Q1 2025 Leidos Holdings Inc Earnings Call Transcript
Key Points
- Leidos Holdings Inc (LDOS) reported a strong Q1 2025 with organic revenue growth of 7% year-over-year.
- Adjusted EBITDA margins improved to 14.2%, and non-GAAP diluted earnings per share rose by 30%.
- The company reaffirmed its full-year 2025 guidance, indicating confidence in its strategic direction.
- Leidos Holdings Inc (LDOS) executed a $500 million accelerated share repurchase agreement, demonstrating strong capital allocation.
- The company announced a definitive agreement to acquire a leader in full-spectrum cyber, enhancing its NorthStar 2030 strategic growth pillars.
- The Health & Civil segment saw a decline, with no large single-award IDIQs benefiting from backlog adjustments.
- The first quarter included an extra week of payroll, impacting cash flow performance.
- Leidos Holdings Inc (LDOS) faces potential revenue impacts from the new administration's initiatives, although currently estimated to be negligible.
- The company is navigating a volatile macro environment, which could impact future bookings and revenue growth.
- There is uncertainty regarding the potential impact of continued resolutions and budget constraints on future opportunities.
Greetings. Welcome to Leidos first-quarter 2025 earnings conference call. (Operator Instructions) Please note this conference is being recorded.
At this time, I'll turn the conference over to Stuart Davis from Investor Relations. Stuart, you may begin.
Thank you, and good morning, everyone. I'd like to welcome you to our first quarter fiscal year 2025 earnings conference call. Joining me today are Tom Bell, our CEO; and Chris Cage, our Chief Financial Officer. Today's call is being webcast on the Investor Relations portion of our website, where you'll also find the earnings release and supplemental financial presentation slides that we'll use during today's call.
Turning to slide 2 of the presentation, today's discussion contains forward-looking statements based on the environment as we currently see it, and as such, includes risks and uncertainties. Please refer to our press release for more information on the specific risk factors that could cause actual results to differ materially.
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