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Science Applications International Boosts Outlook as Second-Quarter Results Beat Estimates
US Markets

Science Applications International Boosts Outlook as Second-Quarter Results Beat Estimates

Science Applications International (SAIC) raised its fiscal 2027 outlook on Monday as its second-quarter results topped Wall Street's expectations amid organic growth.The US government services contractor now anticipates adjusted earnings between $10.65 and $10.75 per share for fiscal 2027, up from its previous guidance of $9.90 and $10.10. Analysts in a FactSet-polled survey expect non-GAAP EPS of $10.18.Science Applications expects revenue in a range of $7.2 billion to $7.3 billion for the ongoing fiscal year, compared with $7 billion to $7.2 billion previously projected. The Street is looking for $7.19 billion."We continue to see healthy customer engagement and we believe that we're well-positioned to convert those opportunities into growth as we align with our customers clear demand signals for more capability and capacity," Chief Executive Jim Reagan said during an earnings call, according to a FactSet transcript.For the three months through July 31, the firm's revenue increased 6% annually to $1.88 billion, exceeding the average analyst estimate of $1.76 billion. The company's adjusted EPS plunged 17% to $3.01, well ahead of the Street's view for $2.31."We also believe our base is more secure with a recompete win rate of over 90% this quarter, creating an easier path to on contract growth and building momentum to capture the benefits of new business where our win rates are well within our target range," Reagan told analysts.Revenue in the defense and intellgence segment rose to $1.45 billion from $1.37 billion in the prior-year period. The civilian business grew to $431 million from $395 million.Science Applications reported 5.3% organic growth, with an estimated backlog at the end of the second quarter at about $22.1 billion.Science Applications' shares were up 5.4% in Monday trade. The stock has gained 32% so far this year.Earlier in August, defense contractor Leidos (LDOS) raised the lower end of its fiscal 2026 revenue and non-GAAP EPS guidance after its second-quarter results topped the Street's views. Professional services company Jacobs Solutions (J) narrowed its full-year outlook.Price: $130.26, Change: $+4.30, Percent Change: +3.41%

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Wire

Curtiss-Wright Wins $40 Million in Contracts From Leidos

Curtiss-Wright (CW) said Monday it won contracts worth about $40 million from Leidos Holdings (LDOS) to supply equipment for a US Army air-defense program.The company will deliver electromechanical actuators and rugged, small-form-factor mission computers for mobile ground-based air-defense systems, the company said.The Indirect Fire Protection Capability Increment 2 system is designed to acquire, track, engage and defeat cruise missiles, rockets and drones, and is expected to support Indo-Pacific operations for the defense of Guam, Curtiss-Wright said.Shares of Curtiss-Wright were down 1.6% in Monday trading.Price: $586.94, Change: $-9.49, Percent Change: -1.59%

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Wire

Leidos Wins $56 Million Contract From Naval Health Research Center

Leidos (LDOS) said Tuesday it won a $56 million contract from the Naval Health Research Center to provide behavioral health research, operational assessments, and data-driven analyses to bolster operational readiness of US armed services members.The 5.5-year project will involve identifying risks and protective measures that affect the performance of military personnel throughout the deployment cycle, according to a statement.Price: $137.16, Change: $-1.27, Percent Change: -0.92%

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Leidos Wins $301 Million Cyber Defense Contract

Leidos (LDOS) said Monday it won a contract from the US Army to develop new cyber defense capabilities that will support the US Department of Defense in safeguarding military information networks.The five-year follow-on contract is valued at around $301 million, according to a statement.Price: $138.57, Change: $-2.82, Percent Change: -1.99%

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Citigroup Adjusts Price Target on Leidos Holdings to $161 From $138, Keeps Buy Rating

Leidos Holdings (LDOS) has an average rating of overweight and mean price target of $151.93, according to analysts polled by FactSet.Price: $139.46, Change: $+1.89, Percent Change: +1.37%

