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L3Harris' Missile Business Files To Go Public As Trump's War Economy Prepares For Launch
We have been diligently tracking the Trump administration's war-economy mobilization across the homeland, from the rise of so-called "war unicorns" favored by the Department of War to Trump officials talking with GM, Ford, GE Aerospace, and Oshkosh about converting underused civilian industrial capacity into weapons production. The signal to investors is becoming hard to miss: the Trump administration is preparing to expand the defense industrial base at scale to refill depleted weapons stockpiles.
Whether through venture-backed defense startups, legacy defense primes, or redirected auto and heavy-manufacturing capacity, the White House's war policies point toward a major weapons-production boom on the horizon.
With that in mind, L3Harris Technologies has confidentially filed a draft S-1 with the SEC for a proposed IPO of its Missile Solutions business, or MSL.
L3Harris is now preparing for an IPO, as the SEC privately reviews the draft registration statement and may send comments or request changes. This occurs before the IPO roadshow begins.
Last week, L3Harris announced it had closed a $1 billion investment from the DoW into MSL, which will be used to "accelerate research and development, and increase production capacity for critical national security technologies."
"This strategic partnership with the Department of War is a testament to the critical role L3Harris plays in our national security," L3Harris CEO Christopher Kubasik wrote in a statement.
Kubasik noted, “The investment will allow us to accelerate innovation and enhance our ability to deliver the advanced capabilities our warfighters need to deter and defeat emerging threats. We are proud to partner with the DoW to ensure the resilience of our defense industrial base for years to come."
Related:
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Race To Refill U.S. Weapons Stockpiles Will Supercharge War Economy
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War Economy Returns: From Trucks To Tanks, Pentagon Looks To Automakers To Rebuild America's Arsenal
MSL will be a direct play on the DoW ramping up orders for PAC-3, THAAD, Tomahawk, and Standard Missile systems, given that the two theaters of conflict across Eurasia, Ukraine-Russia and U.S.-Iran, are draining key missile stockpiles.
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Aircraft Carrier Strike Group To Leave Middle East, Reducing Footprint Amid Iran War
Currently there are three American aircraft carrier groups in Middle East waters and near Iran in the context of Operation Epic Fury. By comparison, at the height of the Bush-ordered US invasion of Iraq in 2003, there were six total carrier groups - which were responsible for most of the large tomahawk missile strikes on Baghdad.
Amid the current extended ceasefire between the US and Iran (and including Israel), there are indicators that Washington is not preparing for a ground invasion of the Islamic Republic anytime soon. First and foremost is that the USS Gerald R. Ford is set to return to the United States after nearly a year deployed in wartime operations - as it was previously in the Caribbean focused on Venezuela ops.
US Navy file imageDefense officials have newly told The Washington Post the carrier will leave the Middle East in the coming days and head back to Naval Station Norfolk, Virginia.
The publication confirms, "The aircraft carrier USS Gerald R. Ford will depart the Middle East and begin the sail for home in coming days, multiple U.S. officials said, an expected relief for roughly 4,500 sailors who have been deployed for 10 months - but a loss of significant firepower as peace talks between the United States and Iran stagnate."
Its departure will leave the USS George H.W. Bush and the USS Abraham Lincoln in the Arabian Sea as the US Navy continues efforts to enforce a blockade on Iranian ports. Recent operations have seen dozens of Iranian vessels intercepted, even as others breached the blockade, with CENTCOM in a recent update saying that over 40 vessels have been turned back or intercepted.
There's still as yet no clear sign of imminent breakdown of the Iranian government or society, amid what's turned into a prolonged economic siege war - even though President Trump declared days ago that the Islamic Republic is 'fractured' and 'collapsing'.
The US retains additional carrier strike groups elsewhere, including the USS Dwight D. Eisenhower and the USS Theodore Roosevelt, which remain available for potential deployment later this year.
The longer the Iran conflict drags on, the more likely it is that additional carrier groups could head toward Mideast regional waters, including patrolling the Mediterranean, near Israel.
The Ford's return follows a record deployment exceeding 300 days that spanned the Caribbean, Europe, and the Middle East. Most recently, it had to undergo significant repairs - first in Cyprus and then at port in Croatia, for what's been described as a laundry room fire and persistent maintenance problems during its extended mission.
(Reuters) - A U.S. naval blockade of Iranian ports has shrunk Tehran's oil exports, stranding a growing stockpile of crude on tankers as Iranian storage sites run out of space, shipping data showed and analysts said.
With some vessels switching off tracking systems and U.S.…
The crew has been described as overstretched and exhausted, while there are reports the carrier has come under Iranian attack - though which the Pentagon has repeatedly denied posed any real threat.
Tyler Durden Thu, 04/30/2026 - 21:30