Leidos Holdings, Inc. (LDOS) recently clinched a contract to offer the U.S. Air Force enterprise information technology (IT) and telecommunications support, including cybersecurity.  The agreement is valued at $738 million.  Per the terms of the contract, Leidos will provide cybersecurity, enterprise IT operations, IT asset management, program management and engineering services to all components of the Air Force in the national capital region, including the National Military Command Center.What’s Favoring ...

文章核心观点 - 在当前市场环境下,投资者越来越倾向于采用股息增长策略来保护投资组合免受下行风险[3][4][5][6] - 选择具有股息增长历史的股票可以构建一个更健康的投资组合,并有更大的资本增值空间[2] 根据相关目录分别进行总结 股息增长策略 - 股息增长股属于成熟公司,较不易受到市场大幅波动的影响,可以对经济或政治不确定性以及股市波动提供下行保护[3] - 这些股票具有可持续的商业模式、长期盈利能力、不断增长的现金流、良好的流动性、稳健的资产负债表和一些价值特征,这些都使得股息增长成为一种优质且有前景的长期投资[4] - 这些股票虽然收益率不一定最高,但长期表现优于整体股市或其他派息股[5] 选股标准 - 过去5年股息增长率大于0,表示有稳定的股息增长历史[7] - 过去5年销售收入增长率大于0,表示有良好的销售增长记录[8] - 过去5年每股收益增长率大于0,表示有稳健的盈利增长历史[8] - 未来3-5年每股收益增长率大于0,表示有望持续增加股息支付[9] - 市盈率低于行业中值,表示股票相对于行业内其他公司而言估值较低[10] - 过去52周涨幅高于标普500指数,表示股价表现优于大盘[11] - 获得较高的Zacks排名,表示该股票在各种市场环境下都有较好的表现[12][13] 具体股票 - 威廉姆斯-索诺马(WSM):一家多渠道家居用品零售商,过去一个月内2025财年每股收益预期上调80美分,预计未来5年每股收益增长率为8.3%[14][15] - 格林布赖尔(GBX):一家铁路运输设备和服务供应商,2024财年预计每股收益增长42.4%,过去4个季度平均每季度超预期32.96%[16] - 利迪奥斯控股(LDOS):一家为国防、情报、民用和卫生市场提供服务的科技公司,今年预计每股收益增长15.89%,过去4个季度平均每季度超预期23.43%[17] - 博世艾伦(BAH):一家为政府、企业和非营利组织提供管理、技术咨询等服务的公司,2025财年每股收益预期上调18美分,预计未来5年每股收益增长10%[18] - 维迪控股(VRT):一家提供数字基础设施和持续性解决方案的公司,今年预计每股收益增长36.7%,过去4个季度平均每季度超预期24.18%[19]

RESTON, Va., June 13, 2024 /PRNewswire/ -- Leidos (NYSE: LDOS), a Fortune 500® innovation leader, was recently awarded a $738 million follow-on contract to provide enterprise information technology (IT) and telecommunications support, including cybersecurity, to Headquarters Air Force, Headquarters Space Force, Air Force District of Washington, and other Department of the Air Force activities and missions in the national capital region. The single-award, indefinite delivery, indefinite quantity contract has ...

