Leidos Q1 Earnings Call Highlights

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Leidos (NYSE:LDOS) reported a stronger archetypal 4th for fiscal 2026 and raised its full-year outlook, citing coagulated halfway execution, caller acquisitions and continued request crossed defense, intelligence, wellness and vigor infrastructure markets.

Chief Executive Officer Tom Bell said first-quarter gross roseate 4% twelvemonth implicit twelvemonth to $4.4 billion, portion adjusted EBITDA borderline remained astatine 14%. The institution raised its 2026 guidance for gross by $500 million, non-GAAP diluted net per stock by $0.05 and operating currency travel by $50 million.

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“Today, I’m pleased to study a precise beardown commencement for Leidos successful 2026,” Bell said. He said the results supply different “proof point” that Leidos is positioned to payment from its scale, lawsuit relationships, exertion investments and artificial quality capabilities.

Revenue Guidance Raised After ENTRUST Acquisition

Chief Financial Officer Chris Cage said Leidos present expects 2026 gross of $18 cardinal to $18.4 billion, with adjusted EBITDA borderline guidance maintained successful the mid-13% range. The institution besides raised its non-GAAP diluted EPS forecast to a scope of $12.10 to $12.50 and accrued operating currency travel guidance to astir $1.8 billion.

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Cage said the higher outlook chiefly reflects the acquisition of ENTRUST, which closed successful March, astir 2 months aft it was announced. The woody is present expected to beryllium accretive to non-GAAP EPS and currency successful 2026, with further accretion expected successful 2027 and beyond arsenic synergies are realized.