LDOS · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

Leidos Holdings, Inc. · 2026-08-04 · Importance 49 · Surprise 32 · From source text

Leidos generated $4.558 billion of revenue in the three months ended July 3, 2026, up 7.2% from $4.253 billion, and $8.958 billion in the six months, up 5.4% from $8.498 billion. Intelligence & Digital revenue increased 6.5% to $1.499 billion in the quarter and 7.0% to $3.012 billion year to date, driven primarily by program wins and $27 million of Kudu Dynamics revenue in the six-month period. Health revenue declined 7.6% to $1.086 billion in the quarter and 3.8% to $2.274 billion year to date because of lower volumes. Homeland revenue increased 32.0% to $1.018 billion in the quarter and 19.0% to $1.834 billion year to date, including $141 million and $152 million, respectively, from Entrust, while Defense revenue increased 6.2% in the quarter and 3.4% to $1.838 billion year to date.

Key facts

• Three months ended revenues: $4,558 million for July 3, 2026 and $4,253 million for July 4, 2025. source
• Six months ended revenues: $8,958 million for July 3, 2026 and $8,498 million for July 4, 2025. source
• Intelligence & Digital revenues were $1,499 million for the three months ended July 3, 2026 and $1,408 million for the three months ended July 4, 2025. source
• Intelligence & Digital revenues were $3,012 million for the six months ended July 3, 2026 and $2,816 million for the six months ended July 4, 2025. source
• Health revenues were $1,086 million for the three months ended July 3, 2026 and $1,175 million for the three months ended July 4, 2025. source
• Health revenues were $2,274 million for the six months ended July 3, 2026 and $2,363 million for the six months ended July 4, 2025. source

Impact estimates