Analyst Commentary

Leidos’ leadership in federal health IT helps take the sting out of the near-term negative financial impacts of portfolio-shaping activities

Merger-related activities and business unit divestiture continue to weigh down Leidos’ margins and revenue growth, respectively

Nearly a year into Leidos’ merger with Lockheed Martin Information Systems & Global Solutions (IS&GS), healthcare is emerging as a clear differentiator and area of synergy between the two portfolios. Healthcare is Leidos’ revenue and profitability growth engine, with large programs such as Military Health System (MHS) Genesis driving top-line expansion and specialized, automation-enabled med...

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