Leidos

Leidos Competitive Intelligence & Landscape

leidos.com ·

Leidos
ForesightIQ Predictions

What is Leidos likely to do next?

ForesightIQ connects Leidos's hiring, product, web, ad, and market signals to forecast strategic moves — often months before they're announced.

Hiring signal

Senior hiring patterns point to a planned enterprise product line launching within two quarters.

High confidence · Next 1–2 quarters
Product signal

Quiet changes to docs and pricing pages signal an upcoming usage-based pricing tier and new API surface.

Likely · Next quarter
Market signal

Ad spend and partnership activity indicate a push into the mid-market segment across two new regions.

Plausible · Next 2–3 quarters
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Overview

Leidos Overview

Leidos (leidos.com) is a prominent technology and national security company, founded in 1969 by physicist Dr. Robert Beyster [investors.leidos.com/static-files/0bb0fa75-f457-4295-933c-dd9d2883131d]. Headquartered in Reston, Virginia [investors.leidos.com/static-files/0bb0fa75-f457-4295-933c-dd9d2883131d], Leidos serves a diverse market of government and commercial customers [leidos.com/company/who-we-are]. The company's mission is to help its customers leverage science and technology to make the world safer, healthier, and more efficient [leidos.com/insights/what-does-leidos-do]. With approximately 47,000 global employees [careers.leidos.com/pages/about-us], Leidos is committed to delivering mission success for its customers, endless opportunities for employees, superior returns for shareholders, growth for the company, and healthy investments in communities [leidos.com/company/who-we-are].

Leidos specializes in rapidly addressing complex challenges in national security and health through smarter, more efficient digital and mission innovations [leidos.com/company]. Its core offerings span critical areas such as Artificial Intelligence (AI), Cybersecurity, Digital Modernization, Mission Software, and Prototyping & Manufacturing [leidos.com]. The company's expertise is applied across various markets including airports & air traffic, defense, energy & infrastructure, federal government, health, homeland, intelligence, maritime, and space [leidos.com]. This broad range of capabilities positions Leidos to tackle high-stakes missions, from cutting-edge defense technology and lifesaving healthcare solutions to strengthening critical infrastructure [leidos.com].

Leidos delivers a wide array of products and services, including AI outcomes for complex environments, AI-enabled offensive and defensive cyber resilience capabilities, secure and scalable mission software, and integrated maritime operations [leidos.com]. They also strengthen American spacepower with mission-paced capabilities, provide AI-enabled health solutions to improve access and outcomes, and act as a trusted engineering partner in power infrastructure transformation [leidos.com]. The company's value proposition revolves around its ability to

Competitors

Leidos Competitors

Leidos (leidos.com) operates within a highly competitive landscape, facing formidable rivals across the defense, intelligence, civil, and health technology sectors. The company's focus on AI, cybersecurity, digital modernization, and mission software places it in direct competition with several industry giants. Understanding these competitors' strengths and market positioning is crucial to appreciating Leidos's unique value proposition.

One significant competitor is Lockheed Martin, an aerospace and defense technology company [Source: https://www.distillintelligence.com/competitors/leidos]. While Leidos provides science, technology, and engineering solutions, Lockheed Martin's core strength lies in its expansive portfolio of advanced weapons, aircraft, missile defense, and space systems. Lockheed Martin's market share is substantial in large-scale defense contracts, often involving hardware manufacturing and integrated platforms, whereas Leidos tends to specialize in the digital and software-driven aspects of these missions, offering AI outcomes, cyber resilience, and secure software. In terms of features, Lockheed Martin often leads in physical system integration, while Leidos excels in mission-critical software and digital solutions.

Another major rival is Northrop Grumman (northropgrumman.com), known for outpacing every threat with advanced weapons, aircraft, missile defense, mission solutions, and space capabilities [Source: https://northropgrumman.com/]. Similar to Lockheed Martin, Northrop Grumman emphasizes large-scale defense hardware and complex systems, including intelligent weapons and air dominance platforms.

