Leidos (LDOS) reported $4.47 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 6.7%. EPS of $3.05 for the same period compares to $2.93 a year ago.
The reported revenue represents a surprise of +4.76% over the Zacks Consensus Estimate of $4.27 billion. With the consensus EPS estimate being $2.61, the EPS surprise was +16.86%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Leidos performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Health & Civil: $1.3 billion versus the three-analyst average estimate of $1.26 billion. The reported number represents a year-over-year change of +6.2%.
- Revenues- National Security and Digital: $2.02 billion versus the three-analyst average estimate of $1.89 billion. The reported number represents a year-over-year change of +8%.
- Revenues- Commercial & International: $571 million versus the three-analyst average estimate of $581.72 million. The reported number represents a year-over-year change of -1.2%.
- Revenues- Defense Systems: $582 million versus the three-analyst average estimate of $534.95 million. The reported number represents a year-over-year change of +11.5%.
- Operating income (loss)- Corporate: $-59 million versus $-61.92 million estimated by two analysts on average.
- Operating income (loss)- Defense Systems: $37 million versus the two-analyst average estimate of $34.75 million.
- Non-GAAP operating income (loss)- Defense Systems: $52 million versus $46.17 million estimated by two analysts on average.
- Operating income (loss)- National Security & Digital: $191 million versus the two-analyst average estimate of $184.75 million.
- Non-GAAP operating income (loss)- Health & Civil: $334 million versus the two-analyst average estimate of $260.68 million.
- Non-GAAP operating income (loss)- National Security and Digital: $201 million versus $184.62 million estimated by two analysts on average.
- Non-GAAP operating income (loss)- Commercial & International: $46 million versus the two-analyst average estimate of $47.82 million.
- Operating income (loss)- Health & Civil: $328 million compared to the $267.69 million average estimate based on two analysts.
View all Key Company Metrics for Leidos here>>>
Shares of Leidos have returned -2.5% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Leidos Holdings, Inc. (LDOS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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