Leidos has held gross margins in a narrow 15.9% to 18.4% band across the last ten quarters, while operating margin expanded from 9.6% in 2024Q4 to 11.8% in 2026Q3, suggesting overhead has grown more slowly than revenue.
Price trend, volume and key moving averages
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Revenue reached $4.6B in 2026Q3 with operating margin of 11.8% and net margin of 8.9%, but the 16.3% year-over-year EPS gain well exceeds 3.6% revenue growth, suggesting share count or non-operating items may be contributing.
Leidos is recognized as a Fortune 500 digital and mission innovator, delivering solutions at the intersection of national security, health, and critical infrastructure.
Multiple bullish theses on platforms like ValueInvesting subreddit highlight investor confidence in Leidos Holdings, Inc.'s growth potential.
Leidos is an industry and technology leader serving government and commercial customers with efficient digital and mission innovations.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | $3.62+19.5% vs $3.03 | $4.6B-1.8% vs $4.7B |
Q3 2026 Aug 4, 2026 | $3.26+12.0% vs $2.91 | $4.6B+2.7% vs $4.4B |
Q2 2026 May 5, 2026 | $3.13+7.9% vs $2.90 | $4.4B+2.8% vs $4.3B |
Q1 2026 Feb 17, 2026 | $2.76+5.7% vs $2.61 | $4.2B-2.2% vs $4.3B |
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What happened Leidos Holdings, Inc. (NYSE: LDOS) raised its 2026 earnings and cash flow guidance after profit grew faster than sales in the third quarter. The open question for holders is how much of that profit growth is operating strength, since sales growth leaned on an acquisition. Non-GAAP diluted EPS rose 19% to $3.62 from
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Benchmark LDOS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Leidos Holdings, Inc. (LDOS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $132.68 | $16.69B | 11.92 | 3.07% | 8.48% | 30.91% | 1.2% | |
| $146.30 | $6.19B | 19.00 | -2.9% | 5.13% | 25.89% | 1.03% | |
| $85.35 | $10.27B | 12.35 | -6.37% | 7.14% | 68.53% | 2.62% | |
| $611.16 | $13.5B | 25.30 | 10.89% | 5.55% | 12.37% | — | |
| $567.08 | $130.88B | 26.39 | 5.65% | 8.23% | 78.85% | 2.38% | |
| $189.53 | $255.44B | 38.21 | 9.74% | 8.88% | 12.44% | 1.39% |
Leidos Holdings, Inc. (LDOS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Leidos Holdings, Inc. (LDOS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 3, 2026·SEC
Aug 4, 2026·SEC
May 6, 2026·SEC
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Leidos Holdings, Inc. (LDOS) stock FAQ — growth, dividends, profitability & financials explained
Leidos Holdings, Inc. (LDOS) reported $17.99B in revenue over the trailing twelve months. Revenue was $17.17B in fiscal year 2025. That is 120% more than the $7.79B of fiscal year 2005.
Leidos Holdings, Inc. (LDOS) grew revenue by 3.1% in fiscal year 2025, compared with the prior fiscal year.
Yes. Leidos Holdings, Inc. (LDOS) earned $1.42B in net income over the trailing twelve months (a 7.9% net margin).
Yes. Leidos Holdings, Inc. (LDOS) pays a dividend that yields 1.20% at the current price, a moderate yield.
Leidos Holdings, Inc. (LDOS) had a return on equity (ROE) of 30.9% in fiscal year 2025. That is well above the market's typical 10-15%.
Leidos Holdings, Inc. (LDOS) generated $1.78B in free cash flow over the trailing twelve months.
