LEIDOS HOLDINGS INC (NYSE:LDOS) Beats Q3 2025 Earnings and Revenue Estimates, Raises Full-Year Guidance

Earnings Overview

LEIDOS HOLDINGS INC (NYSE:LDOS) reported financial results for the third quarter of fiscal year 2025 that surpassed analyst expectations on key profitability and sales metrics. The defense and technology services provider demonstrated strong operational execution, leading to a significant earnings beat. The company's performance has prompted an upward revision to its full-year outlook, signaling confidence in its ongoing business trajectory.

Quarterly Performance vs. Estimates

The company's reported figures for Q3 2025 came in notably higher than the consensus estimates compiled by analysts prior to the release.

• Revenue: The company reported revenue of $4.47 billion, exceeding the analyst estimate of $4.37 billion.
• Earnings Per Share (EPS): Non-GAAP EPS was reported at $3.05, substantially higher than the estimated $2.77.

This double beat, particularly the strong outperformance on the bottom line, highlights effective cost management and potentially higher profitability in its core contracts. The revenue beat, while more modest, indicates robust demand across its service divisions in defense, intelligence, civil, and health markets.

Updated Guidance and Market Outlook

A central point from the earnings announcement was the company's decision to raise its full-year guidance for 2025. While the press release summary does not provide the specific new figures, this action is a direct response to the stronger-than-anticipated quarterly results. This revised outlook will be a key focus for investors, as it provides a forward-looking indicator of management's confidence. It will be measured against the existing analyst consensus for the full year, which estimates revenue of approximately $17.52 billion.

Market Reaction

The immediate market reaction to the earnings report appears mixed when considering pre-market trading activity. Despite the clear earnings and revenue beat and the positive signal from raised guidance, the stock was indicated down approximately 1.06% in pre-market trading. This suggests that some investors may have been anticipating an even stronger report, or that the positive results were already priced into the stock following its slight gains over the past two weeks. The short-term performance leading into the report showed minimal movement, with the stock up about 1.3% over the last two weeks and down 2.5% over the past month, indicating a period of consolidation before the earnings release.

Press Release Summary

The core announcement from LEIDOS HOLDINGS INC centered on the strong financial results for the third quarter of fiscal year 2025. The company highlighted robust earnings and revenue growth as the primary drivers. The most significant forward-looking element was the decision to raise the company's full-year guidance, underscoring a positive reassessment of its financial prospects for the remainder of the year based on current performance and market conditions.

For a detailed breakdown of historical earnings, future estimates, and analyst projections, review the complete data available on the LDOS earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute financial advice, a recommendation to buy or sell any security, or an offer to engage in any investment strategy. All data and metrics referenced are based on publicly available information and are subject to change. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.