Leidos wins USD 672.50 million TSA contract: 17 analysts rate Leidos Holdings stock Hold
Published on 10/02/2026 at 12:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Leidos Holdings (ISIN US5253271028) stock was trading at EUR 108.80 at Lang & Schwarz on October 2, 2026 at 12:04 p.m. CEST, plus 0.29 percent versus the prior close of EUR 108.48. On October 1, 2026, GovConWire reported that Leidos won a Transportation Security Administration contract valued at up to USD 672.50 million. MarketBeat listed 17 analysts with a Hold consensus on October 1, 2026.
TSA award expands federal work
The TSA award covers checkpoint screening equipment deployment across U.S. airports and carries an eight-year ordering period, with a USD 1.00 million minimum guarantee, according to GovConWire. Leidos held the predecessor contract, which had a potential value of USD 470.70 million over five years.
The scale is meaningful beside the company's latest quarterly revenue, but the contract is an indefinite-delivery vehicle rather than booked revenue. That distinction matters because task orders determine the timing and value of recognized sales.
Revenue grows while margins tighten
Yahoo Finance reported that second-quarter 2026 revenue rose 7.20 percent year over year to USD 4.56 billion. Non-GAAP earnings per share reached USD 3.26, exceeding the USD 2.90 consensus estimate by 12.40 percent, while GAAP earnings per share were USD 2.81.
The same report said Leidos raised its fiscal 2026 revenue outlook to USD 18.20 billion to USD 18.40 billion from USD 18.00 billion to USD 18.40 billion. The contrast is clear: revenue momentum improved, but GAAP earnings per share declined from USD 3.01 in the year-ago quarter as acquisition-related costs weighed on results.
Analysts balance defense and health
Markets Insider reported on September 18, 2026, that Bank of America raised its Leidos price target from USD 125.00 to USD 135.00 while keeping a Neutral rating. The analyst cited continued weakness in the healthcare portfolio, despite strength in defense, intelligence, digital and homeland businesses.
MarketBeat's 17-analyst Hold consensus and USD 160.29 average target show a wider valuation spread than the Bank of America view. For investors, the TSA award strengthens the federal-program narrative, while healthcare execution and the conversion of contract ceilings into revenue remain the key operating checks.
Stock quote and next report
Leidos Holdings stock was trading at EUR 108.80 at Lang & Schwarz on October 2, 2026 at 12:04 p.m. CEST, up 0.29 percent versus the Lang & Schwarz prior close of EUR 108.48. On the NYSE, the stock was last at USD 121.97 on October 1, 2026 at 4:00 p.m. ET; the primary-exchange 52-week range was USD 98.86 to USD 205.77 and market capitalization was USD 15.3 billion as of that date. The next reporting date was listed as November 3, 2026 for the third quarter of 2026. The further course of trading is shown by the continuously updated real-time quote of Leidos Holdings stock.
Leidos Holdings stock facts
- Company: Leidos Holdings, Inc.
- ISIN: US5253271028
- Ticker: LDOS
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 2, 2026, 12:04 p.m. CEST): EUR 108.80
- Change versus prior close: plus 0.29 percent
- Prior close Lang & Schwarz (October 1, 2026): EUR 108.48
- Market capitalization: USD 15.3 billion (as of October 1, 2026)
- 52-week range: USD 98.86-205.77 (as of October 1, 2026)
- Sector / Industry: Technology / Information Technology Services
- Next earnings date: November 3, 2026
