LDOS · 8-K · 20261103PR000290
Guidance and Outlook
Leidos Holdings, Inc. · 2026-11-03 · Importance 62 · Surprise 68 · No source text
On November 3, 2026, Leidos raised its FY2026 non-GAAP diluted EPS guidance to $12.50–$12.70 from $12.20–$12.50 and operating cash flow guidance to approximately $1.90 billion from $1.85 billion. Revenue guidance was reduced to $18.00–$18.20 billion from $18.20–$18.40 billion, after adjusting for the joint venture and incorporating year-to-date performance and the current outlook. Adjusted EBITDA margin guidance remained at mid-13%.
Key facts
- Leidos's FY2026 revenue guidance was reduced to $18.00–$18.20 billion from $18.20–$18.40 billion after adjustment for the joint venture and incorporation of year-to-date performance and current outlook. source
- Leidos's FY2026 operating cash flow guidance increased to approximately $1.90 billion from approximately $1.85 billion. source
- Leidos's FY2026 non-GAAP diluted EPS guidance increased to $12.50–$12.70 from $12.20–$12.50. source
- Leidos's FY2026 adjusted EBITDA margin guidance remained mid-13% after the guidance update. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | committed | -3.7% | Leidos's FY2026 revenue guidance was reduced to $18.00–$18.20 billion from $18.20–$18.40 billion after adjustment for the joint venture… |
| cash | positive | committed | +0.3% | Leidos's FY2026 operating cash flow guidance increased to approximately $1.90 billion from approximately $1.85 billion. |
| net_income | positive | committed | — | Leidos's FY2026 non-GAAP diluted EPS guidance increased to $12.50–$12.70 from $12.20–$12.50. |