Analysts Estimate Leidos (LDOS) to Report a Decline in Earnings: What to Look Out for

Core Viewpoint - The market anticipates a year-over-year decline in Leidos' earnings despite an increase in revenues for the quarter ending September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Leidos is expected to report earnings of $2.61 per share, reflecting a year-over-year decrease of 10.9%, while revenues are projected to be $4.27 billion, an increase of 1.8% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.26% higher in the last 30 days, indicating a slight positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Leidos is lower than the consensus estimate, resulting in an Earnings ESP of -2.30%, suggesting a bearish outlook from analysts [12]. Historical Performance - Leidos has consistently beaten consensus EPS estimates in the past four quarters, with a notable surprise of +22.05% in the last reported quarter [13][14]. Investment Considerations - Despite the historical performance, the current combination of a negative Earnings ESP and a Zacks Rank of 3 makes it challenging to predict an earnings beat for Leidos [12][17].