Leidos (LDOS)
Builds mission software, managed health services, critical infrastructure, and advanced defense systems.
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Provides mission software, cyber and IT modernization; managed health services; grid and aviation engineering; and advanced defense systems through Intelligence & Digital, Health, Homeland, and Defense. Most revenue comes from U.S. government contracts, making budgets, procurement, contract awards, and cleared technical talent structural dependencies.
Operates through Intelligence & Digital, Health, Homeland, and Defense. The portfolio covers federal IT and cyber modernization, mission software and intelligence support, managed health services, medical examinations, health technology, power-grid engineering, aviation systems, international missions, and advanced defense hardware.
Serves mainly U.S. defense, intelligence, homeland-security, health, aviation, and other civil agencies, with selected commercial and overseas programs. Combines cleared technical talent with program execution across hardware, software, and systems integration. Most revenue comes from U.S. government contracts, tying demand to federal budgets, procurement rules, contract awards, and the availability of security-cleared staff. The security-screening products business is held for sale ahead of a planned joint venture.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | Cowen & Co. | Reiterate | Rating: —Target: $105 | Target: $135 |
| Aug 17, 2026 | Wells Fargo | Target | Target: $125 | Target: $165 |
| Aug 12, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $152 | Target: $132 |
| Aug 9, 2026 | Jefferies | Reiterate | Rating: —Target: $110 | Target: $145 |
| Aug 5, 2026 | Robert W. Baird | Target | Target: $195 | Target: $150 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 3, 2026Cash & short-term investments $748.0M · Total debt $6.58B · Total assets $15.63B · Shareholders' equity $5.28B
- Revenue
- $4.56B
- Operating income
- $507.0M
- Net income
- $356.0M
HistoryDividendAnnual yield
| Institutions | 80.33% | 100.81M shares | |
|---|---|---|---|
| 799 holders · as of Jun 30, 2026 | |||
| Insiders | 0.83% | 1.05M shares | |
| 25 holders · as of Sep 2, 2026 | |||
| Other | 18.84% | 23.63M shares | |
| remainder | |||
125.49M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.93% | 9.95M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.55% | 8.21M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.00% | 6.28M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.28% | 5.37M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 3.05% | 3.83M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Gary Stephen May | director | −1,000 | $140.85 |
| Aug 11, 2026 | Noel B. Geer | director | −10,000 | $140.66 |
| May 7, 2026 | Gary Stephen May | director | −1,484 | $132.75 |
| Apr 7, 2026 | Elizabeth A. Porter | officer: Sector President | −2,000 | $158.78 |
| Jan 20, 2026 | Elizabeth A. Porter | officer: Sector President | −3,000 | $192.21 |
- Booz Allen Hamilton
Federal AI, cyber, and mission-tech peer
- CACI
Defense-intel IT and C5ISR overlap
- Science Applications International
Direct federal IT and mission-services rival
- General Dynamics
GDIT and C5ISR scale across federal missions
- Northrop Grumman
Advanced mission, space, and cyber systems rival
- Lockheed Martin
Defense systems and mission-command overlap
- L3Harris Technologies
Communications, ISR, EW, and mission-network rival
- Parsons
Federal cyber, space, and infrastructure rival
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Leidos | $127.52 | −0.55% | $16.13B | 12.0 | 10.6 | 0.9 | +7.2% |
| Booz Allen Hamilton | $76.42 | −1.25% | $9.31B | 12.1 | 12.3 | 0.8 | −4.2% |
| CACI | $627.74 | −0.81% | $13.98B | 26.2 | 19.1 | 1.5 | +17.6% |
| Science Applications International | $133.43 | +0.06% | $5.64B | 15.6 | 13.0 | 0.8 | +6.3% |
| General Dynamics | $350.49 | −0.96% | $95.75B | 21.6 | 20.0 | 1.7 | +8.1% |
| Northrop Grumman | $520.03 | −1.26% | $74.82B | 16.7 | 17.8 | 1.7 | +5.1% |
| Lockheed Martin | $529.90 | −1.03% | $123.57B | 19.7 | 16.8 | 1.6 | +10.5% |
| L3Harris Technologies | $244.81 | −0.86% | $45.98B | 24.9 | 19.8 | 2.0 | +8.4% |
| Parsons | $44.95 | −0.84% | $4.84B | 31.3 | 13.6 | 0.8 | −0.5% |
| Median | 20.7 | 17.3 | 1.5 | +7.2% |