异动解读 | Leidos Holdings盘前大涨5.50%,Q2业绩超预期且全年指引上调

异动解读
Aug 04

Leidos Holdings Inc(LDOS)今日盘前大涨5.50%,引发市场广泛关注。

消息面上,公司公布了2026财年第二季度财报,业绩表现亮眼。数据显示,公司二季度调整后每股收益为3.26美元,显著超出市场预期的2.91美元;总营收达45.6亿美元,同比增长7%,同样高于市场预期的44.37亿美元。强劲的业绩表现主要得益于国防科技、能源基建、空管系统以及情报任务支持等业务的增长。

此外,基于业务执行向好,Leidos上调了2026财年全年核心指引。公司将全年营收预期上调至182亿至184亿美元之间,其中值高于华尔街预期的182.5亿美元;非GAAP摊薄每股收益指引区间上调至12.20至12.50美元,亦高于市场一致预期。公司季度净订单达49亿美元,订单出货比为1.1,整体未交付订单积压高达487亿美元,为中长期增长提供了坚实支撑。受此多重利好提振,Leidos股价在盘前交易中大幅走高。

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