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GOVT-CONTRACT ·Filed Aug 24, 2026

LDOS

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

Monitor for additional DHS contract awards or expansions in MEMS-related work, which could signal a growing relationship with the agency. The contract size is modest relative to Leidos' typical revenue scale.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d ⚠ clustered
LDOS ▼ -7.32% at T+20d
NEUTRAL call -7.32% · α vs SPY -7.57% · entry $134.54 → $124.69
Next anchor: T+60d in 21d
Latest observation: T+42 -1.71% FF3 residual α
Entry = T+0 close
Aug 25, 2026
via day close
T+1d
+2.15%
call +2.15% · α +2.13%
$137.43
settled 2mo ago
T+5d
+3.45%
call +3.45% · α +3.99%
$139.18
settled 8w ago
T+20d
-7.32%
call -7.32% · α -7.57%
$124.69
settled 5w ago
T+60d
Pending
in 21d

Price Chart

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Executive Summary

Leidos, Inc. received a $39.7 million contract from the Department of Homeland Security for MEMS systems. The award is a notable but moderate-sized contract for the company, though its revenue impact cannot be quantified without revenue data.

Key Financial Metrics

Award Amount
$39.7M
Agency
Department of Homeland Security
Contract Type
new

Key Facts

  • Leidos, Inc. awarded $39,650,533 contract by Department of Homeland Security
  • Contract awarded on August 24, 2026
  • Period of performance begins August 24, 2026
  • Contract description: MEMS SYSTEMS

Financial Impact

$39.65 million contract award from DHS; revenue impact as percentage of annual revenue cannot be determined as revenue is not provided

revenue

Risk Factors

  • Revenue impact cannot be assessed without company annual revenue figure
  • Government contracts subject to funding availability and potential budget cuts

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-70B03C26F00000633
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 (11h 46m)

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Report published Aug 24, 2026