Compare L3Harris Technologies Inc (LHX) vs Quanta Services Inc (PWR) Price & Performance

LHX trades at $277.71, down 1.52% on the day, with a bearish technical signal but strong fundamental performance. The company has beaten earnings estimates for three consecutive quarters, with Q1 2026 EPS of $2.72 exceeding the $2.53 expectation. Recent contract wins, including a U.S. Space Force satellite award and U.S. Army communication system orders, highlight ongoing defense sector strength. The stock's valuation includes a P/E of 30.46 and a net income margin of 7.71% for 2025.

The outlook for LHX is positive, supported by a robust $40.7 billion backlog and 75% analyst buy ratings with a $367.50 consensus price target, implying significant upside. Key risks include execution on major contracts, defense budget fluctuations, and competitive pressures. The recent dividend of $1.25 per share underscores financial health, but investors should monitor debt levels and geopolitical factors affecting defense spending.

PWR (Quanta Services) trades at $639.20, up 1.7% with strong analyst support (75% buy ratings) and a consensus price target of $836.80. The stock shows robust fundamentals with revenue growth from $17.1B in 2022 to $28.5B in 2025, though net margins remain modest at 3.67%. Recent technical indicators are bearish despite oversold RSI readings, with key support at $613. The company benefits from AI infrastructure demand and utility spending, with a record $48B backlog.

Outlook is positive given exposure to grid modernization and AI data center build-out, but high valuation (P/E 86.77) and execution risks pose challenges. Earnings have consistently beaten estimates, with Q2 2026 results due July 30. Institutional sentiment is bullish, though technical weakness near-term warrants caution.