Отчётный звонок Leidos Holdings, Inc.

… revenue guidance by $100 million, raise the midpoint of our EPS guidance by 5 cents and raise operating cash flow guidance by $50 million. Now, let me take a few moments to highlight some important developments in two of our segments that I know are top of mind for our investors, defense and health. In defense, Our team delivered another exceptional quarter. Revenue growth accelerated, margins expanded, and award velocity is accelerating. Defense posted a 2.2 book to bill ratio in the second quarter. Over the trailing 12 months, this equates to a 1.9 book to bill ratio. This level of customer traction gives us continued confidence in this segment's robust business outlook as a part of Leidos. And importantly, these bookings do not yet reflect the benefit from several major defense tech programs begun this year. These include our over $1 billion framework agreement with the Department of War to deliver 3,000 low-cost containerized munitions by 2030. are unique position in the testing phase of the Navy's next generation medium unmanned surface vessel. This positions us for a potential production award in Q4. And our recent award to provide the sensor payloads for an additional …

… in exercises and in combat. and so we're very pleased that our small cruise missile has found great customer receptivity and the scaling in both the SOCOM and the US Air Force is a conversation that is ongoing in addition to scaling it to a family of systems. Part of that family of systems is what allowed us to have our LCCM framework that we announced earlier this year. That program is moving along very adroitly. We're ticking off critical milestones, and we have a production readiness and scaling review scheduled for later this month. So you can see how quickly we're moving from rapid prototyping into scaled production. And that means we're on track. for full flight tests next summer and full rate production thereafter and 3,000 units before the end of this decade. All told, the addressable markets that we're talking about here just for low cost and containerized munitions is in excess of $44 billion over the next 10 years. And so when you combine what we're doing on IFPIC, SEM, Low-cost containerized munitions. You add our very specific, exquisite, some people call it Gucci capability in space sensing payloads. You add our prowess with Leidos, Gibson Cox, and our lava …

… very proactive moves to position ourselves for better service to the intelligence community coming on. Full Spectrum Cyber has been something we've talked about as a growth pillar for Leidos for the last year and a half. It's something we leaned into with Kudu, and it's something that is paying tremendous dividends for us in terms of the customer experience. and so on. And so we're very much leaning into that. And here recently, just last week, perhaps you caught the fact that we announced a major partnership with CoreWeave. That whole partnership is geared at positioning ourselves, positioning Leidos to be the preferred provider of secure cloud AI, sovereign AI for the intelligence community to include the Department of War because we know that as the appetite for trusted mission AI solutions grows, The need for the intelligence agencies in the Department of War to have sovereign capabilities at which they provide those capabilities is going to grow. And that's right in our wheelhouse of knowing a thing or two about how to build a 705 compliance gift and ensure that the digits get from it to the point of use seamlessly, flawlessly, and in a cyber secure way. We're very eager to …