Mission Statement, Vision, & Core Values of Leidos Holdings, Inc. (LDOS)

A company's mission, vision, and core values aren't just HR boilerplate; they are the strategic foundation that underpins financial performance-and for Leidos Holdings, Inc., that foundation is supporting a projected $17.00 billion to $17.25 billion in 2025 revenue. With a massive $46.3 billion backlog and a stock price up roughly 30% year-to-date as of November 2025, you have to ask: what specific principles-like Integrity, Innovation, and Agility-are defintely driving this success in the defense and IT services market? Do you understand how their commitment to 'Mission success for our customers' translates into those superior returns for shareholders, and what that means for your investment thesis?

Leidos Holdings, Inc. (LDOS) Overview

If you're looking at the defense and technology services sector, Leidos Holdings, Inc. (LDOS) is a name you defintely need to understand. They are not just a government contractor; they are a science and technology solutions provider that sits at the intersection of national security, health, and engineering.

The company's roots go back to 1969, when it was founded as Science Applications International Corporation (SAIC) by Dr. J. Robert Beyster. It later emerged as Leidos in 2013 after a corporate split, and then significantly expanded its footprint in 2016 by merging with Lockheed Martin's Information Systems & Global Solutions (IS&GS) sector, creating one of the largest IT services providers in the defense industry.

Today, Leidos Holdings, Inc. focuses on delivering mission-critical solutions and services to U.S. government agencies, including the Department of Defense and the Intelligence Community, as well as highly regulated commercial markets. Their core offerings are diverse, but they all center on complex, science-driven challenges:

• Systems Integration and Engineering for defense platforms.
• Digital Modernization, including cloud migration and cybersecurity.
• Health Information Technology (IT) solutions for public-sector healthcare.
• Intelligence, Surveillance, and Reconnaissance (ISR) support.

For the full fiscal year 2025, the company has reaffirmed its revenue guidance, projecting total sales to be in the range of $17.0 billion to $17.25 billion. That's a massive operation, and it shows the sustained demand for their specialized expertise.

Recent Financial Performance: Q3 2025 Highlights

Honesty, the company's Q3 2025 results, reported in early November 2025, were robust and beat analyst expectations, which is a clear signal of strong operational execution. The quarter's revenue came in at a record $4.47 billion, marking a solid 7% increase year-over-year. That growth wasn't just acquisition-fueled, either; 6% of that was organic growth.

Here's the quick math on profitability: Non-GAAP Diluted Earnings Per Share (EPS) for the quarter was $3.05, beating the consensus estimate by a significant margin. This strong performance allowed management to raise the full-year 2025 Non-GAAP Diluted EPS guidance to a new range of $11.45 to $11.75.

The growth was broad-based across their segments, showing healthy demand in key government priority areas:

• National Security & Digital revenues jumped 8%.
• Defense Systems revenues saw an 11% increase.
• Health & Civil segment revenues grew by 6%.

Also, new business awards totaled $5.9 billion in the quarter, resulting in a book-to-bill ratio of 1.3. This means they are booking 30% more new work than they are completing, which translates to a massive total backlog of $47.7 billion-a clear indicator of future revenue stability. They're also generating serious cash, with Cash Flows from Operations hitting $711 million for the quarter. That's a lot of dry powder for future investments or shareholder returns.

A Leader in the Defense and Technology Sector

Leidos Holdings, Inc. is not just a participant in its industry; it's one of the undisputed leaders. It's a Fortune 500 company and a component of the S&P 500 Index, which speaks volumes about its scale and market relevance. They have a strategic alignment with the highest priorities of the U.S. government, from national security and defense to digital transformation and public health.

The company's ability to consistently secure multi-billion dollar classified awards, like the one ramping up in Q3 2025, reinforces its position as a top-tier systems integrator and technology partner. When you see a company with a market capitalization of approximately $23.92 billion as of November 2025, you know they are operating at a level few competitors can match. If you want to dive deeper into who is betting on this success and why, you can check out Exploring Leidos Holdings, Inc. (LDOS) Investor Profile: Who's Buying and Why?

