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Stock impact report

Janus Henderson Mid Cap Value Managed Account Q3 2025 Commentary [Seeking Alpha]

L3Harris Technologies, Inc. (LHX) 
Last l3harris technologies, inc. earnings: 2/4 06:30 am Check Earnings Report
Company Research Source: Seeking Alpha
Equity markets rose over the quarter, on positive corporate earnings, increased expectations for Federal Reserve (Fed) rate cuts, and artificial intelligence (AI) enthusiasm. A “risk-on,” lower-quality market rally during the quarter resulted in numerous all-time highs achieved. Defense stocks such as L3Harris were strong relative performers, supported by accelerating global spending on defense and military equipment. As always, we remain committed to our focus on quality as we seek out well-managed, profitable companies with low debt levels that we believe are undervalued by the market. Olemedia/E+ via Getty Images At a glance Performance The Portfolio returned 3.60% (gross) and the Russell Midcap® Value Index returned 6.18%. Contributors/detractors Stock selection in financials and industrials detracted from relative performance, while stock selection in consumer staples and healthcare This article was written by Quick Insights Stock selection in financials Show less Read more
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