Q1 2026 Earnings Summary
Metric | YoY Change | Reason |
---|---|---|
Total Revenue | +6.7% (from $3,975M to $4,245M) | Overall revenue growth reflects broad-based strength. This increment is driven by continued improvements across key segments—most notably the robust rise in Commercial & International (up 11.6%) and steady gains in Health & Civil (up 7.7%) and Defense Systems (up 7.2%)—building on previous period trends. |
National Security & Digital | +4.7% (from $1,793M to $1,878M) | Moderate growth in this segment is likely due to continued acceleration in digital modernization initiatives and sustained activity on major contracts (e.g., Sentinel), mirroring trends observed in earlier periods. |
Health & Civil | +7.7% (from $1,199M to $1,291M) | The increase in Health & Civil segment revenue is driven by a net rise in case complexity and volumes, as well as benefiting from program wins and net write-ups witnessed in previous quarters, sustaining the momentum from earlier performance periods. |
Commercial & International | +11.6% (from $509M to $568M) | This robust gain reflects a surge in program wins and increased demand for critical infrastructure and security solutions, reinforcing the growth trajectory established in prior periods where similar headwinds and tailwinds were at play. |
Defense Systems | +7.2% (from $474M to $508M) | Enhanced performance in Defense Systems stems from expanding project scopes and the addition of new business awards, continuing the upward trend observed in previous fiscal periods. |