Leidos stock slips after a $56 million Navy award
Published on 08/26/2026 at 08:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Leidos Holdings (US5253271028) stock is trading around $134.76 after a 2.65% drop on August 25, 2026, while the company also pointed investors to a $56 million Navy health research contract posted on August 25, 2026.
The contract, published by the PR Newswire release, covers 66 months of behavioral health research and operational assessments for U.S. service members. That follows August 4, 2026 quarterly results of $4.56 billion in revenue and adjusted EPS of $3.26, which beat the $2.91 consensus by $0.35.
Earnings still set the tone
Revenue rose 7.2% from the same quarter a year earlier, when Leidos earned $3.21 per share. The latest quarter also showed a 7.80% net margin and a return on equity of 30.81%, while FY 2026 guidance stands at EPS of 12.20 to 12.50.
Consensus remains close to that range, with sell-side analysts expecting 12.38 EPS for the current fiscal year. The market is still balancing that outlook against a share price that closed at $134.76 on August 25, 2026, well below the 52-week high of $155.45.
Contract backlog matters
The Navy award adds another government-funded program to a business that already leans heavily on defense, intelligence and civil contracts. In this case, the period of performance extends 66 months, which gives the contract a longer revenue runway than a one-off task order.
For investors, the key comparison is simple: August 4, 2026 revenue growth of 7.2% and EPS of $3.26 came before the August 25, 2026 contract update, so the stock now has both quarterly execution and fresh program news to absorb.
Leidos business profile
Leidos' work spans national security, defense, intelligence and civil government programs, with the Naval Health Research Center award sitting inside that wider federal-services mix. The contract text says the program is designed to improve psychological health and operational readiness for U.S. service members.
Leidos shares closed at $134.76 on August 25, 2026, and the stock's 52-week range spans $98.86 to $205.77.
Fact box
Company: Leidos Holdings, Inc.
ISIN: US5253271028
Ticker: LDOS
Exchange: NYSE
Price (as of August 25, 2026, 3:59 p.m. ET): $134.76 USD
Market cap: $17.37 billion
Sector / Industry: Industrials / Aerospace & Defense
Index membership: S&P 500
Next earnings date:
