LDOS

Leidos Holdings Inc. (LDOS) | Rumor.io

Leidos Holdings

LDOS

Attention (50-day avg)0%

Attention rank (50-day avg)#1,008

Bullish sentiment (50-day avg)100%

Price to earnings ratio11.6

Market capitalization15.4B

Earnings per share10.7

Dividend yield (TTM)1.41%

Revenue (annual)17.2B

Net income (annual)1.5B

Social

What share of all stock conversation is about LDOS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% -0.01	0% 0

Sep 16

Leidos Holdings, Inc. (LDOS) is a government IT toll bridge with a $47B backlog, trading at a 38% discount to intrinsic value.
The company's data "ontology" connects tons of unrelated databases, AI workflows, and analytics together, making it a unique player in the market.
Leidos has landed a $875M contract from the U.S. Navy, approximately 5% of its market cap, which is considered material.

Generated by AI

Sentiment

Of the messages about LDOS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	98.28% +0.92	80.13% +1.7
Bearish	—	—	1.72% -0.92	19.87% -1.7

Bullish· Jun 16

Leidos Holdings, Inc. ($LDOS) is a defense company that runs classified IT infrastructure for agencies, indicating a strong presence in the sector.
The company has a history of winning Defense Innovation Unit (DIU) awards, including a prior award that put its technology aboard U.S. Navy ROV systems, demonstrating its credibility and tech commercialization potential.
Leidos Holdings, Inc. ($LDOS) has recently begun deploying resources for a large defense contractor, marking its first work of this kind in over a year and further validating its defense pedigree.

Bearish· Nov 14

Leidos Holdings, Inc. (LDOS) has seen significant price swings, with a 10% drop in a single day.
The appointment of Pete Hegseth as Secretary of Defense has led to concerns about potential deep budget cuts under a second Trump presidency.
Defense stocks, including LDOS, have fallen due to investors reevaluating the implications of a second Trump presidency on the industry.

Generated by AI

Topics

Of the messages about LDOS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	100%	39.71%	58.19%
Technical Analysis	—	0%	1.1%	5.35%
Analysts	—	0%	27.57%	8.72%
Macro	—	0%	29.04%	16.08%
Controversies	—	0%	1.84%	2.61%
Earnings	—	0%	0.74%	9.04%

Earnings· Feb 17

Leidos Holdings, Inc. ($LDOS) reported Q4-25 earnings with adjusted EPS of $2.76, beating estimates, and revenue of $4.21B, missing estimates by 4%.
The company's strong earnings growth and margin expansion were driven by improved program execution and cost efficiencies, with record Q4 operating cash flow.
Leidos Holdings, Inc. ($LDOS) initiated FY2026 guidance with revenue forecast between $17.5-17.9B and non-GAAP diluted EPS of $12.05-$12.45.

Announcements· May 13

The US Department of War has reached a framework agreement with Leidos to expand the country's military strike capabilities.
Leidos will build an initial 3,000 low-cost cruise missiles under the Department of War framework, with a potential for over 10,000 missiles over three years starting in 2027.
The company has also received a $2.7 billion contract from the US Army to advance hypersonic weapons from prototyping to production.

Generated by AI

Community

Of the messages about LDOS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	33.33%	23.15%	41.47%
Newcomers	—	66.67%	76.85%	58.53%

Regulars· Aug 4

Leidos Holdings, Inc. ($LDOS) reported Q2 2026 earnings with revenue of $4.56B, a 7% YoY increase, and adjusted EPS of $3.26, a 2% YoY increase.
The company raised its full-year guidance, expecting revenues of $18.20-$18.40B, Non-GAAP diluted EPS of $12.20-$12.50, and cash flows from operating activities of approximately $1.85B.
Leidos' Q2 earnings beat expectations, with the stock price surging 6% on the news, and the company's CEO attributed the strong quarter to the strength of its balanced portfolio, which allowed for enhanced guidance for revenues, earnings, and cash.

