Results: Leidos Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Simply Wall St.11-05

Last week, you might have seen that Leidos Holdings, Inc. (NYSE:LDOS) released its third-quarter result to the market. The early response was not positive, with shares down 2.8% to US$136 in the past ...

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Exceeded Expectations And The Consensus Has Updated Its Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-05 20:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/commercial-services/nyse-ldos/leidos-holdings/news/results-leidos-holdings-inc-exceeded-expectations-and-the-co><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, you might have seen that Leidos Holdings, Inc. (NYSE:LDOS) released its third-quarter result to the market. The early response was not positive, with shares down 2.8% to US$136 in the past ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/commercial-services/nyse-ldos/leidos-holdings/news/results-leidos-holdings-inc-exceeded-expectations-and-the-co\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GXDW","symbol_name":"Global X Dorsey Wright Thematic ETF","start_time":0,"source_url":"https://simplywall.st/stocks/us/commercial-services/nyse-ldos/leidos-holdings/news/results-leidos-holdings-inc-exceeded-expectations-and-the-co","article_id":"2681895075","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=240/https://images.simplywall.st/asset/industry/9612012-choice2-card/1788955963065"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/commercial-services/nyse-ldos/leidos-holdings/news/results-leidos-holdings-inc-exceeded-expectations-and-the-co","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2681895075","pubTimestamp":1793883547,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"SSimply Wall StNovember 5, 2026","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"GXDW":"Global X Dorsey Wright Thematic ETF","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","BK4588":"碎股","BK4585":"ETF&股票定投概念","VOTE":"TCW Transform 500 ETF","BK4123":"调查和咨询服务","VGFPF":"Vanguard Funds PLC","FEBU":"AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF","RGLO":"Global Equity Active ETF","DECU":"AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF","LDOS":"Leidos Holdings Inc","JOYT":"JPMorgan Equity and Options Total Return ETF","PMDE":"PGIM S&P 500 Max Buffer ETF - December"},"translate_title":"结果：Leidos Holdings, Inc. 超出预期，共识已更新其估计","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FEBU":0.7,"GXDW":0.7,"VGFPF":0.7,"JOYT":0.7,"VOTE":0.7,"DECU":0.7,"RGLO":0.7,"LDOS":1.5,"PMDE":0.7},"content_text":"Last week, you might have seen that Leidos Holdings, Inc. (NYSE:LDOS) released its third-quarter result to the market. The early response was not positive, with shares down 2.8% to US$136 in the past week.       It looks like a credible result overall - although revenues of US$4.6b were in line with what the analysts predicted, Leidos Holdings surprised by delivering a statutory profit of US$3.28 per share, a notable 18% above expectations.     Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual.  Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Leidos Holdings after the latest results.  Trump has pledged to \"unleash\" American oil and gas and these 15 US stocks have developments that are poised to benefit.NYSE:LDOS Earnings and Revenue Growth November 5th 2026 Following the latest results, Leidos Holdings' 14 analysts are now forecasting revenues of US$18.8b in 2027. This would be a reasonable 5.5% improvement in revenue compared to the last 12 months.       Statutory per share are forecast to be US$11.45, approximately in line with the last 12 months.        Yet prior to the latest earnings, the analysts had been anticipated revenues of US$19.1b and earnings per share (EPS) of US$11.69 in 2027.        The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year.     See our latest analysis for Leidos Holdings   The consensus price target held steady at US$152, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future.        That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets.  There are some variant perceptions on Leidos Holdings, with the most bullish analyst valuing it at US$225 and the most bearish at US$127 per share.   Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.      Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates.     We would highlight that Leidos Holdings' revenue growth is expected to slow, with the forecast 4.4% annualised growth rate until the end of 2027 being well below the historical 5.8% p.a. growth over the last five years.    By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 6.1% per year.  So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Leidos Holdings.     AdvertisementThe Bottom Line  The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Leidos Holdings.        On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry.       The consensus price target held steady at US$152, with the latest estimates not enough to have an impact on their price targets.   Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings.   We have estimates - from multiple Leidos Holdings analysts - going out to 2028, and you can see them free on our platform here.  Don't forget that there may still be risks. For instance, we've identified   2 warning signs for Leidos Holdings  that you should be aware of.  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 (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. 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