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北京时间·🕒 发布 02:04:30时区推断·⟳ 抓取 02:06:01·⚡ 决策 07-29 02:07:13 +1m12s·90.7 天前
Leidos获美国空军最高7.17亿美元ISR支持任务订单
订单最高7.17亿美元、期限为1年基期加4个1年期权，若按5年摊销约每年1.43亿美元，仅约占Leidos 2025财年17.2亿美元收入的0.8%。
📄 原文Investing.com↗ 原文
Leidos wins Air Force contract worth up to $717 million
Nasdaq cuts most of its losses, Dow surges on extended oil slide, solid earnings RESTON, Va. - Leidos (NYSE:LDOS) annou…
不做 Leidos Holdings（LDOS.US）
不做：7.17亿美元为最高合同额且5年执行，年化约占2025财年收入0.8%；公司自2019年已是该任务主承包商，增量惊喜和短线重定价空间不足。
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
消息传播链
- Investing.com报道称Leidos获得美国空军Air Combat Command最高7.17亿美元ISR支持任务订单，文章称基于公司新闻稿并经编辑审核。市场反应:事件抓取时美股仍盘中可交易，但公开行情显示LDOS已在前一交易日收至114.95美元、近期连续反弹。
- Leidos 2025财年收入约171.74亿美元、年末积压订单约490亿美元，用于衡量本次最高7.17亿美元订单的相对量级。
关键理由
- 订单最高7.17亿美元、期限为1年基期加4个1年期权，若按5年摊销约每年1.43亿美元，仅约占Leidos 2025财年17.2亿美元收入的0.8%。
- Leidos自2019年起已是该任务主承包商，本次更像存量任务延续而非新客户或新品类突破。
- 事件方向利多但相对146亿美元市值和490亿美元积压订单规模不够形成短线重定价边际。
主要风险
- 若后续披露该任务利润率显著高于公司平均、或带来增量扩围而非续约，当前不做可能低估订单质量。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-28 · 影响 weakens
报道明确Leidos自2019年起已是该任务主承包商，本次不是全新客户突破，削弱订单惊喜度。
检索:Leidos Air Force ISR task order incumbent since 2019 revenue backlog 2026 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-02-17 · 影响 weakens
公司收入和积压订单基数较大，本次最高7.17亿美元且分多年执行，短线业绩弹性有限。
检索:Leidos FY2025 revenue backlog 17.2 billion 49.0 billion 原文 ↗
原文全文
展开原文 · 1,588 字
Nasdaq cuts most of its losses, Dow surges on extended oil slide, solid earnings
RESTON, Va. - Leidos (NYSE:LDOS) announced today it received a task order from the U.S. Air Force’s Air Combat Command to provide intelligence, surveillance and reconnaissance operations support.
The contract has a potential value of approximately $717 million if all options are exercised, according to a press release statement. The task order 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. Leidos has served as the prime contractor for this mission since 2019.
Under the task order, Leidos will provide subject matter expertise, intelligence analysis, threat mitigation, ISR operations support, training and mission support services for Air Combat Command headquarters, subordinate Numbered Air Forces, centers and wings.
"Since 2019, our team has worked alongside Air Combat Command to provide mission-focused ISR support, training and analysis," said Jason McCarthy, Leidos senior vice president, Airborne & Mission Solutions.
The contract was awarded by the Air Combat Command Acquisition Management and Integration Center. Air Combat Command is headquartered at Joint Base Langley-Eustis in Hampton, Virginia.
Leidos, based in Reston, Virginia, employs approximately 50,000 people globally and reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
RESTON, Va. - Leidos (NYSE:LDOS) announced today it received a task order from the U.S. Air Force’s Air Combat Command to provide intelligence, surveillance and reconnaissance operations support.
The contract has a potential value of approximately $717 million if all options are exercised, according to a press release statement. The task order 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. Leidos has served as the prime contractor for this mission since 2019.
Under the task order, Leidos will provide subject matter expertise, intelligence analysis, threat mitigation, ISR operations support, training and mission support services for Air Combat Command headquarters, subordinate Numbered Air Forces, centers and wings.
"Since 2019, our team has worked alongside Air Combat Command to provide mission-focused ISR support, training and analysis," said Jason McCarthy, Leidos senior vice president, Airborne & Mission Solutions.
The contract was awarded by the Air Combat Command Acquisition Management and Integration Center. Air Combat Command is headquartered at Joint Base Langley-Eustis in Hampton, Virginia.
Leidos, based in Reston, Virginia, employs approximately 50,000 people globally and reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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