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GOVT-CONTRACT ·Filed Sep 29, 2026

LDOS

Leidos Holdings, Inc.
NEUTRAL
Impact 4/10
Horizonweeks Processed27d 16h ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for additional HHS task orders or modifications under this contract vehicle, which could expand the total value. Leidos' backlog and revenue visibility in health services may see a modest incremental benefit.

DirectionNeutral
Confidencemedium
Horizonweeks
Latest settled — T+5d ⚠ clustered
LDOS ▼ -6.80% at T+5d
NEUTRAL call -6.80% · α vs SPY -8.71% · entry $121.83 → $113.55
Next anchor: T+20d tomorrow
Latest observation: T+17 +7.14% FF3 residual α
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
+0.11%
call +0.11% · α -0.06%
$121.97
settled 25d ago
T+5d
-6.80%
call -6.80% · α -8.71%
$113.55
settled 19d ago
T+20d
Pending
tomorrow
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Leidos Holdings subsidiary Leidos Biomedical Research received a $72.2M contract from HHS for functional precision medicine and response assays. The award is a meaningful but not transformative addition to Leidos' government services pipeline, reinforcing its position in health and biomedical research contracting.

Key Financial Metrics

Award Amount
$72.2M
Agency
Department of Health and Human Services
Contract Type
new

Key Facts

  • Award amount: $72,167,416 from the Department of Health and Human Services
  • Recipient: Leidos Biomedical Research Inc., a subsidiary of Leidos Holdings
  • Contract period begins September 29, 2026
  • Scope: functional precision medicine and response assays

Financial Impact

$72.2M contract award; annual revenue of Leidos is not stated, so percentage impact cannot be calculated

revenuebacklog

Risk Factors

  • Government funding subject to continuing resolutions or appropriations risk
  • Execution risk on specialized biomedical assay work
  • Contract may be a single award with no guarantee of follow-on orders

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-75N91026F00034
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—$139.96 (+2.78%)
Oct 14, 2026
12d ago
Press Release
NEUTRAL ★ 3/10
$120.59awaiting T+20—$139.96 (+16.06%)
Oct 13, 2026
13d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$120.59awaiting T+20—$139.96 (+16.06%)
Oct 6, 2026
20d ago
Press Release
NEUTRAL ★ 1/10
$116.69awaiting T+20—$139.96 (+19.94%)
Oct 5, 2026
21d ago
8-K
NEUTRAL ★ 5/10
$119.45awaiting T+20—$139.96 (+17.17%)
Oct 1, 2026
25d ago
8-K
NEUTRAL ★ 2/10
$121.97awaiting T+20—$139.96 (+14.75%)
Sep 29, 2026
27d ago
Press Release
NEUTRAL ★ 3/10
$123.10awaiting T+20—$139.96 (+13.70%)
Sep 29, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$121.83awaiting T+20—$139.96 (+14.88%)
Sep 29, 2026
27d ago
GOVT-CONTRACT
BULLISH ★ 6/10
$121.83awaiting T+20—$139.96 (+14.88%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$122.35awaiting T+20—$139.96 (+14.39%)
Showing 10 of 34

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Report published Sep 29, 2026