Leidos Holdings Inc at Cowen Aerospace/Defense & Industrials Conference (Virtual) Transcript
Thank you very much, and welcome to our session with Leidos. We're delighted to have with us Roger Krone. Roger is their -- the Chairman and CEO. And so we're going to talk about Leidos and about the industry writ large.
Questions & Answers
I know -- one of the questions that's certainly on my mind, I assume on a lot of investors' mind, is that like 2 of your peers, Booz and CACI, just reported weaker sales than expected. And their December quarter is quite a bit weaker, and they basically had talked -- come out with their projections in like late October. So they kind of missed by a fair amount when they were 1/3 of the way down the river.
And so they mentioned a lot of issues, mostly related to COVID, the impact on customers. So Roger, give us your take on the environment, like really what's happening, how is it impacting customers' behavior?
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