| LDOS |
Report |
Revenue |
BEAT |
pred ~$4.40B vs. cons $4.35B |
MEDIUM |
| LDOS |
Report |
Non-GAAP diluted EPS |
IN-LINE |
pred ~$2.94 vs. cons $2.95 |
MEDIUM |
| LDOS |
Report |
Book-to-bill |
MISS |
pred ~0.85x vs. cons 0.95x |
MEDIUM |
| LDOS |
Guide |
FY26 revenue guidance |
UNCHANGED |
guide ~$18.20B vs. cons $18.22B (FY26) |
HIGH |
| LDOS |
Guide |
FY26 non-GAAP diluted EPS guidance |
UNCHANGED |
guide ~$12.30 vs. cons $12.32 (FY26) |
HIGH |
| LDOS |
Guide |
FY26 operating cash-flow guidance |
BETTER |
guide ~$1.80B vs. cons $1.78B (FY26) |
MEDIUM |
| LDOS |
Guide |
Adjusted EBITDA margin / 2H recovery commentary |
UNCHANGED |
guide ~13.5% vs. cons 13.5% (FY26) |
MEDIUM |
| LDOS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| LDOS |
Return |
5-day cumulative residual |
-0.8% (STABILIZE) |
A modest revenue beat and maintained FY26 EPS/revenue framework should limit estimate cuts, but sub-1x bookings and a low-point Q2 margin print leave the 2H ramp unproven. The initial negative reaction should stabilize as unchanged FY26 math prevents material out-period revisions. |
MEDIUM |