Business overview
Diversified technology and defense services company (IT, cyber, health, engineering).
Watch: Highly diversified business where low-cost missiles represent only a fraction – very diluted exposure.
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 9/10/2026 | Leidos is expanding its role in hypersonic weapons as Army and Navy programs transition toward production phases. | |
| 9/10/2026 | Leidos (LDOS) stock saw a 1.1% increase in the most recent trading session, closing at $129.55. | |
| 9/9/2026 | Yahoo Finance | |
| 9/9/2026 | Leidos will participate in the Jefferies 2026 Global Industrials Conference, with a live audio webcast scheduled for September 9, 2026. | |
| 9/8/2026 | Yahoo Finance | |
| 9/8/2026 | Leidos maritime autonomous vessels Sea Hunter and Seahawk achieved operational milestones with U.S. Navy assets at RIMPAC 2026 and within a Carrier Strike Group. | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | Yahoo Finance | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/3/2026 | PR Newswire | |
| 9/2/2026 | PR Newswire | |
| 9/1/2026 | May Gary Stephen (Dir) — Sell -$140,845 Insider Form 4 | S - Sale transaction of -1,000 shares at $140.85 |
| 8/31/2026 | Yahoo Finance | |
| 8/25/2026 | Leidos was awarded a contract by the Naval Health Research Center to conduct behavioral health research and operational assessments to improve U.S. service member readiness. | |
| 8/25/2026 | Yahoo Finance | |
| 8/24/2026 | Leidos will provide around-the-clock cyber operations and develop capabilities to improve the Department of War's cyber resilience. | |
| 8/24/2026 | Yahoo Finance | |
| 8/22/2026 | Yahoo Finance | |
| 8/20/2026 | Yahoo Finance | |
| 8/19/2026 | Yahoo Finance | |
| 8/18/2026 | Yahoo Finance | |
| 8/18/2026 | Yahoo Finance | |
| 8/14/2026 | Rating revision: Rating 1 → Rating 2 AI review | In accordance with the established financial gates, the lack of accessible revenue and net income data necessitates an immediate downgrade to rating 4. Despite the strategic partnership with CoreWeave and the potential impact of the LCCM program, the absence of verified financial health metrics prevents the assignment of a higher rating. Per policy, the rating is capped at 4 when fundamental financial data is unavailable, regardless of operational narratives. |
| 8/13/2026 | CoreWeave has partnered with Leidos Holdings to develop secure AI cloud infrastructure specifically designed for U.S. Intelligence Community and Department of War missions. | |
| 8/13/2026 | Yahoo Finance | |
| 8/11/2026 | Geer Noel B (Dir) — Sell -$1,406,620 Insider Form 4 | S - Sale transaction of -10,000 shares at $140.66 |
| 8/10/2026 | Yahoo Finance | |
| 8/5/2026 | Yahoo Finance | |
| 8/5/2026 | Yahoo Finance | |
| 8/5/2026 | Leidos Q2 Earnings Call Highlights Yahoo Finance | Yahoo Finance |
| 8/5/2026 | Leidos Holdings, Inc. Q2 2026 Earnings Call Summary Yahoo Finance | Yahoo Finance |
| 8/5/2026 | Leidos (LDOS) Q2 2026 Earnings Call Transcript Yahoo Finance | Yahoo Finance |
| 8/5/2026 | Yahoo Finance | |
| 8/4/2026 | Yahoo Finance | |
| 8/4/2026 | Leidos (LDOS) Q2 Earnings and Revenues Top Estimates Yahoo Finance | Leidos beat market estimates for both earnings and revenue for the quarter ending June 2026. |
| 8/4/2026 | Yahoo Finance | |
| 8/4/2026 | Yahoo Finance | |
| 8/4/2026 | 10-Q — Period: 2026-07-03 | |
