L3Harris Technologies Inc vs Cloudflare Inc — how do they compare? L3Harris Technologies Inc trades at $283.44 (market cap $53.26B), while Cloudflare Inc trades at $315.13 (market cap $109.31B). The key difference: Cloudflare Inc is far larger — about 2.1× L3Harris Technologies Inc's market cap, and L3Harris Technologies Inc pays a 1.75% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| LHX | NET | |
|---|---|---|
Market Cap | $53.26B | $109.31B |
Sector | Industrials | Technology |
52-Week High | $378.48 | $310.40 |
52-Week Low | $270.21 | $160.16 |
Enterprise Value | $63.71B | $108.67B |
Dividend Yield | 1.75% | — |
Signals from Pluang's Aura AI — not financial advice
LHX trades at $289.72, up 1.06% on the day, with a bearish technical signal but strong fundamental momentum. Recent earnings beats, including Q2 2026 EPS of $3.13 versus $2.80 expected, and a record $42 billion backlog support growth. The company completed a strategic divestiture and secured key defense contracts, enhancing its positioning in missile defense and space systems.
Outlook is positive with analyst consensus price target of $319.33 implying ~10% upside, though technical indicators signal near-term caution. Risks include execution on production ramp-ups and defense budget volatility, but robust cash flow and dividend payments provide shareholder stability.
Cloudflare (NET) trades at $310.40, up 3.37% on the day, and is near its 52-week high. The stock shows strong technical momentum with bullish moving averages, though RSI levels indicate potential overbought conditions. Fundamentally, revenue growth is robust at 36% year-over-year in Q2 2026, but the company remains unprofitable with a net margin of -8.21%. Recent news highlights AI-driven demand and a $2.175 billion convertible note offering.
The outlook is positive given analyst consensus and AI tailwinds, but high valuation multiples and persistent losses pose risks. Investment appeal hinges on sustained growth justifying premium pricing, while competition and execution challenges are key watchpoints for shareholders.
Trailing returns across standard periods
Latest headlines on both assets
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 →Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →