Analysts expect Leidos Holdings to report Q2 2026 revenue of $4.43 billion and EPS of $2.90, as the stock currently trades at $115.60 relative to a $163.30 average analyst price target.
Investors are primarily focused on the performance of the Health segment, which analysts at Jefferies expect to see a 3% revenue decline as it navigates ongoing headwinds in managed health services.
Despite a consistent track record of earnings beats, the stock has been pressured recently by operational concerns following reports of budget-related workforce reductions in June. Management's updated full-year guidance and the execution of its NorthStar 2030 strategy remain central to the company’s long-term organic growth trajectory.