LDOSLeidos Holdings, Inc.
AI adoption · Q1 2026 earnings call
IndustrialsScaling
14
extracted from this call
3 / 5
operational, no hard numbers
Not disclosed
no breakout in this call
CEO Tom Bell devoted a substantial portion of prepared remarks to AI, framing it as a core accelerant rather than a threat to Leidos' business model. Management argued that AI compresses the lower end of the solution value chain, freeing specialized cleared talent to focus on higher-value mission-critical work, and that Leidos' privileged digital infrastructure position in federal environments is foundational to how customers will adopt AI securely. Specific AI tool deployments were mentioned (Skywire rolled out to Entrust, AI-driven medical record transfer pilot), but no AI-specific revenue figures were disclosed.
Adopter
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76
stage: scaling · max spec: 3
0
no quantified disclosure
100
4 scopes
internal_useproduct_standaloneinfrastructure_buildproduct_embedded
14 AI mentions from this call.
Extracted verbatim from the LDOS Q1 2026 earnings call transcript. Speaker, section, and specificity tier surfaced for each mention.
- T3Prepared remarks· CEO· Vendor supply
“We have committed a multiyear $100 million investment in a marquee PE firm with a proven track record in the federal technology space. This partnership gives us early access to a vetted pipeline of high-growth disruptors with mission-ready capabilities in AI, advanced cyber and autonomy to name a few.”
— Thomas Bell, LDOS earnings call - T3Q&A· CEO· Internal useI wanted to just follow up on Entrust, if you can give an update on integration there.
“The deployment of AI tools into Entrust are a big bonus that those engineers are enjoying, and we are enjoying having learned some technology tools that Entrust had that we're going to benefit from our electric services business on our side.”
— Thomas Bell, LDOS earnings callEntrustSkywire - T3Prepared remarks· CEO· Internal use
“we've deployed Leidos' AI tools, Skywire across the new organization. Teams are already seeing significant opportunity to deliver high-quality services and solutions to more customers faster and cheaper.”
— Thomas Bell, LDOS earnings callEntrustSkywire - T3Prepared remarks· CEO· Standalone AI product
“we've been selected to exclusively develop an AI-driven tool to automate the medical record transfer for service members from the Department of War to the Veterans Administration.”
— Thomas Bell, LDOS earnings callMy Service Treatment Record - T3Q&A· CFO· Internal useare we looking at a 1-year minor reset or is this a multiyear period where revenue could be down more than just a little bit?
“This unified health platform is a capability the team is deploying internally later this year, as an example, that will take more cost out of our delivery equation.”
— Chris Cage, LDOS earnings callunified health platform - T2Prepared remarks· CEO· Product-embedded AI
“Capabilities we're currently grouping into 4 offerings, Uphold our cyber and resilient networks product suite; Insight, our Secure Cloud and data product suite; Forward, our customer digital experience product suite; and Headway, our information advantage product suite. Taken together, these product suites strengthen Leidos' position as the scaled, trusted integrator of AI-enabled mission systems in our customers' environments for their mission success.”
— Thomas Bell, LDOS earnings callUphold, Insight, Forward, Headway - T2Q&A· CEO· Infrastructure buildHow do you think about the consequences of that for your intelligence and digital business and the potential to grow in that type of environment?
“that's why in my prepared remarks, I spent so much time talking about the fact that AI isn't a disruptor to us it's a propellant to our progress in this business. And that's why our digital infrastructure business isn't a wait -- waiting to be obsoleted by AI, but rather, it is our entry point and our foundation from which our customers are going to embrace AI and upgrade their capability.”
— Thomas Bell, LDOS earnings call - T2Prepared remarks· CEO· Internal use
“What AI is doing in very practical terms is simply compressing the bottom of the solution value chain. It's making it easier to do things that were historically hard to do but it does not obsolete things that are hard to get. So things like routine development, basic analytics, data integration, AI is compressing the time to deliver these results.”
— Thomas Bell, LDOS earnings call - T2Prepared remarks· CEO· Internal use
“And all these shifts reinforce they don't erode the digital advantages that Leidos enjoys. Our market position in highly cleared environments, our deep regulatory experience, our access to proprietary data and most importantly, the trust we built with customers over decades. These are not disrupted by AI, they are amplified by it.”
— Thomas Bell, LDOS earnings call - T2Prepared remarks· CEO· Infrastructure build
“Our digital infrastructure business, the very large privileged position we enjoy today in our customers' digital ecosystem is not a vulnerability in an AI world, it's a strength because that ecosystem is foundational to how our customers are and will adopt AI securely and effectively.”
— Thomas Bell, LDOS earnings call - T2Prepared remarks· CEO· Internal use
“The acquisition has also accelerated our use of AI technology to deliver cyber mission software and operations with unprecedented velocity.”
— Thomas Bell, LDOS earnings callKudu Dynamics - T1Prepared remarks· CEO· Internal use
“we are not reacting to AI. AI is nothing new to Leidos. We are scaling with AI. AI is not a threat to our business model, it's an accelerant of our business model because at our core, Leidos exists to make customers' outcomes smarter and more efficient.”
— Thomas Bell, LDOS earnings call - T1Prepared remarks· CEO· Product-embedded AI
“this only further strengthens our position as the trusted mission AI experts, the sober, cerebral, experienced, relatable experts deploying AI for our customers' success in ways they know they can trust.”
— Thomas Bell, LDOS earnings call - T1Prepared remarks· CEO· Internal use
“our market-leading exploitation of AI, they are all allowing us to quickly adapt to this changing market dynamics and rapidly deploy learnings to all of our customers and all of our businesses.”
— Thomas Bell, LDOS earnings call
What management wouldn’t quantify.
Analyst questions where management declined to share a specific number. The pattern of refusals is often as informative as the disclosures.
- No AI-specific revenue, ARR, or bookings figures disclosed despite extensive AI narrative.
- No quantification of productivity gains or cost savings from internal AI tool deployments (e.g., Skywire).
- No headcount or FTE impact from AI-driven automation disclosed.
- My Service Treatment Record AI pilot described as 'first of its kind' but no contract value, timeline to scale, or revenue potential quantified.
- Cyber pipeline growth attributed partly to AI acceleration but no AI-specific revenue split provided.
- $100M venture fund investment described as targeting AI among other areas but no AI-specific allocation disclosed.
- No analyst directly asked for AI revenue quantification on this call.
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