Newcomers· Jul 30

The collaboration between Leidos and CoreWeave aims to accelerate AI capabilities for defense, national security, and intelligence missions, with CoreWeave's AI-native cloud platform complementing Leidos' expertise in delivering mission-critical systems.
The partnership is expected to create opportunities for CoreWeave, but its commercial payoff is uncertain, with no disclosed contract value, revenue, or awarded workload, making it difficult to assess the partnership's potential value.
The recent announcement has sparked interest in the implications of the partnership, with some users considering the broader implications of the collaboration, such as the potential for CoreWeave to secure more federal contracts in the future.

Generated by AI

Leidos Holdings (LDOS) just picked up a fresh U.S. Army award of up to US$127 million for its ARTEMIS airborne intelligence platform, extending operations in Europe and potentially other regions through 2027. Leidos Holdings shares trade at US$123.61 after a 30 day share price decline of about 10%. However, the 90 day share price return of roughly 21% and a 3 year total shareholder return close to 39% suggest longer term momentum has been stronger than the recent pullback. Scan for other...

4d agoYahoo Finance

Full Transcript: Leidos Holdings Q2 2026 Earnings Call - Leidos Holdings (NYSE:LDOS)

Leidos Holdings (NYSE:LDOS) reported second-quarter financial results on Tuesday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you by Benzinga

4d agoBenzinga

Leidos Holdings Inc. stock outperforms competitors despite losses on the day

5d agoMarketWatch

Leidos (LDOS) Suffers a Larger Drop Than the General Market: Key Insights

Leidos (LDOS) closed the most recent trading day at $123.35, moving 1.07% from the previous trading session.

5d agoYahoo Finance

Leidos Holdings Inc. stock outperforms competitors on strong trading day

6d agoMarketWatch

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Leidos Holdings Inc.

Technology
Information Technology Services

Leidos Holdings Inc. is a global science and technology company that provides technology and engineering services and solutions primarily to government and commercial clients. The company focuses on mission-critical work across the defense, intelligence, civil, and health markets, supporting areas such as national security, cybersecurity, digital modernization, and complex systems integration. Leidos Holdings Inc. organizes its operations into segments that address national security, information systems and global solutions, and health and infrastructure, delivering advanced analytics, software, secure networks, and engineering services to agencies and enterprises. Its offerings span from IT modernization and cloud services to surveillance, logistics, and healthcare technology solutions. Headquartered in Reston, Virginia and founded in 1969, Leidos Holdings Inc. plays a significant role as a contractor and technology partner to the United States federal government, state and local agencies, foreign governments, and selected commercial organizations worldwide, with a strong emphasis on integrating and protecting physical, digital, and data domains.

Website

Location

1750 Presidents Street

Reston, VA, 20190

United States

Social

What share of all stock conversation is about LDOS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% -0.01	0% 0

Sep 16

Leidos Holdings, Inc. (LDOS) is a government IT toll bridge with a $47B backlog, trading at a 38% discount to intrinsic value.
The company's data "ontology" connects tons of unrelated databases, AI workflows, and analytics together, making it a unique player in the market.
Leidos has landed a $875M contract from the U.S. Navy, approximately 5% of its market cap, which is considered material.

Generated by AI

Sentiment

Of the messages about LDOS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	98.28% +0.92	80.13% +1.7
Bearish	—	—	1.72% -0.92	19.87% -1.7

Bullish· Jun 16

Leidos Holdings, Inc. ($LDOS) is a defense company that runs classified IT infrastructure for agencies, indicating a strong presence in the sector.
The company has a history of winning Defense Innovation Unit (DIU) awards, including a prior award that put its technology aboard U.S. Navy ROV systems, demonstrating its credibility and tech commercialization potential.
Leidos Holdings, Inc. ($LDOS) has recently begun deploying resources for a large defense contractor, marking its first work of this kind in over a year and further validating its defense pedigree.

Bearish· Nov 14

Leidos Holdings, Inc. (LDOS) has seen significant price swings, with a 10% drop in a single day.
The appointment of Pete Hegseth as Secretary of Defense has led to concerns about potential deep budget cuts under a second Trump presidency.
Defense stocks, including LDOS, have fallen due to investors reevaluating the implications of a second Trump presidency on the industry.

