Browsing Tag
LDOS
4 posts
Leidos (NYSE: LDOS) stock faces defence re-rating test as hypersonics and low-cost missile deals reshape growth story
Leidos has fresh missile catalysts, but LDOS still trades far below its high. The real test is whether production scale changes the story.
Can mobile air defense become the next big defense stock theme after drones changed the battlefield?
Drones are cheap. Defending against them is not. Leidos, RTX and Lockheed Martin may be entering a new air defense cycle.
Why Leidos’ $617m Army contract may be the start of a bigger air defense spending cycle
Drones are cheap. Air defense is not. Leidos’ $617M Army award shows why launcher capacity is becoming a Pentagon bottleneck.
Leidos (NYSE: LDOS) expands Army air defense backlog with $617m IFPC launcher award
Drones are cheap. Air defense is not. Leidos’ $617M Army award shows why launcher capacity is becoming a Pentagon bottleneck.