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Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

Leidos’ second quarter was marked by strong revenue momentum and a positive market reaction, reflecting solid execution in its core defense and homeland segments. Management highlighted that increased demand for defense technology programs and robust bookings, particularly in the Defense segment, were key contributors to growth. CEO Thomas Bell emphasized, “Defense posted a 2.2 book-to-bill ratio in the second quarter,” underscoring accelerated customer procurement activity and Leidos’ unique po

CoreWeave (NasdaqGS:CRWV) announced a new collaboration with Leidos Holdings to provide secure, sovereign AI cloud services for U.S. Intelligence Community and Department of War missions. The agreement focuses on mission specific AI infrastructure tailored for highly sensitive federal workloads with specialized security and compliance requirements. CoreWeave also disclosed plans for three new data centers in Indonesia as part of a broader push into the Asia Pacific cloud market. The moves...

Maximus faces an earnings reset as paused VA incentives cut profit and cash-flow guidance, testing whether service and tech gains can rebuild momentum.

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ICF International's earnings growth, commercial expansion and below-history valuation offer support, but weak sales growth and federal risks temper the case.

Leidos Holdings' (LDOS) diversified portfolio remains underappreciated, with strength in its Homelan

Leidos lifts 2026 guidance as Defense, Homeland and Intelligence growth offsets Health pressure, backed by stronger cash flow and defense-tech scale.

Leidos (NYSE:LDOS) reported second-quarter fiscal 2026 revenue growth of 7% year over year to a record $4.56 billion, supported by demand across defense, homeland security, intelligence and digital businesses. The company raised portions of its full-year outlook after reporting record second-quarter

In the past week, Leidos Holdings reported Q2 2026 results showing revenue rising to US$4.56 billion while GAAP net income and EPS eased year on year, alongside a raised full-year 2026 revenue outlook to US$18.20–US$18.40 billion. At the same time, the company secured new defense and intelligence work, from hypersonic missile tracking payloads to AI and ISR support contracts, while maintaining dividends and launching a fresh 20 million-share repurchase authorization, underscoring its focus...

Defense and intelligence demand accelerates as company raises full-year guidance.

Moby summary of Leidos Holdings, Inc.'s Q2 2026 earnings call

Defense segment surges with 2.2 book-to-bill ratio, while VA incentive suspension and MHS Genesis uncertainty temper overall growth outlook.

Leidos Holdings (LDOS) reported second quarter 2026 results and updated its outlook, giving investors fresh data on revenue, earnings and guidance after a run of new contract wins and capital returns. See our latest analysis for Leidos Holdings. The recent earnings beat, higher full year guidance and a series of defense and AI related contract wins have helped Leidos Holdings shares post a 9.1% 30 day share price return. However, year to date the share price is down 35.3% and the 1 year total...

LDOS beats Q2 earnings and revenue estimates as defense, homeland and intelligence demand fuel growth, prompting higher 2026 guidance.

The headline numbers for Leidos (LDOS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Leidos Holdings Inc. (NYSE:LDOS) reported second-quarter 2026 results that comfortably exceeded Wall Street expectations, prompting the defence and technology contractor to raise its financial outlook for the full year.

Leidos (LDOS) delivered earnings and revenue surprises of +12.41% and +4.50%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Defense contractor Leidos (NYSE:LDOS) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 7.2% year on year to $4.56 billion. The company expects the full year’s revenue to be around $18.3 billion, close to analysts’ estimates. Its non-GAAP profit of $3.26 per share was 12.1% above analysts’ consensus estimates.

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Leidos’ latest Navy contract will build on its work since 2021 and will help improve operational capabilities, bolster information-sharing security, and boost technology adoption for the Hopper Global Communications Center.

Booz Allen's discounted valuation, strong backlog and rising cash flow support the value case, but weak Civil revenues and leverage favor patience.

Booz Allen's rebound is backed by stronger earnings and national security demand, but Civil weakness and leverage temper the outlook.

LDOS enters Q2 earnings with revenue growth expected from acquisitions, contract wins and defense demand, while higher interest costs may have pressured earnings.

Defense contractor Leidos (NYSE:LDOS) will be announcing earnings results this Tuesday morning. Here’s what investors should know.

CoreWeave partnered with Leidos to provide AI cloud services for federal agencies.

CoreWeave’s partnership with Leidos opens the door to long-term U.S. government AI contracts, easing concerns about customer concentration.

Recently, Zacks.com users have been paying close attention to Leidos (LDOS). This makes it worthwhile to examine what the stock has in store.

Huge opportunity still depends on converting collaboration into revenue

CoreWeave stock rallies on a strategic partnership with Leidos. But does that warrant buying CRWV shares today?