Side-by-side comparison of AI visibility scores, market position, and capabilities
Reston VA defense intelligence and government IT (NYSE: LDOS) $16.7B FY2024 revenue (+8%); NSA/DoD classified IT, VA EHRM $10B+ EHR modernization, Smiths Detection, competing with SAIC and Booz Allen.
Leidos Holdings, Inc. is a Reston, Virginia-based defense, intelligence, and civil government IT services company — publicly traded on the New York Stock Exchange (NYSE: LDOS) as an S&P 500 Industrials component — providing national security solutions (IT services for US intelligence community, Department of Defense analytics, cybersecurity), health and civil government services (VA electronic health records, HHS IT systems, FAA air traffic control modernization), and commercial services through approximately 47,000 employees. In fiscal year 2024, Leidos reported revenues of $16.7 billion (+8% year-over-year), with the National Security & Digital segment generating the majority of revenue from classified intelligence community IT programs and Department of Defense cybersecurity and analytics contracts, while Health & Civil generated revenue from the Leidos Digital Modernization contract for the Department of Veterans Affairs electronic health records (replacing VistA legacy EHR with Oracle Cerner's Millennium platform) — a 10-year, $10+ billion program that was simultaneously Leidos's largest contract and largest program execution challenge. CEO Tom Bell (joined 2023, previously from Rolls-Royce North America) has focused Leidos on transitioning from IT services to technology-enabled solutions: augmenting traditional government IT labor with proprietary software products (Leidos AI/ML platforms, cloud migration tools, cybersecurity automation) that generate higher margins than staff augmentation. The $1.65 billion acquisition of the security detection and automation business of Smiths Group (X-ray security screening equipment — baggage scanners for TSA checkpoints) in 2021 expanded Leidos into physical security hardware and detection systems for government and commercial airports.
Dublin physical security and access control (NYSE: ALLE) at $3.8B 2024 revenue; Q2 2025 record $1B+ quarterly with Salto Systems and Gatewise acquisitions expanding electronic access competing with ASSA ABLOY for global door security.
Allegion plc is a Dublin, Ireland-headquartered global security products company — publicly traded on the New York Stock Exchange (NYSE: ALLE) as an S&P 500 component — generating $3.8 billion in revenue in 2024 and setting a quarterly revenue record exceeding $1 billion in Q2 2025 for the first time in company history, with approximately 14,400 employees across operations in 130+ countries. Allegion's portfolio spans 25+ brands including Schlage (US residential and commercial locks), Von Duprin (exit devices since 1908), LCN (door closers since 1876), CISA (European locks), SimonsVoss (wireless electronic locking), and Interflex (workforce management). The company generates 75%+ of sales in the United States. CEO John H. Stone. Allegion was spun off from Ingersoll Rand on December 1, 2013, joining the NYSE and S&P 500 on the same day. Recent acquisitions include Salto Systems (2024, cloud-connected access control), Gatewise (2025, multifamily access control), and ELATEC (2025 pending, RFID/NFC reader technology).
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