Leidos Holdings, Inc. (LDOS) Mission Statement

You're looking for the bedrock principles that steer a multi-billion-dollar enterprise like Leidos Holdings, Inc. through complex, mission-critical work. The company's mission statement isn't a single, catchy slogan, but a clear commitment to five core stakeholders, acting as a definitive guide for its long-term goals and strategic direction. It's a pragmatic framework that maps technology and science to measurable outcomes for everyone involved.

The mission is a commitment to deliver: Mission success for our customers, endless opportunities for our employees, superior returns for our shareholders, growth and prosperity for our company, and healthy investments in our communities. This structure makes it defintely clear where capital and effort are prioritized. For a deeper dive into how this mission developed, you can check out Leidos Holdings, Inc. (LDOS): History, Ownership, Mission, How It Works & Makes Money.

Here's the quick math: This mission alignment is directly responsible for the company's strong financial performance, including the raised fiscal year 2025 revenue guidance of between $17.00 billion and $17.25 billion.

Core Component 1: Ensuring Mission Success for Customers

The first, and arguably most critical, component of the mission is a relentless focus on customer outcomes. Leidos operates primarily in high-stakes areas like national security, defense, and health, so failure isn't an option. This commitment is the engine driving their focus on technological innovation, which is one of their six core values.

You can see this commitment in the numbers. As of the third quarter of fiscal year 2025, Leidos secured $5.9 billion in net bookings, resulting in a strong book-to-bill ratio of 1.3. That means for every dollar of revenue recognized, they brought in $1.30 in new business. That's customer confidence, not just a sales metric.

A concrete example of this is the 2025 contract win to overhaul NATO's IT systems, a deal valued at $87 million. This kind of work demands the highest quality and precision, which is supported by a massive total contract backlog of $47.7 billion as of Q3 2025. They are delivering on their promises.

Core Component 2: Delivering Superior Returns and Company Growth

As a publicly traded company, Leidos must balance mission-critical service with financial accountability. The second core component of the mission addresses the investors and the long-term health of the business: superior returns for shareholders and growth for the company. This isn't just about maximizing profit; it's about sustainable investment in the future.

The financial results for Q3 2025 show this commitment in action. Leidos reported record revenues of $4.5 billion, a 7% increase year-over-year. Net income for the quarter stood at $369 million, translating to diluted earnings per share (EPS) of $2.82. This growth provides the capital for strategic moves, like the $300 million acquisition of Kudu Dynamics in May 2025 to enhance their cyber capabilities.

The company's financial strength gives them the agility to pursue new market opportunities. They are using the size and strength of their balance sheet to their advantage.

Core Component 3: Investing in Employees and Communities

The final pillar focuses on the people who execute the mission and the communities that host them: endless opportunities for employees and healthy investments in communities. This is where the core values of Inclusion, Collaboration, and Commitment really come into play.

The company recognizes that its 47,000 global employees are the true source of its innovation. They foster a culture of belonging, which is crucial for retaining the highly skilled talent needed for complex government and commercial contracts. This focus on ethical behavior and community impact earned Leidos recognition as one of the World's Most Ethical Companies for eight consecutive years in 2025.

Investment in the community often takes the form of strategic research and development (R&D) partnerships that benefit society. For instance, in 2025, Leidos committed $10 million to a partnership with the University of Pittsburgh for AI disease detection research. This is a direct, measurable investment that maps their technology expertise to a broader societal benefit.

• Foster belonging and welcome diverse perspectives.
• Model servant leadership and take ownership.
• Invest in ethical AI principles for secure systems.

Next step: Finance: Track the Q4 2025 cash flows provided by operating activities against the guidance of approximately $1.65 billion.

