Leidos Holdings, Inc. (LDOS)

Leidos Holdings, Inc. is a leading specialized science and technology company "delivering innovative solutions to solve the worlds toughest challenges in the defense, intelligence, civil, and health markets," currently led by CEO Tom Bell. The company’s mission is to make the world safer, healthier, and more efficient through technology and engineering. Leidos holds a strategic position as the largest provider of IT services to the US federal government, specializing in complex, multi-year contracts that require high-level security clearances and specialized technical depth. Leidos Holdings, Inc. stock is a premier "Defense and Government Technology" play, representing a company that is essential for the modernization of the US military and healthcare infrastructure.

The company’s business operations are organized into Defense Solutions, Civil, and Health segments. In late 2025, Leidos reported record backlog growth exceeding $38 billion, driven by its specialized "Joint All-Domain Command and Control" (JADC2) initiatives and its "MHS GENESIS" electronic health record rollout for the Department of Defense. The company’s future strategy involves "AI-Native Defense," with 2026 targets focused on utilizing specialized generative AI to automate cyber defense and intelligence analysis for government agencies. For 2026, the firm is prioritizing its specialized "Trusted AI" framework and the expansion of its specialized "Unmanned Maritime Systems" (autonomous ships). Its competitive moat is its "Human Capital"—over 45,000 employees, many with high-level security clearances—and its deep-rooted reputation for managing the nations most sensitive data and infrastructure. This specialized scale and trust make it nearly impossible for smaller commercial tech firms to displace Leidos on mission-critical national security contracts.

LDOS is listed on the New York Stock Exchange under the ticker LDOS stock. It is a favorite for value and growth investors who prize its stable, recurring revenue streams and its high-margin "intellectual property" business model. Financial analysts and defense experts monitor the LDOS stock price as a leading indicator of US government spending on technology and the pace of digital transformation across federal agencies. By December 2025, Leidos remains a dominant and highly innovative force in the technology sector, utilizing its scientific scale to defend and empower the nation.