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北京时间·🕒 发布 02:00:00·⟳ 抓取 02:01:10 +1m10s·⚡ 决策 07-29 02:01:52 +42s·90.7 天前

Leidos获美国空军最高7.17亿美元ISR运营支持续约任务订单

Leidos(LDOS.US)获美国空军ACC最高7.17亿美元、1年基础期加4年选项的ISR运营支持任务订单,方向上属于续约利好。

📄 原文LDOS↗ 原文
US Air Force awards Leidos ISR operations support task order worth up to $717 million
RESTON, Va. , July 28, 2026 /PRNewswire/ -- As global threats become more complex, contested and fast-moving, U.S . air…
不做 Leidos(LDOS.US)
不做:虽为一手订单利好,但这是2019年以来既有美国空军ISR支持任务续约,最高7.17亿美元需5年选项全部执行才兑现,年化约占公司收入0.8%,缺少超预期金额、利润率或新客户突破,短线edge不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-28 · 扩散 low · price-in 风险 medium ↗

关键理由

  • Leidos(LDOS.US)获美国空军ACC最高7.17亿美元、1年基础期加4年选项的ISR运营支持任务订单,方向上属于续约利好。
  • 公司披露2025财年收入约172亿美元,若按全部选项执行、5年均摊约1.43亿美元/年,仅约占年收入0.8%,对短线重定价弹性有限。
  • 正文说明Leidos自2019年起即为该任务主承包商,本次更像既有任务延续而非新客户/新品类突破。

主要风险

  • 订单为最高潜在值且依赖后续选项执行,实际收入确认节奏和利润率未披露。
  • 美国防务IT服务商合同新闻高频,单笔续约若缺少超预期金额或利润率信息,容易被市场视为常规经营。

原文全文

展开原文 · 4,269 字
RESTON, Va.
,
July 28, 2026
/PRNewswire/ -- As global threats become more complex, contested and fast-moving,
U.S
. airmen need timely intelligence that is trusted and operationally relevant.
Leidos
(NYSE: LDOS) has been awarded a new task order by the U.S. Air
Force's Air Combat Command (ACC) Acquisition Management and Integration Center
(AMIC) to continue delivering intelligence, surveillance and reconnaissance (ISR) operations support for ACC.
The task order has a total potential value of approximately
$717 million
if all options are exercised. It includes a one-year base period with four one-year options. Work will be performed at more than 35 locations in
the United States
and overseas, positioning
Leidos
personnel alongside
U.S. Air Force
mission partners at the point of need and reinforcing the company's role as an embedded partner in day-to-day mission execution.
Leidos
has supported this mission as the prime contractor since 2019. The new task order extends that partnership at a time when military leaders need accurate, timely information to assess threats and support operations across air, space, cyber and intelligence missions.
"Airmen operate in an environment where decisions often depend on the speed, quality and clarity of intelligence," said
Jason McCarthy
,
Leidos
senior vice president, Airborne & Mission Solutions. "Since 2019, our team has worked alongside Air Combat Command to provide mission-focused ISR support, training and analysis. This next phase of work builds on that foundation with the insight and operational expertise needed to help Airmen assess threats, prepare for missions and support operations around the world."
Under the task order,
Leidos
will provide subject matter expertise, intelligence analysis, threat mitigation, ISR operations support, training, and mission support services for ACC headquarters, subordinate Numbered Air Forces, centers, and wings. This work reflects
Leidos'
NorthStar
2030 commitment to helping
Department of War
customers maintain combat-ready forces and defeat evolving global threats.
Headquartered at Joint Base Langley-Eustis in
Hampton, Virginia
, ACC is one of the
U.S. Air Force's
major commands and serves as a primary provider of combat air, space, cyber and intelligence capabilities to America's warfighting commands. ACC AMIC provides acquisition services that support mission-focused capabilities across the command.
About Leidos
Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with approximately 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit
www.leidos.com
.
Forward-Looking Statements
Certain statements in this announcement constitute "forward-looking statements" within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management's current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. Several factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the "Risk Factors" set forth in Leidos' Annual Report on Form 10-K for the fiscal year ended January 2, 2026, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.
Media Contact:
Brandon Ver Velde
brandon.p.vervelde@leidos.com
(571) 526-6257
View original content to download multimedia:
https://www.prnewswire.com/news-releases/us-air-force-awards-leidos-isr-operations-support-task-order-worth-up-to-717-million-302836100.html
SOURCE Leidos Holdings, Inc.

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