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Investors interested in Aerospace - Defense stocks are likely familiar with Leidos (LDOS) and Northrop Grumman (NOC) . But which of these two companies is the best option for those looking for undervalued stocks? 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 Zacks Rank is a proven strategy that targets companies with positive earni ...

财务数据和关键指标变化 - 第四季度收入增长8%,创下近40亿美元的季度收入纪录 [8] - 全年收入增长7%,非GAAP摊薄每股收益增长11%,经营现金流增长17% [9] - 第四季度EBITDA利润率为11.4%,创出色业绩 [8] - 公司在2023年第四季度回购了2.02亿美元的股票,体现了对现金管理的纪律 [10] 各条业务线数据和关键指标变化 - 国防解决方案业务收入增长7%,主要得益于数字现代化、高超音速和哨兵项目 [37] - 民用业务收入增长2%,主要受益于FAA基础设施支出 [37] - 健康业务收入增长17%,超过30亿美元,主要受益于医疗检查量增加、DHMSM能力扩展、RHRP活动增加、社保局业务增长以及进入ARPA-H新客户领域 [39] 各个市场数据和关键指标变化 - 国防解决方案业务利润率为9%,同比提升40个基点,主要得益于项目执行改善和成本管控 [40] - 民用业务利润率为10.8%,同比下降40个基点,但连续三个季度实现环比改善 [41] - 健康业务利润率为19%,同比提升470个基点,主要受益于医疗检查业务量增加、效率提升和项目执行改善 [42] 公司战略和发展方向及行业竞争 - 公司正在实施新的能力聚焦型组织架构,以提高效率和效果,如在数字现代化项目上分享最佳实践 [12] - 正在重新制定商业和国际业务的增长策略,特别是在国际市场的拓展 [13] - 正在整合和更好利用平台业务中的工程人才资源 [13] - 正在重点提升业务捕获能力,目标是实现行业领先的中标率和高于市场的有机增长 [15][16] - 正在调整激励补偿计划,使之更好地与股东和客户利益保持一致 [20] 管理层对经营环境和未来前景的评论 - 2024年收入指引为2%-4%增长,保持谨慎态度,考虑了持续决议和可能的预算削减风险 [46][47] - 2024年EBITDA利润率预计仍将维持在中高10%水平,继续致力于长期利润率扩张 [48] - 2024年非GAAP每股收益预计在7.50-7.90美元之间,体现了股票回购和其他资本部署的灵活性 [49] - 2024年经营现金流预计约为11亿美元,转换率接近100% [50] 问答环节重要的提问和回答 问题1 **Jason Gursky 提问** 询问公司在2024年和未来中期对国防预算的假设 [64][65] **Tom Bell 和 Chris Cage 回答** 公司2024年指引较为保守,没有假设国防预算增长,但长期来看,公司预计国防预算将以3%-4%的速度增长 [66][68][69] 问题2 **Sheila Kahyaoglu 提问** 询问国防系统业务的利润率提升空间 [88][89] **Chris Cage 回答** 公司看好数字现代化业务的利润率提升空间,以及核心国防业务的持续优秀执行 [90][91] 问题3 **Mariana Perez Mora 提问** 询问防务系统和商业&国际业务未来3-5年的增长空间 [104][105] **Tom Bell 和 Chris Cage 回答** 高超音速和力量防护等领域存在较大增长机会,同时AUKUS合作也将为国际业务带来新的增长动力 [106][107][111]

Leidos Holdings, Inc.’s (LDOS) fourth-quarter 2023 adjusted earnings of $1.99 per share beat the Zacks Consensus Estimate of $1.73 by 15%. The bottom line also increased 8.7% from $1.83 registered in the prior-year quarter.The year-over-year upside was driven by an improved program execution and reduced indirect spending across the company as well as increased volumes and higher incentive awards in the medical examination business.The company reported GAAP earnings of $1.66 per share, up from the prior-year ...

Leidos (LDOS) reported $3.98 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 7.7%. EPS of $1.99 for the same period compares to $1.83 a year ago.The reported revenue represents a surprise of +4.99% over the Zacks Consensus Estimate of $3.79 billion. With the consensus EPS estimate being $1.73, the EPS surprise was +15.03%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

Leidos (LDOS) came out with quarterly earnings of $1.99 per share, beating the Zacks Consensus Estimate of $1.73 per share. This compares to earnings of $1.83 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.03%. A quarter ago, it was expected that this security and engineering company would post earnings of $1.64 per share when it actually produced earnings of $2.03, delivering a surprise of 23.78%.Over the last four quarte ...

Leidos Q4 FY23 Earnings Conference Call FORWARD-LOOKING STATEMENTS Certain statements in this release contain or are based on "forward- our compliance with various U.S. government and other government intellectual property and other proprietary rights by third parties of looking" information within the meaning of the Private Securities procurement rules and regulations; governmental reviews, audits and infringement, misappropriation or other violations by us of their Litigation Reform Act of 1995. In some c ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 29, 2023 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 jurisdiction of incorpora ...

Zacks Premium - Zacks Premium提供多种方式帮助投资者更加聪明和自信[1] Zacks Style Scores - Zacks Style Scores是一组辅助指标，帮助投资者选择未来30天内市场表现最佳的股票[3] VGM Score - VGM Score结合了三种Style Scores，帮助找到具有最具吸引力价值、最佳增长预测和最有前景动量的公司[8] Zacks Rank - Zacks Rank是一种专有的股票评级模型，利用盈利预期修订的力量帮助投资者建立成功的投资组合[9] 投资策略 - 选择具有Zacks Rank 1或2且Style Scores为A或B的股票，可以提高成功的可能性[12] - 拥有1或2 Rank和A或B Scores的股票越多，越好[14] Leidos (LDOS) - Leidos (LDOS)是一家全球科技领导者，拥有2 (Buy)的Zacks Rank和A的VGM Score[15] - LDOS具有A级的Value Style Score，值得价值投资者关注[16] - LDOS在过去60天内有两位分析师上调了2023财年的盈利预期，Zacks Consensus Estimate也有所增加[17]

Leidos与Sourcegraph联盟 - Leidos与Sourcegraph宣布独家联盟，引入安全、生成式AI软件开发工具给政府客户[1] - Sourcegraph已经花费了过去十年建立其代码图，为编写、修复和维护代码提供AI编码助手Cody和代码搜索功能[3] - Leidos快速为联邦政府提供安全软件，包括机器学习算法、自然语言处理、计算机视觉和预测分析[4]