Leidos (LDOS) earnings: Tripling CapEx to build for the "Department of War"

Leidos missed revenue estimates due to a six-week government shutdown, but the real story is a massive capital allocation shift away from services. In ~10 minutes:*   Why revenue fell 6% to $4.21B despite the EPS beat 📉*   Tripling CapEx to $350M to fund a hardware pivot*   The "DOGE" efficiency commission as a specific headwindThe defense contractor is effectively "burning the boats" on its old business model, betting that proprietary tech will survive budget cuts better than billable hours. It’s a risky play for multiple expansion in a volatile regulatory environment.Leidos Holdings, Inc. (LDOS) | Q4 FY2025AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.