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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Colin Canfield | Cantor Fitzgerald | 7 | 0% |
| Scott Mikus | Melius Research | 7 | 43% |
| Seth Seifman | JPMorgan | 6 | 17% |
| Gautam Khanna | TD Cowen | 6 | 0% |
| Sheila Kahyaoglu | Jefferies | 6 | 0% |
| Ken Herbert | RBC Capital Markets | 6 | 0% |
| Mariana Mora | Bank of America | 5 | 0% |
| Peter Arment | Robert W. Baird | 5 | 0% |
| Gavin Parsons | UBS | 5 | 0% |
| Joshua Korn | Barclays | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 2 | 7 | 0% |
| Melius Research | 1 | 7 | 43% |
| Cantor Fitzgerald | 1 | 7 | 0% |
| Bank of America |
| 2 |
| 6 |
| 0% |
| JPMorgan | 1 | 6 | 17% |
| RBC Capital Markets | 1 | 6 | 0% |
| TD Cowen | 1 | 6 | 0% |
| UBS | 1 | 5 | 0% |
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.
Demand | Regulation Policy | Margin | Competitive Dynamics | Revenue Growth | Capex Investment | Capital Allocation | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 5 | 4 | 5 | 1 | 1 | ||
| 2025Q1 | 8 | 8 | 3 | 1 | 2 | 2 | 1 | |
| 2025Q2 | 7 | 5 | 4 | 3 | 2 | 2 | ||
| 2025Q3 | 7 | 2 | 1 | 3 | 3 | 2 | 2 | |
| 2025Q4 | 6 | 2 | 2 | 3 | 2 | 2 | 2 | |
| 2026Q1 | 7 | 4 | 2 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 8 | 7 | 7 | 6 | 7 |
| Regulation Policy | 5 | 8 | 5 | 2 | ||
| Margin | 4 | 3 | 4 | 1 | 2 | 4 |
| Competitive Dynamics | 5 | 1 | 3 | 3 | 2 | 2 |
| Revenue Growth | 1 | 2 | 2 | 3 | 3 | 2 |
| Capex Investment | 2 | 2 | 2 | 2 | ||
| Capital Allocation | 2 | 2 | 2 | 1 | ||
| Guidance Reliability | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LDOS Leidos | 7 | +3.6% | |
| ACN Accenture | 8 | +8.3% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 8 | +8.2% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% |