VANCOUVER, British Columbia, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Equity InsiderNews Commentary – Major cybersecurity agencies warn that adversaries are currently exfiltrating and storing sensitive government data in harvest now, decrypt later attacks, creating immediate pressure on federal agencies to fortify digital infrastructure[1]. Congress reauthorized a billion dollar cybersecurity grant program in November after a 43-day shutdown, signaling bipartisan commitment to upgrading state and federal defenses ...

Core Insights - Leidos has appointed Theodore "Ted" Tanner Jr. as the new Chief Technology Officer to enhance its focus on artificial intelligence and other advanced technologies [1][2] - Tanner's experience includes leadership roles in AI development for defense and healthcare, aligning with Leidos' strategic goals [4][5] - The company's NorthStar 2030 strategy aims to differentiate itself in various sectors, including space, cyber, and health services, leveraging AI for improved outcomes [3] Company Overview - Leidos is a technology leader serving government and commercial clients, with approximately 47,000 employees and annual revenues of about $16.7 billion for the fiscal year ending January 3, 2025 [6]

All right, let's talk about some calls. Uh, speaking of upgrades, city today has initiated on aerospace and defense. Lidos by 218.Weiss, that's you. >> Yeah, look, I I love the sector. It's a difficult sector to invest in because it's obviously dependent on government contracts.Sometimes companies that are well positioned don't get it. Lidos, I like in particular because they they really have multiple legs of the stool. It's been a great stock for me and I have no interest in selling any of it.Management's ...

Aerospace and Defense Sector - The Aerospace and Defense ETF (ITA) is experiencing its second-best year ever, indicating strong sector performance [2] - Lidos is highlighted as a strong investment due to its diversified operations and solid stock performance [1] - Boeing is no longer viewed as a turnaround story, with new management successfully focusing on quality and safety, leading to a positive outlook [2][3] - Lockheed Martin has faced challenges, including losing the F-47 contract to Boeing and a significant classified charge, but the F-35 remains a highly sought-after product [3][4] Company-Specific Insights - Lockheed Martin is expected to rebound by 2026, with attractive valuations and strong product offerings [4] - QXO is seen as a compelling investment opportunity, with management's recent guidance indicating strong future performance [5] - Spotify is positioned for growth with a price target of $805, driven by the introduction of ad pricing and improved margins [6] Oil and Gas Sector - Chevron's target price is set at $206, reflecting a 36% upside from current levels, with expectations of revenue growth exceeding overall oil demand [7][8] - Chevron is recognized for its capital discipline, which has recently improved after a period of deviation from this strategy [8]

RESTON, Va., Dec. 8, 2025 /PRNewswire/ -- Leidos (NYSE:LDOS) and CargoSeer, an artificial intelligence (AI) software company, have joined forces to enhance non-intrusive inspection (NII) and security solutions that help customs and border protection agencies better assess and manage transported goods crossing international borders. This collaboration is another example of Leidos' commitment to advancing border security solutions. Under the agreement, CargoSeer's advanced trade-analysis algorithms will be in ...

Core Insights - Leidos is continuing its partnership with Hawai'i's Public Utilities Commission to enhance energy efficiency, reduce carbon emissions, and improve energy resiliency in the state [1][4] Contract Details - A new three-year contract worth $127 million has been established for Leidos to manage the Hawai'i Energy program and the Electric Vehicle Charging Station Rebate program, along with market solutions and educational initiatives [2] Achievements and Impact - Since 2009, Leidos has administered the Hawai'i Energy program, resulting in over $7 billion in energy savings statewide. In the last program year, it provided more than 18,000 rebates totaling approximately $20 million [3] Strategic Alignment - The partnership aligns with Leidos' NorthStar 2030 strategic focus on energy infrastructure and reflects its commitment to advancing energy efficiency and grid modernization across the nation [4] Company Overview - Leidos is a leader in industry and technology, serving government and commercial customers, with annual revenues of approximately $16.7 billion for the fiscal year ending January 3, 2025 [5]

