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LDOS Transcript
Leidos Holdings, Inc. (LDOS) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Neutral2-18
Leidos Holdings, Inc. (LDOS) Q4 2025 Earnings Call Transcript
Positive2-17
The earnings call reveals strong financial performance, with increased margins across segments and raised guidance for EBITDA and EPS. The Q&A highlights strategic investments and a strong growth pipeline, although some management responses lack clarity. The reaffirmation of revenue guidance and increased profitability expectations, alongside strategic initiatives in defense and infrastructure, suggest a positive outlook. Despite concerns over AI and CapEx, the overall sentiment is positive, with potential upside from new contracts and programs.
Leidos Holdings, Inc. (LDOS) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
Neutral12-3
Leidos Holdings, Inc. (LDOS) Q3 2025 Earnings Call Transcript
Positive11-4
The earnings call summary and Q&A highlight several positive factors: raised revenue and EBITDA margin guidance, strong cash flow, and growth in key segments like Defense Systems. The company's strategic focus on AI, automation, and capital deployment, alongside robust pipeline opportunities, further supports a positive outlook. While there are some uncertainties, such as the government shutdown, the overall sentiment is optimistic, suggesting a stock price increase of 2% to 8% over the next two weeks.
LDOS Slides
LDOS Report
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