US Air Force awards Leidos ISR operations support task order worth up to $717 million

Rhea-AI Summary

Leidos (NYSE: LDOS) received a new task order from the U.S. Air Force's Air Combat Command (ACC) Acquisition Management and Integration Center to continue providing intelligence, surveillance and reconnaissance (ISR) operations support. The task order has a total potential value of about $717 million, including a one-year base period and four one-year options.

Work will be carried out at more than 35 locations in the U.S. and overseas, placing Leidos personnel alongside Air Force mission partners. Leidos, prime contractor on this mission since 2019, will deliver intelligence analysis, threat mitigation, ISR operations support, training and mission support services for ACC headquarters, Numbered Air Forces, centers and wings.

Positive

• ISR task order potential value approximately $717 million with options
• Contract structure includes one-year base plus four one-year option periods
• Work spans 35+ U.S. and overseas locations, reinforcing operational footprint
• Extends Leidos' role as prime contractor on ACC ISR mission since 2019

Negative

• None.

Market Context

Leidos rose 2.86% after its July 22 AI announcement. That platform record adds a recent positive com...

Analysis

Leidos rose 2.86% after its July 22 AI announcement. That platform record adds a recent positive comparison, while the active S-3ASR shelf and recent Net Selling context remain factors to monitor around future corporate financing or ownership disclosures.

Key Figures

Task order potential value: $717 million Base period: 1 year Options: 4 one-year options +2 more

5 metrics

Task order potential value $717 million if all options are exercised

Base period 1 year task order term

Options 4 one-year options task order term

Work locations More than 35 locations United States and overseas

Prior support period Since 2019 Leidos has supported the mission as prime contractor

Historical Context

5 past events · Latest: Jul 22 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jul 22	AI platform expansion	Positive	+2.9%	Expanded ServiceNow AI deployment targeted enterprise efficiency and employee support.
Jul 17	Defence logistics alliance	Positive	-1.7%	Leidos and DHL formed an alliance targeting the UK Defence logistics programme.
Jul 09	AI logistics partnership	Positive	-0.5%	Leidos and Rune announced AI-enabled predictive logistics for Indo-Pacific military operations.
Jul 07	Earnings call scheduling	Neutral	-0.1%	Leidos scheduled its second-quarter 2026 earnings conference call for August 4.
Jun 25	Federal data partnership	Positive	-4.1%	Leidos partnered with The Modern Data Company on federal data integration.

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

Pattern Detected

Historical reactions were mixed, with one aligned positive response and four divergent responses to recent strategic or operational announcements.

Key Terms

intelligence, surveillance and reconnaissance, task order

2 terms

intelligence, surveillance and reconnaissance technical

"continue delivering intelligence, surveillance and reconnaissance (ISR) operations support"

Intelligence, surveillance and reconnaissance (ISR) are the activities and systems used to gather information about people, places and events—like a combination of watching with cameras and sensors, collecting clues, and making sense of them to know what is happening or likely to happen. Investors care because ISR drives demand for specialized equipment, software and services and affects national security spending and risk assessments; companies involved can see steady contracts, technology-driven growth, or heightened scrutiny depending on geopolitical developments.

task order financial

"has been awarded a new task order by the U.S. Air Force's Air Combat Command"

A task order is a specific request for work or services issued under an existing contract, telling a supplier what to deliver, when, and for how much. For investors, task orders matter because they convert a broad contract promise into real, billable work—like adding items to a standing shopping list—and so winning or delivering task orders can directly affect a company’s near-term revenue and cash flow visibility.

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

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RESTON, Va., July 28, 2026 /PRNewswire/ -- As global threats become more complex, contested and fast-moving, U.S. airmen need timely intelligence that is trusted and operationally relevant. Leidos (NYSE: LDOS) has been awarded a new task order by the U.S. Air Force's Air Combat Command (ACC) Acquisition Management and Integration Center (AMIC) to continue delivering intelligence, surveillance and reconnaissance (ISR) operations support for ACC.

The task order has a total potential value of approximately $717 million if all options are exercised. It includes a one-year base period with four one-year options. Work will be performed at more than 35 locations in the United States and overseas, positioning Leidos personnel alongside U.S. Air Force mission partners at the point of need and reinforcing the company's role as an embedded partner in day-to-day mission execution.

Leidos has supported this mission as the prime contractor since 2019. The new task order extends that partnership at a time when military leaders need accurate, timely information to assess threats and support operations across air, space, cyber and intelligence missions.

"Airmen operate in an environment where decisions often depend on the speed, quality and clarity of intelligence," said Jason McCarthy, Leidos senior vice president, Airborne & Mission Solutions. "Since 2019, our team has worked alongside Air Combat Command to provide mission-focused ISR support, training and analysis. This next phase of work builds on that foundation with the insight and operational expertise needed to help Airmen assess threats, prepare for missions and support operations around the world."

Under the task order, Leidos will provide subject matter expertise, intelligence analysis, threat mitigation, ISR operations support, training, and mission support services for ACC headquarters, subordinate Numbered Air Forces, centers, and wings. This work reflects Leidos' NorthStar 2030 commitment to helping Department of War customers maintain combat-ready forces and defeat evolving global threats.

Headquartered at Joint Base Langley-Eustis in Hampton, Virginia, ACC is one of the U.S. Air Force's major commands and serves as a primary provider of combat air, space, cyber and intelligence capabilities to America's warfighting commands. ACC AMIC provides acquisition services that support mission-focused capabilities across the command.

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.

Forward-Looking Statements

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. Several 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:

Brandon Ver Velde
brandon.p.vervelde@leidos.com
(571) 526-6257

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SOURCE Leidos Holdings, Inc.

FAQ

What did Leidos (NYSE: LDOS) announce about the new US Air Force ISR contract on July 28, 2026?

Leidos announced a new US Air Force ISR operations support task order with a potential value of about $717 million. According to Leidos, it will continue supporting Air Combat Command across intelligence, surveillance, reconnaissance, training and mission support roles.

How much is the new US Air Force ISR task order worth for Leidos (LDOS)?

The task order has a total potential value of approximately $717 million if all options are exercised. According to Leidos, the award covers ISR operations support, analysis, training and mission services for Air Combat Command units.

What is the contract period for the Leidos US Air Force ISR support task order?

The task order includes a one-year base period plus four one-year option periods. According to Leidos, exercising all options would extend ISR operations support for Air Combat Command over a multi‑year timeframe.

Which US Air Force units will Leidos support under the new $717 million ISR task order?

Leidos will support ACC headquarters, subordinate Numbered Air Forces, centers and wings. According to Leidos, services include subject matter expertise, intelligence analysis, threat mitigation, ISR operations support, training and mission support activities.

Where will Leidos perform work for the new US Air Force ISR contract?

Work will be performed at more than 35 locations in the United States and overseas. According to Leidos, this positions company personnel alongside Air Force mission partners at the point of need for day‑to‑day ISR operations.

How long has Leidos been the prime contractor for Air Combat Command ISR support before this new award?

Leidos has supported this ISR mission as the prime contractor since 2019. According to Leidos, the new task order continues and extends that partnership, building on prior experience in mission‑focused ISR support and training.