Leidos, in contrast, focuses on the digital backbone of these operations, such as AI-enabled offensive and defensive cyber capabilities and secure mission software. While Northrop Grumman's features lean towards physical aerospace and defense innovation, Leidos concentrates on the cutting edge of digital and IT services, providing a complementary yet competitive offering.

Booz Allen Hamilton Holding is also a key competitor [Source: https://craft.co/leidos-holdings/competitors]. This company, like Leidos, specializes in technology and engineering solutions, particularly for the government and defense sectors. Booz Allen Hamilton is recognized for its consulting, analytics, digital solutions, engineering, and cyber expertise. While both companies offer extensive digital modernization and cybersecurity services, Booz Allen Hamilton often differentiates itself through its strong emphasis on strategic consulting and advisory services, which complements its technology offerings.

Leidos, on the other hand, frequently highlights its mission-proven AI outcomes and robust prototyping and manufacturing capabilities.

Finally, SAIC (Science Applications International Corporation) is a direct competitor [Source: https://www.comparably.com/companies/leidos/competitors].

Leidos and SAIC both provide technology and engineering solutions, with SAIC offering similar services in digital modernization, cybersecurity, and IT. According to Comparably, Leidos ranks higher in CEO Score compared to SAIC, suggesting a different internal culture or leadership perception [Source: https://www.comparably.com/companies/leidos/competitors]. The two companies often vie for similar government contracts in areas like IT services, cloud solutions, and systems integration, making their features and pricing highly competitive within these specific market segments.

Alternatives

Leidos Alternatives

Product & Pricing

Leidos Product and Pricing Intelligence

Leidos (leidos.com) delivers a diverse catalog of high-technology products, encompassing customized and commercially available hardware and software solutions across various sectors, including defense, intelligence, civil, and health. Their offerings include advanced Artificial Intelligence (AI) for mission-critical outcomes, robust Cybersecurity solutions, and secure Mission Software. Products like AIMES 2 provide specialized motion imagery processing, exploitation, and dissemination software, optimized for challenging network environments, demonstrating their commitment to cutting-edge technology for critical operations.

While Leidos does not publicly list explicit pricing plans or tiers for its enterprise solutions on its website, its approach to service delivery and product acquisition for federal clients is facilitated through various contract vehicles. These include major government-wide acquisition contracts such as GSA OASIS+ and GSA Alliant 2, which provide pre-negotiated access to Leidos' technical and professional services. This streamlined procurement process allows federal customers to acquire Leidos' solutions and services more efficiently, indicating a pricing model tailored to government contracting, rather than a direct, publicly advertised subscription or tiered pricing structure.

For certain product offerings, Leidos employs flexible pricing models. For instance, IDHaystack℠ offers on-demand, pay-as-you-go identification and verification services, designed to reduce costs and increase flexibility for its users. This indicates a focus on scalable and cost-effective solutions for specific functionalities, allowing clients to pay only for the services they consume. The company also handles employee benefits, offering several Consumer Directed Health Plans (CDHP) with Health Savings Accounts (HSA), such as SmarterCare Basic, Essential, and Elite CDHP plans, which include company contributions, though this pertains to internal employee benefits rather than external product pricing.

Recent developments include Leidos' role in the Defense Enclave Services (DES) contract, an $11-billion, 10-year agreement with DISA for network modernization, which includes a base ordering period through February 2026 with optional extensions. This contract vehicle allows Leidos to deliver end-to-end IT solutions, highlighting their involvement in large-scale, long-term government projects where pricing is negotiated within the framework of these extensive contracts. Their cloud migration framework also offers customizable methodologies for architecting and executing cloud migrations, demonstrating an adaptable service model rather than fixed product pricing.

