Leidos Holdings Inc Obligations Tracking: Top 10 Contracts

研报英文原文证据摘录

Leidos Holdings Inc Obligations Tracking: Top 10 Contracts

Global Research

10 July 2026ab

Leidos Holdings Inc Equities

United StatesObligations Tracking: Top 10 Contracts

Aerospace

12-month rating Neutral *

Identifying LDOS's largest contracts using UBS Evidence Lab obligations dataset

Gov IT companies are highly diversified across hundreds or even thousands of contracts, 12m price target US$124.00

making it challenging to analyze their exposures. We leverage our USAspending.gov

obligations tracking, which drives our monthly publication that monitors real-time

Price (09 Jul 2026) US$106.36

funding trends at the total company and agency level, to identify and size the largest

contracts for our Gov IT coverage. In this note, we present the top 10 contracts by RIC: LDOS.N BBG: LDOS US

annual revenue for LDOS, which amount to 31% of revenue.

Trading data and key metrics

VBA Medical Disability Exams (14%): support for the Veterans Benefits 52-wk range US$199.55-100.00

Administration’s (VBA) Medical Disability Examination Services program by Market cap. US$13.6b

performing veteran disability compensation and pension exams, with relevant case Shares o/s 128m (COM)

administration services e.g. claimant communication, appointment scheduling, Free float 90%

provider training, VBA IT system interfaces and medical records management. Avg. daily volume ('000) 481

Hanford Mission Essential Services Contract (HMESC) (3%): Department of Avg. daily value (m) US$58.4

Energy (DOE) contract with a five-year period and five option years, to provide Common s/h equity (12/26E) US$5.76b

diversified services for critical waste management and environmental cleanup, P/BV (12/26E) 2.3x

including but not limited to security and emergency services; information Net debt to EBITDA (12/26E) 2.0x