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Earlier in May 2026, America's warfighters announced they will receive an initial 3,000 Leidos Low-Cost Containerized Munitions under a Department of War framework agreement, alongside a US$2.70 billion U.S. Army contract for Leidos to advance hypersonic weapons from prototyping to production. Together, these awards highlight Leidos’ expanding role in U.S. precision strike and hypersonic programs, underpinned by company-funded missile development and planned manufacturing expansion in...

Although Leidos Holdings has underperformed the broader market over the past year, Wall Street analysts remain moderately optimistic about the company’s long-term growth outlook.b

Whether you see them or not, industrials businesses play a crucial part in our daily activities. But their prominence also brings high exposure to the ups and downs of economic cycles. Luckily, the tide is turning in their favor as the industry’s 21.6% return over the past six months has topped the S&P 500 by 8.3 percentage points.

Ledios secures a $2.7B U.S. Army contract combining TPS and CHGB to speed hypersonic weapons production, but shares fall.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

Leidos reported first quarter results that exceeded Wall Street’s expectations, but the market responded negatively, reflecting concerns beyond the headline numbers. Management attributed the quarter’s performance to robust growth in intelligence and digital infrastructure segments and cited strong demand for advanced defense products such as the AGM-190A missile and unmanned surface vehicles. CEO Thomas Bell emphasized that Leidos’ ability to scale new AI-driven solutions across its five growth

Leidos Holdings (LDOS) has secured a US$2.7b U.S. Army contract to move key hypersonic weapon programs into production, a material development that could reshape how investors view the stock’s defense exposure. See our latest analysis for Leidos Holdings. Despite the new hypersonics award, the stock has been under pressure, with the 30 day share price return down 21.21% and the year to date share price return down 32.32%. However, the 3 year total shareholder return of 63.69% shows a much...

HX5 founder Margarita Howard explains why compliance is a defining challenge of the contracting environment. By Exec Edge Editorial Staff By the end of 2025, only about 270 of the roughly 80,000 defense contractors expected to require Level 2 cybersecurity certification in 2026 had obtained it. Margarita Howard, founder and chief executive of contractor HX5, […]

May 12 () - Leidos Holdings said on Tuesday the U.7 billion contract ‌to the defense contractor to move its ​hypersonic weapons from prototype development into production.

Leidos (NYSE:LDOS) reported a stronger first quarter for fiscal 2026 and raised its full-year outlook, citing solid core execution, recent acquisitions and continued demand across defense, intelligence, health and energy infrastructure markets. Chief Executive Officer Tom Bell said first-quarter re

Palantir will soon get a chance to show off its technical expertise to the Army.

To figure out whether Leidos Holdings is attractively priced, you need more than a quick glance at the share price or a single valuation metric. Recently, the stock has been volatile, with a 7.5% 7 day return decline, a 15.4% 30 day return decline, a 26.5% year to date return decline, but still a 74.5% 3 year return and a 41.7% 5 year return. News around the company has kept it on investors' radar, adding context to these sharp short term moves in the share price. This makes it important to...

Moby summary of Leidos Holdings, Inc.'s Q1 2026 earnings call

Thomas Bell: Thank you, Stuart, and good morning, everyone. Today, I am pleased to report a very strong start for Leidos in 2026. As a result of this strong core performance and the immediately accretive nature of our Entrust acquisition, we are raising our 2026 guidance for revenue by $500 million, non-GAAP diluted EPS by $0.05 and operating cash flow by $50 million.

Leidos tops Q1 EPS and revenue estimates, lifts 2026 outlook as backlog hits $48.4B on intelligence, energy infrastructure and ATC demand.

While the top- and bottom-line numbers for Leidos (LDOS) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Defense contractor Leidos (NYSE:LDOS) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 3.7% year on year to $4.4 billion. The company expects the full year’s revenue to be around $18.2 billion, close to analysts’ estimates. Its non-GAAP profit of $3.13 per share was 7.6% above analysts’ consensus estimates.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.4% and the actively trad

Leidos (LDOS) delivered earnings and revenue surprises of +8.56% and +3.12%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

May 5 (Reuters) - Defense contractor Leidos Holdings raised its profit and revenue forecast for 2026 on Tuesday, betting on strong demand for its IT and military intelligence services.

Defense contractor Leidos (NYSE:LDOS) will be announcing earnings results this Tuesday before market hours. Here’s what to look for.

Will BBAI's Q1 2026 results confirm demand momentum in national security as margins stay squeezed?

In the latest trading session, Leidos (LDOS) closed at $149.22, marking a +2.27% move from the previous day.

Leidos Holdings (NYSE:LDOS) has been awarded a US$456 million Military OneSource contract. The award covers wide ranging well being services for service members and their families. The contract is structured as a long term federal engagement serving more than 4.7 million eligible individuals. For investors tracking Leidos primarily as a defense technology and government IT contractor, this Military OneSource award puts the managed health and support services side of the business in sharper...

Leidos (LDOS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Moby summary of LSB Industries, Inc.'s Q1 2026 earnings call

LDOS is set to report first-quarter results with acquisitions and demand for health services and defense in focus as consensus sees revenues at $4.27 billion and EPS at $2.88.

Clarivate (CLVT) delivered earnings and revenue surprises of +28.57% and +2.55%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Fair Isaac (FICO) delivered earnings and revenue surprises of +13.33% and +10.64%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

With revenue dependent on government contracts, BigBear.ai’s earnings and any updates on program awards or backlog conversion will be key to assessing whether recent trading momentum reflects underlying business traction.