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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Leidos (LDOS) is 7/10.
Leidos delivered Q1 FY2026 with revenue of $4.4 billion up 4% total and 3% organically, as non-GAAP EPS of $3.13 grew 5% year-over-year. FY2026 EPS guidance was raised modestly to $12.10-$12.50 reflecting the Entrust acquisition accretion with the organic view unchanged. The defense tech portfolio earned $9 billion in awards over 15 months, and the Entrust acquisition was immediately accretive with integration ahead of schedule. The SES business was moving to a joint venture with Analogic, and a $24 billion cyber pipeline was under cultivation.
Scored from Leidos’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.37B | +9.7% | $2.12 | +27.7% | 9.6% | 6.5% | $213M |
| FY2025 Q1 | $4.25B | +6.8% | $2.77 | +33.8% | 12.5% | 8.6% | $36M |
| FY2025 Q2 | $4.25B | +2.9% | $3.01 | +27.0% | 13.4% | 9.2% | $457M |
| FY2025 Q3 | $4.47B | +6.7% | $2.82 | +5.2% | 12.0% | 8.2% | $680M |
| FY2025 Q4 | $4.21B | -3.6% | $2.53 | +19.3% | 11.2% | 8.0% | $452M |
| FY2026 Q1 | $4.40B | +3.7% | $2.56 | -7.6% | 11.5% | 7.5% | $270M |
| FY2026 Q2 | $4.56B | +7.2% | $2.81 | -6.6% | 11.3% | 7.8% | $761M |