The company operates through Commercial & International and Defense Systems segments, providing power grid engineering, border security systems, and defense technologies including airborne, air and missile defense, and cyber systems. Leidos recently secured a $142 million DISA IT award and is planning a $2.4 billion ENTRUST acquisition.
Cyborg Score Rationale
Leidos has beaten revenue estimates every single time over the past two years by 3.3% on average. The company is set to report Q4 earnings with analysts forecasting an 8.4% earnings increase. Strategic acquisitions and major federal contracts position it well for sustained growth.
Top Insights
Leidos is accelerating DODNet migration with 100,000+ users transitioning over 18 months to enhance user experience and advance Zero Trust compliance.
$2.4 billion ENTRUST acquisition expands capabilities in critical infrastructure and utility markets.
Leidos and OpenAI are partnering to deploy artificial intelligence in support of national priorities and government agency efficiency.
Consistent track record of beating analyst expectations, suggesting strong operational execution.
Named Competitors
RTX — Diversified aerospace and defense contractor
General Dynamics — Defense, IT, and aerospace solutions
Northrop Grumman — Aerospace and defense technology
Booz Allen Hamilton — Government consulting and IT services
Recent Developments
(February 2026) $142 million DISA IT modernization award for CESO operations
(January 2026) $2.4 billion acquisition of ENTRUST Solutions Group announced
(February 2026) DODNet acceleration supporting migration of 100,000+ defense users
(January 2026) Partnership with OpenAI for government AI applications
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