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 record

Contract 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 ofCompanyContract flow that weekvs. its normalNext month
2026-08-17Parker-Hannifin$562Kabout normalbeat by 3.9%
2026-08-17Textron (Bell, Cessna, Beechcraft)—about normalbeat by 1.2%
2026-08-17RTX (Raytheon, Pratt & Whitney, Collins)$64Kabout normaltrailed by 1.1%
2026-08-17General Dynamics (Gulfstream)—about normaltrailed by 2.1%
2026-08-17Lockheed Martin$295Kabout normalbeat by 3.1%
2026-08-17Howmet Aerospace—about normaltrailed by 4.9%
2026-08-17Leidos—about normaltrailed by 0.1%
2026-08-10Lockheed Martin$1.4Mabout normalbeat by 4.9%
2026-08-10Parker-Hannifin$445Kabout normalbeat by 3.6%
2026-08-10Howmet Aerospace—about normaltrailed by 7.4%
2026-08-10Leidos—about normalbeat by 2.8%
2026-08-10RTX (Raytheon, Pratt & Whitney, Collins)$36Kabout normalbeat by 0.8%
2026-08-10General Dynamics (Gulfstream)—about normalbeat by 3.7%
2026-08-10L3Harris—about normalbeat by 3.8%
2026-08-03Leidos—about normalbeat by 5.5%
2026-08-03Parker-Hannifin$69Kabout normalbeat by 0.8%
2026-08-03RTX (Raytheon, Pratt & Whitney, Collins)$51Kabout normalbeat by 2.5%
2026-08-03General Dynamics (Gulfstream)—about normalbeat by 3.1%
2026-08-03Lockheed Martin$213Kabout normalbeat by 1.2%
2026-08-03Howmet Aerospace—about normaltrailed by 5.8%
2026-08-03GE Aerospace (incl. CFM International)$38Kabout normalbeat by 2.0%
2026-07-27Textron (Bell, Cessna, Beechcraft)—about normalbeat by 1.0%
2026-07-27GE Aerospace (incl. CFM International)$208Kabout normaltrailed by 2.1%
2026-07-27Howmet Aerospace—about normaltrailed by 1.7%
2026-07-27Leidos—about normalbeat by 16.9%
2026-07-27General Dynamics (Gulfstream)—about normalbeat by 6.2%
2026-07-20Lockheed Martin$3.0Mabout normaltrailed by 0.7%
2026-07-20Howmet Aerospace—about normaltrailed by 1.3%
2026-07-20Leidos—about normalbeat by 20.1%
2026-07-20General Dynamics (Gulfstream)—about normalbeat by 0.2%
2026-07-20GE Aerospace (incl. CFM International)$5Kabout normalbeat by 1.0%
2026-07-13Leidos—about normalbeat by 29.9%
2026-07-13Howmet Aerospace—about normaltrailed by 5.5%
2026-07-13Lockheed Martin$236Kabout normalbeat by 8.0%
2026-07-13RTX (Raytheon, Pratt & Whitney, Collins)$348Kabout normalbeat by 6.9%
2026-07-13General Dynamics (Gulfstream)—about normaltrailed by 1.4%
2026-07-13Textron (Bell, Cessna, Beechcraft)—about normaltrailed by 12.4%
2026-07-06Textron (Bell, Cessna, Beechcraft)—about normaltrailed by 6.3%
2026-07-06General Dynamics (Gulfstream)—about normalbeat by 1.4%
2026-07-06Howmet Aerospace—about normaltrailed 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).

Blue line: how much government contract money the company won that week, compared with its own usual week. Dots are the weeks that counted as unusually strong.
Green bar: in the month after that week, the stock did better than the aerospace sector.
Red bar: it did worse. Grey: that month is not over yet.

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

What they win, by supply class

  • 1550 UNMANNED AIRCRAFT$203.5M · 79
  • 1680 MISCELLANEOUS AIRCRAFT ACCESSORIES AND COMPONENTS$30.4M · 8
  • 1675 SPACE VEHICLE COMPONENTS$7.6M · 2
  • 1510 AIRCRAFT, FIXED WING$3K · 1
  • 1560 AIRFRAME STRUCTURAL COMPONENTS— · 3
  • 2920 ENGINE ELECTRICAL SYSTEM COMPONENTS, NONAIRCRAFT— · 2

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.

SignedAgencyItemNSNUnitObligatedRecord
2026-06-16DEPT OF DEFENSEDIGITAL INFRASTRUCTURE NETWORK MANAGER—5UTE0$2.5MFPDS →
2026-06-16DEPT OF DEFENSEA NO-CHANGE ADMINISTRATIVE MODIFICATION TO PREVENT TRACKING CONFUSION—5UTE1$0FPDS →
2026-06-15DEPT OF DEFENSEREPLACING EQUIPMENT FOR SLIN 0814AA TO 0817AA UNDER CHS626-DO-C2I-3367M1.—5UTE1$620KFPDS →
2026-06-12DEPT OF DEFENSEPROCURING AND REPLACING ITEMS FOR ORDER CHS626-DO-SCMD-3183M1.—5UTE1—FPDS →
2026-06-05DEPT OF DEFENSECORRECTING A CLIN DIGIT ERROR IN A NARRATIVE.—5UTE1$0FPDS →
2026-06-04DEPT OF DEFENSEPROCURING GETAC X600 PRO, TACLINK TO SINCGARS CABLE, AND ULTRALINK TACTICAL ROUTER ON CHS-6 CONTRACT.—5UTE1$224KFPDS →
2026-06-04DEPT OF DEFENSEPROCURE SYSTEM RACK AND CONTROL CONSOLE—5UTE1$0FPDS →
2026-06-02DEPT OF DEFENSEPROCURING DELL PRO RUGGED—5UTE1$948KFPDS →
2026-05-28DEPT OF DEFENSEPROCURE SYSTEM RACK AND CONTROL CONSOLE—5UTE1$0FPDS →
2026-05-27DEPT OF DEFENSEDIGITAL INFRASTRUCTURE NETWORK MANAGER—5UTE0$11.9MFPDS →
2026-05-27DEPT OF DEFENSEPROCURE SYSTEM RACK AND CONTROL CONSOLE—5UTE1$0FPDS →
2026-05-26DEPT OF DEFENSEPROCURE DELL PRO MAX 16—5UTE1—FPDS →
2026-05-22DEPT OF DEFENSEMI-17 AFGHANISTAN—7MWC4$0FPDS →
2026-05-20DEPT OF DEFENSEPROCURE COMMERCIAL IT HARDWARE USING THE CHS CONTRACT—5UTE1$4.2MFPDS →
2026-05-15DEPT OF DEFENSEUPDATE WAWF CLAUSE ON CHS ORDER.—5UTE1$0FPDS →
2026-05-15DEPT OF DEFENSEUPDATE WAWF CLAUSE FOR CHS IDIQ ORDER—5UTE1$0FPDS →
2026-05-14DEPT OF DEFENSEPROCURE LAPTOPS—5UTE1$208KFPDS →
2026-05-14DEPT OF DEFENSEPROCURE TACTICAL EDGE COMPUTER KITS—5UTE1$0FPDS →
2026-05-12DEPT OF DEFENSEPROCURE COMPACT DESKTOP—5UTE1$19KFPDS →
2026-05-08DEPT OF DEFENSEPROCURE HOST INTERFACE CABLE AND SWITCH—5UTE1$0FPDS →

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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