Hiring & Layoffs

Leidos Hiring and Layoffs

Leidos (leidos.com) maintains a robust and active hiring presence, consistently seeking talent across various technical and specialized fields. As of a recent review, the company lists over 2,500 available jobs globally, with significant opportunities in Security Operations (119 jobs) and dedicated programs for Intern and New Graduate Jobs (22 jobs). This high volume of openings indicates continuous growth and a strategic focus on expanding capabilities in key sectors such as Defense, Health, and Digital Modernization. The company's Operation MVP initiative specifically targets the recruitment, training, and support of veterans and military personnel, underscoring their commitment to leveraging diverse talent pools.

Leidos' hiring patterns reveal a strong emphasis on roles critical to advanced technology and infrastructure. Notable job openings include Software Engineers (e.g., in Omaha, NE, and formerly Eagan, MN), PEGA Lead Systems Architects (remote positions that were active), Sr. Network Engineers (e.g., in Odenton, MD), and Transmission Line Engineers (e.g., in Denver, CO, with remote options). The availability of numerous remote careers, with 149 remote jobs listed, highlights Leidos' flexible work model and ability to attract talent nationwide. Furthermore, locations like Virginia show a substantial demand, with 524 jobs available, including roles such as Senior Mechanical Engineer and Salesforce Senior Developer.

While specific layoff information for Leidos (leidos.com) is not prominently featured in the provided career resources, the extensive and consistent volume of job postings across diverse sectors and locations suggests a company in a phase of strategic expansion rather than contraction. The focus on cutting-edge defense tech, lifesaving healthcare solutions, and strengthening critical infrastructure through roles in AI, Cybersecurity, Mission Software, and Digital Modernization signals a forward-looking strategy. This sustained recruitment drive indicates Leidos is actively investing in its workforce to meet evolving global challenges and mission demands, solidifying its position in competitive intelligence, technology, and engineering markets.

Leadership

Leidos Management and Leadership Team

The Leidos leadership team is comprised of experienced executives guiding the company's mission to deliver innovative technology, engineering, and science solutions.

Thomas A. Bell has served as Chief Executive Officer and Director since May 2023, leading Leidos through a period of significant strategic transformation. The executive team, responsible for over 50,000 employees, is dedicated to making the world safer, healthier, and more efficient through their work.

Recent leadership changes were announced on November 2, 2023, and became effective January 1, 2024, as part of a strategic realignment to position the company for long-term success Leidos Announces Executive Leadership Team for 2024. Key C-suite members include Jason Albanese as Chief Growth Officer, who focuses on expanding the company’s pipeline and strengthening customer relationships Jason Albanese | Leidos.

Ted Tanner Jr. is the Chief Technology Officer, responsible for shaping Leidos's technology strategy and accelerating innovation, particularly in AI, software, cyber, and quantum technologies Ted Tanner | Leidos.

Other notable leaders contributing to Leidos's diverse operations include Liz Porter, President of Health, overseeing technology-driven solutions across healthcare and civilian sectors Liz Porter | Leidos.

Roy Stevens serves as President of Homeland, leading over 10,000 professionals in programs spanning airports, air traffic, border protection, and critical infrastructure Roy Stevens | Leidos. Additionally, Will Johnson is the Enterprise Transformation Leader, tasked with maximizing efficiency and reengineering business processes across the corporation through process improvement, technology, and AI Will Johnson | Leidos.

Financials

Leidos Financial Performance, Fundraising, M&A

Leidos (leidos.com) demonstrates robust financial performance and active engagement in strategic acquisitions. For the first quarter of fiscal year 2024, the company reported revenues of $4.0 billion, marking a 7% increase year-over-year. During the same period, Leidos achieved a net income of $283 million, or $2.07 per diluted share, with adjusted EBITDA reaching $490 million, reflecting a 12.3% margin. Furthermore, non-GAAP diluted earnings per share grew by 56% year-over-year to $2.29. The company also reported cash flows from operations of $63 million and free cash flow of $46 million [https://investors.leidos.com/news-releases/news-release-details/leidos-holdings-inc-reports-first-quarter-fiscal-year-2024].

