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Leidos Holdings (LDOS) Stock News

LDOS NYSE

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.

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Leidos (LDOS) has named Stephen Vather senior vice president of investor relations, succeeding Stuart Davis in a planned leadership transition.

Davis will continue to lead investor relations through the third-quarter earnings cycle before retiring in March. Vather and Davis will collaborate during the transition. Vather joins from Leonardo DRS, where he was senior vice president of corporate development and investor relations and helped lead its return to public markets. Previously, he spent nine years at ManTech leading mergers and acquisitions and investor relations.

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Leidos (LDOS) scheduled its third quarter 2026 earnings conference call for November 3, 2026, at 8 a.m. ET.

The results cover the period ending October 2, 2026. The company plans to issue its quarterly earnings release before the call. Live and replay audio, presentation materials and supplemental information will be available on its investor relations website.

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Leidos (LDOS) and Analogic completed the previously announced combination of Analogic with Leidos’ security, ports and borders, and industrial automation businesses.

The transaction includes Leidos’ Security Enterprise Solutions, Ports & Borders and Industrial Automation businesses, collectively called SES. The combined company will operate under the Analogic brand as a privately held company headquartered in Salem, New Hampshire, led by Analogic Chief Executive Officer Tom Ripp. Its focus is security imaging and detection for airports, ports, borders, critical infrastructure and other high-consequence environments.

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Leidos (NYSE: LDOS) and Altaris have completed their previously announced transaction to form a U.S.-based security screening joint venture. Operating under the Analogic brand, the new company combines Leidos Security Enterprise Solutions and Analogic, bringing together security screening technologies, engineering expertise and advanced manufacturing capabilities. Its work covers airports, borders and critical infrastructure worldwide.

Leidos will retain a significant minority ownership stake, maintaining an interest in the security screening business. The company said the venture's launch sharpens its focus on the growth engines of its NorthStar 2030 strategy. Leidos will also continue its broader aviation work, including modernizing airports and air traffic systems.

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Leidos (LDOS) appointed AT&T chief operating officer Jeff McElfresh to its board of directors, effective October 1, 2026.

McElfresh will serve on the Corporate Governance and Ethics and Technology and Information Security committees. His AT&T (T) career spans more than 30 years, including prior oversight of cybersecurity, data management and labs.

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Leidos (LDOS) introduced UpHold Effect Agentic SOC Automation, an AI capability designed to help federal teams investigate cyber alerts.

The feature works with existing security tools to gather context and recommend next steps. Customers set how much authority the AI receives, including whether it can act. A FedRAMP Class D (High) deployment option is available. The capability can also provide a pathway toward Department of war Impact Level 4 and 5 environments with appropriate government sponsorship.

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Leidos (LDOS) received a U.S. Army contract valued at up to $127 million to continue operating the ARTEMIS airborne intelligence, surveillance, and reconnaissance (ISR) system. The award extends ARTEMIS ISR operations in the U.S. European Command area of responsibility through the summer of 2027 and includes two additional option years.

Leidos has supported ARTEMIS since 2020, providing real-time intelligence to help commanders detect threats and improve situational awareness. The company delivers a contractor-owned, contractor-operated ISR capability built on a modified Bombardier Challenger 650, supplying the aircraft, mission systems, flight operations, and support services. The award advances Leidos' NorthStar 2030 strategy by expanding its Defense Tech and Mission & Digital Solutions portfolio and was issued under the Army's Common Hardware Systems-6 (CHS-6) contract vehicle.

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Leidos (LDOS) received a $926 million second option-year award on the U.S. Navy's Next Generation Enterprise Network contract on Sept. 14, 2026.

The award covers management of more than 425,000 devices across over 2,500 sites, keeping more than 650,000 Navy and Marine Corps personnel securely connected worldwide. Leidos is responsible for user support, operations and IT transformation for the NMCI, ONE-Net and MCEN networks. Since the original 2020 award, the company has introduced automation that delivers patches to network devices 93% faster and accelerates patching across the enterprise by 94%, which the company says improves resilience and reduces disruptions. The company states that this option year supports its NorthStar 2030 strategy focused on digital modernization, cyber capabilities and mission software. Leidos reported approximately $17.2 billion in fiscal 2026 revenue.

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Leidos (LDOS) will participate in the Jefferies 2026 Global Industrials Conference in New York City on September 9, 2026.

Chief Financial Officer Chris Cage will take part in a question-and-answer fireside chat that day from 11:30 a.m. to 12:05 p.m. ET. A live audio webcast will be available through the Leidos Investor Relations website, with a replay accessible for 30 days after the event.

Leidos, headquartered in Reston, Virginia, has approximately 50,000 employees worldwide and reported annual revenues of about $17.2 billion for the fiscal year ended January 2, 2026.

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Leidos (LDOS) reports two new milestones for its maritime autonomy technology with Sea Hunter at RIMPAC 2026 and Seahawk operating with the USS Theodore Roosevelt Carrier Strike Group.

Sea Hunter, the only Medium Unmanned Surface Vessel at RIMPAC, used Leidos Autonomous Vessel Architecture (LAVA) to autonomously sail over 2,000 nautical miles between Pearl Harbor and San Diego, conduct surveillance, and perform manned-unmanned teaming. Seahawk is described as the first MUSV to deploy operationally with a carrier strike group, demonstrating autonomous navigation, COLREGs-compliant collision avoidance, keep-out zone avoidance, communications failover with remote control, and GPS-denied navigation. Leidos states its autonomous maritime portfolio has logged over 200,000 autonomous nautical miles and 14,000 hours of safe autonomous operation over more than a decade.

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FAQ

What is the current stock price of Leidos Holdings (LDOS)?

Leidos Holdings (LDOS) last closed at $119.22.

What is the market cap of Leidos Holdings (LDOS)?

The market cap of Leidos Holdings (LDOS) is approximately $15.0B.