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Price · 1Y
$124.69
Thesis
Leidos is a large defense and intelligence IT contractor delivering software, systems integration, and mission services. It sits close to the data and analytics layer of defense and ISR programs.
Catalysts
- Defense and intelligence IT contract awards
- ISR and analytics modernization demand
- Recompete wins on long-cycle programs
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Aug 4Financial resultsSEC
Leidos Holdings filed Form 8-K (Items 2.02, 9.01) disclosing results of operations and financial condition.
- May 6LeadershipSEC
8-K filing with items 5.02, 5.07, 9.01 covering officer/director matters and shareholder vote results.
- May 5Financial resultsSEC
Leidos filed 8-K (items 2.02, 9.01) reporting financial results.