Track market-moving stories before they get noisy

Leidos (LDOS - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Over the past month, shares of this security and engineering company have returned +3.6%, compared to the Zacks S&P 500 composite's no change. During this period, the Zacks Computers - IT Services industry, which Leidos falls in, has gained 8%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, Leidos is expected to post earnings of $3.06 per share, indicating a change of +0.3% from the year-ago quarter. The Zacks Consensus Estimate has changed -2% over the last 30 days.

The consensus earnings estimate of $12.36 for the current fiscal year indicates a year-over-year change of +3.1%. This estimate has changed +0.7% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $12.11 indicates a change of -2% from what Leidos is expected to report a year ago. Over the past month, the estimate has changed -4.1%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for Leidos.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Leidos, the consensus sales estimate of $4.71 billion for the current quarter points to a year-over-year change of +5.3%. The $18.33 billion and $18.8 billion estimates for the current and next fiscal years indicate changes of +6.7% and +2.6%, respectively.

Last Reported Results and Surprise HistoryLeidos reported revenues of $4.56 billion in the last reported quarter, representing a year-over-year change of +7.2%. EPS of $3.26 for the same period compares with $3.21 a year ago.

Compared to the Zacks Consensus Estimate of $4.36 billion, the reported revenues represent a surprise of +4.5%. The EPS surprise was +12.41%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Leidos is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Leidos. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.

Leidos (LDOS - Free Report) ended the recent trading session at $127.65, demonstrating a +1.27% change from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 0.28%. On the other hand, the Dow registered a gain of 1.02%, and the technology-centric Nasdaq decreased by 0.02%.

Prior to today's trading, shares of the security and engineering company had lost 1.7% was narrower than the Computer and Technology sector's loss of 2.28% and lagged the S&P 500's gain of 0.67%.

Analysts and investors alike will be keeping a close eye on the performance of Leidos in its upcoming earnings disclosure. The company's earnings report is set to go public on November 3, 2026. The company is forecasted to report an EPS of $3.06, showcasing a 0.33% upward movement from the corresponding quarter of the prior year. Alongside, our most recent consensus estimate is anticipating revenue of $4.71 billion, indicating a 5.29% upward movement from the same quarter last year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $12.36 per share and a revenue of $18.33 billion, signifying shifts of +3.09% and +6.71%, respectively, from the last year.

Any recent changes to analyst estimates for Leidos should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.69% upward. Right now, Leidos possesses a Zacks Rank of #4 (Sell).

In terms of valuation, Leidos is presently being traded at a Forward P/E ratio of 10.2. This represents a discount compared to its industry average Forward P/E of 14.58.

It is also worth noting that LDOS currently has a PEG ratio of 1.4. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. By the end of yesterday's trading, the Computers - IT Services industry had an average PEG ratio of 1.28.

The Computers - IT Services industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 159, finds itself in the bottom 36% echelons of all 250+ industries.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.86% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Leidos (LDOS - Free Report) Founded in 1969, Leidos Holdings, Inc., headquartered in Reston, Virginia, is a global science and technology leader that serves the defense, intelligence, civil and health markets. Its core capabilities include providing solutions in the fields of cybersecurity; data analytics; enterprise IT modernization; operations and logistics; sensors, collection and phenomenology; software development; and systems engineering.

LDOS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. LDOS has a Growth Style Score of A, forecasting year-over-year earnings growth of 3.3% for the current fiscal year.

One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.01 to $12.39 per share. LDOS boasts an average earnings surprise of +11.3%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, LDOS should be on investors' short list.

NEW YORK--(BUSINESS WIRE)--Blackstone Credit & Insurance ("BXCI") today announced that it is leading a $1 billion financing in support of the combination of Analogic Corporation ("Analogic") with the Security Enterprise Solutions, Ports & Borders and Industrial Automation businesses of Leidos Holdings, Inc. (NYSE: LDOS) (“Leidos”). The combination creates a stronger global security imaging and detection company with broader capabilities, deeper customer relationships and greater scale t.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.86% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Leidos (LDOS - Free Report) Founded in 1969, Leidos Holdings, Inc., headquartered in Reston, Virginia, is a global science and technology leader that serves the defense, intelligence, civil and health markets. Its core capabilities include providing solutions in the fields of cybersecurity; data analytics; enterprise IT modernization; operations and logistics; sensors, collection and phenomenology; software development; and systems engineering.

LDOS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 9.63; value investors should take notice.

For fiscal 2026, two analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.01 to $12.39 per share. LDOS boasts an average earnings surprise of +11.3%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, LDOS should be on investors' short list.

Leidos names Stephen Vather senior vice president of investor relationsPR Newswire

RESTON, Va., Oct. 6, 2026

, /PRNewswire/ -- Stephen Vather has joined Leidos (NYSE: LDOS) as senior vice president of investor relations. He brings deep experience across investor relations, corporate development and capital markets.

Vather joins Leidos from Leonardo DRS, where he was senior vice president of corporate development and investor relations and helped lead the company's return to the public markets. Before that, he spent nine years at ManTech, where he led mergers and acquisitions and investor relations. He began his career in investment banking.

"I look forward to Steve continuing our productive engagements with shareholders and the broader investment community about how our NorthStar 2030 strategy is guiding our growth and delivering differentiated value for customers," said Leidos CEO Tom Bell.

Vather will succeed Stuart Davis, who will continue to lead investor relations through the third-quarter earnings cycle before retiring in March. The pair will collaborate through the transition to ensure continuity with investors and analysts. Davis rejoined Leidos in 2021 after his previous tenure from 2006 to 2009. Over a 42-year career, he has also led investor relations and strategy functions at Perspecta, CSRA, ManTech and SRA International.

"I want to thank Stuart for his leadership, sound counsel and many contributions to Leidos. His continued involvement will enable a smooth transition of internal and external connections in the months ahead," said Bell.

About Leidos

Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.Leidos.com.

Media Contact:

Brandon Ver Velde
[email protected]
(571) 526-6257

View original content to download multimedia:https://www.prnewswire.com/news-releases/leidos-names-stephen-vather-senior-vice-president-of-investor-relations-302899903.html

SOURCE Leidos Holdings, Inc.

, /PRNewswire/ -- Leidos (NYSE: LDOS) today announced it has scheduled a conference call for Tuesday, November 3, 2026, at 8 a.m. (ET) to announce its third quarter 2026 financial results for the period ending October 2, 2026, with the company planning to issue its quarterly earnings press release before the call.

The details for the earnings conference call follow:

Date:

November 3, 2026

Time:

8 a.m. (ET)

The company offers a live and replay audio broadcast of the conference call with corresponding press release, presentation materials, and supplemental information at http://ir.leidos.com. To listen via telephone, please follow this link.

An archived version of the webcast will be available on the Leidos Investor Relations website at http://ir.leidos.com until November 3, 2027.

About Leidos:

Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with approximately 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.leidos.com.

Media contact:
Brandon Ver Velde
571.526.6257
[email protected]  

Investor Relations: 
Stuart Davis
571.526.6124
[email protected]

SOURCE Leidos Holdings, Inc.

, /PRNewswire/ -- Leidos (NYSE: LDOS) and investment firm Altaris have completed their previously announced transaction to form a scaled U.S.-based joint venture (JV) for advancing security screening at airports, borders and critical infrastructure worldwide.

