GOVT-CONTRACT ·Filed Aug 31, 2026

LDOS

Leidos Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for additional task orders under ECIS 2.0 or other HHS IT contracts. This modification alone is not a catalyst, but continued award flow would signal stable demand for Leidos's federal IT services.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
LDOS ▼ -12.20% at T+20d
NEUTRAL 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 $51.5M modification to its ECIS 2.0 contract with the Department of Health and Human Services. This is a routine task order increase on an existing IT support vehicle, representing a modest but positive cash flow event for a company of LDOS's scale. The award reinforces Leidos's position as a key IT services provider to HHS.

Key Financial Metrics

Award Amount
$51.5M
Agency
Department of Health and Human Services
Contract Type
modification

Key Facts

  • Modification P00028 to contract 75FCMC23F0076 valued at $51.5M
  • Awarded by Department of Health and Human Services
  • Contract is for End-User Centric IT Support 2.0 (ECIS 2.0)
  • Action date: August 31, 2026

Financial Impact

$51.5M modification on an existing contract; annual revenue for Leidos is not stated, but at ~$17.5B market cap this is likely <0.5% of revenue, making it a routine award

revenuebacklog

Risk Factors

  • Government funding risk (continuing resolutions, sequestration)
  • Execution risk on IT support contracts is generally low

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-75FCMC23F0076
13 reports for LDOS
Performance horizon
33% Hit rate 1 of 3 directional calls best @ T+20▲ +18.10%Aug 3, 2026
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%$117.82 (−8.84%)
Sep 9, 2026
23d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$128.14 $129.35▲ +0.94%▲ +1.60%$117.82 (−8.05%)
Aug 31, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$140.21 $129.24▼ −7.82%▼ −7.68%$117.82 (−15.97%)
Aug 31, 2026
4w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$140.21 $129.24▼ −7.82%▼ −7.68%$117.82 (−15.97%)
Aug 31, 2026
4w ago
GOVT-CONTRACT
BULLISH ★ 6/10
$140.21 $129.24▼ −7.82%▼ −7.68%$117.82 (−15.97%)
Aug 25, 2026
5w ago
Press Release
NEUTRAL ★ 3/10
$134.54 $139.18▲ +3.45%▲ +3.99%$117.82 (−12.43%)
Aug 12, 2026
7w ago
Institutional Cluster
MIXED ★ 4/10
$140.38 $146.31▲ +4.22%▲ +4.67%$117.82 (−16.07%)
Aug 11, 2026
7w ago
144
NEUTRAL ★ 2/10
$140.66 $143.37▲ +1.93%▲ +2.33%$117.82 (−16.24%)
Aug 3, 2026
8w ago
Press Release
NEUTRAL ★ 3/10
$118.72 $139.10▲ +17.17%▲ +15.14%$117.82 (−0.76%)
Aug 3, 2026
8w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$118.72 $139.10▲ +17.17%▲ +15.14%$117.82 (−0.76%)
Showing 10 of 13

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Report published Sep 2, 2026