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Wire

Leidos Portfolio Diversification Seen Underappreciated, RBC Says

Leidos Holdings' (LDOS) diversified portfolio remains underappreciated, with strength in its Homeland and Defense businesses, while capital allocation could be a positive catalyst for the stock, RBC Capital Markets said.The brokerage said in a Tuesday note that the size of the health segment, which faces tough 2027 comparisons, justifies investor focus. However, as growth shifts to the Defense and Homeland businesses, it believes sentiment toward the stock should improve.Leidos reported Q2 adjusted earnings of $3.26 per share ahead of the consensus estimate. Revenue rose 7% year over year, primarily driven by strength in the Homeland segment.Leidos' strong balance sheet and increased share repurchases could support the stock. Management is favoring internal investments and returning capital to shareholders over acquisitions, which it views as relatively expensive, according to the noteRBC maintained its outperform rating on the stock and cut its price target to $170 from $180.Shares of Leidos were down 1.7% in Wednesday afternoon trading.Price: $128.33, Change: $-2.27, Percent Change: -1.74%

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Wire

Leidos Wins Naval Intelligence IT Modernization Contract

Leidos (LDOS) said Monday it has been awarded a contract worth up to $64.8 million from the Office of Naval Intelligence to continue modernizing global information technology infrastructure for secure naval intelligence operations.The agreement, featuring a one-year base period with four option years, extends work it has performed since 2021, the company said.Under the contract, Leidos will upgrade systems for the Hopper Global Communications Center, which manages and rapidly routes intelligence to Navy and defense decision makers, according to a statement.Price: $117.44, Change: $+1.84, Percent Change: +1.59%

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Wire

Leidos Awarded Task Order of Up to $717 Million by US Air Force

Leidos (LDOS) has been awarded a new task order by the US Air Force's Air Combat Command Acquisition Management and Integration Center to continue delivering intelligence, surveillance and reconnaissance operations support, the company said Tuesday.The task order has a potential value of about $717 million if all the options are exercised and includes a one-year base period with four one-year options, Leidos said.Work under the task order will be performed at over 35 locations in the US and abroad, the company said.Price: $119.06, Change: $+4.11, Percent Change: +3.57%

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Wire

Jefferies Adjusts Price Target on Leidos Holdings to $110 From $140, Keeps Hold Rating

Leidos Holdings (LDOS) has an average rating of overweight and mean price target of $169.21, according to analysts polled by FactSet.Price: $104.88, Change: $+1.91, Percent Change: +1.85%

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UBS Adjusts Price Target on Leidos to $124 From $204, Maintains Neutral Rating

Leidos (LDOS) has an average rating of overweight and mean price target of $174.93, according to analysts polled by FactSet.Price: $102.66, Change: $+2.22, Percent Change: +2.21%

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Leidos' Healthcare Business Sees Limited Future Upside From Increasing Competition, BofA Securities Says

Leidos' (LDOS) healthcare business sees limited future upside from increasing competition, BofA Securities said in a Wednesday note.BofA said it sees near-term pressure on the healthcare business as the U.S. Defense Health Agency seeks to work directly with suppliers in the Defense Health Management System Modernization program's maintenance phase.It also said the upcoming Medical Disability Examinations recompete could weigh on Leidos' future share and pricing power.The investment banking firm said it continues to recognize the value of Leidos' defense portfolio, but added that it does not believe investors will give credit for full value of the opportunities until the results begin to materialize.BofA downgraded Leidos to neutral from buy and adjusted its price target to $125 from $200.Price: $110.13, Change: $-3.45, Percent Change: -3.04%

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Update: BofA Securities Downgrades Leidos to Neutral From Buy, Cuts Price Target to $125 From $200

(Updates to include BofA's commentary)BofA Securities Downgrades Leidos (LDOS) to neutral from buy, which reflects increasing pressure across what was once a blooming healthcare portfolio.The value of the company's defense portfolio and its strong alignment with DoW's priorities, including small cruise missiles, C2, counter UAS, hypersonics, and unmanned maritime solutions are still recognized but investors are unlikely to give credit for full value of the opportunities until the results begin to materialize, analysts led by Mariana Perez Mora wrote in a Wednesday note.Additionally, there are "no meaningful signs" of an accelerated sustained growth, the analysts mentioned.The analysts also cut Leidos' price target to $125 from $200.Leidos has an average rating of overweight and mean price target of $174.93, according to analysts polled by FactSet.Price: $110.30, Change: $-3.29, Percent Change: -2.89%

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Research

Update: BofA Downgrades Leidos Holdings to Neutral From Buy, Cuts Price Target to $125 From $200

(Updates with prior price target.)Leidos Holdings (LDOS) has an average rating of overweight and mean price target of $174.93, according to analysts polled by FactSet.

