L3Harris Technologies, Inc. (LHX) Presents at JPMorgan Industrials Conference 2026 Transcript

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L3Harris Technologies, Inc. (LHX) JPMorgan Industrials Conference 2026 March 18, 2026 12:55 PM EDT

Company Participants

Kenneth Bedingfield – President of Missile Solutions

Conference Call Participants

Seth Seifman – JPMorgan Chase & Co, Research Division

Presentation

Seth Seifman
JPMorgan Chase & Co, Research Division

Good afternoon, everyone, and welcome back to the aerospace and defense track at the JPMorgan Industrials Conference. I’m Seth Seifman, the U.S. A&D Equity analyst here. And we are very grateful to have with us L3Harris. And we have with us the President of Missile Solutions and soon to be the President of a to-be-named Missile Solutions company, Ken Bedingfield.

Also, if you — he is 3 days in the job, I think. So we have the new CFO of L3Harris here, which is Ken Sharp. And then I think a lot of you know Tony Calderon from Investor Relations. So thank you all for coming. We really appreciate it. I think we’ll do Q&A. I will ask a bunch of questions, but also happy to go out to the room and take questions here from the group as well.

Kenneth Bedingfield
President of Missile Solutions

And Seth, maybe just before we get started, if I could just make a couple of quick comments. But certainly, our comments today may include forward-looking statements, and those include risks and uncertainties. And for more information, I would refer you to our SEC filings. And certainly, today, I’m day 3 into my one job as the President of Missile Solutions, certainly as we look to grow the business and take it public with L3Harris as the majority shareholder. But here to discuss all things, L3Harris, certainly to include MSL.

Question-and-Answer Session

Seth Seifman
JPMorgan Chase & Co, Research Division

Excellent. We’ll probably — so we’ll divide the time. We’ve got about 35 minutes, so



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