Operating under the Analogic brand, the new company combines complementary security screening technologies, engineering expertise and advanced manufacturing capabilities. Leidos will retain a significant minority ownership stake in the company, maintaining its interests in a critical national security market.

"This JV creates an American innovator with the technology, talent and scale to address rapidly evolving global security screening needs," said Leidos Chief Executive Officer Tom Bell. "Its launch also sharpens our focus on the growth engines driving our NorthStar 2030 strategy."

In parallel with the mission of the Analogic JV, Leidos will continue its work across the broader aviation ecosystem, including modernizing airports and air traffic systems to help move people safely and efficiently around the world.

"The strategic combination of these two businesses into one reinforces our commitment to the important national security missions and markets we serve," Bell said.

About Leidos

Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with approximately 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.leidos.com.

About Analogic

Analogic, headquartered in Salem, New Hampshire, is a global provider of advanced imaging, detection, automation, and power technology solutions. The company designs, develops, manufactures, and supports a comprehensive portfolio of solutions for aviation security, ports and borders, critical infrastructure, healthcare, and industrial markets worldwide. Backed by decades of innovation and a global installed base, Analogic combines advanced imaging, artificial intelligence, precision power, automation, and lifecycle support capabilities to help customers meet evolving operational and regulatory requirements. For more information, visit www.analogic.com.

About Altaris

Altaris is an investment firm with an exclusive focus on acquiring and building companies in the healthcare industry. Since its inception in 2003, Altaris has invested in more than 50 companies across a range of healthcare subsectors, with a consistent goal of delivering value to the healthcare system and generating attractive financial returns for investors. Altaris is headquartered in New York City and manages $9+ billion of equity capital. For more information, visit www.altariscap.com.

Certain statements in this release contain or are based on "forward-looking" information within the meaning of the Private Securities Litigation Reform Act of 1995. These statements reflect our belief and assumptions as to future events that may not prove to be accurate. Actual performance and results may differ materially from those results anticipated by our guidance and other forward-looking statements made in this release depending on a variety of factors, including, but not limited to: ; the future operational and financial performance of the new joint venture company; the ability of the new joint venture company to successfully integrate the SES business and Analogic at all or otherwise in accordance with any anticipated timeline; the ability of the new joint venture company to service its indebtedness;  developments in the U.S. government defense and non-defense budgets, including budget reductions, sequestration, implementation of spending limits or changes in budgetary priorities, future delays in the U.S. government budget process, or the U.S. government's failure to raise the debt ceiling, which increases the possibility of a default by the U.S. government on its debt obligations, related credit-rating downgrades, or an economic recession; uncertainties in tax due to new tax legislation or other regulatory developments; deterioration of economic conditions or weakening in credit or capital markets; uncertainty in the consequences of current and future geopolitical events; inflationary pressures and fluctuations in interest rates; delays in the U.S. government contract procurement process or the award of contracts and delays or loss of contracts as a result of competitor protests; changes in U.S. government procurement rules, regulations and practices; our compliance with various U.S. government and other government procurement rules and regulations; governmental reviews, audits and investigations of our company; our ability to effectively compete and win contracts with the U.S. government and other customers; our ability to respond rapidly to emerging technology trends, including the use of artificial intelligence; our reliance on information technology spending by hospitals/healthcare organizations; our reliance on infrastructure investments by industrial and natural resources organizations; energy efficiency and alternative energy sourcing investments; investments by U.S. government and commercial organizations in environmental impact and remediation projects; the effects of an epidemic, pandemic or similar outbreak may have on our business, financial position, results of operations and/or cash flows; our ability to attract, train and retain skilled employees, including our management team, and to obtain security clearances for our employees; our ability to accurately estimate costs, including cost increases due to inflation, associated with our firm-fixed-price contracts and other contracts; resolution of legal and other disputes with our customers and others or legal or regulatory compliance issues; cybersecurity, data security or other security threats, system failures or other disruptions of our business; our compliance with international, federal, state and local laws and regulations regarding privacy, data security, protection, storage, retention, transfer, disposal and other processing, technology protection and personal information; the damage and disruption to our business resulting from natural disasters and the effects of climate change; our ability to effectively acquire businesses and make investments; our ability to maintain relationships with prime contractors, subcontractors and joint venture partners; our ability to manage performance and other risks related to customer contracts; the failure of our inspection or detection systems to detect threats; the adequacy of our insurance programs, customer indemnifications or other liability protections designed to protect us from significant product or other liability claims, including cybersecurity attacks; our ability to manage risks associated with our international business; our ability to comply with the U.S. Foreign Corrupt Practices Act, the U.K. Bribery Act of 2010 and similar worldwide anti-corruption and anti-bribery laws and regulations; our ability to protect our intellectual property and other proprietary rights by third parties of infringement, misappropriation or other violations by us of their intellectual property rights; our ability to prevail in litigation brought by third parties of infringement, misappropriation or other violations by us of their intellectual property rights; our ability to declare or increase future dividends based on our earnings, financial condition, capital requirements and other factors, including compliance with applicable law and our agreements; our ability to grow our commercial health and infrastructure businesses, which could be negatively affected by budgetary constraints faced by hospitals and by developers of energy and infrastructure projects; our ability to successfully integrate acquired businesses; and our ability to execute our business plan and long-term management initiatives effectively and to overcome these and other known and unknown risks described in our Securities and Exchange Commission filings.

Media Contact:

Victor Melara
Senior Media Relations Manager
703.431.4612
[email protected]

SOURCE Leidos

Envestnet Asset Management Inc. decreased its stake in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 7.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 126,225 shares of the aerospace company’s stock after selling 10,767 shares during the quarter. Envestnet Asset Management Inc. owned approximately 0.10% of Leidos worth $12,997,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Longview Financial Advisors Inc. purchased a new position in shares of Leidos during the 1st quarter valued at $26,000. Hantz Financial Services Inc. increased its stake in Leidos by 94.7% in the 4th quarter. Hantz Financial Services Inc. now owns 148 shares of the aerospace company’s stock worth $27,000 after buying an additional 72 shares in the last quarter. Hilton Head Capital Partners LLC bought a new stake in Leidos during the fourth quarter valued at about $28,000. Kelleher Financial Advisors bought a new stake in Leidos during the second quarter valued at about $28,000. Finally, Manchester Capital Management LLC lifted its position in shares of Leidos by 6,366.7% in the fourth quarter. Manchester Capital Management LLC now owns 194 shares of the aerospace company’s stock valued at $35,000 after acquiring an additional 191 shares in the last quarter. 76.12% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets A number of research firms have recently weighed in on LDOS. Bank of America upped their price objective on Leidos from $125.00 to $135.00 and gave the stock a “neutral” rating in a research note on Friday, September 18th. Jefferies Financial Group reissued a “hold” rating and issued a $145.00 price target on shares of Leidos in a report on Sunday, August 9th. Wells Fargo & Company set a $165.00 price target on Leidos in a research note on Monday, August 17th. BNP Paribas Exane increased their price objective on shares of Leidos from $165.00 to $175.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. Finally, The Goldman Sachs Group reduced their price objective on shares of Leidos from $152.00 to $132.00 and set a “neutral” rating on the stock in a research report on Wednesday, August 12th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $160.29.

