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GOVT-CONTRACT ·Filed Sep 23, 2026

LDOS

Leidos Holdings, Inc.
BULLISH
Impact 5/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

This modification funds a full year of operations for a marquee Leidos program. Monitor for additional option-year exercises or scope expansions under this contract vehicle, which could further boost backlog and revenue visibility.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+20d
LDOS ▲ +9.23% at T+20d
LONG call ✓ call won +9.23% · α vs SPY +9.65% · entry $123.35 → $134.73
Next anchor: T+60d in 8w
Latest observation: T+21 +4.02% FF3 residual α
Entry = T+0 close
Sep 24, 2026
via day close
T+1d
+0.21%
call +0.21% · α -0.33%
$123.61
settled 4w ago
T+5d
-1.12%
call -1.12% · α -0.70%
$121.97
settled 25d ago
T+20d
+9.23%
call +9.23% · α +9.65%
$134.73
settled 4d ago
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Leidos received a $149.8M contract modification from the National Science Foundation for science operations and maintenance support for the U.S. Antarctic Program. This is a large, sole-source-like modification for a long-running program, reinforcing Leidos' position as a key government services contractor.

Key Financial Metrics

Award Amount
$149.8M
Agency
National Science Foundation
Contract Type
modification

Key Facts

  • Modification P00186 to contract NSFDACS1219442 valued at $149,842,195.79
  • Awarding agency: National Science Foundation
  • Scope: Science operation and maintenance support for the United States Antarctic Program
  • Action date: September 23, 2026
  • This is a FY27 annual program plan funding action (Mod 186)

Financial Impact

$149.8 million modification for FY27 Antarctic Program support

revenuebacklog

Risk Factors

  • Government funding risk under continuing resolutions or sequestration
  • Execution risk in remote Antarctic environment
  • Potential for recompete loss when contract term ends

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-NSFDACS1219442
34 reports for LDOS
Performance horizon
50% Hit rate @ T+20 2 of 4 directional calls Went positive at some point 4 of 6 best @ T+5▲ +7.88%Aug 3, 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

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Report published Sep 23, 2026