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Leidos Holdings, Inc.

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US Running Low on the 2 Weapons It Would Need Most

24/7 Wall Street · Wed, 23 Sep 2026 08:40:39 -0400

A defense analyst warned that China may be watching gleefully as the Pentagon scrambles to restock two weapons classes critical to any future great-power fight.

Leidos: Homeland Surge, Defense Bookings, And A Bargain Multiple

Seeking Alpha · Tue, 22 Sep 2026 22:30:27 -0400

Leidos Holdings is upgraded from Hold to Buy due to a compelling valuation and strong earnings figures in 3 out of the 4 segments. Q2 2026 earnings revealed robust growth in Defense, Homeland, and Intelligence & Digital segments, offsetting Health segment weakness. Backlog reached $48.7B (up 5% YoY), with funded backlog surging 44% to $10.2B, enhancing revenue visibility and supporting the positive outlook.

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