LDOS · 10-Q · 2026Q3 · Full report
U.S. Government Funding Outlook
Leidos Holdings, Inc. · 2026-08-04 · Importance 64 · Surprise 42 · In source text
Leidos generated approximately 83% of revenue in the three months and 85% in the six months ended July 3, 2026, from U.S. government contracts. Congress was advancing fiscal 2027 appropriations bills, but management increasingly expected lawmakers to use a short-term continuing resolution to fund the government beyond September 30, 2026. Failure to enact appropriations or a continuing resolution by that date could result in a full or partial federal government shutdown, affecting spending across national security, homeland security and intelligence markets.
Key facts
- The company expects Congress is increasingly likely to rely on a short-term continuing resolution to keep the government funded beyond September 30, 2026, and failure to pass appropriations or a CR by that date will result in a full or partial federal government shutdown. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | contingent | — | The company expects Congress is increasingly likely to rely on a short-term continuing resolution to keep the government funded beyond… |