Leidos (NYSE:LDOS) Releases FY 2026 Earnings Guidance

Key Points

• Leidos updated its FY 2026 guidance to EPS $12.10–$12.50 and revenue of $18.0–$18.4 billion, roughly in line with consensus estimates (consensus EPS $12.30; consensus revenue $18.2B).
• Analyst views are mixed: several brokers trimmed price targets (e.g., Stifel to $205, Baird to $195, RBC to $215) while Argus upgraded to a strong-buy, leaving a MarketBeat average target of $202.82 and an average rating of Moderate Buy.
• Leidos recently beat the quarter with $2.76 EPS on $4.88B revenue and announced a quarterly dividend of $0.43 (annualized $1.72, ~1.2% yield; ex-dividend June 15, payable June 30).

Leidos (NYSE:LDOS - Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 12.100-12.500 for the period, compared to the consensus estimate of 12.300. The company issued revenue guidance of $18.0 billion-$18.4 billion, compared to the consensus revenue estimate of $18.2 billion.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on LDOS. Stifel Nicolaus decreased their target price on Leidos from $220.00 to $205.00 and set a "hold" rating for the company in a report on Wednesday, February 18th. Robert W. Baird decreased their target price on Leidos from $215.00 to $195.00 and set a "neutral" rating for the company in a report on Wednesday, February 18th. Royal Bank Of Canada decreased their target price on Leidos from $230.00 to $215.00 and set an "outperform" rating for the company in a report on Wednesday, February 18th. Argus upgraded Leidos to a "strong-buy" rating in a report on Tuesday, March 31st. Finally, UBS Group set a $204.00 target price on Leidos in a report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, Leidos currently has an average rating of "Moderate Buy" and an average target price of $202.82.

Leidos Trading Up 0.2%

Leidos stock opened at $149.48 on Tuesday. The company's fifty day simple moving average is $162.47 and its 200-day simple moving average is $179.28. The company has a quick ratio of 1.58, a current ratio of 1.70 and a debt-to-equity ratio of 0.93. Leidos has a 12 month low of $139.69 and a 12 month high of $205.77. The stock has a market cap of $18.85 billion, a P/E ratio of 13.43, a P/E/G ratio of 1.90 and a beta of 0.56.

Leidos (NYSE:LDOS - Get Free Report) last posted its quarterly earnings results on Tuesday, February 17th. The aerospace company reported $2.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.57 by $0.19. The company had revenue of $4.88 billion for the quarter, compared to analyst estimates of $4.31 billion. Leidos had a net margin of 8.43% and a return on equity of 32.95%. The business's quarterly revenue was down 3.6% on a year-over-year basis. During the same period last year, the business posted $2.37 EPS. Leidos has set its FY 2026 guidance at 12.050-12.450 EPS. As a group, sell-side analysts forecast that Leidos will post 12.26 EPS for the current fiscal year.

Leidos Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Monday, June 15th will be paid a $0.43 dividend. This represents a $1.72 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Monday, June 15th. Leidos's dividend payout ratio (DPR) is presently 15.45%.

Insider Buying and Selling at Leidos

In related news, insider Elizabeth A. Porter sold 2,000 shares of the stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $158.78, for a total value of $317,560.00. Following the completion of the sale, the insider owned 49,476 shares in the company, valued at approximately $7,855,799.28. This trade represents a 3.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.77% of the company's stock.

Institutional Trading of Leidos

Institutional investors have recently made changes to their positions in the business. Wexford Capital LP acquired a new stake in shares of Leidos during the 3rd quarter valued at about $32,000. DV Equities LLC acquired a new stake in shares of Leidos during the 4th quarter valued at about $33,000. Wilkerson Advisory Group LLC acquired a new stake in shares of Leidos during the 4th quarter valued at about $45,000. Kelleher Financial Advisors acquired a new stake in shares of Leidos during the 3rd quarter valued at about $46,000. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its position in shares of Leidos by 58.8% during the 3rd quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 270 shares of the aerospace company's stock valued at $51,000 after acquiring an additional 100 shares in the last quarter. 76.12% of the stock is currently owned by institutional investors and hedge funds.

Leidos Company Profile

Leidos is an American technology and engineering company that provides services and solutions to government and commercial customers, with a strong focus on national security, defense, intelligence, and civil government markets. The company delivers systems integration, engineering, cybersecurity, software development, data analytics, cloud migration and managed IT services, as well as mission support for complex programs. Leidos' work spans areas such as C4ISR (command, control, communications, computers, intelligence, surveillance and reconnaissance), secure communications, sensors and systems engineering, and health IT solutions for public-sector healthcare programs.

Leidos traces its corporate roots to Science Applications International Corporation (SAIC) and emerged as an independent, publicly traded company following a corporate separation in 2013.

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