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L3Harris, Boeing Report Record Backlogs; HII Raises FY2026 Shipbuilding Revenue Forecast

A defense-sector earnings recap says L3Harris and Boeing reported record backlogs, while HII raised its FY2026 shipbuilding revenue forecast.

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With the quarterly earnings season in full swing, U.S. defense firms largely delivered strong results this week, highlighting sharp growth in backlogs driven by rising demand for missiles, military aircraft and naval vessels.L3Harris Technologies (LHX), Boeing (BA), and HII (HII) all reported topli…

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