文章核心观点 - 空间行业股票提供了令人兴奋的多样性 [1] - 空间行业是科技最重要的组成部分之一,推动了科技创新 [1] - 空间行业有巨大的市场潜力,随着技术的发展将逐步释放 [1] 公司总结 Lockheed Martin - 是全球最大的国防科技公司,主要客户包括五角大楼和其他政府机构 [4] - 在空间市场上占据重要地位,为客户如NASA提供卫星、导弹和发射技术 [4] - 与波音公司组成的合资公司在发射业务上需求激增,以跟上SpaceX的竞争并测试最新的国防技术 [5] - 导弹技术也是公司的强项,美国陆军正大量采购公司的最先进导弹系统 [6] - 空间技术和导弹业务分别占公司一季度净销售额的19%和17% [7] - 凭借政府机构的持续投资和商业客户的成功,Lockheed Martin前景看好 [7] Leidos Holdings - 除了提供技术,还提供广泛的咨询服务,主要客户为NASA和其他政府机构 [9] - 业务范围包括技术、教育,以及货运、人类探索和载荷运输任务的配套服务 [10] - 2020年收购了领先的研究和安全解决方案公司Dynetics,进一步扩大了空间业务能力 [11] - 作为相对稳定的空间股票,今年已经达到历史新高,具有不可否认的价值和回报潜力 [12] Rocket Lab USA - 相比其他公司更新进入空间技术市场,风险较高 [13] - 但公司在小型发射和火箭技术方面已经建立了良好基础,正寻求扩展到大型火箭和卫星 [14] - 即使规模较小,也能获得可观利润,如美国太空部队给予公司1449万美元的任务订单 [15] - 公司还通过收购半导体制造商SolAero Technologies获得了2390万美元的直接资金支持,用于增加半导体生产 [16][17] - 这家年轻的空间股票还远未达到顶峰,但有望对空间行业产生重大影响 [17]

Improving defense budget funding from the U.S. administration should bode well for aerospace-defense companies that are primarily engaged in the combat space. However, consistent supply-chain issues are expected to continue to adversely impact jet deliveries and thereby, remain a threat for the industry players.  Nevertheless, impressive year-over-year projections for global air passenger numbers can be expected to boost companies in the aerospace-defense industry, particularly those that operate in commerc ...

文章核心观点 公司获选参与美国空军企业测试车辆(ETV)原型项目,旨在展示子系统升级测试的模块化能力,并提供可作为大规模生产基础的集成解决方案 [1][2][3][4] 公司概况 - 雷神公司是一家国家安全和医疗行业的创新公司,总部位于弗吉尼亚州雷斯顿,2023财年收入约154亿美元 [6] - 公司拥有47,000名全球员工,致力于为受监管行业的客户创造更智能的技术解决方案 [6] 项目背景 - 该项目由美国空军武器装备司令部(EB)和国防创新部(DIU)发起,旨在实现成本、进度和产量目标 [4] - 除4家行业团队外,项目还有空军研究实验室、特种作战司令部、海军航空系统司令部和美国印太司令部等其他参与方 [4] 公司优势 - 公司拥有开发可模块化、可负担且网络连接的小型滑翔武器GBU-69以及X-61格雷姆林无人机的经验 [2] - 公司在C-130运输机上集成武器系统的经验可以帮助解决平台集成问题 [2] 项目进度 - 首次飞行演示将在合同签订后7个月内完成,最有前景的原型将被选中继续开发 [3]

The three major indices are near record highs with all of them touching new milestones last month. However, the rally might take a hit as inflation concerns have resurfaced, pushing back Fed rate cut bets. This has raised the appeal for dividend investing.Dividend stocks are major sources of consistent income for investors to create wealth when returns from the equity market are at risk, even though these do not offer dramatic price appreciation. Dividend-paying stocks can also serve as a hedge against infl ...

DAYTON, Ohio, June 4, 2024 /PRNewswire/ -- Leidos, a global leader in technology and defense solutions, has achieved successful completion of two key reviews for the Air Force Research Lab's (AFRL) cutting-edge airbreathing hypersonic system, Mayhem. Completion of the two reviews—conceptual design review and system requirements review—marks a significant step forward in advancing the next generation of air-breathing hypersonic technologies. The reviews were executed within the digital engineering environmen ...

It has been about a month since the last earnings report for Leidos (LDOS) . Shares have added about 2.5% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Leidos due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Leidos Holdings Beats on Q1 Earnings, Ups '24 EPS View ...

Live Audio Webcast Available on June 5, 2024, from 9:10 a.m. to 9:40 a.m. ETRESTON, Va., May 29, 2024 /PRNewswire/ -- Leidos (NYSE: LDOS), a FORTUNE® 500 innovation company, will participate in the Stifel 2024 Cross Sector Insight Conference being held in Boston, MA.Chris Cage, Chief Financial Officer, will engage in a question and answer "fireside chat" on Wednesday, June 5, 2024, at 9:10 a.m. ET.  A live audio webcast of the event will be available on the Leidos Investor Relations website at http://ir.lei ...