Leidos Holdings, Inc. reported Q4 2025 earnings of $2.76 per share, slightly surpassing estimates, but revenues of $4.21 billion fell short of expectations, contributing to a 5.35% decline in stock price to $166.87. Despite a projected revenue growth of only 1.9%-4.2% for 2026, the company is actively modernizing IT operations for the Department of War and has announced a $2.4 billion acquisition of Entrust, indicating a focus on long-term growth. Analysts continue to issue buy ratings, suggesting confidence in Leidos’s strategic direction, despite concerns over market performance.
“Leidos Holdings (LDOS) · is rated · Hold · due to weak future return potential”
“LDOS · is about · 10% undervalued · per free cash flow model”
“LDOS · has an estimated long-term return · 7% · making it unattractive for new positions”
“LDOS · projects · 1.9%-4.2% revenue growth · for 2026”
“Leidos · is modernizing · IT operations of the Compartmented Enterprise Services Office (CESO) · to enable more efficient information sharing across the Department of War (DoW) and intelligence community”
“Leidos · is expected to provide · integrated engineering, software development, operations and cybersecurity services · to optimize CESO's secure web applications”
“Leidos · reported annual revenues of · approximately $16.7 billion · for the fiscal year ended January 3, 2025”
“LEIDOS HOLDINGS · posted quarterly earnings results for · Q4 2025 · February 17th”
“LEIDOS HOLDINGS · reported earnings of · $2.76 per share · beating estimates of $2.66 by $0.10”
“LEIDOS HOLDINGS · reported revenue of · $4,207,000,000 · missing estimates of $4,400,539,294 by $-193,539,294”
“LEIDOS HOLDINGS insiders · traded $LDOS stock on the open market · 6 times in the past 6 months · 0 have been purchases and 6 have been sales”
“447 institutional investors · added shares of LEIDOS HOLDINGS stock to their portfolio · in their most recent quarter”
