)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Leidos
Leidos (LDOS) investor relations material
Leidos Citi's Global Industrial Tech & Mobility Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's Global Industrial Tech & Mobility Conference 2026 summary18 Feb, 2026
Market environment and strategic positioning
Dynamic market conditions are creating significant opportunities, especially in federal IT, national security, intelligence, health, and international markets through 2025.
Record earnings, cash, and profit were achieved despite anticipated headwinds in 2025, with a clear and transparent growth strategy now articulated.
Five redefined business sectors: digital modernization, defense, homeland, health, and intelligence, each with a dedicated growth pillar.
Anticipated growth in Department of Defense and intelligence budgets, with defense and intelligence sectors positioned to benefit.
Homeland and energy sectors are focusing on modernization and resilience, including air traffic and airport infrastructure.
Growth drivers and investment focus
Defense growth is driven by maritime and space programs, with new franchise opportunities emerging.
Increased internal R&D investment, rising from 17% to 24% of company-funded R&D, and tripling CapEx to support technology-based solutions.
Recent acquisitions, such as ENTRUST and Kudu, are being rapidly integrated to enhance capabilities in energy and cyber, with a focus on organic growth and operational efficiency.
AI is being embedded across all business lines, with OpenAI deployed to most employees and an enterprise transformation office established to drive internal and customer-facing efficiencies.
The company is leveraging its multifaceted service model to move up the value chain in federal products and IT, differentiating from traditional federal services peers.
Operational transformation and technology adoption
AI and digital modernization are seen as growth pillars, not threats, with a strategy to use AI for both internal process improvement and customer solutions.
The enterprise transformation office aims to quickly reengineer business processes, reduce overhead, and shift more employees to customer-facing roles.
Success metrics include decoupling revenue growth from headcount growth, especially in back office functions, and improving operational efficiency.
Software development and complex system integration are being enhanced by leveraging AI and automation, aiming to make both internal and customer operations more effective.
The company is positioning itself as a technology-first partner, ready to help customers adopt and benefit from AI and digital tools.
Measure AI's impact on Leidos' operational efficiency
Beyond pillars, where are new growth investments?
Future M&A for Homeland's energy growth pillar?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Leidos earnings date
Q1 20265 May, 2026
Leidos
Next Leidos earnings date
Q1 20265 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Leidos Holdings, Inc., provides services and solutions in the defense, intelligence, civil, and health markets in the United States and internationally. The company operates through three segments: Aerospace, Defense and Intelligence Solutions; Health, Engineering and Operations; and Enterprises. The Aerospace, Defense and Intelligence Solutions segment engages in providing command, control, communications systems. Leidos Holdings, Inc. was founded in 1969 and is headquartered in Reston, Virginia.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage