| LDOS |
Report |
Revenue (Q2 2026) |
IN-LINE |
pred ~$4.40B vs. cons $4.442B |
MEDIUM |
| LDOS |
Report |
Operating EBITDA (Q2 2026) |
MISS |
pred ~$580M vs. cons $598M |
MEDIUM |
| LDOS |
Report |
Book-to-Bill (Q2 2026) |
BEAT |
pred ~1.05x vs. cons 1.02x |
MEDIUM |
| LDOS |
Guide |
FY 2026 Revenue (FY26) |
UNCHANGED |
guide $18.0-18.4B vs. cons $18.255B |
HIGH |
| LDOS |
Guide |
FY 2026 Non-GAAP EPS (FY26) |
UNCHANGED |
guide $12.10-12.50 vs. cons $12.31 |
HIGH |
| LDOS |
Guide |
FY 2026 Adj. EBITDA Margin (FY26) |
UNCHANGED |
guide mid-13s vs. cons ~13.6% |
MEDIUM |
| LDOS |
Guide |
H2 Re-acceleration Tone (qualitative) |
UNCHANGED |
reaffirmed but caveated on investment step-up |
MEDIUM |
| LDOS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.5% |
— |
MEDIUM |
| LDOS |
Return |
5-day cumulative residual |
-9.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - sell side trims Q3/Q4 on margin miss and H2 math skepticism; short covering provides partial cushion but does not reverse direction |
MEDIUM |