Recent 8-K filings for LDOS

• 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 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.

• 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 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%).

• 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.

• 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).

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