Josh Korn's questions to Science Applications International (SAIC) leadership • Q3 2025
Question
Josh Korn, on behalf of David Strauss, inquired about the company's below-target recompete win rate, the progress being made, and the steps being taken to improve performance.
Answer
CEO Toni Townes-Whitley acknowledged that large deal losses have impacted the recompete win rate but noted the headwind is decreasing to about 2.5% for next year, attributing progress to a new centralized business development process. CFO Prabu Natarajan added that while the recompete win rate is below their 90% target, new business win rates are strong, and the focus is on the blended rate across a growing submission pipeline, now targeted at over $30 billion for fiscal 2027.