LDOS
LeidosPrevious close
142.98
Change
+1.96 / +1.39%
P/E (TTM) ?
13.2
Market Cap
$17.9B
1M
+17.36%
S&P 500 −0.91% over same period
Volume / Avg Volume
953K / 817K
1.17× average
Latest earnings analysisFY2026 Q2Reported 2026-08-04
Leidos Q2 FY26: revenue up 7.2%, EPS beat, guidance raised
Leidos delivered a solid fiscal 2026 second quarter: revenue rose 7.2% to $4.55 billion, non-GAAP EPS of $3.26 beat the $2.97 consensus, and management nudged full-year guidance higher. The catch is the quality of growth — only 3.9% was organic, GAAP EPS fell 7% to $2.81, and adjusted EBITDA margin slipped to 13.8%. Read the segment mix and the cash flow line, not just the headline beat.
Read the full analysis →Revenue$4.55BYoY +6.90%
EPS (non-GAAP)$3.26Beatest. $2.97
Next-quarter revenue guidance$18.30B ±0.55%YoY +302.40%
Next-day move−2.87%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-07 | 2026-08-04 | $4.5B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-04 | 2026-05-05 | $4.4B | Pending |
| FY2025 Q4 Quarter ended 2026-01 | 2026-02-17 | $17.1B | Pending |
| FY2025 Q3 Quarter ended 2025-10 | 2025-11-04 | $4.4B | Pending |
| FY2025 Q2 Quarter ended 2025-07 | 2025-08-05 | $4.2B | Pending |
| FY2025 Q1 Quarter ended 2025-04 | 2025-05-06 | $4.2B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 15 of its 5-year rangeCheap
5-year range 11.1 – 101.8 · Median 17.7
Last 4 quarters: $666M in buybacks + $0 in dividends, 3.72% of market cap combined
P/E (TTM)
13.2
P/B
3.4
P/S
1.0
Dividend Yield
1.42%
Earnings Reaction
Over the last 6 reports, the stock moved ±2.3% on average on the first trading day after, rising 2 times
Most recent −2.87%
Volatility & Correlation
1-year beta 0.26 · Correlation with S&P 500 0.09Low beta
Annualized volatility 35% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 2 · $1.5MNet selling $1.5M
- 09-01May Gary StephenDirectorSell$0.14M1,000 shares · Avg price 140.85
- 08-11Geer Noel BDirectorSell$1.4M10,000 shares · 2 trades · Avg price 140.66
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 4.55 | +7.4% | 17.7% | 0.35 | 2.81 |
| FY2026 Q1 | 4.38 | +3.7% | 17.0% | 0.33 | 2.56 |
| FY2025 Q4 | 4.20 | −3.5% | 17.4% | 0.33 | 2.54 |
| FY2025 Q3 | 4.45 | +6.7% | 18.0% | 0.37 | 2.82 |
| FY2025 Q2 | 4.23 | +3.1% | 18.0% | 0.39 | 3.01 |
| FY2025 Q1 | 4.23 | +7.0% | 17.5% | 0.36 | 2.77 |
| FY2024 Q4 | 4.35 | +10.1% | 15.6% | 0.28 | 2.10 |
| FY2024 Q3 | 4.17 | +7.0% | 17.8% | 0.36 | 2.68 |
| FY2024 Q2 | 4.11 | +7.7% | 16.6% | 0.32 | 2.37 |
| FY2024 Q1 | 3.95 | +7.4% | 15.5% | 0.28 | 2.07 |
| FY2023 Q4 | 3.95 | +7.8% | 14.3% | 0.23 | 1.68 |
| FY2023 Q3 | 3.90 | +8.9% | 14.4% | -0.40 | -2.91 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| LDOS | 13.2 | +7.4% | 17.7% | +17.36% | Bullish |
| SPCX | — | +161.4% | 62.4% | −10.70% | Bullish |
| CAT | 26.8 | +24.0% | 37.8% | −23.19% | Bullish |
| GE | 35.1 | +15.9% | — | −3.36% | Bullish |
| RTX | 32.0 | +11.1% | — | +7.62% | Bullish |
| GEV | 22.8 | +26.8% | 24.6% | −9.74% | Bullish |
| UNP | 23.6 | +15.3% | — | +11.71% | Bullish |
| DE | 36.7 | +4.9% | — | +0.59% | Bullish |
| ETN | 38.6 | +21.4% | 33.5% | −13.90% | Bullish |