US · Technology · Information Technology Services
EPS came in at 3.26 against a street estimate of 2.90 — a beat of 12.4%.
Analysts rate Leidos Holdings Inc a buy (10 buy, 7 hold, 0 sell out of 17) with an average price target of $156.60.
CONFIDENT Leidos raised FY26 guidance on strong Defense bookings (1.9x trailing 12-month book-to-bill), offset VBA incentive fee cuts via growth pillars. Record Q2 free cash flow $793M; organic revenue growth 4%. Q2 FY26 No geographic regions detailed; business is primarily U.S. government with noted international air traffic management and predischarge work. Analysts pressed on government in-sourcing trend (MHS GENESIS), VBA recompete margin risk, and share repurchase appetite. Management reframed in-sourcing as opportunity for higher-value mission integration, emphasized VA quality/outcome focus supporting Leidos' competitive position, and signaled balanced capital deployment without committing to aggressive buyback quantum. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.57% |
| Vanguard Capital Management, LLC | 6.58% |
| State Street Corp | 4.87% |
| Vanguard Portfolio Management, LLC | 4.36% |
| JPMorgan Chase & Co | 3.39% |
| Geode Capital Management, LLC | 2.89% |
| First Trust Advisors L.P. | 2.21% |
| Boston Partners Global Investors, Inc | 1.96% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 LEIDOS HOLDINGS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (6 months ended July 3, 2026): $8,958 million vs. $8,498 million prio | 2026-08-04 |
| Results announced · Q3 FY2027 LEIDOS HOLDINGS Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenues: $4.6 billion, up 7% year-over-year (4% organic growth) • Net income: $ | 2026-08-04 |
| Board / officer change · Q2 FY2027 LEIDOS HOLDINGS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held May 1, 2026 • Total votes cast across all proposals: | 2026-05-06 |
| Quarterly report · Q1 FY2027 LEIDOS HOLDINGS, INC. – Q1 2026 (10-Q) SUMMARY HEADLINE NUMBERS • Revenues (Q1 2026): $4,400 million vs. $4,245 million (Q1 2025) — up 3.7% • Net In | 2026-05-05 |
| Results announced · Q2 FY2027 LEIDOS HOLDINGS, INC. - Q1 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenues: $4.4 billion, up 4% year-over-year (3% organic growth) • Net Income: | 2026-05-05 |
| Material agreement · Q1 FY2027 LEIDOS HOLDINGS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Leidos contributing its Security Enterprise Solutions (SES) and Industrial Automation (IA) bu | 2026-04-15 |
| Proxy statement · Q2 FY2027 LEIDOS HOLDINGS, INC. — 2026 PROXY STATEMENT SUMMARY --- CEO TOTAL COMPENSATION & CHANGE • CEO Thomas A. Bell's 2025 total compensation: Specific d | 2026-03-19 |
| Annual report FY2026 LEIDOS HOLDINGS, INC. – FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Company: Leidos Holdings, Inc. (ticker: LDOS) – Delaware corporati | 2026-02-17 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.43 / share ex-date Sep 15, 2026 · pay Sep 30, 2026 | 2026-09-15 |
| Dividend | $0.43 / share ex-date Jun 15, 2026 · pay Jun 30, 2026 | 2026-06-15 |
| Dividend | $0.43 / share ex-date Mar 16, 2026 · pay Mar 31, 2026 | 2026-03-16 |
| Dividend | $0.43 / share ex-date Dec 15, 2025 · pay Dec 31, 2025 | 2025-12-15 |
| Dividend | $0.40 / share ex-date Sep 15, 2025 · pay Sep 30, 2025 | 2025-09-15 |
| Announcement | Date |
|---|---|
| Entry into Contribution Agreement for business combination transaction Leidos announced on April 15, 2026 that it entered into a Contribution Agreement with AHP-ANLG IV, LLC and ANLG Intermediate Company, LLC. Under this deal, Leidos is contributing its SES/IA | 2026-04-15 |
| Closing of transaction announced On March 30, 2026, Leidos Holdings, Inc. announced the closing of a transaction via press release. The 8-K filing itself provides minimal detail, primarily referencing exhibits rather than d | 2026-03-30 |
| Execution of Stock Purchase Agreement for acquisition of KENE Holdings Leidos announced on January 26, 2026, that it has executed a Stock Purchase Agreement dated January 23, 2026, to acquire KENE Holdings, L.P. and KENE Parent, Inc. The company will hold a web | 2026-01-26 |
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Google PlayApp StoreData updated 2026-09-18.