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GOVT-CONTRACT ·Filed Sep 15, 2026

LDOS

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

The modification is a routine addition to an existing contract. Monitor for future task orders or follow-on awards under this vehicle to gauge the depth of the agency relationship.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d
LDOS ▼ -6.77% at T+20d
NEUTRAL call -6.77% · α vs SPY -8.83% · entry $129.35 → $120.59
Next anchor: T+60d in 6w
Latest observation: T+27 -3.43% FF3 residual α
Entry = T+0 close
Sep 16, 2026
via day close
T+1d
+1.24%
call +1.24% · α +0.11%
$130.96
settled 6w ago
T+5d
-3.60%
call -3.60% · α -5.43%
$124.69
settled 5w ago
T+20d
-6.77%
call -6.77% · α -8.83%
$120.59
settled 12d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

Leidos received a $27.6 million contract modification from the Department of Health and Human Services (NICHD) for Agile software development support services. The award is a modification to an existing contract, indicating continued work with a federal health agency.

Key Financial Metrics

Award Amount
$27.6M
Agency
Department of Health and Human Services
Contract Type
modification

Key Facts

  • Leidos received a $27.6 million contract modification (P00009) under contract 75N94024F00001
  • Awarding agency is the Department of Health and Human Services (NICHD)
  • Work is for Agile software development support services
  • The contract is severable, meaning funding is obligated incrementally

Financial Impact

$27.6 million contract modification from HHS

revenue

Risk Factors

  • Company annual revenue is not provided, so the materiality of this award relative to Leidos' overall revenue cannot be assessed
  • Severable contracts carry incremental funding risk if government budgets face continuing resolutions

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-75N94024F00001
34 reports for LDOS
Performance horizon
60% Hit rate @ T+20 3 of 5 directional calls Went positive at some point 5 of 7 best @ T+20▲ +9.23%Sep 23, 2026
Filters
Rows
Reports for LDOS — sortable, filterable
TypeNow
Oct 23, 2026
2d ago
Institutional Cluster
MIXED ★ 3/10
$136.18awaiting T+20—$139.63 (+2.53%)
Oct 14, 2026
12d ago
Press Release
NEUTRAL ★ 3/10
$120.59awaiting T+20—$139.63 (+15.79%)
Oct 13, 2026
13d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$120.59awaiting T+20—$139.63 (+15.79%)
Oct 6, 2026
20d ago
Press Release
NEUTRAL ★ 1/10
$116.69awaiting T+20—$139.63 (+19.66%)
Oct 5, 2026
21d ago
8-K
NEUTRAL ★ 5/10
$119.45awaiting T+20—$139.63 (+16.89%)
Oct 1, 2026
25d ago
8-K
NEUTRAL ★ 2/10
$121.97awaiting T+20—$139.63 (+14.48%)
Sep 29, 2026
27d ago
Press Release
NEUTRAL ★ 3/10
$123.10awaiting T+20—$139.63 (+13.43%)
Sep 29, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$121.83awaiting T+20—$139.63 (+14.61%)
Sep 29, 2026
27d ago
GOVT-CONTRACT
BULLISH ★ 6/10
$121.83awaiting T+20—$139.63 (+14.61%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$122.35awaiting T+20—$139.63 (+14.12%)
Showing 10 of 34

US Market Status

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Report published Sep 15, 2026