Leidos Accelerates a Defense Supercycle Fueled by Hypersonics & Radar Innovation!

Leidos Holdings, Inc., a prominent player in the defense, aviation, information technology, and biomedical research fields, has reported a solid financial performance for the third quarter of 2025. The company continues to display resilience in navigating a dynamic and uncertain macroeconomic landscape, bolstered by its strategic initiatives and governmental partnerships. Leidos reported a 7% year-over-year increase in revenue to $4.47 billion, illustrating strong top-line growth despite challenges such as the government shutdown and previous headwinds from efficiency reviews. The company’s adjusted EBITDA margin stood at 13.8%, reinforcing its robust operational performance. However, some costs, including a $24 million increase in legal reserves, offset these gains slightly. Additionally, Leidos achieved a non-GAAP diluted EPS growth of 4%, attributed in part to share buybacks that decreased the share count. The National Security and Digital segment posted a notable 8% revenue increase, driven by classified awards and defense IT demand.