Leidos (LDOS) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this security and engineering company have returned -3.8% over the past month versus the Zacks S&P 500 composite's -6.5% change. The Zacks Aerospace - Defense industry, to which Leidos belongs, has gained 5.6% over this period. Now the key question is: Where could the stock be headed in the nea ...

NATIONAL HARBOR, Md., Aug. 6, 2024 /PRNewswire/ -- Leidos (NYSE: LDOS), a FORTUNE® 500 innovation company, hosted over 170 partners and suppliers at its seventh annual Supplier Innovation & Technology Symposium Tuesday to discuss, plan and think big about how emerging technologies like AI can help solve customers' challenges."Emerging tech like AI is advancing at a rapid speed, and this symposium demonstrates that together with our partners and suppliers, Leidos is poised to harness the best innovations to ...

RESTON, Va., Aug. 5, 2024 /PRNewswire/ -- Leidos (NYSE:LDOS), a Fortune 500® innovation leader, has been awarded a $276 million task order to support the Department of Defense (DOD) Information Analysis Center to conduct research and development (R&D) of critical minerals and materials for use in munitions and to promote energetics supply chain resiliency. Leidos was awarded this contract under the Department of Defense Information Analysis Center's (DoDIAC) multiple-award contract (MAC) vehicle. These IAC ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Sty ...

Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. Leidos (LDOS) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Aerospace sector should help us answer this question.Leidos is one of 46 companies in the Aerospace group. The Aerospace group currently sits at #8 with ...

Leidos Holdings, Inc LDOS reported better-than-expected second-quarter fiscal 2024 earnings on Tuesday.The company posted revenue growth of 8% year-over-year to $4.13 billion, beating the analyst consensus estimate of $4.06 billion, driven by demand across all customer segments, especially for managed health services. The defense, aviation, information technology, and biomedical research company's adjusted EPS was $2.63, up 46% year over year, beating the analyst consensus estimate of $2.27.CEO Thomas Bell ...

总体财务表现 - Leidos在2024年第二季度的总收入为41.32亿美元，较去年同期增长7.7%[107] - Leidos在2024年第二季度的净利润为3.24亿美元，较去年同期增长62.3%[108] - Leidos在2024年第二季度的总营业利润率为11.5%[109] 业务板块表现 - Leidos的国家安全和数字业务在2024年第二季度的营收为18.13亿美元，较去年同期增长1.2%[111] - Leidos的卫生与民用业务在2024年第二季度的营收为12.63亿美元，较去年同期增长22.1%[114] - Leidos的商业与国际业务在2024年第二季度的营收为5.61亿美元，较去年同期增长2.6%[117] - Leidos的国防系统业务在2024年第二季度的营收为4.95亿美元，较去年同期增长6.2%[120] - Leidos的国家安全和数字业务在2024年第二季度的营业利润率为10.1%[112] - Leidos的卫生与民用业务在2024年第二季度的营业利润率为24.3%[115] - Leidos的商业与国际业务在2024年第二季度的营业利润率为-2.0%[118] 财务状况 - 2024年6月28日，非经营性支出净额为4900万美元，较2023年6月30日的5700万美元有所下降[125] - 2024年6月28日，净订单价值为40亿美元，较2023年6月30日的29亿美元有所增长[127] - 2024年6月28日，现金及现金等价物为8.23亿美元[130] - 2024年6月28日，运营活动提供的净现金流量较去年同期增加2.1亿美元[132] - 2024年6月28日，总资产为95.16亿美元，较2023年12月29日的92.22亿美元有所增长[141]