Check Out Our Latest Stock Report on Leidos Leidos Price Performance LDOS stock opened at $122.11 on Thursday. Leidos Holdings, Inc. has a 52 week low of $98.86 and a 52 week high of $205.77. The company has a quick ratio of 1.60, a current ratio of 1.63 and a debt-to-equity ratio of 1.13. The company has a fifty day simple moving average of $130.61 and a two-hundred day simple moving average of $131.56. The firm has a market capitalization of $15.32 billion, a P/E ratio of 11.39, a price-to-earnings-growth ratio of 1.38 and a beta of 0.56.

Leidos (NYSE:LDOS – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $3.26 EPS for the quarter, topping analysts’ consensus estimates of $2.91 by $0.35. The business had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.44 billion. Leidos had a net margin of 7.80% and a return on equity of 30.81%. The business’s revenue was up 7.2% on a year-over-year basis. During the same period last year, the company posted $3.21 EPS. Leidos has set its FY 2026 guidance at 12.200-12.500 EPS. Analysts anticipate that Leidos Holdings, Inc. will post 12.28 earnings per share for the current fiscal year.

Leidos Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th were paid a $0.43 dividend. This represents a $1.72 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Tuesday, September 15th. Leidos’s dividend payout ratio (DPR) is presently 16.04%.

Leidos announced that its Board of Directors has authorized a stock buyback plan on Friday, July 31st that permits the company to repurchase 20,000,000 outstanding shares. This repurchase authorization permits the aerospace company to buy shares of its stock through open market purchases. Shares repurchase plans are typically an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling In related news, Director Noel B. Geer sold 10,000 shares of the stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $140.66, for a total transaction of $1,406,600.00. Following the sale, the director owned 34,274 shares in the company, valued at approximately $4,820,980.84. This represents a 22.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Gary May sold 1,000 shares of the firm’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $140.85, for a total value of $140,850.00. Following the completion of the sale, the director owned 10,204 shares of the company’s stock, valued at approximately $1,437,233.40. This represents a 8.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.77% of the stock is currently owned by insiders.

Leidos Profile (Free Report)

Leidos Holdings, Inc is a technology, engineering and services company that provides solutions to government and commercial customers. The company operates primarily in the defense, intelligence, civil and health markets, supporting customers with mission-critical systems, digital modernization, cybersecurity, data analytics and technical services.

Its offerings include defense and intelligence technologies, command-and-control systems, transportation and infrastructure solutions, health information technology, aviation and security services, and scientific and engineering support.

Recommended Stories Five stocks we like better than Leidos Deutsche Bank Makes a Contrarian Call on Netflix—What Does It Mean for Investors? O’Reilly Automotive’s Stock Slump Hides a Stronger Business McDonald’s Stock Slump Makes Its AI Pricing Bet Even Riskier Broadcom’s AI Growth Story Faces a $161 Billion Anthropic Test Want to see what other hedge funds are holding LDOS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Leidos Holdings, Inc. (NYSE:LDOS – Free Report).

Receive News & Ratings for Leidos Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Leidos and related companies with MarketBeat.com's FREE daily email newsletter.

UpHold Effect™ Agentic SOC Automation helps federal security teams move from alert overload to clear guidance and automated response while keeping human analysts in control.

, /PRNewswire/ -- Leidos (NYSE:LDOS) is introducing UpHold Effect™ Agentic SOC Automation, a capability that uses AI agents around the clock to help security operations center teams identify threats requiring immediate action amid a deluge of cyber alerts.  

Why it matters: Cyber teams must be quicker to address real threats as they're countering adversaries trying to overwhelm defenses with automation and AI.

What it provides:

Around-the-clock investigation: AI agents can triage alerts, gather context and assemble findings for analysts to review. Integration with existing tools: The capability is designed to work with current security technology rather than require agencies to replace their existing systems. Customer-controlled autonomy: Organizations decide what the AI can investigate, recommend or act on. Auditable decisions: Recommendations and actions create records showing what the AI observed, concluded and proposed or did. Federal deployment options: A FedRAMP Class D (High) deployment option is available. The capability can also provide a pathway toward Department of war Impact Level 4 and 5 environments with appropriate government sponsorship. How it works: UpHold Effect™ Agentic SOC Automation works across an organization's existing security tools to investigate alerts, gather information and recommend next steps.

Customers determine how much authority the AI receives based on their mission, risk tolerance and governance requirements. Expert perspective: "Cyber teams need to keep pace with threats without giving up control," said Steve Hull, president of Leidos Digital.

"UpHold Effect™ Agentic SOC Automation can take on more of the investigative workload while giving agencies the flexibility to decide when AI recommends an action and when it is allowed to act." The big picture: Leidos combines commercial AI technology with cybersecurity experience, including operating some of the government's largest security operations centers.

The company integrates and configures the capability around each customer's mission, security environment and governance requirements.  The bottom line: UpHold Effect™ Agentic SOC Automation enables teams to detect and respond to threats faster, while giving analysts more time to focus on the threats that require human judgment.

About UpHold Effect™

Agentic SOC Automation is a feature within UpHold Effect™, Leidos' offering for agentic cyber response and part of the UpHold™ product suite.

UpHold Effect™ applies automation across areas including adversary detection, cyber deception, cloud security and threat hunting while allowing customers to set governance and operational controls.

For more information, email Leidos Digital or view this fact sheet.

About Leidos

Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.Leidos.com.  

Certain statements in this announcement constitute "forward-looking statements" within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management's current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. A number of factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the "Risk Factors" set forth in Leidos' Annual Report on Form 10-K for the fiscal year ended January 2, 2026, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.

Media Contact:

Elizabeth Torres
[email protected]
(571) 732-6875  

SOURCE Leidos Holdings, Inc.

State Street Corp boosted its position in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 2.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,277,845 shares of the aerospace company’s stock after purchasing an additional 161,407 shares during the quarter. State Street Corp owned about 5.00% of Leidos worth $646,430,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in LDOS. Longview Financial Advisors Inc. bought a new stake in Leidos in the 1st quarter valued at about $26,000. Hantz Financial Services Inc. increased its holdings in shares of Leidos by 94.7% during the fourth quarter. Hantz Financial Services Inc. now owns 148 shares of the aerospace company’s stock worth $27,000 after purchasing an additional 72 shares during the period. Hilton Head Capital Partners LLC acquired a new stake in shares of Leidos in the fourth quarter valued at approximately $28,000. Kelleher Financial Advisors acquired a new stake in shares of Leidos in the second quarter valued at approximately $28,000. Finally, Manchester Capital Management LLC boosted its stake in shares of Leidos by 6,366.7% in the fourth quarter. Manchester Capital Management LLC now owns 194 shares of the aerospace company’s stock valued at $35,000 after buying an additional 191 shares during the period. Institutional investors own 76.12% of the company’s stock.

Analyst Ratings Changes Several brokerages have weighed in on LDOS. BNP Paribas Exane lifted their price objective on Leidos from $165.00 to $175.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. Truist Financial reduced their target price on Leidos from $195.00 to $160.00 and set a “buy” rating on the stock in a report on Friday, July 10th. JPMorgan Chase & Co. decreased their price target on Leidos from $210.00 to $160.00 and set an “overweight” rating on the stock in a research report on Monday, July 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Leidos in a research note on Friday, September 4th. Finally, Bank of America upped their price objective on shares of Leidos from $125.00 to $135.00 and gave the stock a “neutral” rating in a research report on Friday, September 18th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $160.29.

