The $89.2M DHS modification is a positive signal for Leidos's security and biometrics franchise, but the historical calibration shows prior LDOS reports underperformed significantly (avg -13.33% at T+20). The cross-filing amplifier verdicts suggest this contract modification may have stronger impact when combined with earnings or prior contract context — watch for upcoming Leidos earnings or additional DHS awards. Given the unknown revenue percentage and poor historical track record, the score is capped at 5.
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Executive Summary
Leidos received a $89.2M contract modification from the Department of Homeland Security for the Travelers Processing Vetting Software (TPVS) program. This adds funds to extend an existing order under a prior modification, reinforcing Leidos's role in DHS biometrics and vetting systems. The award is material in absolute size but its percentage of Leidos's annual revenue is unknown, capping the impact score at moderate levels given the historical underperformance of prior LDOS reports.
Key Financial Metrics
Key Facts
- Leidos received a $89.2M contract modification from DHS for the Travelers Processing Vetting Software (TPVS) program.
- The modification (P00012) adds funds to extend an existing order under Mod 11.
- Awarding agency is the Department of Homeland Security, a key customer for Leidos's security and biometrics business.
- Leidos's annual revenue is not available from SEC filings in this context, so the revenue impact percentage cannot be calculated.
Financial Impact
$89.2M contract modification from DHS for TPVS program extension; revenue impact as % of annual revenue is unknown.
Risk Factors
- Funding risk from potential government continuing resolutions or sequestration affecting DHS budgets.
- Execution risk on the TPVS program extension.
- Historical LDOS reports on this platform have underperformed significantly (avg -13.33% at T+20), suggesting limited market reaction to contract news.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-70B04C24F00000739 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 17d ago | Press Release | $129.24 $123.31 | ▼ −4.59% | ▼ −6.72% | $119.07 (−7.87%) |
Sep 9, 2026 23d ago | GOVT-CONTRACT | $128.14 $129.35 | ▲ +0.94% | ▲ +1.60% | $119.07 (−7.08%) |
Aug 31, 2026 4w ago | GOVT-CONTRACT | $140.21 $129.24 | ▼ −7.82% | ▼ −7.68% | $119.07 (−15.08%) |
Aug 31, 2026 4w ago | GOVT-CONTRACT | $140.21 $129.24 | ▼ −7.82% | ▼ −7.68% | $119.07 (−15.08%) |
Aug 31, 2026 4w ago | GOVT-CONTRACT | $140.21 $129.24 | ▼ −7.82% | ▼ −7.68% | $119.07 (−15.08%) |
Aug 25, 2026 5w ago | Press Release | $134.54 $139.18 | ▲ +3.45% | ▲ +3.99% | $119.07 (−11.50%) |
Aug 12, 2026 7w ago | Institutional Cluster | $140.38 $146.31 | ▲ +4.22% | ▲ +4.67% | $119.07 (−15.18%) |
Aug 11, 2026 7w ago | 144 | $140.66 $143.37 | ▲ +1.93% | ▲ +2.33% | $119.07 (−15.35%) |
Aug 3, 2026 8w ago | Press Release | $118.72 $139.10 | ▲ +17.17% | ▲ +15.14% | $119.07 (+0.29%) |
Aug 3, 2026 8w ago | GOVT-CONTRACT | $118.72 $139.10 | ▲ +17.17% | ▲ +15.14% | $119.07 (+0.29%) |
US Market Status
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