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Leidos10-Q: Margin pressure

Defense segment operating income down 3.9% YTD due to loss of high-margin contracts.

What happened

The Defense segment is experiencing profitability challenges as higher-margin contracts conclude, causing a year-to-date drop in operating income despite revenue growth.

Source

SEC EDGARAug 4, 2026

Quarterly report (Form 10-Q)

Leidos 10-Q

Filing excerpt

The decrease in operating income for the six months ended July 3, 2026, as compared to the six months ended July 4, 2025, was primarily attributable to the completion of higher-margin contracts, partially offset by program wins.

sec.gov/Archives/edgar/data/1336920/000133692026000246/ldos-20260703.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Margin pressure

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

Fiscal year end
07/03
Filed
Aug 4, 2026

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The full record

From the Signal API record

Numbers

Percent
-3.9% (Decrease in Defense segment operating income for the six months ended July 3, 2026)

Details

CIK
1336920
Accession number
0001336920-26-000246
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Efficiency tools needed
Signal category
Financial

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Aug 11, 2026
signal_type
sec-10q
signal_subtype
marginPressure

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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/14d4c216-db87-42ca-aac9-af001f0a9b85 returns this record as JSON. POST /v1/companies/enrich returns every signal for leidos.com.

{
  "signal_id": "14d4c216-db87-42ca-aac9-af001f0a9b85",
  "signal_type": "sec-10q",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-08-11T08:07:55.962+00:00",
  "company": {
    "name": "Leidos",
    "domain": "leidos.com"
  },
  "data": {
    "detail": "The Defense segment is experiencing profitability challenges as higher-margin contracts conclude, causing a year-to-date drop in operating income despite revenue growth. This creates an urgent need for cost optimization and efficiency solutions to improve margins on new and existing programs.",
    "metrics": {
      "pct": -0.039,
      "timeframe": "current_year",
      "pct_context": "Decrease in Defense segment operating income for the six months ended July 3, 2026"
    },
    "summary": "Defense segment operating income down 3.9% YTD due to loss of high-margin contracts.",
    "excerpts": "The decrease in operating income for the six months ended July 3, 2026, as compared to the six months ended July 4, 2025, was primarily attributable to the completion of higher-margin contracts, partially offset by program wins.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1336920/000133692026000246/ldos-20260703.htm",
    "filing_date": "2026-08-04",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "07/03",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "financial"
  }
}

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