Leidos Holdings, Inc.

LDOSintermediary

Leidos is one of the largest IT services providers to the U.S. government, specializing in defense, intelligence, civil, and health markets. Its solutions span cybersecurity, digital transformation, AI integration, and large-scale system modernization for federal agencies.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($16.3B)

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Defense Solutions (48%)

Health & Civil (28%)

Digital Modernization (24%)

Segment Breakdown & Key Customers

Product Details

Defense Solutions45%

C4ISR, cyber operations, and enterprise IT for DoD and intelligence

Health & Civil30%

Healthcare IT, airport security systems, and federal civilian agency support

Digital Modernization25%

Cloud migration, AI/ML, and software engineering for government

Supply Chain Relationships

Partners

Lockheed Martin Corporation

Defense systems integration

Impact: Sub-contractor relationship

Microsoft Corporation

Azure government cloud solutions

Impact: Cloud platform partner

Competitors

L3Harris Technologies

Defense IT and communications

Impact: Direct competitor

Macro & Market Context

방산Sector News

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Upcoming Catalysts

◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)◆KTOS 국방부 드론 계약 발표◆NATO 정상회의 방위비 최종 합의 (2026.06)

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Related Macro Themes

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Military-Industrial Complex

Eisenhower warned of it in 1961. Defense contractors, weapons manufacturers, and geopolitical crisis cycles create structural demand floors regardless of who governs.

Defense budgetSole-source contractsGeopolitical crisis cycle

Company Info

Headquarters

Reston, Virginia, USA

Founded

2013

Employees

47,000+

Website

leidos.com

Sector Overview — 방산

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