Leidos Holdings Stock Price, News & Analysis

Leidos (NYSE:LDOS) announced a collaboration with CargoSeer to integrate CargoSeer's AI trade-analysis algorithms into Leidos' Mezzo Enterprise Software Platform to enhance non-intrusive inspection (NII) and border security solutions.

The integration aims to give customs and border protection agencies instant, actionable intelligence at field and command centers to support faster decisions on security risks and trade compliance while preserving the flow of goods. Both organizations expect further collaboration after completing the initial integration effort.

Leidos (NYSE: LDOS) will continue administering Hawai'i Energy under a new three-year, $127 million contract announced Dec. 4, 2025. The scope includes management of the state's Electric Vehicle Charging Station Rebate program, market solutions, education, and training.

Leidos has run Hawai'i Energy since 2009; the program has delivered more than $7 billion in statewide energy savings to date. In the most recent program year, Hawai'i Energy distributed over 18,000 rebates totaling about $20 million. The renewal aligns with Leidos' NorthStar 2030 focus on energy infrastructure, grid modernization, and resilience.

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.