| LDOS |
Report |
Revenue |
IN-LINE |
pred ~$4.39B vs. cons $4.43B |
MEDIUM |
| LDOS |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$2.96 vs. cons $2.90 |
MEDIUM |
| LDOS |
Report |
Book-to-bill |
MISS |
pred ~0.95x vs. cons 1.00x |
LOW |
| LDOS |
Guide |
Revenue guidance |
UNCHANGED |
guide ~$18.20B vs. cons $18.20B (FY2026) |
HIGH |
| LDOS |
Guide |
Non-GAAP diluted EPS guidance |
UNCHANGED |
guide ~$12.30 vs. cons $12.30 (FY2026) |
MEDIUM |
| LDOS |
Guide |
Operating cash flow guidance |
UNCHANGED |
guide ~$1.80B vs. cons $1.80B (FY2026) |
HIGH |
| LDOS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.2% |
— |
MEDIUM |
| LDOS |
Return |
5-day cumulative residual |
-1.2% (STABILIZE) |
A sub-1.0x book-to-bill and ~$4.39B revenue versus $4.43B consensus would initially outweigh the EPS beat. With FY2026 revenue held near $18.20B, the implied H2 quarterly average rises to ~$4.71B versus ~$4.39B in Q2; however, unchanged FY2026 EPS of ~$12.30 versus $12.30 consensus limits estimate cuts, allowing the reaction to stabilize. |
LOW |