GOVT-CONTRACT ·Filed Sep 10, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
This is a routine option exercise on an existing contract, providing incremental revenue visibility for the next year. Monitor for additional option exercises or new contract awards to gauge growth trajectory.
Latest settled — T+20d ⚠ clustered
LDOS ▼ -5.57% at T+20d
NEUTRAL call -5.57% · α vs SPY -7.44% · entry $128.86 → $121.68
Latest observation: T+30 -0.06% FF3 residual α
T+1d
+3.08%
call +3.08% · α +3.53%
$132.83
settled 6w ago
T+5d
-0.91%
call -0.91% · α -0.57%
$127.69
settled 5w ago
T+20d
-5.57%
call -5.57% · α -7.44%
$121.68
settled 17d ago
T+60d
Pending
in 6w
Price Chart
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Executive Summary
Leidos received a $33.5 million contract modification from the GSA to exercise Option Year 3 and provide funding for that period. The award is a routine option exercise on an existing contract, not a new competitive win.
Key Financial Metrics
Award Amount
$33.5M
Agency
General Services Administration
Contract Type
modification
Key Facts
- Modification P00055 to contract 47QFCA23F0039 exercises Option Year 3
- Obligation amount of $33,458,553
- Awarding agency is the General Services Administration
- Action date September 10, 2026
Financial Impact
$33.5 million option year exercise on an existing GSA contract
revenue
Risk Factors
- Option year funding is subject to government budget availability and continuing resolutions
- No new competitive win — revenue was already expected under the existing contract
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-47QFCA23F0039 |
34 reports for LDOS
67% Hit rate @ T+20 Went positive at some point 5 of 7 best @ T+20▲ +14.31%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $136.08 | awaiting T+20 | — | $139.86 (+2.78%) |
Oct 14, 2026 12d ago | Press Release | $120.59 | awaiting T+20 | — | $139.86 (+15.98%) |
Oct 13, 2026 13d ago | GOVT-CONTRACT | $120.59 | awaiting T+20 | — | $139.86 (+15.98%) |
Oct 6, 2026 20d ago | Press Release | $116.69 | awaiting T+20 | — | $139.86 (+19.86%) |
Oct 5, 2026 21d ago | 8-K | $119.45 | awaiting T+20 | — | $139.86 (+17.09%) |
Oct 1, 2026 25d ago | 8-K | $121.97 | awaiting T+20 | — | $139.86 (+14.67%) |
Sep 29, 2026 27d ago | Press Release | $123.10 | awaiting T+20 | — | $139.86 (+13.61%) |
Sep 29, 2026 27d ago | GOVT-CONTRACT | $121.83 | awaiting T+20 | — | $139.86 (+14.80%) |
Sep 29, 2026 27d ago | GOVT-CONTRACT | $121.83 | awaiting T+20 | — | $139.86 (+14.80%) |
Sep 25, 2026 4w ago | GOVT-CONTRACT | $122.35 $139.86 | ▲ +14.31% | ▲ +14.34% | $139.86 (+14.31%) |
Showing 10 of 34
US Market Status
Market Closed — Opens Tue (15h 58m)
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