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GOVT-CONTRACT ·Filed Jul 1, 2026

LDOS

Leidos Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonimmediate Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine funding action on an existing contract, not a new award. Monitor for follow-on task order awards or contract extensions that would signal program growth.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
LDOS ▲ +12.41% at T+60d
NEUTRAL call +12.41% · α vs SPY +9.62% · entry $108.84 → $122.35
Entry = T+0 close
Jul 2, 2026
via day close
T+1d
-0.11%
call -0.11% · α -0.98%
$108.72
settled 4mo ago
T+5d
-1.67%
call -1.67% · α -3.04%
$107.02
settled 4mo ago
T+20d
+6.21%
call +6.21% · α +5.91%
$115.60
settled 3mo ago
T+60d
+12.41%
call +12.41% · α +9.62%
$122.35
settled 4w ago

Price Chart

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Executive Summary

Leidos received an $89.98 million incremental funding modification on an existing DHS contract. The modification adds funds to multiple contract line items, indicating continued program execution under a long-standing vehicle.

Key Financial Metrics

Award Amount
$90.0M
Agency
Department of Homeland Security
Contract Type
modification

Key Facts

  • Modification P00027 to contract 70T04025C7672N001 provides $89,976,293 in incremental funding
  • Awarding agency is the Department of Homeland Security
  • Funding covers CLINs 2001, 2002, 2003, 2005 and 2006
  • Action date is July 1, 2026

Financial Impact

$89.98 million incremental funding on an existing DHS contract

revenue

Risk Factors

  • No company revenue figure available to assess materiality as a percentage of total revenue
  • Incremental funding on existing contract — does not represent new business win

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-70T04025C7672N001
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—$139.86 (+2.78%)
Oct 14, 2026
13d ago
Press Release
NEUTRAL ★ 3/10
$120.59awaiting T+20—$139.86 (+15.98%)
Oct 13, 2026
15d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$120.59awaiting T+20—$139.86 (+15.98%)
Oct 6, 2026
21d ago
Press Release
NEUTRAL ★ 1/10
$116.69awaiting T+20—$139.86 (+19.86%)
Oct 5, 2026
22d ago
8-K
NEUTRAL ★ 5/10
$119.45awaiting T+20—$139.86 (+17.09%)
Oct 1, 2026
26d ago
8-K
NEUTRAL ★ 2/10
$121.97awaiting T+20—$139.86 (+14.67%)
Sep 29, 2026
28d ago
Press Release
NEUTRAL ★ 3/10
$123.10 $139.64▲ +13.44%▲ +12.72%$139.86 (+13.61%)
Sep 29, 2026
29d ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$121.83awaiting T+20—$139.86 (+14.80%)
Sep 29, 2026
29d ago
GOVT-CONTRACT
BULLISH ★ 6/10
$121.83awaiting T+20—$139.86 (+14.80%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$122.35 $139.86▲ +14.31%▲ +14.34%$139.86 (+14.31%)
Showing 10 of 34

US Market Status

Market Closed — Opens Thu (12h 55m)

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Report published Jul 1, 2026