Leidos Holdings Stock Price, News & Analysis

Leidos (NYSE: LDOS) announced its B220-HT explosive trace detection (ETD) system has achieved G1 Standard certification ahead of the European Civil Aviation Conference (ECAC) mandate.

The ECAC requirement takes effect late 2026 and requires all ETD systems at EU passenger screening checkpoints to meet the stricter G1 detection standard. With more than 750 B220-HT units already deployed at European airports, the certification supports continued compliance and enables Leidos to roll out required software changes for existing customers without disruption.

The B220-HT is a desktop ETD using advanced analysis to detect a broad range of explosives and narcotics from trace samples and is part of Leidos' trace detection family, which includes the TSA-certified QS-B220 used across U.S. airports.

Leidos (NYSE: LDOS) and Quadridox announced a partnership to integrate Leidos' Examiner 3DX computed tomography (CT) with Quadridox's DELPHI X-ray diffraction imaging (XRDI) to create an advanced checked baggage screening system.

The integrated solution aims to increase detection rates and reduce false positives while maintaining baggage analysis speed. Internal and government-site data collection and new AI detection-algorithm development are underway, with a planned airport trial in 2026.

Starlab announced that Leidos (NYSE: LDOS) will lead U.S.-based assembly, integration and testing (AI&T) for Starlab's commercial space station.

Leidos will assemble and integrate station components, conduct environmental, functional and performance testing in Alabama, and provide safety & mission assurance, systems engineering, real-time crew support, and ground logistics and training infrastructure to support readiness for NASA, international partners and commercial users.

Leidos (NYSE: LDOS) reported record third-quarter fiscal 2025 results on Nov 4, 2025 with $4.47 billion revenue (+7% YoY, +6% organic) and net income of $369 million ($2.82 diluted EPS).

Key non-GAAP metrics: Adjusted EBITDA of $616 million (13.8% margin) and non-GAAP diluted EPS of $3.05 (+4% YoY). Operating cash flow was $711 million and non-GAAP free cash flow was $680 million. Quarterly net bookings were $5.9 billion, backlog reached $47.7 billion (funded backlog up 27% sequentially).

The company raised FY25 guidance for non-GAAP diluted EPS to $11.45–$11.75 and adjusted EBITDA margin to high 13%, while maintaining revenue and cash flow guidance.

Leidos (NYSE: LDOS) announced a quarterly cash dividend of $0.43 per share, an increase of $0.03 from the prior quarterly dividend of $0.40 per share.

The dividend is payable on December 31, 2025 to shareholders of record at the close of business on December 15, 2025.

Leidos (NYSE: LDOS) entered into a definitive agreement to sell its wholly owned subsidiary Varec, a provider of automated fuel management solutions founded in 1928 and acquired by Leidos in 2006.

The divestiture supports Leidos' NorthStar 2030 portfolio optimization strategy and is intended to sharpen focus on strategic growth pillars. Company leadership said the deal will enable both firms to advance their missions and maximize long-term value.

The transaction is expected to close in Q4 2025, subject to customary closing conditions.

Leidos (NYSE:LDOS) and VML (NYSE:WPP) launched Imperium, an AI-powered platform to support U.S. information operations, announced Oct 17, 2025.

The platform combines three years of joint development, Leidos' Trusted Mission AI integration, and VML's communications expertise to provide planning, implementation, analysis, and assessment tools aligned with compliance and ethical frameworks.

Initial tests showed Imperium can accelerate mission planning by reducing certain tasks from days to hours. The platform is positioned to improve combatant commands' agility and speed for information operations with explainability and transparency features for mission-ready intelligence.

Leidos (NYSE: LDOS) signed a 19-year contract with Kazaeronavigatsia to modernize Kazakhstan's air traffic control system, upgrading hardware and installing the SkyLine-X Air Traffic Management platform.

The program covers work at 4 control centers and 21 towers, delivering end-to-end surveillance, improved safety functions, and a modular open automation platform designed for resilience and future growth. Kazakhstan expects annual passengers to rise to 26 million by 2030 from ~15 million and to more than double its civil fleet while adding 81 international destinations.

Leidos (NYSE: LDOS) has announced its upcoming third quarter 2025 earnings conference call, scheduled for Tuesday, November 4, 2025, at 8:00 a.m. ET. The company will release its financial results for the period ending October 3, 2025, before the conference call.

Investors can access the live audio broadcast, press release, presentation materials, and supplemental information through the company's investor relations website at http://ir.leidos.com. An archived version of the webcast will remain available on the website until November 4, 2026.