LD

Leidos Holdings, Inc. stock research

Apr 4, 2025

FY2025 Q1

Leidos Holdings (LDOS) Gross Margin — Quarter Ended Apr 4, 2025

In the current quarter, gross profit is the difference between revenue and cost of revenue, and gross margin represents gross profit as a share of revenue. Compared to the prior quarter, revenue was lower while cost of revenue was even lower, resulting in higher gross profit and an improved gross margin; relative to the same quarter last year, revenue, cost of revenue and gross profit were all higher, and gross margin improved.

Gross margin takeaway

Quarter ended Apr 4, 2025 · FY2025 Q1

In the current quarter, gross profit is the difference between revenue and cost of revenue, and gross margin represents gross profit as a share of revenue. Compared to the prior quarter, revenue was lower while cost of revenue was even lower, resulting in higher gross profit and an improved gross margin; relative to the same quarter last year, revenue, cost of revenue and gross profit were all higher, and gross margin improved.

  • The strongest observable margin driver is the change in cost of revenue relative to revenue. Sequentially, cost of revenue declined more sharply than revenue, which directly lifted gross margin.
  • Compared with the immediately preceding quarter, revenue was lower, cost of revenue was lower, gross profit was higher, and gross margin improved. Compared with the same quarter one year earlier, revenue, cost of revenue, and gross profit were all higher, and gross margin improved.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

17.5%

Gross profit

$740.0M

Revenue

$4.2B

Cost of revenue

$3.5B

Quarter-over-quarter change

+1.9 pts

Year-over-year change

+2.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jun 28, 2024$4.1B$680.0M$3.4B16.6%
Sep 27, 2024$4.2B$741.0M$3.4B17.8%
Jan 3, 2025$4.3B$677.0M$3.7B15.6%
Apr 4, 2025$4.2B$740.0M$3.5B17.5%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jan 3, 2025

+1.9 pts

Year-over-year change

Mar 29, 2024

+2.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the change in cost of revenue relative to revenue. Sequentially, cost of revenue declined more sharply than revenue, which directly lifted gross margin.

Compared with the immediately preceding quarter, revenue was lower, cost of revenue was lower, gross profit was higher, and gross margin improved. Compared with the same quarter one year earlier, revenue, cost of revenue, and gross profit were all higher, and gross margin improved.

Monitor whether the trend of cost of revenue decreasing relative to revenue continues in upcoming quarters.