L3Harris Technologies: The LowdownL3Harris is a heavyweight in the aerospace and defense sector, born from the 2019 merger of L3 Technologies and Harris Corporation. They're all about delivering mission-critical tech solutions that connect domains like space, air, land, sea, and cyber—think everything from advanced communication systems to surveillance aircraft, precision weapons, and cyber defenses.
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Headquartered in Melbourne, Florida, they pull in over $20 billion in annual revenue, employ around 50,000 people, and operate globally in more than 100 countries. Their focus is on innovation for national security, with products like:Space & Airborne Systems: Satellites, sensors, and intelligence-gathering aircraft (e.g., the recent MC-55A Peregrine delivery to the U.S. Air Force). Integrated Mission Systems: Maritime and aviation tech, including unmanned systems and electronic warfare. Communication Systems: Secure data links, radios, and networks for resilient command-and-control in harsh environments.
They're not primarily a battery company, but their gear often requires lightweight, high-energy-density power sources for things like drones (UAVs), wearable tech for soldiers, satellite payloads, or long-endurance missions where every gram and watt-hour counts.
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That's where Amprius fits in perfectly.What Amprius Will Be Doing with L3HarrisFrom today's announcement (dated Feb 3, 2026), Amprius isn't launching a brand-new direct joint project with L3Harris right this second—it's more about scaling up their supply chain to better serve them as a key customer.
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Here's the breakdown:The Partnership Setup: Amprius is teaming up with Nanotech Energy (a California-based battery maker) to crank out their silicon-anode cells right here in the U.S. This creates a secure, domestic supply chain, dodging overseas dependencies and complying with tough regs like the updated National Defense Authorization Act (NDAA).
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Nanotech's facility has been producing cylindrical cells (like 18650 and 21700 formats) since late 2024, and now they'll handle Amprius' designs. Specifics for L3Harris: L3Harris is explicitly called out as a prime beneficiary. Amprius will supply them with high-performance batteries, starting with the SA128 cell (21700 format, 6.8 Ah capacity, 320 Wh/kg energy density—that's top-tier for endurance and power in compact packages).
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These are ideal for L3Harris' defense tech, powering unmanned systems, aerospace gear, or cyber tools that need reliable, long-lasting energy without adding weight. The Big Picture: This ramps Amprius' global capacity beyond 2 GWh, focusing on defense, aerospace, and mission-critical sectors. It's about faster delivery, higher quality, and meeting U.S. security standards—essential for L3Harris' national security work.
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Quotes from the execs highlight this: Amprius CEO Tom Stepien said it's "essential to meeting the evolving requirements of our defense customers," while Nanotech's Curt Collar emphasized "deep technical capabilities and high trust" for producing cells "critical to the future of our country."
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Timeline & Impact: They've already refined the SA128 design over the last few months, so production scaling is imminent. This positions Amprius to snag more contracts in defense (where L3Harris plays big), potentially boosting AMPX stock with that revenue growth trajectory.
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