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Research

BofA Downgrades Leidos Holdings to Neutral From Buy, Price Target is $125

Leidos Holdings (LDOS) has an average rating of overweight and mean price target of $174.93, according to analysts polled by FactSet.

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Research

Jefferies Downgrades Leidos to Hold From Buy, Adjusts Price Target to $140 From $185

Leidos Holdings (LDOS) has an average rating of overweight and mean price target of $183.50, according to analysts polled by FactSet.

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Research

BNP Paribas Initiates Leidos Holdings at Outperform With $165 Price Target

Leidos Holdings (LDOS) has an average rating of overweight and mean price target of $186.27, according to analysts polled by FactSet.Price: $131.89, Change: $+3.77, Percent Change: +2.94%

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Wire

Leidos Wins $2.7 Billion US Army Contract for Hypersonic Weapons Production

Leidos Holdings (LDOS) won a $2.7 billion US Army contract to advance hypersonic weapons programs from prototyping to production.The award combines the Thermal Protection Shield and Common Hypersonic Glide Body programs, a move intended to streamline development and accelerate delivery for both the Army and the Navy, Leidos said Tuesday in a statement.The contract is expected to reduce production timelines and strengthen the supply chain for components, the company said.Price: $130.24, Change: $+2.56, Percent Change: +2.01%

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Research

Research Alert: CFRA Maintains Hold Rating On Shares Of Leidos Holdings, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target price by $50 to $145, 11.2x our 2027 EPS estimate, vs. the peer average of 12.3x. We keep our 2026 EPS view unchanged at $12.30 and increase 2027's by $0.14 to $12.92. Reflecting strong business momentum, LDOS raised its full-year 2026 guidance, lifting revenue to a range of $18.0B-$18.4B (vs. $17.5B-$17.9B) and adjusted EPS to $12.10-$12.50 (vs. $12.05-$12.45). This confidence is driven by the successful execution of its NorthStar 2030 strategy, highlighted by the completed Entrust acquisition and a new security products joint venture. While facing temporary margin pressures from program delays and integration costs, these risks are offset by an exceptionally strong financial foundation, demonstrated by $301 million in Q1 operating cash flow. This, combined with 31% year-over-year growth in funded backlog of $9.6B and a healthy 1.1x trailing book-to-bill ratio, provides reasonable near-term revenue assurance.

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Leidos Stock Continues to Face Pressure Over Uncertainty of Health, Defense Portfolios, RBC Capital Markets Says

Leidos (LDOS) posted a Q1 beat but uncertainty into 2027 over the health and defense portfolios continue to weigh on the stock, RBC Capital Markets said in a Tuesday research report.The health segment continues to normalize and margins remain robust as Veterans Affairs examination volumes are expected to remain elevated in 2026 as the agency focuses on burning backlog. Leidos is under contract to provide medical disability exams for the VA, but the company's contract awards and backlog visibility will take time to mature, analysts wrote.Leidos is making solid investments to position itself for market growth in 2027, but near-term outlook is likely to remain clouded, which will be an overhang on the stock, according to the note.The brokerage said it reiterated its outperform rating on the stock and cut its price target to $180 per share from $215.Price: $130.22, Change: $-6.97, Percent Change: -5.08%

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TD Cowen Adjusts Price Target on Leidos Holdings to $160 From $175

Leidos Holdings (LDOS) has an average rating of overweight and mean price target of $193.08, according to analysts polled by FactSet.Price: $132.12, Change: $-5.07, Percent Change: -3.70%

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