L3Harris Awarded $876M Modification for Navy Low Band Jammer Work
L3Harris received an $876.4M contract modification for the U.S. Navy's Next Generation Jammer Low Band system, with work expected to finish in fiscal 2031. The modification includes additional development and support requirements. Fiscal 2026 Navy funds and Australian cooperative funds provide initial financing. The system is designed to replace the ALQ-99 tactical jamming capability on EA-18G Growlers.
How this was made
The 30-second read
Why it matters
This modification expands tooling, test articles, cybersecurity/system security development, and logistics and software support, extending work to completion in FY2031.
Market read
A large, attributable Navy contract modification is a tangible backlog-support signal for L3Harris’ defense electronics franchise.
What to watch
The article notes the program’s prior litigation and that the high-band segment has been unfunded since at least FY2020, which could cap total program upside despite the low-band follow-on.
Background
The Next Generation Jammer program is intended to replace the ALQ-99 tactical jamming capability on the EA-18G Growler, split into spectrum “pods.”
Ticker impact
L3Harris received an $876.4M modification to continue developing the U.S. Navy Next Generation Jammer Low Band system through FY2031.
Near-term: modest positive bias for defense-electronics sentiment; likely limited immediate repricing unless investors extrapolate larger follow-on production funding.
The article discloses a sizable, time-bound contract modification ($876.4M) with defined scope expansion and completion in FY2031, but it is a development-stage modification rather than a new production award.
Market effects
Reinforces demand for electronic warfare and low-band jamming modernization within U.S. Navy EW programs, potentially supporting sentiment across defense electronics suppliers.
Workshare distribution across multiple U.S. sites plus Australia may matter for local industrial base narratives but is unlikely to move national defense indices alone.
U.S. Navy EW capability upgrades can indirectly influence allied procurement and interoperability expectations, though no specific foreign award is disclosed here.
Counterpoint
Because the modification is undefinitized and development-focused, near-term earnings impact may be limited until production options are funded and definitized.
Key entities
- companyL3Harris
Awarded the $876.4M modification for the Navy Next Generation Jammer Low Band system development.
- government_contracting_activityNaval Air Systems Command (NAVAIR)
Contracting activity at Patuxent River, Maryland.
- companyRaytheon
Won the mid-band award in 2016; high-band segment has been unfunded since at least FY2020.
- companyNorthrop Grumman
Involved in prior litigation that stalled the underlying program before the 2024 award.
