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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.

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產品與營收

產品營收佔比

營收結構 ($16.3B)

靜態數據（加載即時財務…）

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

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

合作夥伴

Lockheed Martin Corporation

Defense systems integration

影響: Sub-contractor relationship

Microsoft Corporation

Azure government cloud solutions

影響: Cloud platform partner

競爭對手

L3Harris Technologies

Defense IT and communications

影響: Direct competitor

宏觀與市場背景

방산行業新聞

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

近期催化劑

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

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相關宏觀主题

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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

企業資訊

總部

Reston, Virginia, USA

成立時間

2013

員工人數

47,000+

行業概況 — 방산

行業新聞

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

核心主題

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

近期催化劑

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