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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.

共有:
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製品と売上

製品別売上シェア

売上内訳 ($16.3B)

静的データ（リアルタイム財務ロード中…）

Defense Solutions (48%)
Health & Civil (28%)
Digital Modernization (24%)

セグメント構成と主要顧客

製品詳細

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

サプライチェーン関係

パートナー

Lockheed Martin Corporation

Defense systems integration

影響: Sub-contractor relationship

Microsoft Corporation

Azure government cloud solutions

影響: Cloud platform partner

競合他社

L3Harris Technologies

Defense IT and communications

影響: Direct competitor

マクロ・市場概況

방산セクターニュース

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

次の主要イベント

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

最新ニュース

ニュース読み込み中...

AI分析

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関連マクロテーマ

全テーマを見る

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

企業情報

本社所在地

Reston, Virginia, USA

設立

2013

従業員数

47,000+

ウェブサイト

leidos.com

セクター概況 — 방산

セクターニュース

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

主要テーマ

  • •NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
  • •Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
  • •우크라이나 재건 + 방공망 현대화 수요

次の主要イベント

  • ◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)
  • ◆KTOS 국방부 드론 계약 발표