Leidos Holdings, Inc. (LDOS) Vision Statement

You're looking at Leidos Holdings, Inc. (LDOS) not just for a trade, but to understand the long-term strategic arc-and that starts with their vision. For a company operating at the intersection of national security, health, and engineering, the vision isn't just a feel-good statement; it's the blueprint for where their $47.7 billion total backlog is headed. The core message is clear: Leidos aims to be the global leader solving the toughest challenges by integrating technology, science, and a deeply committed workforce. This vision maps directly to their strategic growth pillars, which is what matters for investors and partners.

Here's the quick math on why this matters: Leidos has raised its full-year 2025 guidance, now projecting revenues between $17.00 billion and $17.25 billion. That kind of scale demands a clear, actionable vision to keep the entire enterprise aligned. Anything less would be a recipe for inefficiency.

Global Leadership in Complex Problem Solving

The first part of the vision is to Become the global leader in the integration and application of information technology, engineering, and science to solve our customers' most demanding challenges. This isn't about being the biggest, but about being the best at integration-the 'how' of their work. They are a science and technology company, so the focus is on merging disciplines like cybersecurity, data analytics, and advanced engineering to tackle mission-critical programs.

Think about the FAA's air traffic modernization or border security initiatives; these are enormous, multi-faceted problems. Leidos is positioning itself as the indispensable partner here. Their NorthStar 2030 strategy, for instance, focuses on high-growth areas like Space and Maritime and Digital Modernization and Cyber, which are defintely demanding challenges. This focus on complex, high-value contracts is why management raised the Non-GAAP Diluted EPS guidance for 2025 to a range of $11.45 to $11.75. They are getting paid a premium for solving what others can't.

Delivering Innovative Solutions Through Talent

The second component pivots from 'what' they do to 'who' does it: We will deliver innovative solutions through the efforts of our diverse and talented people who are dedicated to our customers' success. Innovation isn't just a buzzword here; it's a core value and a business driver.

Leidos knows their competitive edge is their 47,000 global employees. The push for innovation is supported by a culture that values Agility and Collaboration, two of their six core values. For you, the investor, this translates to higher-quality, higher-margin contracts, as these specialized capabilities command premium pricing. For example, their work in Mission Software is a direct effort to accelerate customer demand for AI-powered solutions. Simply put, the talent is the product.

Empowering Teams and Operating Sustainably

Finally, the vision looks inward and outward: We will empower our teams, contribute to our communities, and operate sustainably. This is the Environmental, Social, and Governance (ESG) layer, but framed with a focus on operational stability and employee retention. Empowering teams aligns with their core value of Inclusion, fostering a sense of belonging and providing equal access to opportunities.

Operating sustainably also means financial discipline. The company's strong cash generation is a cornerstone of their financial health, with Cash Flows Provided by Operating Activities projected at approximately $1.65 billion for fiscal year 2025. This capital can be deployed for debt reduction, like the $450 million in term loan principal payments made in Q3 2025, or returned to shareholders, with $153 million returned in Q3 2025 through repurchases and dividends. That's a sustainable capital allocation strategy that supports long-term growth.

• Integrity: Courage to make tough ethical decisions.
• Innovation: Acting as a catalyst for excellence.
• Agility: Being flexible, creative, and resilient.
• Collaboration: Proactively engaging to meet shared objectives.
• Commitment: Being accountable with a sense of urgency.
• Inclusion: Fostering a sense of belonging for all.

Mission and Core Values: The Guiding Principles

The Mission Statement acts as the daily compass for the Vision: Through our culture of innovation, we will develop deep customer trust and create enduring solutions that improve our world. This is the 'why' behind the Vision's 'what.' It emphasizes trust and long-term, 'enduring' solutions, not quick fixes. This focus on long-term relationships is critical in the government contracting space, where multi-year contracts are the norm.

The six Core Values-Integrity, Inclusion, Innovation, Agility, Collaboration, and Commitment-provide the behavioral roadmap. They are how the 47,000 employees execute the mission and achieve the vision. For a deeper dive into the numbers driving this strategy, you should look at Breaking Down Leidos Holdings, Inc. (LDOS) Financial Health: Key Insights for Investors.

