GOVT-CONTRACT ·Filed Aug 31, 2026

LDOS

Leidos Holdings, Inc.
BULLISH
Impact 6/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

The $159M modification and POP extension through 2028 provide multi-year revenue visibility. Monitor for additional task orders under this IDIQ vehicle and any follow-on competitive recompete opportunities. The DHS relationship is a key growth driver for Leidos.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+20d ⚠ clustered
LDOS ▼ -12.20% at T+20d
LONG call ✗ call lost -12.20% · α vs SPY -12.02% · entry $140.21 → $123.10
Next anchor: T+60d in 7w
Latest observation: T+21 -15.03% FF3 residual α
Entry anchored
Aug 28, 04:00 PM ET
via 1-min bar
T+1d
-0.73%
call -0.73% · α -0.05%
$139.18
settled 5w ago
T+5d
-7.82%
call -7.82% · α -7.68%
$129.24
settled 28d ago
T+20d
-12.20%
call -12.20% · α -12.02%
$123.10
settled 4d ago
T+60d
—
call — · α —
—
in 7w

Price Chart

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Executive Summary

Leidos received a $159M contract modification from the Department of Homeland Security extending the period of performance to May 2028 and adding deployments. This is a significant award for a key federal customer, reinforcing Leidos's position in homeland security IT and services.

Key Financial Metrics

Award Amount
$159.1M
Agency
Department of Homeland Security
Contract Type
modification

Key Facts

  • $159,084,891.19 obligation from DHS contract modification (Mod P00016)
  • Period of performance extended to May 25, 2028
  • Modification adds deployments to the contract scope
  • Awarding agency is Department of Homeland Security, a core customer for Leidos

Financial Impact

$159M contract modification; revenue impact as % of annual revenue is unknown (no revenue data available), but the absolute size is material for a services company

revenuebacklog

Risk Factors

  • Government funding risk (continuing resolutions, budget sequestration)
  • Execution risk on deployments added by this modification
  • Competitive recompete risk at contract expiration

Market Snapshot

Exchange
NYSE
Sector
Services-Computer Integrated Systems Design
Analyst Consensus
48% bullish (25 analysts)

Investment Themes

Defense Tech

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-70T04021F7672N028
13 reports for LDOS
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for LDOS — sortable, filterable
TypeNow
Sep 14, 2026
17d ago
Press Release
NEUTRAL ★ 4/10
$129.24 $123.31▼ −4.59%▼ −6.72%$119.07 (−7.87%)
Sep 9, 2026
23d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$128.14 $129.35▲ +0.94%▲ +1.60%$119.07 (−7.08%)
Aug 31, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$140.21 $129.24▼ −7.82%▼ −7.68%$119.07 (−15.08%)
Aug 31, 2026
4w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$140.21 $129.24▼ −7.82%▼ −7.68%$119.07 (−15.08%)
Aug 31, 2026
4w ago
GOVT-CONTRACT
BULLISH ★ 6/10
$140.21 $129.24▼ −7.82%▼ −7.68%$119.07 (−15.08%)
Aug 25, 2026
5w ago
Press Release
NEUTRAL ★ 3/10
$134.54 $139.18▲ +3.45%▲ +3.99%$119.07 (−11.50%)
Aug 12, 2026
7w ago
Institutional Cluster
MIXED ★ 4/10
$140.38 $146.31▲ +4.22%▲ +4.67%$119.07 (−15.18%)
Aug 11, 2026
7w ago
144
NEUTRAL ★ 2/10
$140.66 $143.37▲ +1.93%▲ +2.33%$119.07 (−15.35%)
Aug 3, 2026
8w ago
Press Release
NEUTRAL ★ 3/10
$118.72 $139.10▲ +17.17%▲ +15.14%$119.07 (+0.29%)
Aug 3, 2026
8w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$118.72 $139.10▲ +17.17%▲ +15.14%$119.07 (+0.29%)
Showing 10 of 13

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Report published Sep 2, 2026