AXT Inc vs L3Harris Technologies Inc — how do they compare? AXT Inc trades at $77.7 (market cap $4.83B), while L3Harris Technologies Inc trades at $290.9 (market cap $53.26B). The key difference: L3Harris Technologies Inc is far larger — about 11× AXT Inc's market cap, and L3Harris Technologies Inc pays a 1.75% dividend while AXT Inc pays none. Which is the better fit depends on your goals.
| AXTI | LHX | |
|---|---|---|
Market Cap | $4.83B | $53.26B |
Sector | Technology | Industrials |
52-Week High | $140.83 | $378.48 |
52-Week Low | $2.05 | $270.21 |
Enterprise Value | $4.50B | $63.71B |
Dividend Yield | — | 1.75% |
Signals from Pluang's Aura AI — not financial advice
AXTI trades at $78.47, up 6.31% on the day, with a bullish technical signal from moving averages and strong earnings beats in Q1 and Q2 2026. Revenue surged to $126 million in 2026 with a return to profitability, driven by record indium phosphide demand for AI data centers. The company secured a long-term supply agreement with Lumentum, accelerating capacity expansion.
Outlook is positive given AI-driven demand and analyst consensus, but high valuation ratios and operational cash flow deficits pose risks. The stock trades above the consensus price target of $72.50, suggesting near-term consolidation may occur before further gains.
LHX trades at $290.66, up 0.32% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong Q2 2026 earnings, beating estimates with revenue up 8% and a record $42 billion backlog. Recent news highlights contract wins, including a U.S. Space Force satellite deal and PAC-3 production expansion, supporting growth prospects. Fundamentals show steady revenue growth to $21.87 billion in 2025 and improving net margins, though valuation ratios like P/E of 28.89 are elevated relative to historical averages.
Outlook is positive with analyst consensus favoring buys (73%) and a $319.33 price target implying ~10% upside. Risks include execution on large contracts, debt levels, and geopolitical dependencies. The stock offers a dividend yield near 1.7%, with cash flow strength supporting shareholder returns amid defense sector tailwinds.
Trailing returns across standard periods
Latest headlines on both assets
AXT develops and manufactures high-performance compound semiconductor wafer substrates. Its products, like indium phosphide and gallium arsenide, are essential for data centers, 5G, and consumer electronics.
Read more on AXTI →L3Harris Technologies was created in 2019 from the merger of L3 Technologies and Harris, two defense contractors that provide products for the command, control, communications, computers, intelligence, surveillance, and reconnaissance (C4ISR) market. The firm also has smaller operations serving the civil government, particularly the Federal Aviation Administration's communication infrastructure, and produces various avionics for defense and commercial aviation.
Read more on LHX →