Earnings summaries and quarterly performance for Science Applications International.
Executive leadership at Science Applications International.
James Reagan
Interim Chief Executive Officer
Barbara Supplee
Executive Vice President (to lead Army Navy Business Group effective Jan 31, 2026)
David Ray
Executive Vice President, Space and Intelligence Business Group
Hilary Hageman
Executive Vice President, General Counsel and Corporate Secretary
Josh Jackson
Executive Vice President, Army
Lauren Knausenberger
Chief Innovation Officer
Prabu Natarajan
Executive Vice President, Chief Financial Officer
Srinivas Attili
Executive Vice President, Civilian Business Group
Vinnie DiFronzo
Executive Vice President (to lead Air Force, Space and Intelligence Business Group effective Jan 31, 2026)
Board of directors at Science Applications International.
Carolyn Handlon
Director
David Urban
Director
Donna Morea
Independent Chair of the Board
Garth Graham
Director
John Tien Jr.
Director
Katharina McFarland
Director
Milford McGuirt
Director
Steven Shane
Director
Timothy Mayopoulos
Director
Yvette Kanouff
Director
Research analysts who have asked questions during Science Applications International earnings calls.
Jason Gursky
Citigroup Inc.
4 questions for SAIC
Colin Canfield
Cantor Fitzgerald
3 questions for SAIC
Gautam Khanna
TD Cowen
3 questions for SAIC
Matthew Akers
Wells Fargo & Company
3 questions for SAIC
Seth Seifman
JPMorgan Chase & Co.
3 questions for SAIC
Cai von Rumohr
TD Cowen
2 questions for SAIC
Ellen Page
Jefferies
2 questions for SAIC
Gavin Parsons
UBS Group AG
2 questions for SAIC
Sheila Kahyaoglu
Jefferies
2 questions for SAIC
Tobey Sommer
Truist Securities, Inc.
2 questions for SAIC
Bert Subin
Stifel Financial Corp.
1 question for SAIC
Jack Wilson
Truist Securities
1 question for SAIC
Jonathan Siegmann
Stifel Financial Corp.
1 question for SAIC
Josh Korn
Barclays
1 question for SAIC
Joshua Korn
Barclays PLC
1 question for SAIC
Noah Poponak
Goldman Sachs
1 question for SAIC
Toby Sommer
Truist
1 question for SAIC
Recent press releases and 8-K filings for SAIC.
- For Q3 2026, SAIC reported revenue of $1,866 million, Adjusted EBITDA of $185 million, and Adjusted Diluted EPS of $2.58.
- Free Cash Flow significantly increased to $135 million in Q3 2026, up from $9 million in Q3 2025.
- SAIC updated its fiscal year 2026 guidance, raising the lower end of its revenue outlook to $7.275 billion - $7.325 billion and increasing its Adjusted EBITDA guidance to ~ $695 million.
- The company also raised its Adjusted Diluted EPS guidance for FY26 to $9.80 - $10.00.
- Multi-year financial targets project FY27 revenue between $7.35 billion and $7.55 billion, with Adjusted Diluted EPS ranging from $9.50 to $9.70.
- SAIC reported Q3 Fiscal Year 2026 revenue of $1.87 billion, a 5.6% year-over-year decline, and adjusted diluted EPS of $2.58.
- The company increased its FY26 total revenue guidance due to the SilverEdge acquisition, and raised adjusted EBITDA margin guidance by 10 basis points and adjusted diluted EPS guidance by $0.40.
- For FY27, SAIC increased revenue guidance by approximately one point, raised adjusted EBITDA margin guidance by 20 basis points at the midpoint to a range of 9.7%-9.9%, and adjusted EPS guidance by $0.50.
- SAIC announced plans to repurchase approximately $500 million in each of FY26 and FY27, totaling $1 billion in share repurchases.
- The company identified over $100 million in annual spend for reinvestment to improve margins and drive growth, aiming for margins approaching 10% in the near term.
- SAIC reported Q3 2026 revenue of $1.87 billion, a 5.6% year-over-year decline, with adjusted EBITDA of $185 million (9.9% margin) and adjusted diluted EPS of $2.58.
- The company increased its FY 2026 adjusted EBITDA margin guidance by 10 basis points and adjusted diluted EPS guidance by $0.40, while reaffirming its free cash flow guidance of greater than $550 million.
- For FY 2027, SAIC raised its margin guidance by 20 basis points at the midpoint to 9.7%-9.9% and adjusted EPS guidance by $0.50, maintaining free cash flow guidance of greater than $600 million. These increases are partly driven by the acquisition of SilverEdge.
