Is Leidos Holdings (LDOS) Undervalued As Raised Guidance And New Contracts Lift Outlook?

Simply Wall St.

Aug 10

Leidos Holdings (LDOS) reported second quarter 2026 results with higher sales but lower net income, raised its full year revenue outlook, and highlighted a series of recent defense and intelligence ...

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This comes even though the year to date share price return is down 25.02%...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","LDOS":"Leidos Holdings Inc","BK4123":"调查和咨询服务","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD"},"translate_title":"随着指引上调和新合同提升前景，Leidos Holdings (LDOS) 是否被低估？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LDOS":1.5},"content_text":"Leidos Holdings (LDOS) reported second quarter 2026 results with higher sales but lower net income, raised its full year revenue outlook, and highlighted a series of recent defense and intelligence contract wins. See our latest analysis for Leidos Holdings. Leidos Holdings' latest news arrives after a sharp rebound in the share price, with a 7 day share price return of 19.01% and a 30 day share price return of 28.55%. This comes even though the year to date share price return is down 25.02% and the 1 year total shareholder return is down 21.24%. At the same time, the 3 year total shareholder return of 45.75% and 5 year total shareholder return of 53.42% point to a stronger longer term record and indicate that recent momentum may be rebuilding as investors react to the raised revenue guidance, contract wins and new capital return plans. If you are looking beyond defense and intelligence contractors, this could be a good moment to widen your research using the Simply Wall St screener for 37 power grid technology and infrastructure stocks After that sharp rebound in Leidos Holdings, some investors will feel pressure to act quickly, while others may prefer to sit tight and wait. The next step is to see what the current valuation actually implies. AdvertisementMost Popular Narrative: 16.8% Undervalued Leidos Holdings closed at $137.57, while the most widely followed narrative sets fair value at $165.27. That gap sits on a detailed earnings and cash flow story built on specific contract, margin and growth assumptions.  Accelerating customer demand for digital modernization, AI-powered solutions, and autonomous systems in defense, healthcare, and intelligence plays to Leidos' strengths and is leading to higher-quality, higher-margin contracts that improve net margins, as these capabilities command premium pricing and are in areas of secular growth.  Read the complete narrative. Read the complete narrative. Want to see what has to happen for that valuation gap to close? The narrative leans on steady revenue expansion, resilient margins and a future earnings multiple that is below many peers. Curious which exact growth path and profit mix underpin those assumptions? The full story joins those moving parts into one price tag. Result: Fair Value of $165.27 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this Leidos Holdings narrative can be knocked off course if U.S. federal spending priorities shift, or if healthcare contract pressures prove more persistent than analysts expect. Find out about the key risks to this Leidos Holdings narrative. Next Steps Given the mix of cautious and optimistic signals around Leidos Holdings, this is a moment to review the data yourself and move with intent. To see both sides of the story in one place, check out the 3 key rewards and 1 important warning sign. Looking for more investment ideas beyond Leidos Holdings? Do not stop your research with Leidos Holdings. Broadening your watchlist now can help you spot opportunities that others overlook and avoid rushing decisions later.  Target potential mispricings by reviewing companies that screen as financially strong yet out of favor through the 52 high quality undervalued stocks. Strengthen your income focus by scanning for resilient payers in the 8 dividend fortresses. Prioritize resilience by reviewing companies that clear the quality bar in the solid balance sheet and fundamentals stocks screener (48 results).   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}