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Leidos10-Q: Capacity constraint

Leidos's net bookings surged 37% YoY to $8.2B, increasing pressure to scale delivery.

What happened

With a 37% year-over-year increase in H1 bookings and a total backlog of $48.7B, Leidos faces significant pressure to scale its operations to deliver on these new contract commitments. This creates a need for solutions that improve project execution, resource management, and operational efficiency to maintain margins.

Source

SEC EDGARAug 4, 2026

Quarterly report (Form 10-Q)

Leidos 10-Q

Filing excerpt

We recorded net bookings worth an estimated $4.9 billion and $8.2 billion during the three and six months ended July 3, 2026, respectively, as compared to $3.9 billion and $6.0 billion for the three and six months ended July 4, 2025, respectively.

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: Capacity constraint

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

Dollar figure
$8.2B (Net bookings for the six months ended July 3, 2026)
Percent
37% (Year-over-year increase in six-month net bookings)

Details

CIK
1336920
Accession number
0001336920-26-000246
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Scaling solutions needed
Signal category
Operations

Extraction

Confidence
High
Relevance
80%
Sentiment
Positive
Detected
Aug 11, 2026
signal_type
sec-10q
signal_subtype
capacityConstraint

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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/b75f2ce0-ec8b-4511-8b63-ed79f3462285 returns this record as JSON. POST /v1/companies/enrich returns every signal for leidos.com.

{
  "signal_id": "b75f2ce0-ec8b-4511-8b63-ed79f3462285",
  "signal_type": "sec-10q",
  "signal_subtype": "capacityConstraint",
  "detected_at": "2026-08-11T08:11:44.269+00:00",
  "company": {
    "name": "Leidos",
    "domain": "leidos.com"
  },
  "data": {
    "detail": "With a 37% year-over-year increase in H1 bookings and a total backlog of $48.7B, Leidos faces significant pressure to scale its operations to deliver on these new contract commitments. This creates a need for solutions that improve project execution, resource management, and operational efficiency to maintain margins.",
    "metrics": {
      "pct": 0.37,
      "timeframe": "current_year",
      "pct_context": "Year-over-year increase in six-month net bookings",
      "dollar_context": "Net bookings for the six months ended July 3, 2026",
      "dollar_millions": 8200
    },
    "summary": "Leidos's net bookings surged 37% YoY to $8.2B, increasing pressure to scale delivery.",
    "excerpts": "We recorded net bookings worth an estimated $4.9 billion and $8.2 billion during the three and six months ended July 3, 2026, respectively, as compared to $3.9 billion and $6.0 billion for the three and six months ended July 4, 2025, respectively.",
    "relevance": 0.8,
    "sentiment": "positive",
    "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": "Scaling solutions needed",
    "signal_category": "operations"
  }
}

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