Leidos Reports Strong Q1 Results, Beats EPS Estimates, and Raises Full-Year Guidance
LDOS is trading near its 52-week low of $139.69 (8.1% above the low) on elevated volume (1.9× avg).
Summary
Leidos reported strong first-quarter financial results, with adjusted EPS beating estimates, and raised its full-year guidance for revenue, earnings, and cash flow, alongside announcing significant new contract wins.
Key Events · Earnings and Guidance · LDOS
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Q1 Earnings Beat
Reported non-GAAP diluted EPS of $3.13, a 5% increase year-over-year, significantly beating the IBES estimate of $2.90. Revenues grew 4% to $4.40 billion.
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Raised Full-Year Guidance
Increased fiscal year 2026 guidance for revenues to $18.00 - $18.40 billion, non-GAAP diluted EPS to $12.10 - $12.50, and cash flows from operations to approximately $1.80 billion.
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Significant New Contract Awards
Secured notable awards totaling over $1.9 billion, including an $869 million MACRO II task order for the U.S. Army, over $461 million from DISA, a $335 million NSA contract, and a $284 million SEC contract.
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Increased Quarterly Dividend
The Board of Directors declared a cash dividend of $0.43 per share, an increase from $0.40 in the prior year quarter.
Analysis · LDOS · Technology
Leidos Holdings, Inc. delivered a strong first quarter, exceeding analyst expectations for adjusted earnings per share and subsequently raising its full-year guidance for revenue, non-GAAP diluted EPS, and operating cash flow. This positive financial performance, coupled with significant new contract awards totaling over $1.9 billion, indicates robust operational execution and a healthy demand environment. The company also increased its quarterly dividend, signaling confidence in future cash flows. While GAAP net income and diluted EPS were down year-over-year due to acquisition-related costs, the non-GAAP figures, which adjust for these one-time items, showed solid growth. The successful closing of the Entrust acquisition further strengthens the company's strategic position.
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At the time of this filing, LDOS was trading at $151.00 on NYSE in the Technology sector, with a market capitalization of approximately $18.7B. The 52-week trading range was $139.69 to $205.77. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.