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Leidos Holdings ($LDOS) received a $414M definitive contract from DHS/TSA for checkpoint maintenance, adding ~1.2% to annual revenue over ~2.25 years. Modest positive catalyst for the stock.
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The contract is a moderate positive for LDOS, reinforcing its civil services revenue stream. Investors should watch for follow-on awards and potential subcontractor benefits for smaller firms like OSIS or CACI. The SAM checkpoints market remains stable, but Leidos' diversified portfolio limits outsized moves.
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
Direct prime contract award from DHS/TSA for checkpoint maintenance services.
Who must act
Department of Homeland Security / Transportation Security Administration to Leidos, Inc.
What happens
$414 million multi-year contract added to Leidos' services backlog, representing approximately 1.2% of annual revenue.
Stock impact
Leidos' civil segment (which serves DHS and TSA) will see steady revenue over the 2.25-year period, reinforcing its position as a leading federal services provider. The contract adds to a ~$13B total backlog.
Matched on shared policy language across AI analyses, with ticker & timing weight
LEIDOS, INC.: $422M Department of Homeland Security Contract
LEIDOS, INC.: $422M Department of Homeland Security Contract
LEIDOS, INC.: $422M Department of Homeland Security Contract
LEIDOS, INC.: $458M Department of Homeland Security Contract
Executive orders & memoranda affecting the same sectors or companies
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Recipient
LEIDOS, INC.
Award Amount
$414,195,557
Awarding Agency
Department of Homeland Security
Sub-Agency
Transportation Security Administration
Contract Type
DEFINITIVE CONTRACT
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