May Gary Stephen sold $141K of LDOS

Leidos (NYSE: LDOS) reported Q3 revenue of $4.6B (+7% YoY) and raised 2026 guidance to $18.2B-$18.4B revenue, $12.20-$12.50 EPS. It acquired ENTRUST for $2.4B, expanding energy infrastructure. Near-term margins may dip due to acquisition costs, but long-term growth is expected from AI data center energy demand.

Leidos secured an $875M contract extension with the Department of the Navy to maintain networks for 650,000 personnel. The contract covers support, operations, and IT transformation for Navy and Marine Corps networks. Leidos claims its automation has accelerated patch delivery by 93% and enterprise patching by 94%.

CNBC's 'Final Trades' featured picks from Jim Lebenthal (AstraZeneca, AZN), Stephen Weiss (Leidos, LDOS), Liz Thomas (Treasuries), and Joseph Terranova (Expeditors, EXPD). AZN reported regulatory approvals and strong trial data, LDOS beat Q2 estimates and raised guidance, and EXPD also exceeded Q2 expectations. Shares of AZN, LDOS, and EXPD rose 2.3%, 3.1%, and 0.5% respectively on Monday.

Parsons (PSN) reported flat Q2 revenue of $1.58B, missing estimates, and lowered full-year guidance, causing its stock to drop 26.3%. Leidos (LDOS) reported $4.56B in revenue, up 7.2%, beating estimates, and its stock rose 8.3%. RTX (RTX) reported $24.71B in revenue, up 14.5%, exceeding expectations, and its stock increased 1.5%.

Leidos Holdings Inc (LDOS) secured an $875M contract extension from the U.S. Navy. The stock is trading at $132.83, 22.8% below its GF Value™ of $171.99, indicating undervaluation. LDOS has a GF Score™ of 78/100, reflecting strong financial health and profitability. Insiders sold $3.2M in shares over the past year.

Leidos has secured an $875 million contract for the second option year of a US Navy network deal. The company's stock is currently trading at $132.83, with a 5-day change of +3.08%. This contract win may impact investor sentiment and trading activity.