Public companies › LDOS
Leidos LDOS · NYSE
Government aviation-parts contract record, attributed to 7 vendor units (CAGE codes) owned by Leidos. Data only; not investment advice.
$241.5M
obligated, last 52 weeks
+64%
vs prior 52 ($147.2M)
95
contract actions, 52 weeks
—
obligated, last 90 days
Outlook, next month
— No lean
Weeks like this one (3558 cases) have not been followed by a consistent move either way: +0.3% versus the sector, ahead 52% of the time. Historical tendency of similar weeks, not a forecast and not advice.
Flow Score
week of 2026-09-21 · same for every reader · method and track recordContract flow this week: normal · last month: flat · FAA directives: none
In primes and large-caps, weeks like this (3558 cases since 2012) show no measurable effect: +0.3% over the next 20 trading days versus the aerospace ETF, ahead 52% of the time, against +0.1% in ordinary weeks.
A description of the current state of public contracting data and its measured history. Not a recommendation to buy, sell or hold anything.
Our current read
frozen September 23 · scored after 20 trading days (about October 21)
52% chance Leidos beats the aerospace sector over the next 20 trading days; expected excess move +0.3%. In words: about as likely as not to beat the sector.
Based on 3,449 comparable weeks since 2012 (same company size, same contract-flow level: normal), pulled toward 50% when the evidence is thin. This number was written down on September 23 and cannot be changed; it is scored against the actual price when the horizon arrives.
Our record on LDOS: no scored calls yet; the first score lands about four weeks after the first read.
A probability, not a recommendation. Every read we have ever made, and how it turned out, is on the research page.
How to read this, in plain terms
The idea. Every week the government signs contracts for aircraft parts, and we know which company won them. When a company suddenly wins far more than its usual week, a natural question is whether its stock tends to move in the weeks after. We measured that for every company on this site, every week since 2012, and this box reports what we found for weeks that look like the current one.
Outlook is the answer in three words. ▲ Leaning higher means that in past weeks like this one, stocks of this size usually went on to beat the aerospace sector over the following month, and did so often enough and by enough that it is unlikely to be chance. ▼ Leaning lower is the reverse. — No lean means the record shows no consistent move either way, which is the honest answer most weeks and for most of the largest companies.
Flow Score is the current week in words: whether this company's contract flow is unusually strong, normal or weak compared with its own past year; whether it is rising or falling over the last month; and whether the FAA has recently issued directives against its products.
What it is not. A tendency in past data, not a forecast, and not a recommendation. Sample sizes are shown so you can weigh it yourself; a lean built on 400 cases means more than one built on 40. Stocks move for many reasons that have nothing to do with parts contracts. Use this as one input, alongside everything else you know.
The weeks behind this outlook (3558 comparable weeks; the 40 most recent shown)
Every week since 2012 in which a company of this size had contract flow in the same state as Leidos has now. “Next month” is how the stock did against the aerospace sector over the following 20 trading days.
| Week of | Company | Contract flow that week | vs. its normal | Next month |
|---|---|---|---|---|
| 2026-08-17 | Parker-Hannifin | $562K | about normal | beat by 3.9% |
| 2026-08-17 | Textron (Bell, Cessna, Beechcraft) | — | about normal | beat by 1.2% |
| 2026-08-17 | RTX (Raytheon, Pratt & Whitney, Collins) | $64K | about normal | trailed by 1.1% |
| 2026-08-17 | General Dynamics (Gulfstream) | — | about normal | trailed by 2.1% |
| 2026-08-17 | Lockheed Martin | $295K | about normal | beat by 3.1% |