Check Out Our Latest Research Report on LDOS Insider Activity at Leidos In related news, Director Noel Geer sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $140.66, for a total transaction of $1,406,600.00. Following the completion of the transaction, the director directly owned 34,274 shares in the company, valued at $4,820,980.84. This represents a 22.59% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Gary May sold 1,000 shares of the stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $140.85, for a total transaction of $140,850.00. Following the completion of the transaction, the director directly owned 10,204 shares of the company’s stock, valued at approximately $1,437,233.40. The trade was a 8.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.77% of the company’s stock.

Leidos Trading Up 1.3% Shares of LDOS opened at $124.89 on Thursday. Leidos Holdings, Inc. has a 52-week low of $98.86 and a 52-week high of $205.77. The business’s fifty day moving average is $129.00 and its 200-day moving average is $133.41. The company has a debt-to-equity ratio of 1.13, a quick ratio of 1.60 and a current ratio of 1.63. The firm has a market cap of $15.67 billion, a price-to-earnings ratio of 11.65, a PEG ratio of 1.38 and a beta of 0.56.

Leidos (NYSE:LDOS – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $3.26 earnings per share for the quarter, beating the consensus estimate of $2.91 by $0.35. Leidos had a return on equity of 30.81% and a net margin of 7.80%.The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.44 billion. During the same period last year, the firm posted $3.21 earnings per share. Leidos’s revenue was up 7.2% compared to the same quarter last year. Leidos has set its FY 2026 guidance at 12.200-12.500 EPS. Equities analysts anticipate that Leidos Holdings, Inc. will post 12.28 EPS for the current fiscal year.

Leidos Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th will be paid a $0.43 dividend. This represents a $1.72 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Tuesday, September 15th. Leidos’s dividend payout ratio (DPR) is presently 16.04%.

Leidos announced that its board has authorized a stock buyback plan on Friday, July 31st that permits the company to buyback 20,000,000 outstanding shares. This buyback authorization permits the aerospace company to reacquire shares of its stock through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its stock is undervalued.

Leidos Company Profile (Free Report)

Leidos Holdings, Inc (NYSE: LDOS) is a technology, engineering and services company that supports government and commercial customers in the defense, intelligence, civil and health markets. The company provides mission-critical solutions involving information technology, cybersecurity, data analytics, artificial intelligence, systems integration, engineering and scientific research.

Its defense and intelligence activities include command-and-control systems, mission software, surveillance and reconnaissance solutions, logistics, aircraft and weapons systems support, and national security services.

Featured Stories Five stocks we like better than Leidos Chips to Bots: Qualcomm’s Agentic AI Breakout Ciena Fell 40%—Now One Analyst Sees 50% Upside Energy Transfer Taps the AI Power Boom Viking’s Obesity Edge May Be Staying Power, Not Weight Loss Want to see what other hedge funds are holding LDOS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Leidos Holdings, Inc. (NYSE:LDOS – Free Report).

Receive News & Ratings for Leidos Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Leidos and related companies with MarketBeat.com's FREE daily email newsletter.

, /PRNewswire/ -- In today's rapidly evolving security environment, military commanders rely on timely, high-quality intelligence to make critical decisions. Under a recent U.S. Army contract, Leidos (NYSE: LDOS) will continue providing the Airborne Reconnaissance and Targeting Exploitation Multi-Mission Intelligence System (ARTEMIS), delivering rapidly deployable airborne intelligence, surveillance, and reconnaissance (ISR) capabilities across Europe and, when needed, other regions around the world.

Valued at up to $127 million, the award extends ARTEMIS ISR operations within the U.S. European Command area of responsibility through the summer of 2027 with two additional option years. Leidos has supported the mission since 2020, helping provide commanders with the real-time intelligence needed to detect threats, maintain situational awareness, and make faster, more informed operational decisions.

"ARTEMIS combines the flexibility of commercial aircraft with military-grade sensing to deliver timely intelligence wherever commanders need it," said Jason McCarthy, Leidos senior vice president, Airborne & Mission Solutions. "As threats continue to evolve, we're providing the Army with a proven, rapidly deployable ISR capability that helps commanders stay ahead of the fight and make decisions with greater confidence."

Leidos provides a comprehensive Contractor-Owned, Contractor-Operated (CO/CO) ISR capability built around a modified Bombardier Challenger 650 aircraft. The company provides the aircraft, mission systems, flight operations, and support services. Originally fielded as a technology demonstrator, ARTEMIS has evolved into a globally deployable, high-altitude ISR platform that strengthens the Army's intelligence collection capabilities while providing the flexibility to support operations across multiple theaters.

This award advances Leidos' NorthStar 2030 strategy by expanding the company's Defense Tech and Mission & Digital Solutions portfolio. Through mission-critical sensing, airborne ISR, and decision advantage capabilities, Leidos continues to help defense customers maintain operational readiness and respond to increasingly complex security challenges.

The contract was awarded through the Army's Common Hardware Systems-6 (CHS) next-generation prime contract for the rapid procurement of C5ISR hardware solutions and services. CHS-6 provides the U.S. Army, all U.S. military service branches, and federal agencies with a rapid tactical and operational equipment and service procurement experience.

About Leidos

Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with approximately 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.leidos.com.

Certain statements in this announcement constitute "forward-looking statements" within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management's current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. Several factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the "Risk Factors" set forth in Leidos' Annual Report on Form 10-K for the fiscal year ended January 2, 2026, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.

Media contact:

Philip Carder
(571) 526-6458
[email protected] 

SOURCE Leidos Holdings, Inc.

Leidos (LDOS - Free Report) ended the recent trading session at $130.96, demonstrating a +1.24% change from the preceding day's closing price. The stock's change was more than the S&P 500's daily gain of 1.14%. On the other hand, the Dow registered a gain of 0.61%, and the technology-centric Nasdaq increased by 1.69%.

The security and engineering company's shares have seen a decrease of 11.59% over the last month, not keeping up with the Computer and Technology sector's loss of 1.69% and the S&P 500's loss of 2.85%.

Market participants will be closely following the financial results of Leidos in its upcoming release. The company is expected to report EPS of $3, down 1.64% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $4.72 billion, up 5.52% from the year-ago period.

For the full year, the Zacks Consensus Estimates project earnings of $12.28 per share and a revenue of $18.29 billion, demonstrating changes of +2.42% and +6.52%, respectively, from the preceding year.

Investors should also take note of any recent adjustments to analyst estimates for Leidos. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.86% lower. Leidos is holding a Zacks Rank of #3 (Hold) right now.

In the context of valuation, Leidos is at present trading with a Forward P/E ratio of 10.53. This denotes a discount relative to the industry average Forward P/E of 14.

Also, we should mention that LDOS has a PEG ratio of 1.45. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. Computers - IT Services stocks are, on average, holding a PEG ratio of 1.43 based on yesterday's closing prices.

The Computers - IT Services industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 100, finds itself in the top 41% echelons of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

Key Takeaways Leidos secured an $875M extension to modernize networks serving 650,000 Navy and Marine Corps personnel.The deal covers NMCI, ONE-Net and MCEN, enhancing secure connectivity across global military locations.LDOS sees secure networks, cloud and cyber demand supporting mission IT growth. Leidos Holdings (LDOS - Free Report) is strengthening its position in defense IT and cybersecurity as the U.S. Navy and Marine Corps continue to modernize their digital infrastructure. The company secured an $875 million contract extension to support and modernize networks serving more than 650,000 Navy and Marine Corps personnel worldwide.

