logo

SAIC

Science Applications International·NASDAQ
--
--(--)
--
--(--)

SAIC fundamentals

Science Applications International (SAIC) released its earnings on Mar 16, 2026: revenue was 1.75B (YoY -4.79%), missed estimates; EPS was 2.62 (YoY +1.95%), beat estimates.
Revenue / YoY
1.75B
-4.79%
EPS / YoY
2.62
+1.95%
Report date
Mar 16, 2026
SAIC Earnings Call Summary for Q4,2026
  • Revenue Resilience: FY '26 revenue decline of 3% driven by strategic IT exit, but free cash flow exceeded guidance at $577M
  • Margin Expansion: FY '26 adjusted EBITDA margin of 9.7% vs. 9.5% guidance; guiding to 10% in FY '27
  • Strategic Shifts:
    • 10% of revenue now from IT (down from 17%)
    • $25B pipeline focused on high-right-to-win opportunities
    • $100M cost savings reinvested in growth
  • Risk Management: FY '27 recompete headwinds of $400M offset by $500M ramp of new wins (potential $800M run rate)
  • Operational Excellence: Free cash flow ≥$600M in FY '27, 10%+ margin on mission work
EPS
Q1,undefined
Q4,undefined
Q2,undefined
Q3,undefined
Q4,2018
Q1,2019
Q3,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Q3,2026
Q4,2026
Actual
1.581.381.631.621.671.941.971.851.51.881.751.92.042.142.052.271.431.922.052.612.571.923.632.582.62
Forecast
1.33981.40721.43951.53461.45321.5121.47191.49221.23331.7721.68991.74781.65681.83061.62271.68761.46531.92161.85312.20482.18712.1162.51262.07482.1689
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+17.93%
-1.93%
+13.23%
+5.56%
+14.92%
+28.31%
+33.84%
+23.98%
+21.62%
+6.09%
+3.56%
+8.71%
+23.13%
+16.90%
+26.33%
+34.51%
-2.41%
-0.08%
+10.63%
+18.38%
+17.51%
-9.26%
+44.47%
+24.35%
+20.80%
Revenue
Q1,undefined
Q4,undefined
Q2,undefined
Q3,undefined
Q4,2018
Q1,2019
Q3,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Q3,2026
Q4,2026
Actual
--------------------1.54B1.76B1.76B1.82B1.72B1.88B1.84B1.90B1.78B2.00B1.83B1.91B1.97B2.03B1.78B1.90B1.74B1.85B1.82B1.98B1.84B1.88B1.77B1.87B1.75B
Forecast
--------------------1.57B1.72B1.79B1.83B1.78B1.82B1.80B1.88B1.77B1.93B1.83B1.87B1.86B1.96B1.69B1.79B1.64B1.84B1.80B1.93B1.82B1.87B1.85B1.87B1.75B
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-2.14%
+2.14%
-1.72%
-0.79%
-3.70%
+3.46%
+2.19%
+0.92%
+0.71%
+3.56%
+0.29%
+2.13%
+5.69%
+3.64%
+5.26%
+5.94%
+6.04%
+0.21%
+1.19%
+2.34%
+0.97%
+0.56%
-4.44%
-0.10%
-0.10%

Earnings Call