$LDOS

Leidos (LDOS) rose 2.78% to $139.86, outperforming major indices. The company gained 10.09% in the past month. Earnings are expected to grow 0.33% YoY to $3.06 per share on Nov 3, 2026, with revenue projected at $4.71B. The Zacks Rank is #4 (Sell) with a Forward P/E of 11.01.

Leidos secured a $95M, 5-year contract with the Defense Logistics Agency to modernize the Pentagon's asset management system using AI. The system manages over 80M items valued at $140B. Leidos will use AI, cloud, and modern software practices to enhance the system's efficiency and security, according to the company.

Zone 5 Technologies unveiled its Block 40 Rusty Dagger low-cost cruise missile in a ground-launched configuration, adapted for land and sea use. The missile, initially developed for air-launch and export to Ukraine, is now selected for U.S. Army and Navy programs. Zone 5 aims to produce over 2,500 missiles annually per site by 2027, with total capacity exceeding 7,500 missiles. The Pentagon's Low-Cost Containerized Missile (LCCM) program seeks over 10,000 such missiles by 2027.

Leidos has secured a contract to modernize the Pentagon's Enterprise Logistics Management System (ELMS) using AI, cloud, and software development practices. The contract, valued at up to $95 million over five years, aims to streamline logistics operations and asset management for the Department of Defense. Leidos, a defense and technology company, reported annual revenues of approximately $14.5 billion in 2023.

Leidos (LDOS) received a $160 million, five-year contract to plan and conduct U.S. military cyber operations. The company will integrate offensive and defensive cyber operations, including support for the Department of War Information Network. This aligns with Leidos' NorthStar 2030 strategy, positioning cyber as a key growth driver. Leidos reported annual revenues of approximately $16 billion. The company issued forward-looking statements with typical caveats about risks and uncertainties.

X-Bow Systems, a 3D-printed rocket motor manufacturer, partnered with Leidos to supply the U.S. Army's Low-Cost Containerized Munition (LCCM) project. X-Bow claims it can produce combat-ready rocket motors quickly, having built over 2,100 engines. The Army aims to use 3D printing for cost-effective, scalable production of cruise missile components.

Competitive Range Solutions filed a protest with the GAO over DISA's decision to expand Leidos' $11B Defense Enclave Services contract to include combatant commands, arguing the work should have been competed. DISA claims Leidos is uniquely qualified for the task. This follows a previous protest by General Dynamics Information Technology, which was dismissed after DISA agreed to conduct new market research.

The U.S. Army is reassessing its fleet of contractor-owned surveillance aircraft, including jets from L3Harris, MAG Aerospace, and SNC. The Army plans to repost a contract notice clarifying that the aircraft will remain contractor-owned but may explore cost-saving measures. The Army is also developing the ME-11B High Accuracy Detection and Exploitation System, with the first prototype expected by year-end.

Leidos (LDOS) won a $56M contract from the Naval Health Research Center for behavioral health research over 66 months. The company will analyze data and develop strategies to enhance military personnel readiness. Leidos reported $17.2B in annual revenue for FY2026.

Leidos Holdings Inc. (LDOS) deployed its autonomous Seahawk vessel with the USS Theodore Roosevelt carrier strike group, marking a first for naval operations. The company's stock is trading at $120.59, 30.2% below its GF Value™ of $172.78, indicating undervaluation. Leidos has a GF Score™ of 85, reflecting strong profitability and growth. Insiders have sold $3.2 million in shares over the past year.