The agreement covers network services and infrastructure supporting the Navy Marine Corps Intranet (NMCI), ONE-Net and Marine Corps Enterprise Network (MCEN). The work will help enhance secure connectivity and support the digital infrastructure required for military operations across global locations.

The contract strengthens Leidos’ presence in long-running defense IT programs and highlights the company’s ability to provide large-scale network management and modernization services. Growing reliance on secure communications, cloud technologies and cyber capabilities across the U.S. military should support continued demand for Leidos’ mission IT solutions.

The award also aligns with the company’s NorthStar 2030 strategy, which focuses on digital modernization, cybersecurity and mission-critical technology solutions. Continued investments in secure networks and advanced IT infrastructure should create opportunities for Leidos to expand its defense technology business.

With a large customer base, established relationships with U.S. defense agencies and growing demand for secure digital infrastructure, Leidos is well-positioned to benefit from continued modernization of military networks. The latest contract extension should provide additional revenue visibility while reinforcing its role in supporting critical defense IT programs.

Defense Stocks to Keep on the RadarOther defense companies benefiting from rising demand for secure networks and digital modernization are discussed below:

Lockheed Martin (LMT - Free Report) : Lockheed Martin provides advanced command, control, communications, intelligence and cybersecurity solutions to defense customers. Its digital and mission systems capabilities support the modernization of military networks and operations.

RTX Corporation (RTX - Free Report) : RTX develops advanced communications, sensing, cybersecurity and mission systems for military customers. Its connected defense technologies support secure data sharing and decision-making across air, land, sea and space domains.

The Zacks Rundown for LDOSShares of LDOS have lost 29.7% in the past year compared with the industry’s 17.7% decline.

Image Source: Zacks Investment Research

The company’s shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 0.86X compared with its industry’s average of 12.23X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for LDOS’ 2026 and 2027 earnings has moved south over the past 60 days.

Image Source: Zacks Investment Research

LDOS stock currently carries a Zacks Rank #3 (Hold).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Department of Navy awards $875 million for second option year on contract to secure and maintain critical networks worldwide

, /PRNewswire/ -- Leidos (NYSE: LDOS) will continue helping keep more than 650,000 U.S. Navy and Marine Corps personnel securely connected by managing more than 425,000 devices at more than 2,500 sites around the world.

The Navy recently awarded Leidos $875 million for the second option year of the Next Generation Enterprise Network Service Management, Integration and Transport contract. The company is responsible for all aspects of user support, operations and IT transformational activities on the Navy Marine Corps Intranet (NMCI), Outside the Continental United States Navy Enterprise Network (ONE-Net) and Marine Corps Enterprise Network (MCEN).

"Military and civilian personnel rely on these networks to communicate, make decisions and carry out missions that protect our nation and its allies," said Steve Hull, president of Leidos Digital. "We're supporting the technology they depend on so it remains secure, resilient and ready when they need it."

Since being awarded the contract in 2020, Leidos has helped the Navy and Marine Corps modernize their IT environments while improving network resilience. The company has introduced automation that delivers patches to network devices 93% faster and accelerates patching across the enterprise by 94%, addressing vulnerabilities sooner and reducing potential disruptions for personnel who rely on these networks.

"During my time in the Navy, I learned that when technology works seamlessly in the background, you're free to give the mission your full attention. These results reflect our team's 24/7 dedication to making that possible," said DJ LeGoff, a retired Navy captain and the Navy and Marine Corps portfolio leader at Leidos.

This award supports Leidos' NorthStar 2030 strategy and its focus on digital modernization, cyber capabilities and mission software.

About Leidos

Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.Leidos.com.  

Certain statements in this announcement constitute "forward-looking statements" within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management's current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. A number of factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the "Risk Factors" set forth in Leidos' Annual Report on Form 10-K for the fiscal year ended January 2, 2026, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.

Media Contact:

Elizabeth Torres
(571) 732-6875
[email protected]

SOURCE Leidos Holdings, Inc.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Leidos (LDOS - Free Report) Founded in 1969, Delaware-based Leidos Holdings, Inc. is a global science and technology leader that serves the defense, intelligence, civil and health markets. Its core capabilities include providing solutions in the fields of cybersecurity; data analytics; enterprise IT modernization; operations and logistics; sensors, collection and phenomenology; software development; and systems engineering.

LDOS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. LDOS has a Growth Style Score of A, forecasting year-over-year earnings growth of 2.4% for the current fiscal year.

For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.01 to $12.28 per share. LDOS boasts an average earnings surprise of +11.3%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, LDOS should be on investors' short list.

Key Takeaways Leidos is advancing TPS and CHGB programs as hypersonic capabilities move from development to production.Its guidance, sensor and precision-munitions expertise helps streamline development and production timelines.Rising U.S. hypersonic investment and precision-strike demand support Leidos' long-term growth strategy. Leidos Holdings (LDOS - Free Report) is strengthening its position in advanced defense technologies as the U.S. military accelerates the development and production of hypersonic weapons. The company continues to secure contracts supporting hypersonic weapons programs, highlighting its growing role in this strategically important area of defense.

Leidos’ hypersonics efforts span the Thermal Protection Shield (TPS) and Common Hypersonic Glide Body (CHGB) programs, supporting the transition of these capabilities from development to production. The company’s work is focused on streamlining development, reducing production timelines and supporting a reliable supply of critical components for the Army and Navy.

Leidos brings expertise in guidance systems, sensor technologies and precision munitions integration to these programs. The company has served as the prime contractor for the TPS program since 2021 and the CHGB program since 2019, providing it with established capabilities and experience in hypersonic technologies.

The transition of hypersonic programs toward production should provide Leidos with greater revenue visibility while strengthening its position in the rapidly developing market. Growing emphasis on advanced precision-strike capabilities and integrated air and missile defense should create additional opportunities for the company.

Leidos’ NorthStar 2030 strategy emphasizes innovation and technological leadership in defense and national security. Its focus on advanced hypersonic and precision-strike technologies supports the company’s long-term growth strategy. With established program expertise and rising U.S. investment in hypersonic weapons, Leidos is well-positioned to benefit from the growing demand for next-generation defense systems.

Defense Stocks to Keep on the RadarThe global hypersonic weapons market is expected to grow steadily over the long term as the US and its allies invest in advanced strike, missile defense and deterrence capabilities. Rising geopolitical tensions and the need for faster, harder-to-detect weapons should support continued investment in hypersonic technologies.

Lockheed Martin (LMT - Free Report) : Lockheed Martin is developing and scaling production of advanced hypersonic weapons, positioning it to benefit from rising demand for next-generation strike capabilities.

RTX Corporation (RTX - Free Report) : RTX is developing advanced hypersonic weapons, propulsion systems and related technologies, giving it exposure to the growing demand for next-generation defense systems.

The Zacks Rundown for LDOSShares of LDOS have lost 30.8% in the past year compared with the industry’s 21% decline.

Image Source: Zacks Investment Research

The company’s shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 0.86X compared with its industry’s average of 11.74X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for LDOS’ 2026 earnings has moved north over the past 60 days.

Image Source: Zacks Investment Research

LDOS stock currently carries a Zacks Rank #3 (Hold).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Leidos to participate in the Jefferies 2026 Global Industrials Conference PR Newswire

RESTON, Va., Sept. 9, 2026

Live audio webcast available on September 9, 2026, from 11:30 a.m. to 12:05 p.m. ET

, /PRNewswire/ -- Leidos (NYSE: LDOS) today announced it will participate in Jefferies' 2026 Global Industrials Conference being held in New York City, New York.