| 2026-08-17 | Howmet Aerospace | — | about normal | trailed by 4.9% |
| 2026-08-17 | Leidos | — | about normal | trailed by 0.1% |
| 2026-08-10 | Lockheed Martin | $1.4M | about normal | beat by 4.9% |
| 2026-08-10 | Parker-Hannifin | $445K | about normal | beat by 3.6% |
| 2026-08-10 | Howmet Aerospace | — | about normal | trailed by 7.4% |
| 2026-08-10 | Leidos | — | about normal | beat by 2.8% |
| 2026-08-10 | RTX (Raytheon, Pratt & Whitney, Collins) | $36K | about normal | beat by 0.8% |
| 2026-08-10 | General Dynamics (Gulfstream) | — | about normal | beat by 3.7% |
| 2026-08-10 | L3Harris | — | about normal | beat by 3.8% |
| 2026-08-03 | Leidos | — | about normal | beat by 5.5% |
| 2026-08-03 | Parker-Hannifin | $69K | about normal | beat by 0.8% |
| 2026-08-03 | RTX (Raytheon, Pratt & Whitney, Collins) | $51K | about normal | beat by 2.5% |
| 2026-08-03 | General Dynamics (Gulfstream) | — | about normal | beat by 3.1% |
| 2026-08-03 | Lockheed Martin | $213K | about normal | beat by 1.2% |
| 2026-08-03 | Howmet Aerospace | — | about normal | trailed by 5.8% |
| 2026-08-03 | GE Aerospace (incl. CFM International) | $38K | about normal | beat by 2.0% |
| 2026-07-27 | Textron (Bell, Cessna, Beechcraft) | — | about normal | beat by 1.0% |
| 2026-07-27 | GE Aerospace (incl. CFM International) | $208K | about normal | trailed by 2.1% |
| 2026-07-27 | Howmet Aerospace | — | about normal | trailed by 1.7% |
| 2026-07-27 | Leidos | — | about normal | beat by 16.9% |
| 2026-07-27 | General Dynamics (Gulfstream) | — | about normal | beat by 6.2% |
| 2026-07-20 | Lockheed Martin | $3.0M | about normal | trailed by 0.7% |
| 2026-07-20 | Howmet Aerospace | — | about normal | trailed by 1.3% |
| 2026-07-20 | Leidos | — | about normal | beat by 20.1% |
| 2026-07-20 | General Dynamics (Gulfstream) | — | about normal | beat by 0.2% |
| 2026-07-20 | GE Aerospace (incl. CFM International) | $5K | about normal | beat by 1.0% |
| 2026-07-13 | Leidos | — | about normal | beat by 29.9% |
| 2026-07-13 | Howmet Aerospace | — | about normal | trailed by 5.5% |
| 2026-07-13 | Lockheed Martin | $236K | about normal | beat by 8.0% |
| 2026-07-13 | RTX (Raytheon, Pratt & Whitney, Collins) | $348K | about normal | beat by 6.9% |
| 2026-07-13 | General Dynamics (Gulfstream) | — | about normal | trailed by 1.4% |
| 2026-07-13 | Textron (Bell, Cessna, Beechcraft) | — | about normal | trailed by 12.4% |
| 2026-07-06 | Textron (Bell, Cessna, Beechcraft) | — | about normal | trailed by 6.3% |
| 2026-07-06 | General Dynamics (Gulfstream) | — | about normal | beat by 1.4% |
| 2026-07-06 | Howmet Aerospace | — | about normal | trailed by 5.5% |
Leidos itself, in this state before: 263 weeks, beat the sector 55% of the time, +0.7% on average.
One square per past week, most recent first; green beat the sector, red trailed. Hover for the week and the number. Too few squares to lean on is a fair reading; the size-class record above is the larger sample.
Did big contract weeks lead anywhere? The last two years
Each week's contract flow (line) and what the stock then did over the following month compared with the aerospace sector (bars).
What to look for: if the dots are usually followed by green bars, big contract weeks have tended to lead somewhere for this company; if the bars under the dots are as often red as green, they have not.
Weekly obligations, this year against last
FPDS aviation-parts actions, all agencies, by signing week.
Units that win
- LEIDOS, INC. 5UTE1$203.5M · 79
- LEIDOS, INC. 5UTE0$29.9M · 6
- LEIDOS INNOVATIONS CORPORATION 7LQ18$7.6M · 2
- LEIDOS, INC. 5UTE2$422K · 5
- LEIDOS INC 1N0X4— · 0
- LEIDOS, INC. 7MWB4— · 0
- LEIDOS INNOVATIONS CORPORATION 7MWC4— · 3
What they win, by supply class
Latest contract actions
Each row is one FPDS action. Click the stock number for its page, the part number for sellers, the unit for its vendor record, or the PIID for the award on FPDS. $0 is a modification that moved no money.
