LD

Leidos Holdings, Inc. stock research

Oct 3, 2025

FY2025 Q3

Leidos Holdings (LDOS) Gross Margin — Quarter Ended Oct 3, 2025

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. Gross margin remained stable versus the prior quarter and improved slightly from a year ago.

Gross margin takeaway

Quarter ended Oct 3, 2025 · FY2025 Q3

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. Gross margin remained stable versus the prior quarter and improved slightly from a year ago.

  • The gross margin was unchanged from the prior quarter, indicating that the proportional relationship between revenue and cost of revenue held steady. The slight year-over-year improvement suggests a modest shift in that relationship over the longer term.
  • Compared to the immediately preceding quarter, revenue and gross profit were higher while gross margin was stable. Compared to the same quarter one year earlier, revenue and gross profit were higher and gross margin improved slightly.

Gross margin snapshot

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

Gross margin

18.0%

Gross profit

$801.0M

Revenue

$4.4B

Cost of revenue

$3.6B

Quarter-over-quarter change

+0.0 pts

Year-over-year change

+0.2 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jan 3, 2025$4.3B$677.0M$3.7B15.6%
Apr 4, 2025$4.2B$740.0M$3.5B17.5%
Jul 4, 2025$4.2B$762.0M$3.5B18.0%
Oct 3, 2025$4.4B$801.0M$3.6B18.0%

Quarterly comparisons

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

Previous-quarter change

Jul 4, 2025

+0.0 pts

Year-over-year change

Sep 27, 2024

+0.2 pts

What the margin says

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

The gross margin was unchanged from the prior quarter, indicating that the proportional relationship between revenue and cost of revenue held steady. The slight year-over-year improvement suggests a modest shift in that relationship over the longer term.

Compared to the immediately preceding quarter, revenue and gross profit were higher while gross margin was stable. Compared to the same quarter one year earlier, revenue and gross profit were higher and gross margin improved slightly.

Monitor whether the cost of revenue continues to increase at a similar pace relative to revenue, as this will determine if gross margin can sustain or improve its current level.