AlphAIAlphAI — Financial news for AI agents
scanx.tradeNOV 32 min read$LDOS

Leidos raises FY26 adjusted EPS guidance to $12.50-$12.70

Leidos Holdings Inc. raised its FY26 adjusted EPS guidance to $12.50-$12.70 from $12.20-$12.50, citing improved profitability. Sales guidance was lowered to $18.000B-$18.200B from $18.200B-$18.400B due to the SES joint venture. Operating cash flow was increased to ~$1.90B from ~$1.85B. Q2 revenue grew 7% YoY to $4.56B, with record operating cash flow of $793M.

Original reporting
scanx.trade
Published Nov 3, 2026, 12:22 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 3, 2026, 12:40 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
Leidos raises FY26 adjusted EPS guidance to $12.50-$12.70 — source image
Source · scanx.trade
Decision brief

The 30-second read

$LDOSBullishHigh
01

Why it matters

The EPS upgrade may trigger short covering and buying from analysts who had lower expectations.

02

Market read

First report of Leidos' FY26 EPS raise, a material earnings update that can move the stock.

03

What to watch

Potential headwinds in the Health segment and the SES joint venture impact on revenue.

Relevance 8/10Novelty 8/10Timing: after-hours release

Background

Leidos disclosed FY26 guidance updates alongside Q2 FY26 results, highlighting segment performance and cash flow.

Company-level read

Ticker impact

$LDOSBullishHigh confidence
Context

Leidos raised FY26 adjusted EPS guidance to $12.50‑$12.70, above analyst estimate of $12.40.

Expected impact

upside pressure as market prices in higher earnings expectations

Evidence & confidence

EPS guidance exceeds consensus while revenue outlook is modestly lower, indicating margin expansion.

Market effects

Sector

Defense and homeland contractors may see relative strength as Leidos signals margin expansion.

Regional

U.S. defense sector could benefit from positive earnings outlook.

Global

Limited to investors tracking U.S. aerospace & defense equities.

Counterpoint

What could challenge this read

Revenue guidance miss could weigh on the stock if investors prioritize top‑line growth over margins.

Key entities

  • company
    Leidos Holdings Inc

    U.S. defense and technology contractor reporting FY26 guidance.

Read at source← All news

StoryLeidos reports Q3 2026 earnings beat, raises FY‑2026 EPS guidance and cuts revenue outlook

Also covered by

4 outlets

Related articles

NOV 3
$LDOSHighAI 8/10

Leidos stock falls revenue outlook disappoints

Leidos LDOS shares fell 2.1% premarket after Q3 earnings beat estimates but revenue missed expectations, leading to lowered 2026 revenue guidance. Adjusted earnings rose 19% to $3.62, while revenue increased to $4.63B. Health segment revenue declined 12%, offsetting growth in other areas. The company raised its adjusted earnings forecast but reduced revenue outlook, highlighting challenges in translating contract backlog into revenue growth.

tradingview.com2 min
NOV 3
$LDOSMedAI 8/10

Leidos Q3 net income rises 12% to USD 413 million

Leidos reported a 12% rise in Q3 net income to USD 413 million, with diluted earnings up 16% to USD 3.28 per share and revenues reaching USD 4.63 billion. Operating cash flow declined 26% to USD 523 million, while funded backlog grew 22% to USD 11.1 billion. The company adjusted FY26 revenue guidance to USD 18 billion from USD 18.2 billion, reflecting a joint venture and current outlook.

vermoegenszentrum.ch2 min
NOV 3
$LDOSHighAI 8/10

Leidos (NYSE:LDOS) misses Q3 2026 revenue estimates

Leidos (LDOS) reported Q3 2026 revenue of $4.63B, missing estimates by 2.1% but beating EPS and EBITDA forecasts. The company lowered full-year revenue guidance to $18.1B but raised EPS guidance to $12.60. Operating margin remained steady at 11.9%, while free cash flow margin declined to 10.3%.

finance.yahoo.com2 min