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GOVT-CONTRACT ·Filed Sep 25, 2026

LDOS

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

Monitor Leidos' upcoming quarterly filings for updated backlog and revenue guidance. This award adds to a growing pipeline of federal health contracts and supports revenue visibility through FY27.

DirectionBullish
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
LDOS ▲ +14.31% at T+20d
LONG call ✓ call won +14.31% · α vs SPY +14.34% · entry $122.35 → $139.86
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 28, 2026
via day close
T+1d
+0.61%
call +0.61% · α +0.80%
$123.10
settled 28d ago
T+5d
-2.37%
call -2.37% · α -3.57%
$119.45
settled 22d ago
T+20d
+14.31%
call +14.31% · α +14.34%
$139.86
settled yesterday
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Leidos Biomedical Research Inc., a subsidiary of Leidos Holdings, received a $60.1M task order modification from the Department of Health and Human Services (NIAID) for FY26-27 operational support. This is a material contract award for a key government customer, reinforcing Leidos' position in federal health IT and research support services.

Key Financial Metrics

Award Amount
$60.1M
Agency
Department of Health and Human Services
Contract Type
task_order

Key Facts

  • Leidos Biomedical Research Inc. received a $60,078,393 task order modification (P00003) under contract 75N91025F00012
  • Awarding agency is the Department of Health and Human Services (NIAID)
  • Contract covers FY26-27 operational task order for NIAID DCR
  • Action date: September 25, 2026

Financial Impact

$60.1 million task order modification from HHS/NIAID

revenuebacklog

Risk Factors

  • Government funding subject to continuing resolutions and appropriations risk
  • Task order modifications can be adjusted or terminated based on agency needs
  • Execution risk on operational deliverables

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-75N91025F00012
34 reports for LDOS
Performance horizon
60% Hit rate @ T+20 3 of 5 directional calls Went positive at some point 4 of 6 best @ T+20▲ +9.23%Sep 23, 2026
Filters
Rows
Reports for LDOS — sortable, filterable
TypeNow
Oct 23, 2026
4d ago
Institutional Cluster
MIXED ★ 3/10
$136.08awaiting T+20—$139.35 (+2.40%)
Oct 14, 2026
13d ago
Press Release
NEUTRAL ★ 3/10
$120.59awaiting T+20—$139.35 (+15.56%)
Oct 13, 2026
14d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$120.59awaiting T+20—$139.35 (+15.56%)
Oct 6, 2026
21d ago
Press Release
NEUTRAL ★ 1/10
$116.69awaiting T+20—$139.35 (+19.42%)
Oct 5, 2026
22d ago
8-K
NEUTRAL ★ 5/10
$119.45awaiting T+20—$139.35 (+16.66%)
Oct 1, 2026
26d ago
8-K
NEUTRAL ★ 2/10
$121.97awaiting T+20—$139.35 (+14.25%)
Sep 29, 2026
28d ago
Press Release
NEUTRAL ★ 3/10
$123.10awaiting T+20—$139.35 (+13.20%)
Sep 29, 2026
28d ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$121.83awaiting T+20—$139.35 (+14.38%)
Sep 29, 2026
28d ago
GOVT-CONTRACT
BULLISH ★ 6/10
$121.83awaiting T+20—$139.35 (+14.38%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$122.35 $139.86▲ +14.31%▲ +14.34%$139.35 (+13.89%)
Showing 10 of 34

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Report published Sep 25, 2026