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A defense analyst warned that China may be watching gleefully as the Pentagon scrambles to restock two weapons classes critical to any future great-power fight. Four defense contractors sit at the center of a procurement surge that may arrive too slowly to matter.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and the industry is currently lagging as its six-month return of 3.3% has trailed the S&P 500’s 16.4% gain.
The latest trading day saw Leidos (LDOS) settling at $130.96, representing a +1.24% change from its previous close.
Leidos' ENTRUST deal expands its grid expertise as data centers strain power supply. Here's what the numbers say about the stock now.
LDOS' $875M Navy contract extension expands its defense IT role, supports 650,000+ personnel and adds revenue visibility amid network modernization.
Leidos Holdings Inc (NYSE:LDOS) recently announced a total dividend of $0.43 per share, with the ex-dividend date set for 2026-09-15. This amount consists of a $0.43 per share cash dividend payable on 2026-09-30. For value investors, the ex-dividend date is a critical deadline: shareholders must own the stock before this date to qualify for the payment.
Leidos Holdings (NYSE:LDOS) secured an $875 million contract extension to modernize and secure Navy and Marine Corps networks. The extended agreement supports global IT infrastructure for more than 650,000 Navy and Marine Corps personnel worldwide. The work ties directly into Leidos' NorthStar 2030 digital modernization agenda across mission IT, cyber, and global connectivity. The $875 million Navy and Marine Corps network extension matters. However, investors should weigh it alongside other...
Leidos’s stock price has taken a beating over the past six months, shedding 23.2% of its value and falling to $128.55 per share. This may have investors wondering how to approach the situation.
In the closing of the recent trading day, Leidos (LDOS) stood at $129.55, denoting a +1.1% move from the preceding trading day.
LDOS is expanding its hypersonics role as Army and Navy programs move toward production, boosting revenue visibility and supporting long-term growth.
Booz Allen Hamilton's $39 billion backlog, stronger profits and surging cash flow help offset concerns from a 4.2% first-quarter revenue decline.
China just restricted 12 minerals that defense contractors need to build the next generation of laser weapons, and Raytheon's $289 billion backlog may be sitting on a supply chain fault line nobody wants to talk about.
Leidos (LDOS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
Intuit, MGM Resorts and Leidos have each rallied more than 30% off their 2026 lows, but slowing growth, deal risk and weak guidance raise questions about the rebounds.
Leidos Holdings has notably underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.
LDOS is expanding AI across defense, cybersecurity and logistics, while its OpenAI partnership supports adoption across government workflows.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
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.
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