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北京时间·🕒 发布 02:00:00时区推断·⟳ 抓取 02:01:26·⚡ 决策 07-29 02:03:15 +1m49s·90.7 天前

美国空军向 Leidos 授予最高 7.17 亿美元 ISR 运营支持续约任务订单

Leidos 获得美国空军 ACC 最高约 7.17 亿美元 ISR 运营支持任务订单,方向上属于续约型利好。

📄 原文PR Newswire Technology↗ 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. airme…
不做 Leidos Holdings(LDOS.US)
不做:这是 Leidos 既有 ISR 支持任务的续约型 task order,最高 7.17 亿美元需 5 年期权全部执行才实现,摊年约占 FY2025 收入 0.8%,对大市值国防 IT 承包商短线重定价弹性不足。
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 ↗

消息传播链

  1. 2026-07-28 14:00 ET首发PR Newswire / Leidos一手源原文 ↗
    Leidos 宣布获得美国空军 ACC AMIC 最高约 7.17 亿美元 ISR 运营支持任务订单,含 1 年基础期和 4 个 1 年期权。

关键理由

  • Leidos 获得美国空军 ACC 最高约 7.17 亿美元 ISR 运营支持任务订单,方向上属于续约型利好。
  • 公司披露 FY2025 年收入约 172 亿美元,该订单若按 1 年基础期加 4 年期权摊开约 1.43 亿美元/年,仅约占年收入 0.8%。
  • Leidos 自 2019 年以来已是该任务 prime contractor,本次更像既有合同延续,短线预期差和重定价弹性不足。

主要风险

  • 任务订单含期权,最高金额并非一次性确定收入;若后续披露实际 funded value 显著高于预期,需重新评估。

原文全文

展开原文 · 4,065 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
[email protected]
(571) 526-6257
SOURCE Leidos Holdings, Inc.

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