| 8/4/2026 | EX-99.1 — Results of operations released · Financial statements and exhibits | |
| 8/4/2026 | Yahoo Finance | |
| 8/4/2026 | EX-32.2 — Period: 2026-07-03 | |
| 8/4/2026 | Yahoo Finance | |
| 8/4/2026 | EX-32.1 — Period: 2026-07-03 | |
| 8/4/2026 | 8-K — Results of operations released · Financial statements and exhibits | |
| 8/3/2026 | Leidos is preparing to report Q2 earnings, with expectations of revenue growth driven by acquisitions and defense demand. | |
| 8/3/2026 | Yahoo Finance | |
| 8/3/2026 | Leidos continues to modernize infrastructure for the U.S. Navy's secure intelligence operations under a $64.8 million contract. | |
| 8/3/2026 | Leidos was selected by Sierra Space to provide infrared sensing payloads for missile defense satellites supporting the Accelerated Missile Defense Tranche 3 Tracking Layer. | |
| 8/3/2026 | Leidos is modernizing secure naval intelligence systems worldwide under a new contract worth up to $64.8 million from the Office of Naval Intelligence. | |
| 8/3/2026 | Yahoo Finance | |
| 8/3/2026 | Leidos (LDOS) Q2 Earnings: What To Expect Yahoo Finance | Yahoo Finance |
| 8/2/2026 | Yahoo Finance | |
| 7/31/2026 | Yahoo Finance | |
| 7/31/2026 | Yahoo Finance | |
| 7/31/2026 | Yahoo Finance | |
| 7/31/2026 | PR Newswire | |
| 7/30/2026 | Leidos and CoreWeave are partnering to provide secure, sovereign AI cloud services tailored for the U.S. Intelligence Community and Department of War missions. | |
| 7/30/2026 | Rating revision: Rating 2 → Rating 1 AI review | The strategic partnership with CoreWeave to deliver sovereign AI cloud services significantly enhances Leidos's competitive moat in the national security and intelligence sectors. By integrating high-performance AI capabilities with their existing logistics and cybersecurity portfolios, the company is positioning itself as a central provider for next-generation defense infrastructure. This increased focus on high-margin, mission-critical technology warrants an improvement in rating. |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | PR Newswire | |
| 7/29/2026 | PR Newswire | |
| 7/29/2026 | Breaking Defense | |
| 7/29/2026 | Yahoo Finance | |
| 7/29/2026 | Yahoo Finance | |
| 7/29/2026 | Naval News | |
| 7/28/2026 | Rating revision: Rating 3 → Rating 2 AI review | The consistent win of significant ISR task orders demonstrates Leidos's strong utility and integration within critical Air Force operations, justifying an upgrade in rating. While the company's missile exposure remains diluted, their sustained ability to secure large-scale defense contracts indicates a robust growth trajectory that warrants a more favorable rating. This shift reflects increased confidence in their operational performance and revenue predictability. |
| 7/28/2026 | PR Newswire | |
| 7/28/2026 | Yahoo Finance | |
| 7/28/2026 | Yahoo Finance | |
| 7/27/2026 | Yahoo Finance | |
| 7/27/2026 | Trading data and price performance for Leidos Holdings Inc. | |
| 7/27/2026 | Recognized Today, Building What Comes Next Yahoo Finance | Yahoo Finance |
| 7/27/2026 | Sei Investments Co. has purchased 37,600 shares of Leidos Holdings, Inc. | |
| 7/27/2026 | Bank of Nova Scotia has increased its investment in shares of Leidos Holdings. | |
| 7/27/2026 | PR Newswire | |
| 7/27/2026 | Yahoo Finance | |
| 7/25/2026 | A breakdown of revenue for Leidos Holdings, Inc. | |
| 7/24/2026 | An analysis of Leidos Holdings' partnership with DHL and its market valuation. | |
