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Leidos Holdings, Inc. (LDOS) Presents at Jefferies Global Industrials Conference 2026 Transcript

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Leidos Holdings, Inc. (LDOS) Jefferies Global Industrials Conference 2026 September 9, 2026 11:30 AM EDT

Company Participants

Chris Cage – Executive VP & CFO

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Conference Call Participants

Sheila Kahyaoglu – Jefferies LLC, Research Division

Presentation

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Sheila Kahyaoglu
Jefferies LLC, Research Division

Good morning, everyone. My name is Sheila Kahyaoglu with the Jefferies Aerospace, Defense and Airlines Equity Research team for those on the webcast. And we have Chris Cage here, who’s Executive VP and CFO of Leidos. So Chris, thank you. And Stuart, of course, Stuart Davis, who runs the IR practice at Leidos.

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Question-and-Answer Session

Sheila Kahyaoglu
Jefferies LLC, Research Division

Chris, maybe just to start off for — there’s been a lot of news around IT services. The stock prices have been volatile. I think Leidos is successful in a lot of elements. What do you think makes Leidos successful? And how do you think the company succeeds from here?

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Chris Cage
Executive VP & CFO

Yes, definitely. Well, thanks, Sheila. It’s always great to be here with you and the conference you guys put on, first-class job. Leidos, I mean, IT services is just one of the dimensions of what we do. And I think it’s really our deep mission understanding with our customers. We’re in the center of the action across so many different customers. And what we bring to bear is the expertise to ensure that their mission success is paramount.

We’ve demonstrated that time and time again, which is why Leidos is positioned with some of the biggest programs on the digital side in the federal government domain and then helping them manage their environments has led to how we can help them in other ways now as we talk about software modernization, now branching into what we’re doing in the defense side on the

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