Finance: Track the book-to-bill ratio (which was 1.3 in Q3 2025) to ensure the backlog is continually refreshed by new, high-value contracts.

Leidos Holdings, Inc. (LDOS) Core Values

You're looking for the bedrock principles that drive a technology leader like Leidos Holdings, Inc. (LDOS), especially when they're projecting a strong fiscal year. A company's core values aren't just HR boilerplate; they map directly to execution, which is what delivers shareholder value. For Leidos, these six values-Integrity, Inclusion, Innovation, Agility, Collaboration, and Commitment-are the operational framework that helped them reaffirm a 2025 revenue guidance of between $17 billion and $17.25 billion, even with market headwinds.

These principles are what allow a company with a $47.7 billion total backlog at the end of Q3 2025 to keep winning mission-critical work. Want to understand the engine behind that stability? Look at how they live these values every day. You can also get a deeper dive into their financial positioning by Exploring Leidos Holdings, Inc. (LDOS) Investor Profile: Who's Buying and Why?

Integrity

Integrity is the courage to make tough ethical decisions and be transparent, which is non-negotiable when dealing with national security and health data. Leidos maintains the highest standards of ethical behavior through robust policies, procedures, and comprehensive training that touch every aspect of employee conduct. This commitment builds the trust necessary to secure and maintain long-term government contracts. Honesty is their first line of defense.

Inclusion

Leidos views Inclusion as fostering a sense of belonging and ensuring equal access to opportunities for its 47,000 global employees. This isn't just a feel-good policy; it's a strategy for retaining the diverse, high-performing workforce needed to solve complex problems. Their 'Leidos Life' focus is a key initiative, providing a holistic approach to employee well-being, covering physical, mental, and financial health. They also have a long-standing, defintely strong commitment to supporting veterans and their families, recognizing the value of their experience in mission-critical roles.

Innovation

Innovation at Leidos is about acting as a catalyst and applying technology to solve real-world challenges, not just inventing for invention's sake. A concrete example is their deployment of the proprietary AI-powered Skywire platform in the energy segment. This platform has optimized approximately 18,000 projects for 25 major utilities, routinely reducing project costs by 30%. They are also leading their own positive disruption by deploying Trusted Mission AI internally to enhance efficiency and decision-making across the enterprise.

Agility

Agility means being flexible, creative, and resilient-thinking small while leveraging the strength of a large balance sheet. This value was tested and proven in 2025. Despite external headwinds, including a government shutdown, Leidos demonstrated its agility by raising its full-year guidance for the second time. The company reported Q3 2025 revenues of $4.47 billion, up 7% year-over-year, showing an ability to execute effectively even in unpredictable government environments. They think and act fast.

Collaboration

Collaboration is about being team-oriented and proactively engaging to meet shared objectives, both internally and with their customers. This value is essential for managing the sheer scale of their work, which includes complex, multi-year programs like the FAA Air Traffic Control modernization and various border security initiatives. The company's net bookings of $5.9 billion in Q3 2025, resulting in a strong 1.3x book-to-bill ratio, are a direct outcome of effective collaboration with key government and commercial clients.

Commitment

Commitment is being accountable, taking ownership, and operating with a sense of urgency for customers and teams. This is a value you can measure directly in their financial performance. For fiscal year 2025, Leidos raised its non-GAAP diluted EPS guidance to a range of $11.45 to $11.75, up from a prior range, demonstrating their commitment to superior returns for shareholders. Furthermore, they increased the quarterly cash dividend to $0.43 per share in Q3 2025, a 7.5% increase, modeling servant leadership through consistent returns.

• Q3 2025 Operating Cash Flow: $711 million.
• Q3 2025 Funded Backlog: $9.1 billion, up 27% sequentially.
• FY 2025 Adjusted EBITDA Margin Guidance: Raised to high 13s.

Here's the quick math: strong values translate to strong execution, and that execution drives the numbers. Your next step should be to look at the specific contract wins that underpin that $9.1 billion funded backlog. (Finance: cross-reference Q3 press release for major contract awards by segment this week.)