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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.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Leidos Holdings is set to report Q2 earnings next month, with analysts expecting a single-digit decline in quarterly EPS.

Leidos Holdings, Inc. (NYSE:LDOS) is one of the Best Space Technology Stocks to Buy Now. Recently, on July 1, Jefferies lowered the price target on Leidos Holdings, Inc. (NYSE:LDOS) from $140 to $110, while maintaining a Hold rating on the shares. On the same day, Citi also lowered the price target on the stock from […]

Leidos (LDOS) closed the most recent trading day at $107.18, moving 1.28% from the previous trading session.

BBAI is expanding into AI-powered airport security and border management as it targets growth in transportation infrastructure.

Leidos Holdings stock has fallen sharply year to date, yet the company still screens as cheap on several valuation checks, which puts the recent sell off at odds with the current pricing signals. Year to date, Leidos Holdings is down 43.8%, which means the market has rapidly reset expectations after a long period of stronger multi year returns. On the one hand, new federal technology wins and AI focused partnerships can support longer term earnings power, while the health IT contract...

Leidos Holdings (NYSE:LDOS) announced a new partnership with The Modern Data Company focused on federal AI and analytics. The collaboration centers on using Modern Data’s DataOS to connect fragmented government data across systems. The move is part of Leidos’ NorthStar 2030 strategy to expand its digital modernization offerings for federal agencies. Leidos Holdings enters this partnership with The Modern Data Company at a time when the stock is trading around $103.07, with a mixed return...

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Can LDOS' AI contract momentum, rising guidance and discounted valuation give it better upside than BBAI's riskier growth story?