Leidos reported strong annual revenues, with approximately $17.2 billion for the fiscal year ending January 2, 2026 [https://careers.leidos.com/]. This follows previous positive performance, as seen in fiscal year 2010 when the company (then SAIC, Inc.) recorded full-year revenues of $10.85 billion, an 8% increase from the prior year [https://investors.leidos.com/node/11726/html]. The company's consistent financial disclosures, including SEC filings and annual reports, are readily available on its investor relations website, providing transparency into its financial health and operational outcomes [https://investors.leidos.com/financial-information/sec-filings].

In terms of mergers and acquisitions, Leidos has made significant moves to expand its capabilities. On January 26, 2026, Leidos signed a definitive agreement to acquire ENTRUST Solutions Group from Kohlberg for approximately $2.4 billion. This strategic acquisition is intended to bolster Leidos' position as a leading engineering solutions provider for utilities across the nation, further strengthening its energy and infrastructure portfolio [https://www.leidos.com/insights/leidos-acquire-power-design-firm-entrust-bolstering-its-energy-infrastructure-portfolio].

Partnerships

Leidos Partnerships, Clients and Vendors

Leidos (leidos.com) actively cultivates a robust network of partnerships to deliver advanced, secure, and production-grade capabilities to government clients, emphasizing collaborative innovation for clear mission impact [https://www.leidos.com/company/partners]. The company strategically integrates best-of-breed commercial technologies, from AI agents to secure cloud solutions, to help customers reduce time and cost in operational deployments while enhancing security posture, even within classified environments. These strategic alliances are crucial for Leidos in addressing the complex challenges faced by its clientele across various sectors.

Key technology partnerships include significant collaborations with leading cloud providers and AI innovators.

Leidos has established a multi-year Strategic Collaboration Agreement with Amazon Web Services (AWS) to accelerate innovation for new and existing customers [https://investors.leidos.com/news-releases/news-release-details/leidos-announces-strategic-collaboration-agreement-aws]. The company is also a Google Cloud Partner, demonstrating proven capabilities in Google Cloud AI and customer migration to the platform across health, civil, cyber, law enforcement, and defense industries [https://www.leidos.com/company/partners/managed-services-google-cloud]. Furthermore, Leidos entered into a strategic collaboration agreement with Microsoft to expedite the development of advanced cloud technology [https://www.leidos.com/insights/leidos-announces-strategic-collaboration-agreement-microsoft].

Leidos is deeply invested in leveraging artificial intelligence through its partnerships. It collaborates with OpenAI to deploy AI for mission impact, integrating OpenAI-powered generative and agentic AI into core workflows for strategic markets like digital modernization, health services, national security, and defense [https://www.leidos.com/company/partners/openai, https://www.leidos.com/insights/leidos-openai-deploying-ai-transform-federal-operations]. Other AI-focused partnerships include collaborating with Moveworks to bring agentic AI capabilities to government workers in the U.S., U.K., and Australia [https://investors.leidos.com/news-releases/news-release-details/leidos-and-moveworks-bring-agentic-ai-capabilities-government], and partnering with Dropzone AI to accelerate federal agencies' cyber responses [https://investors.leidos.com/news-releases/news-release-details/leidos-dropzone-ai-accelerate-federal-agencies-cyber-responses]. In the realm of defense and maritime autonomy, Leidos integrates capabilities with Havoc to advance maritime and air autonomy [https://www.leidos.com/insights/leidos-havoc-integrate-capabilities-advance-maritime-and-air-autonomy].

