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Leidos Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary3 Dec, 2025
Market environment and government dynamics
Navigated a challenging year with unexpected events, including a prolonged government shutdown, but maintained strong earnings and margins, raising guidance multiple times.
Government funding decisions have been slower, partly due to administrative changes and shifting priorities, but the outlook remains positive with robust demand in key areas.
Strategic reprioritization in federal civilian agencies has had limited impact, with strong demand in areas like FAA modernization and VA services.
Anticipates increased focus on national security, border security, and DHS priorities in coming years.
Shutdown caused some delays in award decisions, pushing some expected Q4 awards into Q1, but customer engagement is rebounding.
Growth areas and portfolio strategy
Defense systems, cyber, and energy infrastructure are key growth pillars, with defense systems expected to accelerate over a multi-year trajectory.
Cybersecurity is poised for significant growth, driven by evolving threats and AI advancements.
Energy infrastructure business is growing at double-digit rates, with robust demand from data centers and AI needs.
Health segment remains a leading performer, with near-term consolidation and future growth expected in rural and behavioral health.
Major recompetes in health, especially VA disability qualification, are expected in late 2026, with potential for contract extensions.
Competitive positioning and contract dynamics
Outcome-based contracts with incentives and penalties have driven higher health margins, especially since 2023-2024.
Confident in re-securing key contracts due to strong performance and ongoing technology investments.
FAA modernization strategy focuses on core software development rather than prime integrator role, aligning with strengths.
Participation in Golden Dome is anticipated, with bids submitted for major IDIQ vehicles and readiness to deliver capabilities quickly.
Golden Dome: Any funded awards yet
FAA modernization: Why not prime integrator
Beyond Health, what drives future margin growth
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Q4 202510 Feb, 2026
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Frequently asked questions
Leidos Holdings, Inc., provides services and solutions in the defense, intelligence, civil, and health markets in the United States and internationally. The company operates through three segments: Aerospace, Defense and Intelligence Solutions; Health, Engineering and Operations; and Enterprises. The Aerospace, Defense and Intelligence Solutions segment engages in providing command, control, communications systems. Leidos Holdings, Inc. was founded in 1969 and is headquartered in Reston, Virginia.
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