Chief Financial Officer Chris Cage will engage in a question and answer "fireside chat" on Wednesday, September 9, 2026, at 11:30 a.m. ET.

A live audio webcast of the event will be available on the Leidos Investor Relations website at http://ir.leidos.com. A replay of the webcast will be available following the presentation at the same link listed above for 30 days afterward.

About Leidos
Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with approximately 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.leidos.com.

CONTACTS:

Media contact:

Investor Relations:

Brandon Ver Velde

Stuart Davis

571.526.6257

571.526.6124

[email protected]

[email protected]

View original content:https://www.prnewswire.com/news-releases/leidos-to-participate-in-the-jefferies-2026-global-industrials-conference-302873948.html

SOURCE Leidos Holdings, Inc.

, /PRNewswire/ -- Leidos (NYSE: LDOS) maritime autonomy recently reached two significant milestones supporting U.S. Navy operations, with Sea Hunter at Rim of the Pacific 2026 (RIMPAC) and Seahawk operating with the USS Theodore Roosevelt Carrier Strike Group.

Why it matters: The milestones reinforce the growing role of autonomous vessels and mark a milestone in moving these systems from experimentation to the U.S. Navy fleet.

The MUSV Seahawk is the first medium uncrewed surface vessel to deploy operationally with a carrier strike group. The appearance of U.S. Department of War (DoW) visual information does not imply or constitute DoW endorsement. At RIMPAC 2026

Sea Hunter, originally developed by Leidos, participated in RIMPAC as the exercise's only Medium Unmanned Surface Vessel (MUSV).

Powered by the Leidos Autonomous Vessel Architecture (LAVA), Sea Hunter:

Operated autonomously more than 2,000 nautical miles from Pearl Harbor, Hawaii, to San Diego, California Demonstrated autonomous surveillance Demonstrated manned-unmanned teaming, operating as part of a larger naval force as well as a stand-alone platform With the USS Theodore Roosevelt Carrier Strike Group

Seahawk is operating alongside crewed naval forces as the first MUSV to deploy operationally with a carrier strike group.

Operating within the strike group's communications, command-and-control and operational framework, Seahawk's capabilities include:

Autonomous navigation and perception Collision avoidance: Compliance with International Regulations for Preventing Collisions at Sea (COLREGs) and hazard avoidance Keep Out Zone avoidance: Automatically navigates around designated restricted areas Communications failover and remote control: Maintains control through alternate communications paths GPS-denied navigation: Followed commanded waypoints without GPS and reintegrated GPS while remaining on track Expert perspective

"Sea Hunter and Seahawk show what more than a decade of operating autonomy at sea brings to the mission," said Mike Rickels, Leidos senior vice president for Maritime. "Real-world operations validate performance while providing lessons that further refine autonomy for future missions."

The technology

Sea Hunter and Seahawk are powered by LAVA, the modular software that enables autonomous navigation, mission execution, obstacle avoidance and other critical functions. It also provides a common autonomy foundation that can support different vessels and mission requirements.

By the numbers

Across its autonomous maritime portfolio, Leidos vessels and autonomy software have accumulated:

Over 200,000 nautical miles of autonomous operation 14,000 hours of safe autonomous operation More than a decade of autonomous maritime development and operational experience The big picture

Leidos' experience extends beyond autonomous navigation. In 2021, the Leidos-built MUSV Ranger, operating with LAVA, test-fired an SM-6 Standard Missile from a modular launch system as part of the Navy's Ghost Fleet Overlord program.

Together, Sea Hunter, Seahawk and Ranger demonstrate the breadth of Leidos maritime autonomy across vessels, missions and operating environments.

About Leidos

Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with approximately 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026.

Certain statements in this announcement constitute "forward-looking statements" within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management's current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. A number of factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the "Risk Factors" set forth in Leidos' Annual Report on Form 10-K for the fiscal year ended January 2, 2026, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.

Media Contact:

Brandon Ver Velde
[email protected] 
(571) 526-6257

SOURCE Leidos Holdings, Inc.

Jupiter Topco LLC acquired a new position in shares of Leidos Holdings, Inc. (NYSE:LDOS – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 15,708 shares of the aerospace company’s stock, valued at approximately $1,617,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in LDOS. BlackRock Inc. acquired a new position in shares of Leidos in the 2nd quarter worth approximately $1,024,436,000. Diamant Asset Management Inc. increased its position in shares of Leidos by 16,475.4% during the first quarter. Diamant Asset Management Inc. now owns 4,156,784 shares of the aerospace company’s stock worth $646,463,000 after buying an additional 4,131,706 shares during the period. Norges Bank bought a new position in Leidos during the fourth quarter worth $318,839,000. SG Americas Securities LLC raised its stake in Leidos by 998.6% during the first quarter. SG Americas Securities LLC now owns 1,097,724 shares of the aerospace company’s stock worth $170,718,000 after buying an additional 997,807 shares during the last quarter. Finally, Deutsche Bank AG acquired a new position in Leidos in the second quarter valued at $68,998,000. 76.12% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets A number of brokerages have recently issued reports on LDOS. Citigroup boosted their price objective on Leidos from $138.00 to $161.00 and gave the company a “buy” rating in a research note on Tuesday, August 11th. JPMorgan Chase & Co. lowered their target price on Leidos from $210.00 to $160.00 and set an “overweight” rating for the company in a report on Monday, July 13th. TD Cowen boosted their price target on Leidos from $115.00 to $135.00 and gave the company a “hold” rating in a research note on Friday, August 7th. Wall Street Zen raised shares of Leidos from a “hold” rating to a “buy” rating in a research report on Thursday, July 16th. Finally, Jefferies Financial Group reiterated a “hold” rating and set a $145.00 target price on shares of Leidos in a research report on Sunday, August 9th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Leidos has an average rating of “Hold” and a consensus target price of $162.93.

View Our Latest Report on LDOS Insiders Place Their Bets In other news, Director Gary May sold 1,000 shares of the stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $140.85, for a total value of $140,850.00. Following the completion of the sale, the director owned 10,204 shares in the company, valued at $1,437,233.40. This represents a 8.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Noel Geer sold 10,000 shares of the firm’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $140.66, for a total transaction of $1,406,600.00. Following the transaction, the director directly owned 34,274 shares in the company, valued at $4,820,980.84. The trade was a 22.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.77% of the stock is owned by insiders.

Leidos Trading Up 0.6% LDOS opened at $133.19 on Friday. Leidos Holdings, Inc. has a fifty-two week low of $98.86 and a fifty-two week high of $205.77. The firm has a market capitalization of $16.71 billion, a PE ratio of 12.42, a P/E/G ratio of 1.47 and a beta of 0.56. The company has a debt-to-equity ratio of 1.13, a current ratio of 1.63 and a quick ratio of 1.60. The company’s 50-day moving average is $123.14 and its 200 day moving average is $137.80.

Leidos (NYSE:LDOS – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $3.26 EPS for the quarter, topping analysts’ consensus estimates of $2.91 by $0.35. The firm had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.44 billion. Leidos had a return on equity of 30.81% and a net margin of 7.80%.The company’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same period in the previous year, the company posted $3.21 EPS. Leidos has set its FY 2026 guidance at 12.200-12.500 EPS. As a group, research analysts predict that Leidos Holdings, Inc. will post 12.38 earnings per share for the current fiscal year.

