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

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativecontingentThe company expects Congress is increasingly likely to rely on a short-term continuing resolution to keep the government funded beyond…