Leidos Holdings SEC Filings

Leidos Holdings, Inc. (LDOS) executive vice president and chief technology officer James Frank Carlini reported a small insider transaction involving company stock. On 11/14/2025, 82 shares of Leidos common stock were disposed of at a price of $191.32 per share, coded as an "F" transaction, which indicates shares withheld to cover taxes on previously granted restricted stock units. After this tax withholding event, Carlini beneficially owns 23,222 shares of Leidos common stock in direct ownership. This is an administrative equity compensation-related transaction rather than an open-market buy or sell.

Leidos Holdings (LDOS) reported Q3 2025 results showing steady growth. Revenue reached $4,469 million versus $4,190 million a year ago, with operating income of $535 million. Net income attributable to common stockholders was $367 million, and diluted EPS was $2.82 (vs. $2.68 a year ago). Segment operating income was led by Health & Civil at $328 million, followed by National Security & Digital at $191 million.

For the first nine months, revenue was $12,967 million and operating cash flow was strong at $1,255 million. Cash and equivalents were $974 million at October 3, 2025. Remaining performance obligations were $17 billion, with about 64% expected over the next 12 months.

Capital actions included issuing $500 million notes due 2032 and $500 million notes due 2035, retiring $500 million notes due 2025, and completing a $500 million accelerated share repurchase (total 3.6 million shares retired). Open-market repurchases totaled $100 million in Q3. The company closed the Kudu Dynamics acquisition for $293 million net, contributing $26 million in Q3 revenue.

Leidos Holdings (LDOS) furnished a press release announcing financial results for its third fiscal quarter ended October 3, 2025. The release is included as Exhibit 99.1.

Management will discuss operations and results on an earnings conference call at 8:00 a.m. Eastern on November 4, 2025, with a live audio webcast and supplemental presentation available via the Investor Relations site at investors.leidos.com. The information in this item and Exhibit 99.1 is furnished, not filed, under the Exchange Act.

Harry M. Jansen Kraemer Jr., a director of Leidos Holdings, Inc. (LDOS), reported transactions dated 10/07/2025 on a Form 4. The filing shows an acquisition of 164.9746 shares at a reported price of $0 through the company’s Key Executive Stock Deferral Plan, which the reporting person elected to use to defer a quarterly board retainer. Following the reported activity, the form lists 128,334.466 shares beneficially owned indirectly. The filing also lists a disposition line for 91,360 shares. The Form 4 is signed under power of attorney and dated 10/09/2025.

Robert S. Shapard, a director of Leidos Holdings, Inc. (LDOS), reported transactions dated 09/30/2025 on a Form 4 filed 10/02/2025. The filing shows an acquisition entry labeled as dividend equivalent rights converting to 1,616.6848 shares held indirectly through a Key Executive Stock Deferral Plan at a reported price of $0. The report also lists a disposition of 57,078.08 shares and an indirect holding of 2,500 shares by a Family Limited Partnership. The form is signed by Ramune M. Kligys by power of attorney for Mr. Shapard.

Roy E. Stevens, a Sector President at Leidos Holdings, Inc. (LDOS), reported Section 16 changes on 09/30/2025. The Form 4 shows a non-derivative acquisition entry for Common Stock with a code A and a reported amount of 3.8995 (listed as dividend equivalent rights) acquired at a price of $0, and a disposition of 49,934 shares. After the transactions, the filing reports beneficial ownership of 1,788.2892 shares held indirectly through a Key Executive Stock Deferral Plan. The form is signed by an agent under power of attorney on 10/02/2025. The filing contains an explanatory note that the 3.8995 amount represents dividend equivalent rights.

The Form 4 shows that Daniel J. Antal, Executive Vice President and General Counsel of Leidos Holdings, Inc. (LDOS), reported a transaction on 09/30/2025. The filing records the acquisition of 13,047 shares of common stock through a Key Executive Stock Deferral Plan and related dividend equivalent rights converted at $0. After the reported transaction the filing lists 5,008.4632 shares as beneficially owned indirectly. The form is signed under power of attorney on 10/02/2025.

Stephen Edward Hull, Sector President at Leidos Holdings, Inc. (LDOS), reported multiple transactions on Form 4. On 09/02/2025 he exercised stock options totaling 11,526 options across four option grants at exercise prices of $89.08, $105.08, $96.95 and $129.79, resulting in incremental beneficial ownership increases to 37,895.9809 shares by 09/02/2025. On 09/04/2025 he exercised an additional option for 2,827 shares and simultaneously sold 12,497 shares at a weighted-average price of $178.14, reducing his beneficial ownership to 25,816.9809 shares. The filing corrects a prior clerical error and discloses shares withheld to cover option exercise costs.