| Signed | Agency | Item | NSN | Unit | Obligated | Record |
|---|---|---|---|---|---|---|
| 2026-06-16 | DEPT OF DEFENSE | DIGITAL INFRASTRUCTURE NETWORK MANAGER | — | 5UTE0 | $2.5M | FPDS → |
| 2026-06-16 | DEPT OF DEFENSE | A NO-CHANGE ADMINISTRATIVE MODIFICATION TO PREVENT TRACKING CONFUSION | — | 5UTE1 | $0 | FPDS → |
| 2026-06-15 | DEPT OF DEFENSE | REPLACING EQUIPMENT FOR SLIN 0814AA TO 0817AA UNDER CHS626-DO-C2I-3367M1. | — | 5UTE1 | $620K | FPDS → |
| 2026-06-12 | DEPT OF DEFENSE | PROCURING AND REPLACING ITEMS FOR ORDER CHS626-DO-SCMD-3183M1. | — | 5UTE1 | — | FPDS → |
| 2026-06-05 | DEPT OF DEFENSE | CORRECTING A CLIN DIGIT ERROR IN A NARRATIVE. | — | 5UTE1 | $0 | FPDS → |
| 2026-06-04 | DEPT OF DEFENSE | PROCURING GETAC X600 PRO, TACLINK TO SINCGARS CABLE, AND ULTRALINK TACTICAL ROUTER ON CHS-6 CONTRACT. | — | 5UTE1 | $224K | FPDS → |
| 2026-06-04 | DEPT OF DEFENSE | PROCURE SYSTEM RACK AND CONTROL CONSOLE | — | 5UTE1 | $0 | FPDS → |
| 2026-06-02 | DEPT OF DEFENSE | PROCURING DELL PRO RUGGED | — | 5UTE1 | $948K | FPDS → |
| 2026-05-28 | DEPT OF DEFENSE | PROCURE SYSTEM RACK AND CONTROL CONSOLE | — | 5UTE1 | $0 | FPDS → |
| 2026-05-27 | DEPT OF DEFENSE | DIGITAL INFRASTRUCTURE NETWORK MANAGER | — | 5UTE0 | $11.9M | FPDS → |
| 2026-05-27 | DEPT OF DEFENSE | PROCURE SYSTEM RACK AND CONTROL CONSOLE | — | 5UTE1 | $0 | FPDS → |
| 2026-05-26 | DEPT OF DEFENSE | PROCURE DELL PRO MAX 16 | — | 5UTE1 | — | FPDS → |
| 2026-05-22 | DEPT OF DEFENSE | MI-17 AFGHANISTAN | — | 7MWC4 | $0 | FPDS → |
| 2026-05-20 | DEPT OF DEFENSE | PROCURE COMMERCIAL IT HARDWARE USING THE CHS CONTRACT | — | 5UTE1 | $4.2M | FPDS → |
| 2026-05-15 | DEPT OF DEFENSE | UPDATE WAWF CLAUSE ON CHS ORDER. | — | 5UTE1 | $0 | FPDS → |
| 2026-05-15 | DEPT OF DEFENSE | UPDATE WAWF CLAUSE FOR CHS IDIQ ORDER | — | 5UTE1 | $0 | FPDS → |
| 2026-05-14 | DEPT OF DEFENSE | PROCURE LAPTOPS | — | 5UTE1 | $208K | FPDS → |
| 2026-05-14 | DEPT OF DEFENSE | PROCURE TACTICAL EDGE COMPUTER KITS | — | 5UTE1 | $0 | FPDS → |
| 2026-05-12 | DEPT OF DEFENSE | PROCURE COMPACT DESKTOP | — | 5UTE1 | $19K | FPDS → |
| 2026-05-08 | DEPT OF DEFENSE | PROCURE HOST INTERFACE CABLE AND SWITCH | — | 5UTE1 | $0 | FPDS → |
Plus 16 DLA contracts in the last 30 days, $785K in contract value (DIBBS award history, counted per contract).
FAA Airworthiness Directives naming their products, 12 months
None in the last 12 months, or this company does not hold a type certificate.
In the news
No headlines in our feeds in the last 60 days.
Attribution is by vendor name against a curated map of listed parents and known subsidiaries; joint ventures and recent acquisitions can be missed. Obligations are FPDS aviation-parts actions above the micro-purchase threshold, by signing date. This page is a record of public contracting data. It is not investment advice and PartsAndPlanes makes no recommendation about any security.
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