GOVT-CONTRACT ·Filed Aug 31, 2026

LDOS

Leidos Holdings, Inc.
BULLISH
Impact 5/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

The $113.7M modification adds to Leidos's backlog and confirms a strong relationship with HHS/NCI. Traders should monitor for additional task orders under this IDIQ vehicle and any future earnings calls that may provide updated revenue guidance reflecting this award.

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 Biomedical Research Inc., a subsidiary of Leidos Holdings (LDOS), received a $113.7M modification to its NCI operational task order from the Department of Health and Human Services. This is a material contract action for a key federal customer, reinforcing Leidos's position in health IT and biomedical research services.

Key Financial Metrics

Award Amount
$113.7M
Agency
Department of Health and Human Services
Contract Type
modification

Key Facts

  • Leidos Biomedical Research Inc. received a $113.7M modification (P00011) to contract 75N91025F00016 from the Department of Health and Human Services.
  • The modification is for the NCI Operational Task Order, covering FY26-FY27.
  • Action date is 2026-08-31.
  • The award is a modification to an existing contract, indicating ongoing work and a strong agency relationship.
  • Leidos's annual revenue is not available in the provided data, so revenue impact percentage cannot be calculated.

Financial Impact

$113.7M contract modification from HHS for NCI operational task order.

revenuebacklog

Risk Factors

  • Government funding risk from continuing resolutions or budget sequestration.
  • Execution risk on the operational task order.
  • Political/regulatory risk from changes in HHS or NCI priorities.

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-75N91025F00016
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