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Core Viewpoint - Investors are evaluating Leidos (LDOS) and ServiceNow (NOW) for potential undervalued stock opportunities, with LDOS currently appearing as the more favorable option based on various valuation metrics [1][7]. Valuation Metrics - LDOS has a forward P/E ratio of 16.12, significantly lower than NOW's forward P/E of 50.67, indicating that LDOS may be undervalued relative to its earnings potential [5]. - The PEG ratio for LDOS is 2.10, while NOW's PEG ratio is slightly higher at 2.13, suggesting that LDOS offers a better balance between price and expected earnings growth [5]. - LDOS has a P/B ratio of 4.86 compared to NOW's P/B of 16.19, further supporting the argument that LDOS is more attractively valued [6]. Zacks Rank and Value Grades - LDOS holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to recent estimate revisions, while NOW has a Zacks Rank of 3 (Hold) [3]. - In terms of value grades, LDOS has a Value grade of B, whereas NOW has a Value grade of F, highlighting LDOS's stronger position in terms of value investing metrics [6]. Conclusion - Based on stronger estimate revision activity and more attractive valuation metrics, LDOS is positioned as the superior choice for value investors compared to NOW [7].

RESTON, Va., Aug. 7, 2025 /PRNewswire/ -- Amazon Web Services, Ask Sage, Carahsoft, Moveworks and Sterling were honored by Leidos (NYSE: LDOS) today for excellence in technology, collaboration, partnership or innovation that exceeded customers' expectations.The winners were announced at the 8th Leidos Supplier Innovation & Technology Symposium. Leidos employees voted for nominees in seven categories that reflect the relationships that are essential to meeting commitments to customers. Leidos (NYSE: LDOS ...

Group 1 - The article emphasizes the value of contrarian investing, suggesting that going against prevailing market sentiments can be beneficial [1] - In February, concerns about government spending cuts from the Department of Government Efficiency (DOGE) negatively impacted market sentiment, leading to a decline in stock prices [1] Group 2 - The author expresses a preference for investing in high-quality stocks and businesses that are managed by disciplined capital allocators [1] - The focus is on companies that generate exceptional returns on capital and have the ability to compound invested capital over long periods [1]

Core Insights - Leidos Holdings, Inc. (LDOS) reported second-quarter 2025 adjusted earnings of $3.21 per share, exceeding the Zacks Consensus Estimate of $2.63 by 22.1% and improving 22.1% from the prior-year quarter's $2.63 [1] - Total revenues reached $4.25 billion, surpassing the Zacks Consensus Estimate of $4.23 billion by 0.5% and reflecting a year-over-year increase of 2.9% driven by strong demand in Defense Systems [2] - The company raised its 2025 EPS guidance to $11.15-$11.45, higher than the previous projection of $10.35-$10.75, with the Zacks Consensus Estimate for earnings at $10.81, below the new guidance [11] Financial Performance - GAAP earnings were reported at $3.01 per share, an increase from $2.37 in the prior-year quarter [1] - Adjusted operating income rose to $605 million from $524 million year-over-year, with an adjusted operating margin of 14.2%, up from 12.7% [4] - Cash and cash equivalents totaled $930 million as of July 4, 2025, compared to $849 million as of January 3, 2025 [10] Revenue Breakdown - National Security and Digital segment revenues increased by 3.3% year-over-year to $1.87 billion, with adjusted operating income improving to $195 million [5] - Health & Civil segment revenues were $1.27 billion, up 0.7% year-over-year, with adjusted operating income totaling $317 million [6] - Defense Systems segment revenues amounted to $543 million, reflecting a 9.7% year-over-year increase driven by higher volumes in space sensing and integrated air defense [8] Backlog and Guidance - Total backlog stood at $46.21 billion, slightly down from $46.30 billion at the end of the first quarter of 2025, with $7.12 billion funded [3] - The company expects 2025 revenues to be in the range of $17.00-$17.25 billion, compared to the prior guidance of $16.90-$17.30 billion [12] - Operating cash flow outlook was raised to approximately $1.65 billion, up from the previous guidance of $1.45 billion [12]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 4, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-33072 Leidos Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 20-3562868 (State or other jurisdictio ...

Core Insights - Leidos reported $4.25 billion in revenue for Q2 2025, a year-over-year increase of 2.9%, with an EPS of $3.21 compared to $2.63 a year ago, resulting in a surprise of +0.52% over the Zacks Consensus Estimate [1] - The EPS surprise was +22.05% compared to the consensus estimate of $2.63 [1] Revenue Breakdown - Health & Civil revenues were $1.27 billion, slightly below the average estimate of $1.28 billion, reflecting a year-over-year change of +0.7% [4] - National Security and Digital revenues reached $1.87 billion, exceeding the average estimate of $1.86 billion, with a year-over-year increase of +3.3% [4] - Commercial & International revenues were $566 million, below the average estimate of $584.26 million, showing a year-over-year change of +0.9% [4] - Defense Systems revenues amounted to $543 million, surpassing the average estimate of $514.06 million, with a year-over-year increase of +9.7% [4] Operating Income Analysis - Defense Systems operating income was $41 million, exceeding the average estimate of $33.31 million [4] - Non-GAAP operating income for Defense Systems was $53 million, compared to the average estimate of $45.61 million [4] - National Security & Digital operating income was $188 million, closely matching the average estimate of $188.13 million [4] - Non-GAAP operating income for Health & Civil was $317 million, significantly above the average estimate of $270.25 million [4] - Non-GAAP operating income for National Security and Digital was $195 million, exceeding the average estimate of $185.47 million [4] - Non-GAAP operating income for Commercial & International was $48 million, slightly above the average estimate of $47.82 million [4] - Health & Civil operating income was $311 million, above the average estimate of $289.99 million [4] - Commercial & International operating income was $40 million, exceeding the average estimate of $34.83 million [4] Stock Performance - Leidos shares have returned -2.1% over the past month, while the Zacks S&P 500 composite has changed by +1% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance in the near term [3]

Leidos (LDOS) Q2 2025 Earnings Call August 05, 2025 08:00 AM ET Company ParticipantsStuart Davis - Senior VP - IRThomas Bell - CEOChris Cage - EVP & CFOTobey Sommer - Managing DirectorJonathan Siegmann - MD - Aerospace & DefenseSeth Seifman - Executive DirectorSheila Kahyaoglu - Aerospace, Defense & Airlines Equity ResearchJoshua Korn - AVP - Equity ResearchMariana Pérez Mora - DirectorColin Canfield - DirectorGavin Parsons - Director - Aerospace & Defense Equity ResearchKen Herbert - Managing DirectorConfe ...

Leidos (LDOS) Q2 2025 Earnings Call August 05, 2025 08:00 AM ET Speaker0Hello, CD listeners. We've come to the point in this album where those listening on cassette or records will have to stand up or sit down and turn over the record or tape. In fairness to those listeners, we'll now take a few seconds before we begin side two. Thank you. Here's side two.Hello, CD listeners. We've come to the point in this album where those listening on cassette or records will have to stand up or sit down and turn over th ...

Leidos Q2 FY25 Earnings Conference Call AUGUST 5, 2025 FORWARD-LOOKING STATEMENTS Certain statements contain or are based on "forward-looking" information within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by words such as "expects," "intends," "plans," "anticipates," "believes," "estimates," "guidance" and similar words or phrases. Forward-looking statements include, among others, estimates of our future growth, strategy an ...