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Leidos’ second quarter was marked by strong revenue momentum and a positive market reaction, reflecting solid execution in its core defense and homeland segments. Management highlighted that increased demand for defense technology programs and robust bookings, particularly in the Defense segment, were key contributors to growth. CEO Thomas Bell emphasized, “Defense posted a 2.2 book-to-bill ratio in the second quarter,” underscoring accelerated customer procurement activity and Leidos’ unique po

CoreWeave (NasdaqGS:CRWV) announced a new collaboration with Leidos Holdings to provide secure, sovereign AI cloud services for U.S. Intelligence Community and Department of War missions. The agreement focuses on mission specific AI infrastructure tailored for highly sensitive federal workloads with specialized security and compliance requirements. CoreWeave also disclosed plans for three new data centers in Indonesia as part of a broader push into the Asia Pacific cloud market. The moves...

Maximus faces an earnings reset as paused VA incentives cut profit and cash-flow guidance, testing whether service and tech gains can rebuild momentum.

Leidos Holdings' (LDOS) diversified portfolio remains underappreciated, with strength in its Homelan

Leidos lifts 2026 guidance as Defense, Homeland and Intelligence growth offsets Health pressure, backed by stronger cash flow and defense-tech scale.

Leidos (NYSE:LDOS) reported second-quarter fiscal 2026 revenue growth of 7% year over year to a record $4.56 billion, supported by demand across defense, homeland security, intelligence and digital businesses. The company raised portions of its full-year outlook after reporting record second-quarter

In the past week, Leidos Holdings reported Q2 2026 results showing revenue rising to US$4.56 billion while GAAP net income and EPS eased year on year, alongside a raised full-year 2026 revenue outlook to US$18.20–US$18.40 billion. At the same time, the company secured new defense and intelligence work, from hypersonic missile tracking payloads to AI and ISR support contracts, while maintaining dividends and launching a fresh 20 million-share repurchase authorization, underscoring its focus...

Defense and intelligence demand accelerates as company raises full-year guidance.

Moby summary of Leidos Holdings, Inc.'s Q2 2026 earnings call

Defense segment surges with 2.2 book-to-bill ratio, while VA incentive suspension and MHS Genesis uncertainty temper overall growth outlook.

LDOS beats Q2 earnings and revenue estimates as defense, homeland and intelligence demand fuel growth, prompting higher 2026 guidance.

The headline numbers for Leidos (LDOS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Leidos (LDOS) delivered earnings and revenue surprises of +12.41% and +4.50%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Leidos’ latest Navy contract will build on its work since 2021 and will help improve operational capabilities, bolster information-sharing security, and boost technology adoption for the Hopper Global Communications Center.

LDOS enters Q2 earnings with revenue growth expected from acquisitions, contract wins and defense demand, while higher interest costs may have pressured earnings.

Defense contractor Leidos (NYSE:LDOS) will be announcing earnings results this Tuesday morning. Here’s what investors should know.

CoreWeave’s partnership with Leidos opens the door to long-term U.S. government AI contracts, easing concerns about customer concentration.

Recently, Zacks.com users have been paying close attention to Leidos (LDOS). This makes it worthwhile to examine what the stock has in store.

Huge opportunity still depends on converting collaboration into revenue

CoreWeave stock rallies on a strategic partnership with Leidos. But does that warrant buying CRWV shares today?

Recently, Leidos announced that it is partnering with CoreWeave to deliver secure, sovereign AI cloud services for the U.S. Intelligence Community and Department of War, while Flow Traders selected CoreWeave as the primary AI cloud platform for high-intensity model training in its new AI and deep learning division. These government and financial-sector wins highlight how CoreWeave’s AI-native cloud is being pulled into some of the most compute-intensive, security-sensitive workloads in the...

Leidos Holdings (NYSE:LDOS) has launched Parcata, an AI-driven platform that autonomously detects and patches cybersecurity vulnerabilities in real time. The company has also partnered with DHL Supply Chain to support the UK Ministry of Defence with upgraded logistics and supply chain services. Both developments are positioned as part of Leidos' NorthStar 2030 strategy and were announced ahead of mid 2026. Leidos shares recently closed at $114.37, with the stock up 6.6% over the past week...

Leidos (LDOS) concluded the recent trading session at $114.37, signifying a -3.37% move from its prior day's close.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Sure, they are at the whim of macroeconomic factors that influence capital spending (like interest rates), but the industry has held its ground over the past six months as its 6% return was almost identical to the S&P 500.

Shareholders of Leidos would probably like to forget the past six months even happened. The stock dropped 44.1% and now trades at $106.92. This may have investors wondering how to approach the situation.

Leidos Holdings has had a difficult start to 2026, with the stock down 41.7% year to date, yet the broader valuation checks still point to a company that screens as undervalued on several measures. Year to date, Leidos Holdings has fallen 41.7%, which puts recent sentiment under pressure even as longer term returns over three and five years remain positive. Partnerships that apply artificial intelligence to defence logistics may support expectations for future cash generation, while any...

Leidos Holdings (LDOS) has drawn fresh investor attention after aligning with DHL Supply Chain and Rune Technologies to pursue defence logistics work for the UK Ministry of Defence and AI driven military sustainment capabilities. See our latest analysis for Leidos Holdings. Set against these AI focused logistics partnerships, Leidos Holdings’ share price has slipped sharply over recent months, with a 90 day share price return down 30.14% and a year to date share price return down 41.67%. The...

Leidos and DHL Supply Chain have formed the Logistics & Mission Support Alliance to bid for the UK Ministry of Defence's Future Defence Support Services programme, aiming to deliver integrated, resilient and scalable logistics under a single, AI-enabled framework. This alliance, together with Leidos' AI-focused collaboration with Rune Technologies on predictive sustainment, highlights a push to fuse advanced analytics with defence logistics in contested and distributed environments. We’ll...

ROP heads into Q2 results with steady earnings estimates as software strength and the Subsplash acquisition may support revenue growth.

In the most recent trading session, Leidos (LDOS) closed at $108.21, indicating a +1.55% shift from the previous trading day.