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北京时间·🕒 发布 08-03 23:00:00时区推断·⟳ 抓取 08-03 23:00:28·⚡ 决策 08-04 11:15:07 +12h14m·84.4 天前

Leidos获得美国海军情报办公室最高6480万美元安全情报系统现代化合同

Leidos获得最高6480万美元、含1个基础年和4个选项年的合同,延续其自2021年以来的海军情报系统现代化工作。

📄 原文PR Newswire Technology↗ 原文
Leidos continues to strengthen U.S. Navy's secure intelligence operations
RESTON, Va., Aug. 3, 2026 /PRNewswire/ -- Leidos (NYSE: LDOS) will continue modernizing the infrastructure underpinning…
不做 Leidos(LDOS.US)
最高6480万美元多年合同仅约为年收入0.38%、市值0.43%,且延续既有项目,量级不足,不做。
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 2026-08-03 · 扩散 low · price-in 风险 medium ↗

关键理由

  • Leidos获得最高6480万美元、含1个基础年和4个选项年的合同,延续其自2021年以来的海军情报系统现代化工作。
  • 按公司披露2026财年收入约172亿美元计算,合同总额约占年收入0.38%,若按5年摊销年化约0.08%,对短期业绩弹性不足。
  • LDOS当前市值约149.33亿美元,6480万美元合同总额约占市值0.43%,且为最高额和多年期选项合同,不足以触发新仓。

主要风险

  • 合同为up to口径且含选项年,实际确认节奏和利润率未披露。
工具调用 · 历史记录,结果未知(1 种)
  • stock_quote · 结果未知

原文全文

展开原文 · 2,919 字
RESTON, Va., Aug. 3, 2026 /PRNewswire/ -- Leidos (NYSE: LDOS) will continue modernizing the infrastructure underpinning secure naval intelligence systems worldwide through a recent contract worth up to $64.8 million from the Office of Naval Intelligence.
The agreement, which is for a base year with four option years, advances work Leidos has performed since 2021 and will help improve operational reliability, secure information sharing and accelerate technology integration for the Hopper Global Communications Center (GCC).
"Modern intelligence operations depend on digital infrastructure that performs securely and reliably across the globe," said Chad Haferbier, senior vice president of Decision Advantage at Leidos. "We are helping the Office of Naval Intelligence modernize that foundation so trusted information reaches warfighters faster."
The Hopper GCC provides IT services that rapidly disseminate intelligence to decision makers in the Navy and across the Department of War. Its systems manage some of the military's most highly controlled information.
This work advances Leidos' NorthStar 2030 strategy by strengthening two of the company's core growth pillars, cyber and mission & digital solutions, while delivering secure, resilient capabilities in support of national security.
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.
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. A number of 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:
Philip Carder
(571) 926-6698
[email protected]
SOURCE Leidos Holdings, Inc.

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