Leidos Holdings Stock Price, News & Analysis

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.

Leidos (NYSE:LDOS) and Sky Solutions have established Purple Sky, LLC, a strategic joint venture aimed at accelerating federal health agencies' digital transformation. The partnership combines Leidos' expertise in large-scale technology deployment with Sky Solutions' proficiency in low-code/no-code platform development.

The venture will focus on delivering advanced digital services, leveraging technologies including cloud computing, AI, and cybersecurity. Solutions will be accessible through the General Services Administration multiple award schedule, facilitating the implementation of modern technology solutions for federal agencies.

Leidos (NYSE:LDOS) has unveiled Sea Dagger, a revolutionary Commando Insertion Craft designed for the Royal Navy under the UK Commando Force programme. This next-generation vessel is the first of its size to integrate speed, range, vehicle delivery, and modular mission systems in a single platform.

The project aims to deliver 24 medium surface insertion craft capable of speeds exceeding 40 knots. Sea Dagger incorporates advanced features including Trusted Mission AI, autonomous systems, and integrated weaponry, building on over 30 years of fast-craft expertise. The design aligns with AUKUS Pillar 2 maritime autonomy objectives and the UK Strategic Defence Review's goals for enhanced warfighting readiness.

Leidos (NYSE:LDOS) has achieved Amazon Web Services' (AWS) Trusted Secure Enclave (TSE) Vetted Partner status, a premier designation for organizations meeting the highest secure enclave design and deployment standards. The company's Leidos Secure Environment (LSE), built on AWS TSE, enables secure collaboration across international environments.

This achievement positions Leidos to support AUKUS Pillar 2 initiatives through its cloud-based, automated infrastructure and governance platform, facilitating secure information sharing across agencies and allied nations. The LSE platform allows global teams to conduct joint design, research, and development for sensitive workloads and data while maintaining rigorous security standards.