8-K filings of US companies to the Securities and Exchange Commission ·
8-K filings, Oct 28 to Nov 2, 2026: L3Harris cites record backlog, Carrier orders rise ~35%
In Form 8-K filings (reports of material events), L3Harris said its backlog reached record levels and Carrier said its third-quarter 2026 organic orders rose ~35%, with data center orders up ~300%.
An update from FactIQ, written from company statements in 8-K filings of US companies to the Securities and Exchange Commission. What is FactIQ?
Key figures
- L3Harris Technologies, seven-year contract to scale Terminal High Altitude Area Defense propulsion production
- $6.3 billionundefinitized contract; L3Harris said its backlog reached record levels
- Carrier, organic orders, third quarter of 2026
- ~35%stated by the company; includes a ~300% increase in data center orders
- Ares Management, gross capital commitments raised, third quarter of 2026
- more than $31 billionstated by the company; it also invested $35 billion
- L3Harris Technologies, third-quarter revenue
- $6.1 billionstated by the company; up 7% year over year and 9% organically
L3Harris and Carrier said demand is adding to their order books
L3Harris Technologies said in its Form 8-K, the filing a US company makes to report a material event, that its backlog reached record levels.
- L3Harris said it captured a $6.3 billion, seven-year undefinitized contract (a contract whose final terms are not yet set) to scale Terminal High Altitude Area Defense (THAAD) propulsion production.
- L3Harris said it captured a $4.7 billion, seven-year undefinitized contract for Patriot Advanced Capability-3 Missile Segment Enhancement (PAC-3 MSE) interceptor propulsion production.
- L3Harris reported third-quarter revenue of $6.1 billion, up 7% year over year and 9% organically, which excludes the effect of acquisitions and divestitures.
- L3Harris said its third-quarter earnings per share (EPS) under generally accepted accounting principles (GAAP) rose 33% to $3.28.
Carrier said its backlog was over $8.5 billion in the third quarter of 2026, up 60% year over year. Carrier said its adjusted operating margin rose 260 basis points, a unit for small changes in percentages, to 17.4%. Carrier also reported a GAAP operating loss of ($2,273) million, which it said included a goodwill impairment charge.
Ares and Strategy reported large capital raises
- Ares Management said it raised more than $31 billion in gross capital commitments in the third quarter of 2026 and invested $35 billion.
- Strategy said it raised $21 billion of equity capital and increased its bitcoin holdings by 26% year-to-date.
- Ameriprise Financial said its third-quarter 2026 GAAP diluted EPS increased to $12.32.
Other companies reported wider margins, shareholder returns and mixed utility earnings
- Estée Lauder said its reported operating margin expanded 610 basis points in the first quarter of fiscal year 2027.
- D.R. Horton said it returned $4.1 billion to shareholders in fiscal 2026 and raised its quarterly dividend by 11% to $0.50 per share.
- Exelon said ComEd's third-quarter 2026 adjusted operating earnings increased to $412 million from $373 million. Exelon said PECO's decreased to $167 million from $250 million, primarily because of higher storm costs and other expenses.
- IDEXX said its third-quarter 2026 gross margin increased to 62.9%.
Source: 8-K filings of US companies to the Securities and Exchange Commission.