财务数据和关键指标变化 - 第二季度收入为41.3亿美元,同比增长7.7% [30] - 调整后EBITDA为5.59亿美元,同比增长33%,调整后EBITDA利润率达到13.5%,创历史新高 [30][31] - 非GAAP净收入为3.6亿美元,非GAAP每股收益为2.63美元,分别同比增长43%和46% [32] 各条业务线数据和关键指标变化 - 国家安全与数字业务收入同比增长1%,利润率达到10.4% [33][34] - 健康与公共部门业务收入同比增长22%,利润率达到24.9% [35] - 商业与国际业务收入同比增长3%,但由于英国业务出现39百万美元的减记,利润率仅为0.7%,剔除该影响后利润率为8% [36][37] - 国防系统业务收入同比增长6%,利润率达到10.3% [38] 各个市场数据和关键指标变化 - 公司在太空、防空和高超音速武器等领域取得进展,为未来增长奠定基础 [17][18][19] - 公司在澳大利亚、英国等国际市场也有新的业务拓展 [24] 公司战略和发展方向及行业竞争 - 公司正在制定新的"北极星"战略,聚焦技术差异化、可重复的商业模式和快速响应客户需求 [14][54][55] - 公司正加大在人工智能、量子技术等前沿技术领域的投入,以保持技术领先优势 [15][16] - 公司正在加强客户关系管理,提升业务拓展能力,以获取更多高质量订单 [22][23][24] 管理层对经营环境和未来前景的评论 - 管理层对公司的财务表现和未来发展前景表示乐观,并再次上调了全年业绩指引 [10] - 管理层认为公司在太空、防空和高超音速等领域的业务进展为未来增长奠定了基础 [17][18][19] - 管理层对公司在英国业务出现的问题表示关注,并采取了相应的措施 [36][37] - 管理层对公司在VBA残疾鉴定业务的前景持谨慎态度,因为该业务面临一些预算和需求的不确定性 [41][42] 其他重要信息 - 公司在本季度回购了1.14亿美元的股票,并支付了5100万美元的股息 [39] - 公司的现金流和资产负债表状况良好,为未来的投资和资本回报提供了灵活性 [39] 问答环节重要的提问和回答 问题1 **Mariana Perez Mora 提问** 公司在医疗健康服务业务中的竞争优势是什么,未来如何保持领先地位 [44][45][46][47][48] **Tom Bell 和 Chris Cage 回答** - 公司在该业务领域有长期的合作关系和丰富的经验,积累了大量的客户资源和专业人才 - 公司持续投资于先进的技术和解决方案,为客户提供差异化的服务 - 公司将继续保持与客户的密切合作,确保为客户提供优质的服务,维护自身的竞争优势 [45][46][47][48] 问题2 **Matt Akers 提问** 公司未来一年内面临的主要重大合同到期和重新竞标情况 [60][61][62] **Chris Cage 回答** - 即将到期的主要合同包括VBA残疾鉴定业务、TSA综合后勤支持合同以及DHMSM合同 - 公司正在密切关注这些合同的动态,并做好充分的准备,确保能够顺利续约或中标 [61][62][63] 问题3 **Noah Poponak 提问** 公司下半年的利润率和每股收益预期为何会有较大幅度下降 [104][105][106][107][108][109] **Chris Cage 回答** - 主要是由于VBA残疾鉴定业务的需求和预算存在不确定性,公司预计下半年该业务的收入和利润率会有所下降 - 公司其他业务的利润率也可能会有所回调,但整体仍保持较高水平 - 公司还将加大对未来发展的投入,以确保长期竞争力 [105][106][107][108][109]

Leidos Holdings, Inc.’s (LDOS) second-quarter 2024 adjusted earnings of $2.63 per share beat the Zacks Consensus Estimate of $2.26 by 16.4%. The bottom line also increased 46.1% from $1.80 registered in the prior-year quarter.The year-over-year upside was driven by increased volumes and higher earned incentives on managed health services and improved cost control across the company. LDOS reported GAAP earnings of $2.37 per share, up from the prior-year quarter’s level of $1.50.Total RevenuesTotal revenues o ...

RESTON, Va., July 30, 2024 /PRNewswire/ -- Leidos (NYSE: LDOS), a Fortune 500® innovation company, today announced the appointment of Ron Keesing as chief AI officer. In this role, Keesing will lead Leidos' strategic initiatives advancing Trusted Mission AI solutions and deploying those solutions across all customer missions.Leidos Appoints Ron Keesing as Chief AI OfficerLeidos has been at the forefront of deploying Trusted Mission AI into critical customer missions for decades. With Keesing's appointment, ...