Leidos Holdings, Inc. Q4 2025 Earnings Call Summary

Management attributed 2025 outperformance to the North Star 2030 strategy alignment with administration priorities, specifically in defense tech and mission systems. Revenue growth was normalized to approximately 4% after accounting for a six-week government shutdown and an extra work week in the prior year comparison. The company is shifting from strategy formulation to 'firmly in strategy execution mode' with a focus on integrating commercial technology into hardware and software solutions. A majo ...