Leidos and DHL ally to bid on UK defence logistics contract

Fri, 17 Jul 2026 05:57:34 -0400

Leidos (NYSE: LDOS) and DHL Supply Chain have announced a strategic alliance to compete for the UK Ministry of Defence's Future Defence Support Services (FDSS) programme, according to a press release issued July 17, 2026.

The partnership, operating under the name Logistics & Mission Support Alliance, combines Leidos' defence integration capabilities with DHL's global logistics network. The alliance is participating in a competitive contract bidding process and has not yet been awarded the contract.

If awarded, the alliance would provide integrated logistics support to the UK Armed Forces, incorporating artificial intelligence, data analytics, and automation to manage supply, inventory, and asset visibility.

Adam

Leidos and DHL form alliance to strengthen the future of UK Defence logistics

Fri, 17 Jul 2026 05:45:00 -0400

LONDON, July 17, 2026 /PRNewswire/ -- Leidos (NYSE: LDOS) and DHL Supply Chain have formed a strategic alliance to bring integrated, resilient and scalable logistics capabilities aligned to the UK Ministry of Defence's (MOD) Future Defence Support Services (FDSS) programme.

Leidos Holdings (LDOS) PT Lowered to $160 at Truist Securities

Fri, 10 Jul 2026 09:11:31 -0400

(Updated - July 10, 2026 9:11 AM EDT)

Truist Securities analyst Tobey Sommer lowered the price target on Leidos Holdings (NYSE: LDOS) to $160.00 (from $195.00) while maintaining a Buy rating.

The analyst commented: "We believe LDOS has a meaningful valuation disconnect. The stock has been severely punished by investors in 1H26, down 40% YTD vs. the group -7% and S&P +9% driven by VBA, EIT, and software revenue fears. We think 2027 Street numbers are only slightly too high, as our analysis looked at puts and takes from: (1) the VBA MDE recompete; (2) software pass-through revenue risk; and (3) Defense

Leidos and Rune Technologies partner on AI military logistics

Thu, 09 Jul 2026 12:19:57 -0400

Leidos (NYSE: LDOS) and Rune Technologies Inc. have announced a partnership to develop AI-enabled predictive logistics and sustainment capabilities aimed at supporting military operations in the Indo-Pacific region, according to a press release issued July 9, 2026.

The partnership combines Rune's predictive logistics and sustainment mission command software with Leidos' AI-enabled decision support tools. The stated goal is to help military commanders anticipate supply requirements and improve resource availability in distributed and contested environments, including those involving the distances and maritime challenges specific to the Indo-Pacific.

Jason McCarthy, Leidos senior vice president of Airborne & Mission Solutions, said the collaboration aims to

Leidos and Rune accelerate AI-enabled logistics to support Indo-Pacific military operations