Generated by AI

Topics

Of the messages about LDOS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	100%	39.71%	58.19%
Technical Analysis	—	0%	1.1%	5.35%
Analysts	—	0%	27.57%	8.72%
Macro	—	0%	29.04%	16.08%
Controversies	—	0%	1.84%	2.61%
Earnings	—	0%	0.74%	9.04%

Earnings· Feb 17

Leidos Holdings, Inc. ($LDOS) reported Q4-25 earnings with adjusted EPS of $2.76, beating estimates, and revenue of $4.21B, missing estimates by 4%.
The company's strong earnings growth and margin expansion were driven by improved program execution and cost efficiencies, with record Q4 operating cash flow.
Leidos Holdings, Inc. ($LDOS) initiated FY2026 guidance with revenue forecast between $17.5-17.9B and non-GAAP diluted EPS of $12.05-$12.45.

Announcements· May 13

The US Department of War has reached a framework agreement with Leidos to expand the country's military strike capabilities.
Leidos will build an initial 3,000 low-cost cruise missiles under the Department of War framework, with a potential for over 10,000 missiles over three years starting in 2027.
The company has also received a $2.7 billion contract from the US Army to advance hypersonic weapons from prototyping to production.

Generated by AI

Community

Of the messages about LDOS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	33.33%	23.15%	41.47%
Newcomers	—	66.67%	76.85%	58.53%

Regulars· Aug 4

Leidos Holdings, Inc. ($LDOS) reported Q2 2026 earnings with revenue of $4.56B, a 7% YoY increase, and adjusted EPS of $3.26, a 2% YoY increase.
The company raised its full-year guidance, expecting revenues of $18.20-$18.40B, Non-GAAP diluted EPS of $12.20-$12.50, and cash flows from operating activities of approximately $1.85B.
Leidos' Q2 earnings beat expectations, with the stock price surging 6% on the news, and the company's CEO attributed the strong quarter to the strength of its balanced portfolio, which allowed for enhanced guidance for revenues, earnings, and cash.

Newcomers· Jul 30

The collaboration between Leidos and CoreWeave aims to accelerate AI capabilities for defense, national security, and intelligence missions, with CoreWeave's AI-native cloud platform complementing Leidos' expertise in delivering mission-critical systems.
The partnership is expected to create opportunities for CoreWeave, but its commercial payoff is uncertain, with no disclosed contract value, revenue, or awarded workload, making it difficult to assess the partnership's potential value.
The recent announcement has sparked interest in the implications of the partnership, with some users considering the broader implications of the collaboration, such as the potential for CoreWeave to secure more federal contracts in the future.

Generated by AI

Leidos Holdings

Social

Sep 16

Bullish· Jun 16

Bearish· Nov 14

Earnings· Feb 17

Announcements· May 13

Regulars· Aug 4

Newcomers· Jul 30

Leidos launches AI automation tool for cybersecurity operations

Leidos Holdings (LDOS) Lands Army Contract, Is The Stock Trading Below Fair Value?

Full Transcript: Leidos Holdings Q2 2026 Earnings Call - Leidos Holdings (NYSE:LDOS)

Leidos Holdings Inc. stock outperforms competitors despite losses on the day

Leidos (LDOS) Suffers a Larger Drop Than the General Market: Key Insights

Leidos Holdings Inc. stock outperforms competitors on strong trading day

Also Discussed

Leidos Holdings Inc.

Company Information

Location

Leidos launches AI automation tool for cybersecurity operations

Leidos Holdings (LDOS) Lands Army Contract, Is The Stock Trading Below Fair Value?

Full Transcript: Leidos Holdings Q2 2026 Earnings Call - Leidos Holdings (NYSE:LDOS)

Leidos Holdings Inc. stock outperforms competitors despite losses on the day

Leidos (LDOS) Suffers a Larger Drop Than the General Market: Key Insights

Leidos Holdings Inc. stock outperforms competitors on strong trading day

Also Discussed

Social

Sep 16

Bullish· Jun 16

Bearish· Nov 14

Earnings· Feb 17

Announcements· May 13

Regulars· Aug 4

Newcomers· Jul 30