Leidos/$LDOS

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About Leidos

Leidos Holdings Inc is a technology, engineering, and science company that provides services and solutions in the defense, intelligence, civil, and health markets, both domestically and internationally. Company customer includes the U.S. Department of Defense ("DoD"), the U.S. Intelligence Community, the U.S. Department of Homeland Security ("DHS"), the Federal Aviation Administration ("FAA"), the Department of Veterans Affairs ("VA"), and many other U.S. civilian, state and local government agencies, etc. The company is engaged in four reportable segments; National Security & Digital, Health & Civil, Commercial & International and Defense Systems. It provides a wide array of scientific, engineering and technical services and solutions across these reportable segments.

Ticker

$LDOS

Sector

Business services

Primary listing

NYSE

Employees

47,000

Leidos Metrics

BasicAdvanced
$25B
18.73
$10.58
0.72
$1.60
0.81%

What the Analysts think about Leidos

Analyst ratings (Buy, Hold, Sell) for Leidos stock.

Bulls say / Bears say

On April 19, 2025, the U.S. Army awarded Leidos a $900 million prime contract for technical support and field services for tactical unmanned aircraft systems under a multi-award IDIQ, strengthening its defense backlog and supporting recurring revenue (Reuters).
On August 5, 2025, Leidos raised its full-year adjusted profit guidance to $11.15–$11.45 per share for 2025, reflecting strong demand for its technical and weapons services amid sustained global geopolitical tensions (Reuters).
For Q2 2025, Leidos reported adjusted earnings of $3.21 per share—exceeding analyst expectations of $2.66—and $4.25 billion in revenue, slightly outpacing the $4.24 billion consensus, demonstrating efficient operations and pricing strength (Reuters).
The Pentagon’s April 2025 directive to terminate $5.1 billion in non-essential IT contracts with major firms like Accenture and Deloitte highlights the risk that similar cost-cutting measures may impact Leidos's civilian IT services revenue (Reuters).
When Leidos raised its profit guidance in August 2025, it also narrowed its 2025 revenue forecast to $17.0–$17.25 billion from $16.9–$17.3 billion, indicating possible headwinds for top-line growth due to budget and contract pressures (Reuters).
Leidos’s $900 million U.S. Army tactical unmanned aircraft systems contract is a multi-award IDIQ shared with two other providers, exposing it to competitive pressure and uncertainty about the actual volume of awarded work and profit margins (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 1 Oct 2025.

Leidos Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Leidos Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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