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.
Mountain View construction layout robot (FieldPrinter 2) at 10K-15K sq ft/day, 10x manual speed with 1/16" accuracy; $69.5M total printing 100M+ sq ft for DPR/Turner/Skanska competing with Trimble for BIM-to-field layout automation.
Dusty Robotics is a Mountain View, California-based construction robotics company — backed with $69.5 million in total funding from Root Ventures, Scale Venture Partners, Canaan Partners, GRIDS Capital, and Cantos — providing general contractors and construction teams with the FieldPrint Platform: a BIM-to-field robotic layout solution that uses the FieldPrinter robot to print precise floor markings from digital building models, replacing the manual chalk-line and tape-measure layout process that construction crews use to mark where walls, electrical, plumbing, and structural elements will be built. The FieldPrinter 2 (launched January 2024) lays out 10,000-15,000 square feet per day with one operator at 1/16 inch accuracy — approximately 10x faster than manual layout methods — and has printed over 100 million square feet across thousands of projects for customers including DPR, Turner, and Skanska. Named one of Fast Company's Most Innovative Companies of 2024 in the robotics category. Founded in 2018.
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