Leidos Holdings, Inc.
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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.
Over the past 7 days, AlphAI's AI scored 9 news stories mentioning LDOS (Leidos Holdings, Inc.). Coverage has skewed bullish: 8 bullish, 1 neutral, and 0 bearish.
Recent LDOS coverage spans technology, earnings and financial news.
In the last 30 days, LDOS insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($141K). The most active reporter was May Gary Stephen with 1 filing.
The deal doubles Leidos' energy‑infrastructure footprint and adds 3,100 professionals, creating a new growth engine tied to AI‑data‑center power demand.
The contract strengthens Leidos' revenue outlook and may boost the stock.
Earnings beat and guidance raise support a short‑term rally.
Strong earnings support upside momentum.
The contract adds multi‑year revenue and strengthens Leidos' defense backlog.
AlphAI scores every news story that mentions LDOS with an AI model for sentiment and relevance, and aggregates insider trades from Leidos Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
3 min readLeidos 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%.
2 min readCNBC'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.
2 min readParsons (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%.
3 min readLeidos 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.
3 min readLeidos 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.
1 min readLeidos (LDOS) has secured an $875M contract extension from the U.S. Navy for managing IT services and devices for Navy and Marine Corps personnel worldwide. The contract covers support, operations, and IT transformation activities. According to the company, this involves over 425,000 devices at 2,500 sites.
1 min readLeidos (LDOS) secured an $875M contract extension to manage IT networks for the U.S. Navy and Marine Corps, covering 425,000 devices at 2,500 sites. The contract supports network security and modernization, with Leidos reporting faster patch delivery and improved resilience. The award aligns with Leidos' NorthStar 2030 strategy.
2 min readLeidos (LDOS) closed at $129.55, up 1.1% from the previous day, outperforming major indices. The company's shares have fallen 8.72% over the last month. Analysts expect Q2 EPS of $3.12 and revenue of $4.72B, up 2.3% and 5.52% YoY, respectively. LDOS has a Zacks Rank of #3 (Hold) and trades at a Forward P/E of 10.35, below its industry average.
2 min readLeidos demonstrated its Seahawk and Sea Hunter autonomous vessels supporting U.S. Navy missions. Seahawk deployed with the USS Theodore Roosevelt Carrier Strike Group, showcasing autonomous navigation and communication capabilities. Sea Hunter autonomously traveled 2,000 nautical miles during RIMPAC 2026, demonstrating surveillance and teaming. Leidos claims its vessels have logged 200,000 nautical miles and 14,000 hours of safe operation.
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