L3Harris Technologies, Inc. (NYSE:LHX) Jefferies Mining and Industrials Conference 2025 September 4, 2025 11:30 AM EDT
Company Participants
Kenneth Bedingfield – Senior VP, CFO & President of Aerojet Rocketdyne
Christopher Kubasik – Chairman & CEO
Conference Call Participants
Sheila Kahyaoglu – Jefferies LLC, Research Division
Presentation
Sheila Kahyaoglu
Managing Director in Equity Research
My name is Sheila Kahyaoglu with the Jefferies Aerospace and Defense Equity Research team. Thanks so much for being here. We have L3Harris Technologies here. We have Chris Kubasik, who’s Chairman and CEO in case you weren’t aware. And [ accounting ] Ken over there, but [ I ] hesitated on the introduction. Thank you, Ken Bedingfield, for being here, who’s CFO. Ken has a quick disclaimer he’s got to read and we’re going to get right into Q&A.
Kenneth Bedingfield
Senior VP, CFO & President of Aerojet Rocketdyne
Thanks, Sheila. It’s great to be here. And just to remind everyone that today’s discussion will include forward-looking statements. Those statements do include risks and uncertainties, and they can — you can find more information in our SEC filings.
Question-and-Answer Session
Sheila Kahyaoglu
Jefferies LLC, Research Division
Thank you. Chris, maybe just to start broadly here. Thank you for being here, as always, and supporting the conference. There’s a lot going on with budgets. And I think — we saw your interview yesterday on FOX. And I think we all look to you to see what’s moving with the DoD to be quite frank. So how do you think about budgets and strategy from reconciliation from here? I think you guys have a lot going on with Golden Dome and the most we’ve heard so far and how do you think about European defense budgets contributing?
Christopher Kubasik
Chairman & CEO
Okay. Well, thank you. Thank you all for joining. It is somewhat
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