Leidos Holdings, Inc. provides technology, engineering and mission-focused solutions for defense, intelligence, civil, health, commercial and international customers. News about LDOS commonly covers operating results, guidance, dividends, government contract awards, defense systems, digital modernization, health services, air traffic management, autonomous systems and work for U.S. federal agencies.
Company updates also include developments across the National Security & Digital, Health & Civil, Commercial & International and Defense Systems segments, as well as completed acquisitions, material partnerships and production programs such as air and missile defense launchers and secure mission systems.
Leidos (NYSE: LDOS) introduced HeadWay Dispatch, a platform designed to help organizations oversee AI agents while retaining human control of critical decisions. The platform shows agent activity and system access, sets boundaries for independent actions and human approvals, and creates tamper-evident decision records.
Leidos says the platform supports agents from different vendors without replacing them and routes requests so agents do not need to store passwords or API keys. The company is developing role-based operator views, coordination of agents under a common policy, and controls for degraded or lost network connections.
Leidos (NYSE: LDOS) reported third-quarter revenue of $4.63 billion, with earnings rising from a year earlier and mixed full-year guidance revisions. Revenue rose 4%, net income increased 12% to $413 million, and diluted earnings per share rose 16% to $3.28. Adjusted earnings per share increased 19% to $3.62. Operating cash flow was $523 million.
Fiscal 2026 guidance now calls for adjusted earnings per share of $12.50–$12.70 and operating cash flow of approximately $1.90 billion. Revenue guidance fell to $18.00–$18.20 billion after incorporating the October 5 joint venture transaction with Altaris, year-to-date performance and the current outlook. Net bookings reached $5.5 billion, with backlog of $49.6 billion. Leidos raised its quarterly dividend 4.7% to $0.45 per share, payable December 31, 2026. Cash was $630 million and debt was $6.0 billion at quarter-end.
Leidos (LDOS) brought missile-component suppliers together to prepare for expanded production of its Low-Cost Containerized Missile and AGM-190A Havoc Spear.
The work supports a May 13 framework agreement with the Department of War for an initial 3,000 LCCM weapons. Leidos expects first LCCM deliveries for testing and evaluation in 2027, with full-rate production anticipated in 2028 and 2029. Initial AGM-190A deliveries to Air Force Special Operations Command are underway. A separate summer 2026 U.S. Special Operations Command award covers 45 missiles, with deliveries expected to begin in fall 2027. Production work will primarily be in Huntsville, Alabama, and McEwen, Tennessee, with suppliers working in 14 states.
Leidos Holdings (LDOS) raised its quarterly cash dividend to $0.45 per common share, payable on December 31, 2026.
The dividend increases by $0.02 from the prior quarterly payment of $0.43 per share, a 4.7% increase. Stockholders of record at the close of business on December 15, 2026, will receive the payment.
Leidos (NYSE: LDOS) won a $99 million prototype agreement from U.S. Cyber Command to continue developing a unified cyber planning platform.
The agreement uses Other Transaction Authority (OTA). The platform is designed to combine mission planning, coordination and assessment in one environment. Leidos' Kudu Dynamics team developed the technology; Leidos acquired Kudu in 2025.
Leidos (LDOS) has secured a Defense Logistics Agency contract with a total potential value of $95 million to modernize Pentagon logistics.
The award covers a base year plus four option years, through August 2031, extending support for the Enterprise Logistics Management System (ELMS). Leidos will apply artificial intelligence automation, cloud technology and modern software development practices to accelerate software delivery and streamline operations. More than 50 agencies use the system to manage over 80 million government property items valued at more than $140 billion.
Leidos (LDOS) will support U.S. Cyber Command in planning and conducting military cyber operations under a new $160 million award. The five-year award covers coordination of offensive and defensive operations, including support to secure, operate and defend the Department of War Information Network. Leidos will also provide operational planning, emerging threat analysis and support for developing tactics, techniques and procedures.
Leidos (LDOS) received a one-year extension to its Ministry of Defence logistics contract, continuing support for UK Armed Forces through June 2029.
The Logistics Commodities and Services Transformation (LCST) contract covers end-to-end logistics support. Leidos has been its prime contractor since 2015 and plans to maintain service continuity while advancing inventory visibility, digital capability and supply chain resilience during the extension.
Leidos (LDOS) is participating in the U.S. Army’s Reveille Forge, an ongoing environment for integrating and testing technologies together. The initiative follows Operation Jailbreak and is designed to identify compatibility problems before systems reach soldiers.
Leidos recently completed Jailbreak Sprint 1.5 at Redstone Arsenal in Alabama, following the first sprint held in June at Fort Carson, Colorado. During the sprints, it validated compatibility with approved Army systems and tested cybersecurity and information-sharing tools. Leidos plans to continue participating to advance open architectures and prepare integrated capabilities for future testing and operational use.
Blackstone (BX) announced that its Credit & Insurance business is leading a $1 billion financing supporting Analogic’s combination with Leidos businesses.
The combination involves Leidos’ Security Enterprise Solutions, Ports & Borders and Industrial Automation businesses. The transaction closed earlier in October 2026. Blackstone Credit & Insurance served as lead lender and joint lead arranger, alongside HPS, Bank of America and Wells Fargo.