Analyst Commentary

Improving federal market conditions provide Leidos with a silver lining after setbacks caused by its inward focus following transformative M&A



Leidos’ top-line performance underwhelmed in 1Q18, but solid bookings position the company for growth later in 2018

Leidos’ (NYSE: LDOS) uneven performance since acquiring Lockheed Martin’s (NYSE: LMT) IT business exposes the risks of transformative M&A, which remains top of mind among strategic decision makers due to ongoing federal services consolidation. Focusing inward on acquisition integration distracted Leidos amid a market shift to bring innovative technology to government faster to keep pace with rapid adv...

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