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Leidos continues to strengthen U.S. Navy's secure intelligence operations

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(Very Positive)
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Leidos (NYSE: LDOS) received a contract worth up to $64.8 million from the U.S. Office of Naval Intelligence to continue modernizing infrastructure supporting secure naval intelligence systems worldwide. The base contract runs one year with four option years and focuses on the Hopper Global Communications Center, enhancing operational reliability, secure information sharing and faster technology integration. According to Leidos, the work supports its NorthStar 2030 strategy by reinforcing growth pillars in cyber and mission & digital solutions while providing secure, resilient capabilities for U.S. national security.

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Positive

  • Up to $64.8 million contract from Office of Naval Intelligence
  • Contract spans one base year plus four option years
  • Supports Leidos’ NorthStar 2030 growth pillars in cyber and mission & digital solutions

Negative

  • None.

Market Context

Historical record news_id 1087997 showed a 2.97% 24-hour reaction to a comparable defense task order...
Analysis

Historical record news_id 1087997 showed a 2.97% 24-hour reaction to a comparable defense task order. That record adds context for this Navy award; the active S-3ASR remains a disclosed issuance consideration to monitor.

Key Figures

Contract value: $64.8 million Contract structure: 1 base year + 4 option years Prior work began: 2021
3 metrics
Contract value $64.8 million Recent Office of Naval Intelligence contract
Contract structure 1 base year + 4 option years Office of Naval Intelligence agreement
Prior work began 2021 Leidos work supporting the agreement

Historical Context

5 past events · Latest: Jul 28 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 28 Air Force task order Positive +3.0% Air Force task order extended ISR operations support with up to $717 million potential value.
Jul 27 Cyber capability demonstration Positive +2.5% Successful tactical cyber detection demonstration during Valiant Shield 2026.
Jul 22 AI platform deployment Positive +2.9% ServiceNow AI Platform deployment projected annual savings and autonomous ticket resolution.
Jul 17 UK defense alliance Positive -1.7% Alliance with DHL bid for UK Defence logistics support programme.
Jul 09 AI logistics partnership Positive -0.5% Partnership targeted AI-enabled predictive logistics for Indo-Pacific military operations.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Leidos' recent positive defense and technology announcements aligned with positive 24-hour reactions in 3 of 5 events, while two partnership announcements diverged.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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RESTON, Va., Aug. 3, 2026 /PRNewswire/ -- Leidos (NYSE: LDOS) will continue modernizing the infrastructure underpinning secure naval intelligence systems worldwide through a recent contract worth up to $64.8 million from the Office of Naval Intelligence. 

Leidos is a Fortune 500 (r) innovation company. (PRNewsFoto/Leidos)

The agreement, which is for a base year with four option years, advances work Leidos has performed since 2021 and will help improve operational reliability, secure information sharing and accelerate technology integration for the Hopper Global Communications Center (GCC). 

"Modern intelligence operations depend on digital infrastructure that performs securely and reliably across the globe," said Chad Haferbier, senior vice president of Decision Advantage at Leidos. "We are helping the Office of Naval Intelligence modernize that foundation so trusted information reaches warfighters faster." 

The Hopper GCC provides IT services that rapidly disseminate intelligence to decision makers in the Navy and across the Department of War. Its systems manage some of the military's most highly controlled information.

This work advances Leidos' NorthStar 2030 strategy by strengthening two of the company's core growth pillars, cyber and mission & digital solutions, while delivering secure, resilient capabilities in support of national security.

About Leidos

Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with approximately 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.Leidos.com.

Certain statements in this announcement constitute "forward-looking statements" within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management's current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. A number of factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the "Risk Factors" set forth in Leidos' Annual Report on Form 10-K for the fiscal year ended January 2, 2026, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.

Media Contact:

Philip Carder
(571) 926-6698
Philip.Carder@leidos.com

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/leidos-continues-to-strengthen-us-navys-secure-intelligence-operations-302841244.html

SOURCE Leidos Holdings, Inc.

FAQ

What new contract did Leidos (LDOS) receive from the Office of Naval Intelligence in August 2026?

Leidos received a contract worth up to $64.8 million from the Office of Naval Intelligence. According to Leidos, the agreement continues modernization of infrastructure supporting secure naval intelligence systems tied to the Hopper Global Communications Center, with a one-year base period and four option years.

How long is the new Leidos (LDOS) agreement for modernizing U.S. Navy intelligence systems?

The agreement has a one-year base period and four option years. According to Leidos, this structure allows continued modernization of the Hopper Global Communications Center infrastructure that underpins secure intelligence dissemination for the Navy and across the Department of War worldwide.

What is the Hopper Global Communications Center and how is Leidos involved?

The Hopper Global Communications Center provides IT services that rapidly disseminate intelligence to Navy and Department of War decision makers. According to Leidos, the new contract funds continued modernization to improve operational reliability, secure information sharing and faster technology integration at this facility.

How does the August 2026 Office of Naval Intelligence contract support Leidos’ NorthStar 2030 strategy?

The contract advances Leidos’ NorthStar 2030 strategy by strengthening its cyber and mission & digital solutions growth pillars. According to Leidos, the work delivers secure, resilient capabilities that support national security while aligning with its long-term strategic focus areas.

What benefits does Leidos expect from modernizing U.S. Navy intelligence infrastructure under the new LDOS contract?

Leidos expects improvements in operational reliability, secure information sharing and faster technology integration for naval intelligence systems. According to Leidos, these enhancements help ensure trusted information reaches warfighters and decision makers more quickly through the Hopper Global Communications Center.