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Leidos10-K: Market share loss

Faces intense competition from over 20 named rivals including Accenture, Booz Allen, and General Dynamics.

What happened

Leidos operates in a crowded market against a long list of large and specialized competitors, creating significant pressure on market share and pricing. The filing notes that technological advances and procurement reforms are enabling expanded competition from both traditional and non-traditional players.

Source

SEC EDGARFeb 17, 2026

Annual report (Form 10-K)

Leidos 10-K for FY2026

Filing excerpt

the following companies: Accenture Federal Services LLC, Amentum Services Inc., KBR, Inc., BAE Systems, Booz Allen Hamilton Inc., CACI International Inc., Deloitte, General Dynamics Corporation, GovCIO, IBM, KBR Inc., L3Harris Technologies, Inc., Lockheed Martin Corporation, ManTech, Northrop Grumman Corporation, Optum, Parsons Corporation, Peraton Inc., RTX Corporation and SAIC.

sec.gov/Archives/edgar/data/1336920/000133692026000030/ldos-20260102.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market share loss

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
01/02
Filed
Feb 17, 2026

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The full record

From the Signal API record

Details

CIK
1336920
Accession number
0001336920-26-000030
Filing year
2026
Why it matters
Urgency to improve

Topics and mentions

Technologies

  • artificial intelligence
  • autonomy
  • robotics

Competitors

  • Accenture Federal Services LLC
  • Amentum Services Inc.
  • KBR
  • Inc.
  • BAE Systems
  • Booz Allen Hamilton Inc.
  • CACI International Inc.
  • Deloitte
  • General Dynamics Corporation

Competitors named

  • Accenture Federal Services LLC
  • Amentum Services Inc.
  • KBR, Inc.
  • BAE Systems
  • Booz Allen Hamilton Inc.
  • CACI International Inc.
  • Deloitte
  • General Dynamics Corporation

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
marketShareLoss

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/09874638-f355-4cda-85dc-6e9e014506d2 returns this record as JSON. POST /v1/companies/enrich returns every signal for leidos.com.

{
  "signal_id": "09874638-f355-4cda-85dc-6e9e014506d2",
  "signal_type": "sec-10k",
  "signal_subtype": "marketShareLoss",
  "detected_at": "2026-02-24T09:28:41.074+00:00",
  "company": {
    "name": "Leidos",
    "domain": "leidos.com"
  },
  "data": {
    "detail": "Leidos operates in a crowded market against a long list of large and specialized competitors, creating significant pressure on market share and pricing. The filing notes that technological advances and procurement reforms are enabling expanded competition from both traditional and non-traditional players.",
    "summary": "Faces intense competition from over 20 named rivals including Accenture, Booz Allen, and General Dynamics.",
    "excerpts": "the following companies: Accenture Federal Services LLC, Amentum Services Inc., KBR, Inc., BAE Systems, Booz Allen Hamilton Inc., CACI International Inc., Deloitte, General Dynamics Corporation, GovCIO, IBM, KBR Inc., L3Harris Technologies, Inc., Lockheed Martin Corporation, ManTech, Northrop Grumman Corporation, Optum, Parsons Corporation, Peraton Inc., RTX Corporation and SAIC.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1336920/000133692026000030/ldos-20260102.htm",
    "filing_date": "2026-02-17",
    "filing_year": 2026,
    "fiscal_year_end": "01/02",
    "sales_relevance": "Urgency to improve",
    "signal_category": "market",
    "competitors_mentioned": [
      "Accenture Federal Services LLC",
      "Amentum Services Inc.",
      "KBR, Inc.",
      "BAE Systems",
      "Booz Allen Hamilton Inc.",
      "CACI International Inc.",
      "Deloitte",
      "General Dynamics Corporation"
    ],
    "technologies_mentioned": [
      "artificial intelligence",
      "autonomy",
      "robotics"
    ]
  }
}

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