| 7/24/2026 | Leidos Holdings, Inc. stock market performance analysis showing underperformance relative to competitors. | |
| 7/24/2026 | An evaluation of the future performance challenges and barriers for Leidos Holdings. | |
| 7/23/2026 | 2 Reasons to Watch LDOS and 1 to Stay Cautious Yahoo Finance | Yahoo Finance |
| 7/22/2026 | Yahoo Finance | |
| 7/21/2026 | Yahoo Finance | |
| 7/21/2026 | Yahoo Finance | |
| 7/21/2026 | Yahoo Finance | |
| 7/20/2026 | Leidos Holdings has entered into a partnership focusing on defense logistics. | |
| 7/20/2026 | Yahoo Finance | |
| 7/20/2026 | Yahoo Finance | |
| 7/20/2026 | Yahoo Finance | |
| 7/20/2026 | Yahoo Finance | |
| 7/19/2026 | Selected for the Pentagon FAMM/LCCM program (10,000+ low-cost missiles targeted over 3 years). Targeting production starting 2027+. | Most direct listed access to the low-cost cruise missile theme, but highly diluted exposure |
| 7/17/2026 | Leidos and DHL Supply Chain officially partner to enhance defense logistics operations in the UK. | |
| 7/17/2026 | Yahoo Finance | |
| 7/9/2026 | Zonebourse Switzerland | |
| 6/17/2026 | Boursorama | |
| 6/17/2026 | Investing.com France | |
| 5/7/2026 | May Gary Stephen (Dir) — Sell -$197,005 Insider Form 4 | S - Sale+OE transaction of -1,484 shares at $132.75 |
| 4/7/2026 | Porter Elizabeth A (Sector Pres) — Sell -$317,555 Insider Form 4 | S - Sale transaction of -2,000 shares at $158.78 |
| 1/20/2026 | Porter Elizabeth A (Sector Pres) — Sell -$576,635 Insider Form 4 | S - Sale transaction of -3,000 shares at $192.21 |
| 12/19/2025 | Porter Elizabeth A (Sector Pres) — Sell -$543,130 Insider Form 4 | S - Sale transaction of -3,000 shares at $181.04 |
| 11/4/2025 | 10-Q — Period: 2025-10-03 | |
| 11/4/2025 | EX-99.1 — Results of operations released · Financial statements and exhibits | |
| 9/4/2025 | Hull Stephen Edward (Sector Pres) — Sell -$2,226,216 Insider Form 4 | S - Sale+OE transaction of -12,497 shares at $178.14 |
| 8/5/2025 | EX-99.1 — Results of operations released · Financial statements and exhibits | |
| 2/11/2025 | EX-99.1 — Results of operations released · Financial statements and exhibits | |
| 9/4/2020 | LUSV CONCEPTUAL STUDIES | |
| 4/16/2019 | TERRORISM ANALYSIS SUPPORT SERVICES. THE PRIMARY OBJECTIVE IS STRATEGIC AND TACTICAL THREAT ANALYSIS. THIS INCLUDES FUSING INTELLIGENCE AND COLLECTING RAW DATA FROM MULTIPLE SOURCES AND VARYING CLASSIFICATIONS TO IDENTIFY THREATS, TRENDS, STRUCTURES OF TERRORIST CELLS, THEIR LOCATION, PLOTTING ATTACK INFORMATION (SUCH AS FIRE-POINTS, IMPACT SITES, TIMELINE, ETC.), AND ASSISTANCE IN THE DEVELOPMENT OF TARGETING PACKAGES. | |
| 3/29/2018 | THE CONTRACTOR SHALL PROVIDE NON-PERSONAL PROFESSIONAL ENGINEERING SUPPORT SERVICES (ESS) REQUIRED BY THE AMPHIBIOUS TRANSPORT DOCK (LPD 17) AND AMPHIBIOUS SHIP REPLACEMENT (LX(R)) PROGRAM OFFICE, PMS 317, WITHIN THE PROGRAM EXECUTIVE OFFICE (PEO) SHIPS. SUPPORT IS REQUIRED IN THE AREAS OF CURRENT AND FUTURE PROGRAMS, CONTRACT DESIGN, DETAIL DESIGN AND CONSTRUCTION, AND DESIGN SITE SUPPORT. | |
| 1/28/2016 | ||
| 10/3/2013 | EX-99.1 — Financial statements and exhibits | |
| 1/31/2013 | IGF::CL::IGF | |
| 4/28/2009 | MISSION SUPPORT CONTRACT - PROVIDE DIRECT SUPPORT TO DOE-RL, DOE-ORP AND THEIR CONTRACTORS WITH COST-EFFECTIVE INFRASTRUCTURE AND SITE SERVICES INTEGRAL AND NECESSARY TO ACCOMPLISH THE HANFORD SITE ENVIRONMENTAL CLEANUP MISSION. |