The earnings call was largely positive with strong growth in revenue, profitability, and strategic initiatives like AI and maritime expansion. Despite some challenges due to government efficiency actions and procurement delays, Leidos' proactive measures and increased guidance indicate a robust outlook.

Company Guidance

In the second quarter of fiscal year 2025, Leidos reported robust financial performance, underscoring its strategic execution against a dynamic market backdrop. The company achieved a 4.8% year-to-date revenue growth, with a record EBITDA margin of 15.2% this quarter, and a significant 28% increase in operating cash flow. Leidos raised its full-year guidance, reflecting confidence in its North Star 2030 strategy, which focuses on five growth pillars: space and maritime, energy infrastructure, digital modernization and cyber, mission software, and managed health services. Notably, the company's 0.9 book-to-bill ratio in Q2 marked a recovery from Q1, with prospects for further growth bolstered by an anticipated stronger awards pace in the latter half of the year. Furthermore, Leidos is leveraging AI to enhance efficiency, projecting savings of over 0.5 million labor hours by the fiscal year-end, while recent investments, such as the Kudu acquisition, have already added $400 million in pipeline opportunities.

Strong Revenue and Profitability Growth

Leidos reported a 4.8% year-to-date revenue growth and record profitability with a 15.2% EBITDA margin this quarter. Operating cash flow increased by 28%.

Expansion in Maritime and Autonomous Systems

Leidos secured contracts with the U.S. Navy and Marines for autonomous maritime vessels, and a classified customer ordered Sea Darts. The maritime component of the space and maritime growth pillar is poised for significant expansion.

AI and Automation Enhancements

Leidos has implemented AI in various functions, achieving significant efficiencies. For instance, 20% greater efficiency in proposal writing tasks and a 30% reduction in coding time for developers.

Increased Guidance for 2025

Due to strong performance, Leidos raised its full year guidance for 2025, with adjusted EBITDA margin guidance increased from mid- to high 12s to mid-13s.

Successful Kudu Dynamics Acquisition

The acquisition has already added $400 million in pipeline opportunities and increased the probability of winning an additional $2 billion of near-term submits.

Leidos Holdings (LDOS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LDOS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	2.70 / -	2.93	―	―	―
Aug 05, 2025	2025 (Q2)	2.66 / 3.21	2.63	22.05% (+0.58)
May 06, 2025	2025 (Q1)	2.50 / 2.97	2.29	29.69% (+0.68)
Feb 11, 2025	2024 (Q4)	2.27 / 2.37	1.99	19.10% (+0.38)
Oct 29, 2024	2024 (Q3)	2.01 / 2.93	2.03	44.33% (+0.90)
Jul 30, 2024	2024 (Q2)	2.27 / 2.63	1.8	46.11% (+0.83)
Apr 30, 2024	2024 (Q1)	1.70 / 2.29	1.47	55.78% (+0.82)
Feb 13, 2024	2023 (Q4)	1.74 / 1.99	1.83	8.74% (+0.16)
Oct 31, 2023	2023 (Q3)	1.67 / 2.03	1.59	27.67% (+0.44)
Aug 01, 2023	2023 (Q2)	1.57 / 1.80	1.59	13.21% (+0.21)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LDOS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$160.95	$172.94	+7.45%
May 06, 2025	$147.54	$154.34	+4.61%
Feb 11, 2025	$141.96	$136.82	-3.62%
Oct 29, 2024	$168.32	$184.32	+9.51%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Leidos Holdings (LDOS) report earnings?

Leidos Holdings (LDOS) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Leidos Holdings (LDOS) earnings time?

Leidos Holdings (LDOS) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LDOS EPS forecast?

LDOS EPS forecast for the fiscal quarter 2025 (Q3) is 2.7.

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