-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將12個月目標價下調50美元至145美元，相當於2027年每股收益預期的11.2倍，低於同業平均的12.3倍。我們維持2026年每股盈餘預期不變，仍為12.30美元，並將2027年預期調高0.14美元至12.92美元。鑑於強勁的業務成長勢頭，LDOS上調了2026年全年業績指引，將營收預期上調至180億至184億美元（此前預期為175億至179億美元），調整後每股收益預期上調至12.10至12.50美元（此前預期為12.05美元）。這種信心源於其「北極星2030」策略的成功實施，其中最引人注目的是完成了對Entrust的收購以及成立了新的安全產品合資企業。儘管專案延期和整合成本帶來了暫時的利潤率壓力，但這些風險被極其穩健的財務基礎所抵消，第一季3.01億美元的營運現金流便是最好的證明。此外，已獲資金的積壓訂單年增31%至96億美元，以及1.1倍的健康訂單出貨比，為公司近期的收入提供了合理的保障。
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