Leidos Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 15th will be paid a dividend of $0.43 per share. The ex-dividend date is Tuesday, September 15th. This represents a $1.72 annualized dividend and a yield of 1.3%. Leidos’s dividend payout ratio (DPR) is 16.04%.

Leidos announced that its Board of Directors has approved a share buyback plan on Friday, July 31st that allows the company to buyback 20,000,000 shares. This buyback authorization allows the aerospace company to repurchase shares of its stock through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its stock is undervalued.

Leidos Profile (Free Report)

Leidos is an American technology and engineering company that provides services and solutions to government and commercial customers, with a strong focus on national security, defense, intelligence, and civil government markets. The company delivers systems integration, engineering, cybersecurity, software development, data analytics, cloud migration and managed IT services, as well as mission support for complex programs. Leidos’ work spans areas such as C4ISR (command, control, communications, computers, intelligence, surveillance and reconnaissance), secure communications, sensors and systems engineering, and health IT solutions for public-sector healthcare programs.

Leidos traces its corporate roots to Science Applications International Corporation (SAIC) and emerged as an independent, publicly traded company following a corporate separation in 2013.

See Also Five stocks we like better than Leidos Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding LDOS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Leidos Holdings, Inc. (NYSE:LDOS – Free Report).

Receive News & Ratings for Leidos Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Leidos and related companies with MarketBeat.com's FREE daily email newsletter.

A month has gone by since the last earnings report for Leidos (LDOS - Free Report) . Shares have added about 5.5% in that time frame, outperforming the S&P 500.

But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Leidos due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.

Leidos' Q2 Earnings Surpass Estimates, Revenues Improve Y/Y

Leidos Holdings’ reported second-quarter 2026 non-GAAP earnings of $3.26 per share, beating the Zacks Consensus Estimate of $2.90 by 12.4%. Earnings increased 1.6% from $3.21 in the year-ago quarter.

On a GAAP basis, earnings per share were $2.81, down from $3.01 a year ago. Management attributed the year-over-year decline in GAAP results to discrete costs tied to the Entrust acquisition and the pending joint venture involving security-related businesses.

LDOS' Total RevenuesTotal revenues came in at $4.56 billion, up 7.2% year over year and above the Zacks Consensus Estimate of $4.36 billion by 4.5%. Organic revenues increased 3.9% to $4.41 billion.

The company said revenues grew on higher customer demand for defense technology products, energy and air traffic management solutions, and intelligence mission support. Acquisition and divestiture revenues totaled $150 million compared with $9 million in the prior-year quarter.

Demand remained solid in the quarter. Net bookings totaled $4.9 billion, translating into a book-to-bill ratio of 1.1. The trailing-12-month book-to-bill ratio was also 1.1, supporting year-over-year growth in both total and funded backlog.

LDOS' Total RevenuesTotal revenues came in at $4.56 billion, up 7.2% year over year and above the Zacks Consensus Estimate of $4.36 billion by 4.5%. Organic revenues increased 3.9% to $4.41 billion.

The company said revenues grew on higher customer demand for defense technology products, energy and air traffic management solutions, and intelligence mission support. Acquisition and divestiture revenues totaled $150 million compared with $9 million in the prior-year quarter.

Demand remained solid in the quarter. Net bookings totaled $4.9 billion, translating into a book-to-bill ratio of 1.1. The trailing-12-month book-to-bill ratio was also 1.1, supporting year-over-year growth in both total and funded backlog.

LDOS’ BacklogBacklog at quarter-end was $48.71 billion, including $10.22 billion funded and $38.49 billion unfunded. Total backlog increased 5% year over year, while funded backlog jumped 44%.

By segment, Intelligence & Digital backlog totaled $18.41 billion, Health was $6.61 billion, Homeland was $9.93 billion and Defense was $13.76 billion. Backlog as of July 3, 2026, included $371 million acquired through the Entrust transaction within the Homeland segment.

Operational Statistics of LDOSCost of revenues totaled $3.74 billion compared with $3.47 billion in the prior-year quarter. Selling, general and administrative expenses increased to $283 million from $217 million, while acquisition, integration and restructuring costs rose to $27 million from $2 million.

Operating income was $514 million, down from $571 million in the year-ago period. The operating margin contracted to 11.3% from 13.4%. Interest expense increased to $69 million from $55 million.

Adjusted EBITDA declined to $631 million from $647 million. The adjusted EBITDA margin was 13.8% compared with 15.2% a year ago. The prior-year quarter benefited from several one-time, non-operational gains, including a $25 million insurance reimbursement for legal costs.

Leidos’ Segmental PerformanceIntelligence & Digital revenues rose to $1.50 billion from $1.41 billion, supported by recent contract awards and higher Intelligence Community mission-support volumes. The segment also included $9 million of revenues from Kudu Dynamics. Non-GAAP operating margin remained unchanged at 10.1%.

Health revenues declined to $1.09 billion from $1.18 billion, primarily due to lower medical disability examination volumes. Non-GAAP operating margin decreased to 23.8% from 26.3%.

Homeland revenues increased to $1.02 billion from $771 million, driven by continued demand in the Air Traffic and Energy businesses. Results included $141 million from Entrust. Non-GAAP operating margin improved to 12.1% from 9.3% on a better mix of security products, improved program performance and lower indirect expenses.

Defense revenues were $955 million compared with $899 million a year ago, reflecting increased demand for several defense technology product lines. Non-GAAP operating margin was 9.9% compared with 10% in the prior-year period.

LDOS’ FinancialsCash and cash equivalents were $748 million at quarter-end compared with $1.11 billion as of Jan. 2, 2026. Long-term debt, net of the current portion, increased to $6.01 billion from $4.63 billion over the same period.

Net cash provided by operating activities totaled $793 million for the quarter, up from $486 million in the prior-year period.

Leidos returned $127 million to shareholders, including $72 million in share repurchases and $55 million in dividend payments.

LDOS’ 2026 GuidanceLeidos raised its 2026 revenue outlook to $18.20-$18.40 billion from the prior range of $18.00-$18.40 billion. The Zacks Consensus Estimate for revenues is pegged at $18.12 billion, which is below the company’s guided range.

Non-GAAP earnings are now projected at $12.20-$12.50 per share compared with the previous range of $12.10-$12.50. The Zacks Consensus Estimate for earnings is pegged at $12.30 per share, which lies below the midpoint of the company’s guided range.

The company also raised its cash flows provided by operating activities outlook to approximately $1.85 billion from approximately $1.80 billion.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates revision.

VGM ScoresCurrently, Leidos has a great Growth Score of A, though it is lagging a bit on the Momentum Score front with a B. Charting a somewhat similar path, the stock has a grade of A on the value side, putting it in the top 20% for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Leidos has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerLeidos belongs to the Zacks Computers - IT Services industry. Another stock from the same industry, Roper Technologies (ROP - Free Report) , has gained 5.4% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026.

Roper Technologies reported revenues of $2.11 billion in the last reported quarter, representing a year-over-year change of +8.5%. EPS of $5.38 for the same period compares with $4.87 a year ago.

For the current quarter, Roper Technologies is expected to post earnings of $5.79 per share, indicating a change of +12.7% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.1% over the last 30 days.

Roper Technologies has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of F.

