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The median of 5 price targets is $204[FMP target], stock is $130, +56.8% vs the analyst consensus median. Q1 FY26 EPS $3.13 vs $2.88 estimate: beat (+8.7%)[FMP earnings]. Stock move on D+1: -1.7%.
A — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerLeidos Holdings, Inc. (LDOS) Q2 consensus: revenue $4.5B[FMP est], EPS $2.94[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q1 FY26 EPS $3.13 vs $2.88 estimate: beat (+8.7%)[FMP]. Stock move on D+1: -1.7%[FMP D+1].
Watchlist
Fy26 Revenue Guidance
fy26_revenue_guidance
Leidos is raising its 2026 revenue guidance by $500 million to a range of $18 billion to $18.4 billion, due to the immediately accretive nature of the Entrust acquisition.
"As a result of this strong core performance and the immediately accretive nature of our Entrust acquisition, we are raising our 2026 guidance for revenue by $500 million, non-GAAP diluted EPS by $0.05 and operating cash flow by $50 million."
- Thomas Bell, CEO - Q1 FY26 Earnings Call - May 5, 2026
Cyber Pipeline Growth
cyber_pipeline_growth
Leidos currently sees a total cyber pipeline valued at $24 billion, a 21% increase since the acquisition of Kudu.
"We currently see a total cyber pipeline valued at $24 billion, a 21% increase since the acquisition of Kudu."
- Thomas Bell, CEO - Q1 FY26 Earnings Call - May 5, 2026
Defense Tech Awards
defense_tech_awards
Leidos has earned over $9 billion of awards for its Defense Tech business in the last 15 months alone, and sees a path to another $8 billion in its next 12-month pipeline.
"In total, we've earned over $9 billion of awards for our Defense Tech business in the last 15 months alone, and we can see clearly a path to another $8 billion in our next 12-month pipeline."
- Thomas Bell, CEO - Q1 FY26 Earnings Call - May 5, 2026
Military Onesource Award
military_onesource_award
Leidos secured a $456 million Military OneSource award, which provides counseling, financial planning, and career coaching to military personnel and their families.
"a standout example here is our recent $456 million Military OneSource award. This program provides confidential counseling, financial planning, tax assistance, career coaching and more to military personnel and their families."
- Thomas Bell, CEO - Q1 FY26 Earnings Call - May 5, 2026
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: LDOS stock page
multi-pillar methodology. Cash Runway strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 5 bullish (Ray Dalio, Jim Simons, Klarman, Buffett, Munger), 1 bearish (Ken Griffin), 0 neutral (none).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q1 FY26 (May 5, 2026) EPS $3.13 vs $2.88 estimate: beat (+8.7%)[FMP]. Stock move on D+1: -1.7%[FMP D+1].
Q1 FY26 EPS $3.13 vs $2.88 estimate: beat (+8.7%)[FMP]. Stock move on D+1: -1.7%[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $31.0M[FMP cashflow]. Q1 op margin 11.5%[FMP op margin] - this level in Q1 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Tuesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Tuesday evening. The framework is ready on this page: Q2 EPS threshold $2.94[FMP], CapEx threshold "below $31.0M". Two anchors, three scenarios.
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Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Leidos Holdings, Inc. (LDOS) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Leidos Holdings, Inc. (LDOS): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Leidos Holdings, Inc. (LDOS): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Leidos Holdings, Inc. (LDOS): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.