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GOVT-CONTRACT ·Filed Jul 17, 2026

LDOS

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

Monitor for future task orders or follow-on awards under this contract vehicle to assess the trajectory of GSA-related revenue for Leidos.

DirectionNeutral
Confidencemedium
Horizonmonths
Final — all horizons settled through T+60d
LDOS ▲ +11.85% at T+60d
NEUTRAL call +11.85% · α vs SPY +7.01% · entry $107.02 → $119.70
Entry = T+0 close
Jul 20, 2026
via day close
T+1d
-1.96%
call -1.96% · α -2.80%
$104.92
settled 3mo ago
T+5d
+7.41%
call +7.41% · α +7.81%
$114.95
settled 3mo ago
T+20d
+32.92%
call +32.92% · α +28.80%
$142.25
settled 2mo ago
T+60d
+11.85%
call +11.85% · α +7.01%
$119.70
settled 14d ago

Price Chart

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Executive Summary

Leidos received a $68.5 million contract modification from the General Services Administration for funding and administrative updates. The award is material in absolute size but its revenue impact cannot be quantified without the company's annual revenue figure.

Key Financial Metrics

Award Amount
$68.5M
Agency
General Services Administration
Contract Type
modification

Key Facts

  • Leidos, Inc. received a $68,541,864 contract modification (Mod P00002) from the General Services Administration.
  • The modification is described as funding and administrative updates.
  • Company annual revenue is not available, so the award's percentage of revenue cannot be calculated.

Financial Impact

$68.5 million contract modification from GSA; revenue impact percentage unknown due to unavailable annual revenue data.

revenue

Risk Factors

  • Funding risk from potential government continuing resolutions or budget constraints.
  • Modification is administrative in nature; no indication of new competitive win or expanded scope.

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-47QFCA26C0001
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
3d ago
Institutional Cluster
MIXED ★ 3/10
$136.08awaiting T+20—$138.14 (+1.51%)
Oct 14, 2026
13d ago
Press Release
NEUTRAL ★ 3/10
$120.59awaiting T+20—$138.14 (+14.55%)
Oct 13, 2026
14d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$120.59awaiting T+20—$138.14 (+14.55%)
Oct 6, 2026
21d ago
Press Release
NEUTRAL ★ 1/10
$116.69awaiting T+20—$138.14 (+18.38%)
Oct 5, 2026
22d ago
8-K
NEUTRAL ★ 5/10
$119.45awaiting T+20—$138.14 (+15.65%)
Oct 1, 2026
26d ago
8-K
NEUTRAL ★ 2/10
$121.97awaiting T+20—$138.14 (+13.26%)
Sep 29, 2026
28d ago
Press Release
NEUTRAL ★ 3/10
$123.10awaiting T+20—$138.14 (+12.22%)
Sep 29, 2026
28d ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$121.83awaiting T+20—$138.14 (+13.39%)
Sep 29, 2026
28d ago
GOVT-CONTRACT
BULLISH ★ 6/10
$121.83awaiting T+20—$138.14 (+13.39%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$122.35 $139.86▲ +14.31%▲ +14.34%$138.14 (+12.91%)
Showing 10 of 34

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Report published Jul 17, 2026