- SAIC plans to repurchase approximately $500 million in shares in both FY 2026 and FY 2027, totaling $1 billion, which represents about 25% of its market value.
- Interim CEO Jim Reagan, appointed on October 23rd, highlighted a focus on execution, cost efficiencies, and reinvestment of over $100 million in annual spend to improve profitability and drive growth.
- Science Applications International Corporation (SAIC) reported revenues of $1.87 billion and diluted earnings per share of $1.69 for the third quarter of fiscal year 2026.
- The company achieved net bookings of $2.2 billion in Q3 2026, yielding a book-to-bill ratio of 1.2, and increased its fiscal year 2026 guidance for revenue, Adjusted EBITDA, and Adjusted Diluted EPS.
- SAIC generated $135 million in free cash flow and deployed $120 million of capital, primarily through $94 million in share repurchases and $17 million in cash dividends.
- On October 15, 2025, SAIC acquired SilverEdge Government Solutions for a preliminary purchase price of $203 million.
- Science Applications International Corporation (SAIC) and HavocAI announced a collaboration to integrate SAIC's real-time, multi-domain communications and data backbone with HavocAI's fully-autonomous, problem-solving fleets.
- This partnership aims to drastically improve maritime domain awareness within the joint, unified warfighting network for the U.S. Navy.
- The integration connects HavocAI's collaborative autonomy stack, which currently powers autonomous vessels, to broader command and control infrastructure via SAIC's advanced Joint Range Extension (JRE) system.
- The integrated solution is being prepared for demonstrations and exercises to showcase its ability to provide real-time situational awareness data to maritime operations centers, supporting the Navy's vision for hybrid fleet operations.
- Science Applications International Corporation (SAIC) announced a strategic organizational restructuring, consolidating its five existing business groups into three (Army Navy, Air Force, Space and Intelligence, and Civilian) to optimize operations for growth and shareholder value creation.
- This new structure will be effective January 31, 2026, with Barbara Supplee leading the Army Navy Business Group, Vinnie DiFronzo leading the Air Force, Space and Intelligence Business Group, and Srini Attili continuing to lead the Civilian Business Group.
- As part of the realignment, Executive Vice President, Army, Josh Jackson, Executive Vice President, Space and Intelligence, David Ray, and Chief Innovation Officer, Lauren Knausenberger, will depart SAIC. Mr. Ray will step down immediately and depart on January 30, 2026, receiving severance and subject to a two-year post-employment non-compete obligation.
- Science Applications International Corp. (SAIC) announced a definitive agreement to acquire SilverEdge Government Solutions from private equity firm Godspeed Capital.
- The acquisition is for $205 million in cash.
- SilverEdge provides mission-driven technology solutions and products, including cybersecurity, software, and AI, to the Intelligence and DoD Communities.
- This acquisition is expected to strengthen SAIC's position as a Mission Integrator and is anticipated to close in the third quarter of fiscal year 2026.
- Science Applications International Corp. (SAIC) has entered into a definitive agreement to acquire SilverEdge Government Solutions for $205 million in cash.
- SilverEdge specializes in mission-driven technology solutions, including digital transformation, generative artificial intelligence, and data analytics, primarily serving the Intelligence and DoD Communities.
- This acquisition is expected to strengthen SAIC's position as a mission integrator and enhance its ability to deliver IP-based solutions and commercial products to customers.
- The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2026.
- Science Applications International Corporation (SAIC) entered into an Eighth Amendment to its credit agreement on September 30, 2025, establishing new credit facilities.
- The new facilities include a $1,100,000,000 senior secured term loan "A" facility and a $1,000,000,000 revolving credit facility, both maturing on September 30, 2030.
- Proceeds from the new term loan were used to repay existing Term A Loans, cover fees, and fund cash on the balance sheet, while the new revolving credit facility refinanced the existing one.
- Science Applications International Corporation (SAIC) closed a private offering of $500 million aggregate principal amount of 5.875% Senior Notes due 2033 on September 25, 2025.
- The offering generated net proceeds of approximately $493.0 million, which SAIC intends to use primarily to repay indebtedness under its revolving credit facility and for general corporate purposes.
- The Notes are senior unsecured obligations of the company, fully and unconditionally guaranteed by its existing and future domestic subsidiaries.
- Holders have the right to require SAIC to repurchase the Notes at 101% of the principal amount plus accrued interest upon certain change of control events.
Quarterly earnings call transcripts for Science Applications International.
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