In terms of clients and vendors, Leidos primarily serves the U.S. federal government and related agencies, providing critical solutions across defense, intelligence, health, and civil sectors. For instance, Leidos is working with RegScale to integrate its UpHold Armor with RegScale's Continuous Controls Monitoring (CCM) platform, enhancing digital security for the Department of War and other federal agencies [https://investors.leidos.com/news-releases/news-release-details/leidos-regscale-improve-digital-security-department-war-and]. These strategic alliances underscore Leidos's commitment to delivering secure, reliable, and scalable solutions that meet compliance requirements and achieve real operational impact for its diverse customer base.

Events

Leidos Event Participations

Leidos (leidos.com) maintains a consistent presence at significant financial and industry conferences, showcasing its leadership and strategic direction. The company frequently participates in investor events, providing updates on its financial performance and future outlook. For instance, Leidos engaged in the J.P. Morgan's 2026 Industrials Conference, where Chief Financial Officer Chris Cage addressed attendees [https://investors.leidos.com/news-releases/news-release-details/leidos-participate-2026-jp-morgan-industrials-conference]. Similarly, Leidos participated in the Citi's 2026 Global Industrial Tech and Mobility Conference and the Goldman Sachs Industrials and Materials Conference [https://investors.leidos.com/news-releases/news-release-details/leidos-participate-goldman-sachs-industrials-and-materials-2].

Beyond major financial gatherings, Leidos also actively participates in key industry-specific conferences. The company's representatives attended the Stifel 2024 Cross Sector Insight Conference in Boston, MA, where Chris Cage presented insights [https://investors.leidos.com/news-releases/news-release-details/leidos-participate-stifel-2024-cross-sector-insight-conference]. Other notable appearances include the Jefferies Industrials Conference 2024 and the TD Cowen 45th Annual Aerospace & Defense Conference [https://investors.leidos.com/events/event-details/jefferies-industrials-conference-2024][https://investors.leidos.com/events/event-details/td-cowen-45th-annual-aerospace-defense-conference]. These participations highlight Leidos' commitment to engaging with stakeholders across diverse sectors.

In addition to external conferences, Leidos regularly hosts earnings calls to discuss quarterly results and provide financial transparency. Examples include the Q1 2026 Earnings Call and the Q4 2025 Earnings Call, both of which offer webcasts for broader accessibility [https://investors.leidos.com/events/event-details/leidos-q1-2026-earnings-call][https://investors.leidos.com/news-events/events]. While specific community events and career fairs are also part of their engagement strategy, details on these can vary, and individuals are encouraged to check the dedicated career events page on leidos.com for current opportunities to connect with the company [https://career-events.leidos.com/search/clearance/active-security-clearance-none/jobs?ns_calendar=0].

Frequently Asked Questions

What does Leidos's recent hiring pattern suggest about their strategic focus?

Leidos's hiring patterns indicate a strategic focus on growth and expansion, particularly in advanced technology and critical infrastructure. The company lists over 2,500 available jobs globally, with significant demand in areas like Security Operations, Software Engineering, Network Engineering, and remote roles. This sustained recruitment drive signals investment in cutting-edge defense tech, healthcare solutions, and critical infrastructure, specifically in AI, Cybersecurity, Mission Software, and Digital Modernization.

What is the implication of Leidos's Q1 2024 financial performance for its overall business trajectory?

Leidos's Q1 2024 financial performance signals a strong growth trajectory, with revenues increasing by 7% year-over-year to $4.0 billion and non-GAAP diluted earnings per share growing by 56% to $2.29. This robust performance, alongside an adjusted EBITDA margin of 12.3%, suggests effective operational management and successful execution of its business strategy, positioning the company for continued financial health and expansion.

What does Leidos's acquisition of ENTRUST Solutions Group indicate about its market strategy?

Leidos's acquisition of ENTRUST Solutions Group for approximately $2.4 billion indicates a strategic move to bolster its position in the energy and infrastructure sectors. This acquisition is intended to strengthen Leidos as a leading engineering solutions provider for utilities, signaling an expansion of its capabilities and market reach beyond traditional defense and intelligence into critical civilian infrastructure.

How do Leidos's partnerships with major cloud and AI providers impact its competitive positioning?

