income margin of 7.1%+. Adjusted EBIT margin of 17.5%+. GAAP EPS of $6.03 - $6.43 . Non-GAAP EPS of $11.15 - $11.55 (unchanged from previous guidance). Operating cash flow and adjusted free cash flow at $2.8 - $2.9 billion and $2.6 - $2.7 billion, respectively (unchanged from previous guidance). ~$1.7 billion in share repurchases, inclusive of proceeds from divestitures announced year-to-date (unchanged from previous guidance)

Positive Outlook

  • Revenue $18.2 - $18.6 billion, up organically 3% - 5% on an adjusted pro forma basis (unchanged from previous guidance)
  • Adjusted EBIT margin of 17.5%+
  • Non-GAAP EPS of $11.15 - $11.55 (unchanged from previous guidance)
  • Operating cash flow and adjusted free cash flow at $2.8 - $2.9 billion and $2.6 - $2.7 billion, respectively (unchanged from previous guidance)
  • ~$1.7 billion in share repurchases, inclusive of proceeds from divestitures announced year-to-date (unchanged from previous guidance)

Challenges Ahead

  • GAAP net income margin of 7.1%+(decreased from previous guidance of ~8.4%)
  • GAAP EPS of $6.03 - $6.43 (decreased from previous guidance of $6.95 - $7.35)