LD

Leidos Holdings Inc.

LDOS · Leidos Holdings Inc. · Industrials

Up next day
5/12
42%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±1.6%
typical swing on earnings
Price when beating
+0.2%
avg over 12 beats
Biggest single move
+6.2%
'26.1 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 5 of 12 beats (42%)
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs Industrials sector avg (197 peers)
This
+0.2%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 7 of last 12 times (58%)
7xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Nov 3Before open
'26.10 expectedEst. EPS $3.05
Quarter ended 7/2026
Reported 2026-08-04
Next-day move
-2.9%
After 5 days +7.9%
vs Consensus$2.91$3.26+12.1% beat
Beat by +12.1% but stock -2.9%
EPS
$3.26
YoY +2%
Revenue
$4.5B
YoY +7%
Next-Q guidance
N/A
Price around earnings
vs market -2.7%p

Earnings trend · last 12 quarters

EPS$3.26YoY +2%
'23.9'26.7
Revenue$4.5BYoY +7%
'23.9'26.7

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
5x42%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
7x58%
← Weak earningsStrong earnings →

Even on good earnings, the price often fell — earnings poorly reflected · 7 of 12q (58%)

Community · LDOS

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