Leidos's partnerships with major cloud providers like AWS, Google Cloud, and Microsoft, along with AI innovators such as OpenAI, Moveworks, and Dropzone AI, significantly enhance its competitive positioning. These collaborations enable Leidos to integrate best-of-breed commercial technologies, accelerate innovation, and deliver advanced, secure, and production-grade AI and cloud solutions for government clients, reducing deployment time and costs while enhancing security posture in classified environments.

What is the strategic significance of Leidos's leadership team changes in late 2023/early 2024?

The leadership team changes announced in November 2023, effective January 2024, signify a strategic realignment by Leidos to position the company for long-term success. Key appointments like Jason Albanese as Chief Growth Officer and Ted Tanner Jr. as Chief Technology Officer emphasize growth, technological innovation in AI, software, and cyber, and operational efficiency, indicating a focused effort to evolve the company's capabilities and market presence.

How does Leidos differentiate its digital and software-driven offerings from competitors like Lockheed Martin and Northrop Grumman?

Leidos differentiates its digital and software-driven offerings by specializing in AI outcomes, cyber resilience, and secure mission software, whereas competitors like Lockheed Martin and Northrop Grumman primarily focus on large-scale defense hardware and physical system integration. While these rivals lead in manufacturing advanced weapons and aircraft, Leidos excels in providing the digital backbone and IT services crucial for modern defense and intelligence missions.

What does Leidos's approach to contract vehicles and pricing suggest about its target market and sales strategy?

Leidos's approach to contract vehicles like GSA OASIS+ and GSA Alliant 2 suggests a primary focus on the U.S. federal government and related agencies as its target market. The absence of publicly listed explicit pricing plans for enterprise solutions indicates a sales strategy tailored to government contracting, where pricing is negotiated within the framework of extensive, long-term contracts like the $11-billion Defense Enclave Services (DES) agreement.

What signal does Leidos's consistent participation in investor and industry conferences send to the market?

Leidos's consistent participation in investor and industry conferences, such as J.P. Morgan's Industrials Conference and Stifel's Cross Sector Insight Conference, signals a commitment to transparency, engagement with stakeholders, and proactive communication of its financial performance and strategic direction. This regular presence helps maintain investor confidence and reinforces the company's position as a key player in its diverse sectors.

In what specific niche does Amentum pose a distinct alternative to Leidos, given Leidos's broad focus?

Amentum poses a distinct alternative to Leidos in the specialized niche of nuclear capabilities. While Leidos has a broad technology and defense focus, Amentum highlights specialized engineering and end-to-end program management for nuclear programs, from design and operations to regulatory compliance. This makes Amentum a strong alternative for clients with highly specific needs in the nuclear energy and defense sectors.

What specific employee benefit strategy is Leidos using to attract and retain talent?

Leidos is using a strategy of offering several Consumer Directed Health Plans (CDHP) with Health Savings Accounts (HSA), including SmarterCare Basic, Essential, and Elite plans, which include company contributions. This benefit strategy aims to provide flexible and cost-effective healthcare options, helping to attract and retain talent by supporting employee well-being and financial planning.

What is the significance of Leidos's 'Operation MVP' initiative in its human capital strategy?

Leidos's 'Operation MVP' initiative is significant because it underscores the company's commitment to leveraging diverse talent pools, specifically targeting the recruitment, training, and support of veterans and military personnel. This program is a key component of Leidos's human capital strategy, reflecting its dedication to a workforce that can meet evolving global challenges and mission demands.

How does Leidos's product 'IDHaystack℠' reflect a specific pricing strategy for certain services?

Leidos's product 'IDHaystack℠' reflects a flexible, pay-as-you-go pricing strategy for identification and verification services. This on-demand model is designed to reduce costs and increase flexibility for users, allowing clients to pay only for the services they consume, indicating an adaptable service model for specific functionalities rather than fixed product pricing.

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