Caisse de depot et placement du Quebec cut its holdings in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 71.7% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,734 shares of the aerospace company’s stock after selling 19,594 shares during the quarter. Caisse de depot et placement du Quebec’s holdings in Leidos were worth $796,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Jupiter Topco LLC bought a new stake in Leidos during the 2nd quarter worth about $1,617,000. Hsbc Holdings PLC lifted its position in shares of Leidos by 47.5% during the second quarter. Hsbc Holdings PLC now owns 415,545 shares of the aerospace company’s stock worth $42,411,000 after purchasing an additional 133,836 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. grew its stake in shares of Leidos by 28.5% during the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 39,808 shares of the aerospace company’s stock valued at $4,099,000 after purchasing an additional 8,818 shares during the last quarter. Kendall Capital Management increased its holdings in shares of Leidos by 36.5% in the second quarter. Kendall Capital Management now owns 10,565 shares of the aerospace company’s stock valued at $1,088,000 after purchasing an additional 2,825 shares in the last quarter. Finally, Commerce Bank raised its position in Leidos by 7.8% in the 2nd quarter. Commerce Bank now owns 5,721 shares of the aerospace company’s stock worth $589,000 after purchasing an additional 413 shares during the last quarter. 76.12% of the stock is owned by institutional investors.

Insider Transactions at Leidos In other news, Director Noel B. Geer sold 10,000 shares of the business’s stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $140.66, for a total transaction of $1,406,600.00. Following the completion of the transaction, the director directly owned 34,274 shares in the company, valued at approximately $4,820,980.84. The trade was a 22.59% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In A number of research analysts have commented on LDOS shares. Jefferies Financial Group reiterated a “hold” rating and issued a $145.00 price objective on shares of Leidos in a research report on Sunday, August 9th. Bank of America reaffirmed a “neutral” rating and set a $125.00 price target (down from $200.00) on shares of Leidos in a research note on Wednesday, June 17th. Wells Fargo & Company set a $165.00 price target on Leidos in a report on Monday, August 17th. Stifel Nicolaus lowered their price objective on Leidos from $205.00 to $193.00 and set a “hold” rating for the company in a research report on Wednesday, May 6th. Finally, Weiss Ratings cut Leidos from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, June 8th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, Leidos currently has a consensus rating of “Hold” and an average target price of $162.93. Get Our Latest Analysis on LDOS

Leidos Stock Performance LDOS stock opened at $140.59 on Monday. The business’s fifty day moving average is $119.90 and its 200-day moving average is $139.03. The company has a quick ratio of 1.60, a current ratio of 1.63 and a debt-to-equity ratio of 1.13. The company has a market cap of $17.64 billion, a P/E ratio of 13.11, a price-to-earnings-growth ratio of 2.05 and a beta of 0.52. Leidos Holdings, Inc. has a twelve month low of $98.86 and a twelve month high of $205.77.

Leidos (NYSE:LDOS – Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $3.26 EPS for the quarter, topping analysts’ consensus estimates of $2.91 by $0.35. Leidos had a return on equity of 30.81% and a net margin of 7.80%.The business had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.44 billion. During the same period in the previous year, the firm earned $3.21 earnings per share. The firm’s quarterly revenue was up 7.2% compared to the same quarter last year. Leidos has set its FY 2026 guidance at 12.200-12.500 EPS. Equities research analysts forecast that Leidos Holdings, Inc. will post 12.38 EPS for the current year.

Leidos declared that its board has authorized a stock repurchase program on Friday, July 31st that permits the company to buyback 20,000,000 outstanding shares. This buyback authorization permits the aerospace company to reacquire shares of its stock through open market purchases. Shares buyback programs are often a sign that the company’s board of directors believes its shares are undervalued.

Leidos Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 15th will be issued a dividend of $0.43 per share. The ex-dividend date is Tuesday, September 15th. This represents a $1.72 dividend on an annualized basis and a yield of 1.2%. Leidos’s dividend payout ratio (DPR) is 16.04%.

Leidos Profile (Free Report)

Leidos is an American technology and engineering company that provides services and solutions to government and commercial customers, with a strong focus on national security, defense, intelligence, and civil government markets. The company delivers systems integration, engineering, cybersecurity, software development, data analytics, cloud migration and managed IT services, as well as mission support for complex programs. Leidos’ work spans areas such as C4ISR (command, control, communications, computers, intelligence, surveillance and reconnaissance), secure communications, sensors and systems engineering, and health IT solutions for public-sector healthcare programs.

Leidos traces its corporate roots to Science Applications International Corporation (SAIC) and emerged as an independent, publicly traded company following a corporate separation in 2013.

Recommended Stories Five stocks we like better than Leidos Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against? Want to see what other hedge funds are holding LDOS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Leidos Holdings, Inc. (NYSE:LDOS – Free Report).

Receive News & Ratings for Leidos Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Leidos and related companies with MarketBeat.com's FREE daily email newsletter.

DAVIDSON, N.C.--(BUSINESS WIRE)---- $CW--Curtiss-Wright Corporation (NYSE: CW) today announced that it has been awarded contracts by Leidos valued at approximately $40 million to support the production of the U.S. Army's Indirect Fire Protection Capability Increment 2 (IFPC Inc 2) system. Under the agreement, Curtiss-Wright will provide electromechanical actuation technology along with rugged, small form factor mission computers for mobile ground-based air defense systems. “Curtiss-Wright is proud to c.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Leidos (LDOS - Free Report) Founded in 1969, Delaware-based Leidos Holdings, Inc. is a global science and technology leader that serves the defense, intelligence, civil and health markets. Its core capabilities include providing solutions in the fields of cybersecurity; data analytics; enterprise IT modernization; operations and logistics; sensors, collection and phenomenology; software development; and systems engineering.

LDOS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. LDOS has a Growth Style Score of A, forecasting year-over-year earnings growth of 3.3% for the current fiscal year.

For fiscal 2026, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.12 to $12.38 per share. LDOS boasts an average earnings surprise of +11.3%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, LDOS should be on investors' short list.

Leidos will provide around-the-clock cyber operations and develop new capabilities to advance the Department of War's cyber resilience

, /PRNewswire/ -- Leidos (NYSE: LDOS) will help the Department of War detect and defend against cyber threats by monitoring military networks 24 hours a day, seven days a week under a five-year contract.

Work under the $301 million contract with the U.S. Army strengthens the Department of War Information Network, the global network used by all U.S. military organizations.

"Resilience is the real measure of cyber defense," said Steve Hull, president of Leidos Digital. "Our job is to help protect our nation's cyber terrain by anticipating increasingly sophisticated threats, responding with speed and keeping critical missions moving. That means equipping our experts with AI-enabled capabilities for stronger cyber resilience, better situational awareness and faster, more coordinated responses that help mission leaders stay ahead of adversaries."

This follow-on contract continues Leidos' work supporting this Army mission to deliver defensive cyber capabilities for the U.S. and its allies. Throughout the program, Leidos has combined operational excellence with continuous innovation, enhancing cyber defense with advanced AI-enabled technologies. By integrating cyber operations, engineering and technology development, Leidos has compressed the time between detection and response.

This award supports Leidos' NorthStar 2030 strategy and its focus on digital transformation and defensive cyber capabilities.

About Leidos

Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.Leidos.com.  

Certain statements in this announcement constitute "forward-looking statements" within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management's current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. A number of factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the "Risk Factors" set forth in Leidos' Annual Report on Form 10-K for the fiscal year ended January 2, 2026, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.

Media Contact:

Elizabeth Torres
[email protected]
(571) 732-6875 

SOURCE Leidos Holdings, Inc.