Core Thesis - Amentum Holdings, Inc. is positioned as a leading government technology contractor following its merger with Jacobs Solutions, creating a scaled entity with significant revenue and backlog [2][3] Company Overview - Amentum provides engineering and technology solutions to U.S. and allied government agencies, with a pro forma revenue near $14 billion and a backlog exceeding $44.6 billion [2][3] - The company has over 53,000 employees across 80 countries, enhancing its competitive positioning against Tier 1 incumbents like Leidos and Booz Allen Hamilton [3] Financial Metrics - As of November 28th, Amentum's share price was $28.63, with trailing and forward P/E ratios of 106.04 and 12.03 respectively [1] - The market currently undervalues Amentum, pricing it at a forward P/E of 10.4x, reflecting a typical "conglomerate discount" [5] - The company has an Owner Earnings yield of 10.8%, indicating strong free cash flow generation and deleveraging potential [6] Strategic Initiatives - Key value drivers include anticipated cost synergies of $50–70 million, aggressive debt paydown, and expansion of the Digital Solutions segment, which has shown 8% EBITDA margins [5] - Recent contract wins, including a $946 million U.S. Army contract and $350 million in digital task orders, validate the strategic rationale behind the merger [6] Growth Potential - With net leverage improving to 3.5x and a strong pipeline, Amentum presents a compelling risk/reward profile, with potential stock valuation reaching mid-$30s or even $42 with successful growth [7] - The combination of stable revenue, high free cash flow, and operational scale makes Amentum an attractive investment opportunity in the government technology sector [7] Historical Performance - Amentum's stock price has appreciated approximately 53.34% since March 2025, reflecting the successful execution of the bullish thesis on the company [8]

Question-and-Answer SessionLet's maybe just start on the kind of government backdrop. What is it like to be someone selling to the government these days? It's been an interesting time. Our things normalizing at all or is it still somewhat choppy out there?Chris CageExecutive VP & CFO Yes, it's definitely been an interesting year and certainly not one that we had anticipated as we finished our year of deep strategic thinking at the end of last year. Coming into the year, we thought it would be a little bit d ...

Summary of Leidos Conference Call Company Overview - **Company**: Leidos - **Industry**: Government contracting, defense, and technology services Key Points Government Contracting Environment - The current government contracting environment has been challenging, influenced by the longest government shutdown in history and changes in administration priorities [2][3][4] - Despite these challenges, Leidos has shown resilience and has been able to increase guidance multiple times throughout the year, indicating strong earnings and margins [2][3] Funding Dynamics - There has been a strategic reprioritization in federal civilian agencies, impacting funding dynamics, but Leidos remains well-positioned with critical mission priorities [5][6] - The company expects funding dynamics to stabilize as they align with administration growth factors, particularly in defense and border security [5][6] Revenue Growth and Performance - In Q3, Leidos experienced accelerated organic revenue growth and a strong book-to-bill ratio, indicating new wins and programs that will contribute to future growth [7][8] - The company anticipates continued momentum into 2026 and beyond, despite some delays caused by the government shutdown [8][9] Key Growth Areas - **Defense Systems**: A multi-billion dollar segment that is expected to grow significantly due to strong demand signals across various product portfolios [12] - **Cybersecurity**: The cyber growth pillar is anticipated to grow rapidly, driven by evolving threats and advancements in AI [13] - **Energy Infrastructure**: This segment has been growing at a double-digit rate and is expected to become a more significant part of the portfolio due to robust demand signals [14] Health Segment - The health business has been a leading performer in terms of growth and margins, with expectations for modest growth in the near term [15][16] - There are opportunities to extend capabilities into rural and behavioral health, supported by recent funding initiatives [15][16] Competition and Recompete Landscape - Leidos is aware of the ongoing recompete landscape, particularly in the health segment, with contracts up for rebid in 2026 [17][19] - The company is focused on maintaining a competitive edge through performance-based contracts and leveraging technology to enhance service delivery [18][20] Golden Dome Initiative - Leidos is actively participating in the Golden Dome initiative, which is expected to move forward with significant resources allocated by the administration [22][24] - The company is bidding on major contracts related to this initiative and believes it has a critical role to play in various aspects of the program [24][27] FAA Modernization - Leidos has opted not to bid for the prime contractor role in the FAA modernization process but remains a key partner and expects to participate in the Common Automation Platform development [31][34] Margin Expansion - Leidos has achieved industry-leading margins, currently in the high 13% range, with a focus on sustaining these margins while exploring further improvements in specific segments [38][39] - The company is implementing internal efficiencies and leveraging AI to drive margin improvements across its portfolio [42][43] AI Integration - Leidos is committed to integrating AI into its operations to enhance efficiency and service delivery, while also partnering with customers to apply AI to mission outcomes [43][44] Additional Insights - The company is optimistic about its long-term trajectory, particularly in defense and cybersecurity, and is focused on maintaining a competitive edge through innovation and strategic positioning [12][13][14][15][16]

Investors interested in stocks from the Computers - IT Services sector have probably already heard of Leidos (LDOS) and ExlService Holdings (EXLS) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnin ...