SecBot SecBot
GOVT-CONTRACT ·Filed Aug 18, 2026

LDOS

Leidos Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed2mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The modification suggests continued program execution and potential for follow-on orders under the AGUN contract. Monitor for additional modifications or task orders that could signal program expansion.

DirectionNeutral
Confidencemedium
Horizonweeks
Latest settled — T+20d
LDOS ▼ -10.49% at T+20d
NEUTRAL call -10.49% · α vs SPY -9.65% · entry $146.31 → $130.96
Next anchor: T+60d in 15d
Latest observation: T+46 -16.99% FF3 residual α
Entry = T+0 close
Aug 19, 2026
via day close
T+1d
-3.38%
call -3.38% · α -2.54%
$141.37
settled 2mo ago
T+5d
-6.07%
call -6.07% · α -5.68%
$137.43
settled 2mo ago
T+20d
-10.49%
call -10.49% · α -9.65%
$130.96
settled 6w ago
T+60d
Pending
in 15d

Price Chart

Loading chart...

Executive Summary

Leidos received a $27M contract modification from the General Services Administration for the Army Global Unified Network Increment 1 program. The award is a modification to an existing contract, indicating continued work on a major defense networking initiative.

Key Financial Metrics

Award Amount
$27.0M
Agency
General Services Administration
Contract Type
modification

Key Facts

  • Leidos received a $27,021,434 contract modification (P00022) under contract 47QFCA24F0039
  • Awarding agency is the General Services Administration
  • Work is for the Army Global Unified Network Increment 1 (AGUN) program
  • This is a modification to an existing contract, not a new award

Financial Impact

$27 million contract modification; company annual revenue not available for percentage calculation

revenue

Risk Factors

  • Company annual revenue not provided — cannot assess materiality relative to total revenue
  • Modification amount is modest relative to typical large defense contracts
  • No information on competition, period of performance, or funding source

Investment Themes

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-47QFCA24F0039
34 reports for LDOS
Performance horizon
67% Hit rate @ T+20 4 of 6 directional calls Went positive at some point 5 of 7 best @ T+20▲ +14.31%Sep 25, 2026
Filters
Rows
Reports for LDOS — sortable, filterable
TypeNow
Oct 23, 2026
4d ago
Institutional Cluster
MIXED ★ 3/10
$136.08awaiting T+20—$139.64 (+2.62%)
Oct 14, 2026
13d ago
Press Release
NEUTRAL ★ 3/10
$120.59awaiting T+20—$139.64 (+15.80%)
Oct 13, 2026
15d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$120.59awaiting T+20—$139.64 (+15.80%)
Oct 6, 2026
21d ago
Press Release
NEUTRAL ★ 1/10
$116.69awaiting T+20—$139.64 (+19.67%)
Oct 5, 2026
22d ago
8-K
NEUTRAL ★ 5/10
$119.45awaiting T+20—$139.64 (+16.90%)
Oct 1, 2026
26d ago
8-K
NEUTRAL ★ 2/10
$121.97awaiting T+20—$139.64 (+14.49%)
Sep 29, 2026
28d ago
Press Release
NEUTRAL ★ 3/10
$123.10 $139.64▲ +13.44%▲ +12.72%$139.64 (+13.44%)
Sep 29, 2026
29d ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$121.83awaiting T+20—$139.64 (+14.62%)
Sep 29, 2026
29d ago
GOVT-CONTRACT
BULLISH ★ 6/10
$121.83awaiting T+20—$139.64 (+14.62%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$122.35 $139.86▲ +14.31%▲ +14.34%$139.64 (+14.13%)
Showing 10 of 34

US Market Status

Market Closed — Opens Thu (10h 47m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Aug 18, 2026