Recent 8-K filings for LDOS

• May 6, 2026, 7:59 PM ET other materiality 0.45 neutral item 5.02item 5.07item 9.01

  Leidos shareholders approve 2026 equity incentive and purchase plans

  2026 Omnibus Incentive Plan approved: 90.3M for, 3.3M against (excl. 10.5M broker non-votes).

• May 5, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Leidos Q1 revenue $4.4B (+4% YoY), EPS $2.56; raises FY guidance

  Revenue $4.4B, up 4% YoY; net income $335M, diluted EPS $2.56 (GAAP).

• April 15, 2026, 7:59 PM ET M&A materiality 0.60 neutral item 1.01item 7.01item 9.01 ◈ Material Agreements

  Leidos forms joint venture with Altaris/Analogic, contributing SES/IA business for 41.5% stake

  Leidos contributes Security Enterprise Solutions & Industrial Automation businesses to JV; receives 41.5% equity, Altaris entities receive 58.5%.

• March 30, 2026, 7:59 PM ET M&A materiality 0.85 positive item 2.01item 1.01item 7.01item 9.01 ◈ M&A Transactions

  Leidos completes $2.4B acquisition of ENTRUST Solutions Group from Kohlberg

  Deal closed March 27, 2026; purchased all outstanding shares for $2.4B in cash.

• March 3, 2026, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings ×2◈ Material Agreements

  Leidos issues $600M 4.1% notes due 2029 and $800M 5.0% notes due 2036 to fund ENTRUST

  $600M aggregate principal of 4.100% senior notes due March 2029; $800M of 5.000% senior notes due March 2036.

• February 17, 2026, 6:59 PM ET debt materiality 0.60 positive item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Leidos upsizes revolver to $1.5B, extends maturity to 5 years, reduces commitment fees

  Revolving commitments increased from $1.0B to $1.5B effective Feb 12, 2026.

• February 17, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Leidos reports Q4 diluted EPS $2.53, revenue $4.2B; guides FY2026 growth

  Q4 revenue $4,207M (-4% YoY); FY2025 revenue $17,174M (+3% YoY).

• January 26, 2026, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 7.01item 9.01 ◈ Material Agreements

  Leidos to acquire ENTRUST Solutions Group for $2.4B cash, doubling energy infrastructure business

  Acquisition adds 5,500+ energy professionals and complements Leidos' utility engineering capabilities.

• November 4, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Leidos posts record Q3 revenue of $4.47B, raises full-year earnings and margin guidance

  Revenue $4.47B, up 7% YoY including 6% organic growth.

• August 5, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Leidos Q2 FY2025 beats: rev $4.25B, adj EBITDA margin 15.2%, non-GAAP EPS $3.21, raises guidance

  Revenues $4.25B, up 3% organically YoY; net income $393M, diluted EPS $3.01.

• May 15, 2025, 7:59 PM ET regulatory materiality 0.20 neutral item 5.04item 9.01

  Leidos announces Retirement Plan blackout period from late June to mid-July 2025 due to recordkeeper change

  Blackout starts week of June 29, 2025, ends week of July 20, 2025; affects Plan participants and executives.

• May 6, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Leidos Q1 revenue $4.245B (+7% YoY), non-GAAP EPS $2.97 (+30%), reaffirms guidance

  Net income $365M ($2.77 diluted EPS); non-GAAP EPS $2.97, up 30% YoY.

• May 6, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.03item 5.07item 9.01

  Leidos stockholders approve charter amendments to clarify special meeting rights and limit officer liability

  Stockholders elected 10 director nominees; all received majority support.

• February 25, 2025, 6:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  Leidos completes tender offer and refinancing of $500M 3.625% notes due 2025

  Tender offer expired Feb 20; $267.4M (53.5%) of $500M 3.625% notes validly tendered at $998.30 per $1,000.

• February 24, 2025, 6:59 PM ET other material materiality 0.60 positive item 8.01item 9.01

  Leidos enters $500M accelerated share repurchase, receives ~3M shares initially

  Initial $500 million payment made Feb 20, 2025; ~3 million shares delivered same day.

• February 20, 2025, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01

  Leidos subsidiary issues $1B in senior notes to refinance 2025 notes and for general corporate purposes

  $500M of 5.400% notes due 2032 and $500M of 5.500% notes due 2035 issued by Leidos, Inc.

• February 13, 2025, 6:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  Leidos subsidiary commences tender offer for all of its $500M 3.625% Senior Notes due 2025

  Leidos, Inc. commenced a cash tender offer on Feb 13, 2025 to purchase any and all of its $500M outstanding 3.625% Senior Notes due 2025.

• February 11, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Leidos Q4 revenue $4.4B (+10% YoY), FY EPS $9.22 (+540% YoY), guides 2025 growth

  Q4 diluted EPS $2.12 (up 28% YoY); non-GAAP EPS $2.37 (up 19%).

• January 14, 2025, 6:59 PM ET leadership materiality 0.50 neutral item 5.02item 9.01

  Leidos Chief Growth Officer Gerard Fasano to retire effective April 4, 2025

  Gerard A. Fasano, Chief Growth Officer, informed Leidos of his retirement on January 13, 2025.

• October 29, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Leidos Q3 revenue $4.2B (+7% YoY); net income $362M; raises FY guidance

  Revenue $4.19B, up 7% YoY; net income $362M ($2.68 diluted EPS) vs. loss of $396M a year ago.

• October 25, 2024, 7:59 PM ET other materiality 0.20 neutral item 5.02item 5.03item 9.01

  Leidos Holdings adopts bylaw amendments clarifying stockholder nomination procedures

  Board approved amendments to Bylaws effective October 25, 2024.

• September 18, 2024, 7:59 PM ET leadership materiality 0.35 neutral item 5.02item 9.01 ◈ executive_change

  Leidos appoints Tina W. Jonas to Board of Directors, effective Sept 25, 2024

  Board size increased to 13; Jonas elected as an independent director.

• July 30, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Leidos Q2 revenues $4.1B (+8% YoY), net income $324M; non-GAAP EPS $2.63 (+46%)

  Revenues of $4.1B, up 8% YoY; net income $324M ($2.37 diluted EPS).

• April 30, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Leidos Q1 revenue $4.0B (+7% YoY), net income $283M; raises full-year guidance

  Revenue $4.0B, up 7% YoY; net income $283M ($2.07 diluted EPS) vs $164M ($1.17).

• April 29, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07item 9.01 ◈ Shareholder Votes ×4

  Leidos shareholders elect directors, approve pay, ratify auditor, reject special meeting proposal

  All 12 director nominees elected: votes for ranged from 97,783,790 (Shapard) to 105,208,523 (Norton).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

13 positive 0 negative 12 neutral

source · LDOS on sec.gov