Using the Leidos North Star 2030 growth strategy, Leidos just told you exactly where they’re going to compete. Do you know what this means for you? Are you competing with Leidos?
The FedSavvy Strategies Takeaway
- Leidos’ North Star 2030 growth strategy emphasizes the company’s strengths in modernization, rapid capability development, and commercial healthcare delivery practices, which align with the government’s current efforts to reduce costs and regulations and increase efficiency.
- North Star 2030 is backed by ongoing Leidos programs where the company can tout improvement metrics around cost-effectiveness, expanded development, and user experience and accessibility.
- Leidos has seen significant growth from its Health and Civil sector over the last year; however, the company appears to be investing in accounts like the U.S. Navy, which will likely help balance any disruptions from DOGE and the new administration.
- Recent contract wins include successful defenses of large recompetes (e.g., VBA MDE Services) and the expansion of new work in key customer markets (e.g., AGUN and NGA GEOINT Products).
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North Star 2030 Growth Strategy
During Leidos’ fourth quarter earnings call, executives announced “North Star 2030” as the company’s new growth strategy. North Star 2030 “keys on a specific group of growth pillars, where [Leidos] knows customer needs are growing, market profitability is robust and Leidos differentiation is evident and accelerating.” The strategy includes three focus areas:
- IT Modernization – Help the government reduce costs, bridge outdated and disparate data silos and facilitate the adoption of enabling technologies.
- Transformational War Fighting Capability – Rapidly transform innovative ideas into market-ready solutions needed for next-generation warfighting capabilities.
- Increased Privatization – Expand public-private partnerships for citizen services to create more efficient and effective outcomes.
Leidos appears to be optimistic about North Star 2030 despite the recent, disruptive actions taken by the Department of Government Efficiency (DOGE). Additionally, Leidos is being actively targeted as a member of “top 10 consulting firms” per GSA. As the new administration focuses on eliminating regulations, streamlining procurement and moving to more outcome-based contracting, North Star 2030 aligns with these goals and plays upon Leidos’ proven strengths in modernizing and simplifying IT environments, delivering new warfighting capabilities with speed, and transforming the delivery of healthcare. Leidos demonstrates this with the following examples:
Remarkable Growth and Key Wins with U.S. Defense and Health Agencies
The National Institutes of Health (NIH) is currently Leidos’ largest customer from the company’s legacy of biomedical research. However, the NIH account has experienced a 20% decrease over the last five full fiscal years. The Department of Veterans Affairs is also a top customer and has experienced an 80% growth over the same period. The U.S. Navy portfolio has also grown, showing an 86% increase mostly due to programs related to maritime autonomous systems and cruise missile development. Other customers that have seen increases since FY 2020 include the Department of Energy (+35%) and National Aeronautics and Space Administration (+15%).
A sample of Leidos’ noteworthy contract wins over the last 12 months include the following:
- U.S. Department of Health and Human Services (HHS), National Institutes of Health (NIH), Office of Extramural Research, eRA Software Development – In August 2024, Leidos received a five-year, $327 million contract to develop and maintain eRA, NIH’s customized enterprise-wide grants management system. Leidos is leveraging its mission software and AI-assisted secure agile development expertise to continue delivering a modern, efficient and secure grants management platform for NIH and grantor agencies, applicants, and recipients.
- U.S. Department of the Army, Program Executive Office for Command, Control and Communications-Tactical Global Enterprise Network Modernization-OCONUS (PEO C3T GENM-O), Army’s Global Unified Network (AGUN) – In October 2024, Leidos was awarded a five-year, $331 million contract to deploy AGUN to individual Army sites to deliver a standardized, orchestrated modern network architecture, aiming to make applications, data, and enterprise services that are accessible, trusted and interoperable across the global. AGUN utilizes software-defined network technologies that integrate and support the Army’s transition to a zero trust architecture to allow for the divestiture of the Joint Regional Security Stacks. This was a takeaway win from GDIT, who held the previous iteration.
- U.S. Department of Defense, National Geospatial-Intelligence Agency (NGA), Office of Geography and Source Strategies, GEOINT Product Provision– In December 2024, Leidos was awarded a five-and-a-half-year, $107 million contract to provide GEOINT products to the NGA’s Office of Geography and Source Strategies. Under the contract, Leidos provides human geographic, topographic, and open-source data products to enhance day-to-day operations for NGA’s cartographers, human geographers, toponymists, catalogers, and collectors, and provides GEOINT products for NGA’s Geographic Names Server. While this appears to be a new contract win, it builds upon Leidos’ large portfolio within the NGA.
- U.S. Department of Veterans Affairs (VA), Veterans Benefits Administration (VBA), Medical Disability Examination (MDE) Services– In January 2025, Leidos’ QTC Medical Services subsidiary was awarded a two-year, $3.3 billion contract to perform MDE services in regions 1-4. Work includes the provision of the exams and associated case administration services nationwide, including claimant communication, appointment scheduling, provider training, system interfaces with VBA IT systems, and medical records management. QTC has supported the VBA continuously since 1998, expanding services to an average of 63,000 veterans per month and utilizing innovations like AI/ML to augment processing.
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