Earnings summaries and quarterly performance for Science Applications International.
Executive leadership at Science Applications International.
JR
James Reagan
Detailed
Interim Chief Executive Officer
CEO
BS
Barbara Supplee
Detailed
Executive Vice President (to lead Army Navy Business Group effective Jan 31, 2026)
DR
David Ray
Detailed
Executive Vice President, Space and Intelligence Business Group
HH
Hilary Hageman
Detailed
Executive Vice President, General Counsel and Corporate Secretary
JJ
Josh Jackson
Detailed
Executive Vice President, Army
LK
Lauren Knausenberger
Detailed
Chief Innovation Officer
PN
Prabu Natarajan
Detailed
Executive Vice President, Chief Financial Officer
SA
Srinivas Attili
Detailed
Executive Vice President, Civilian Business Group
VD
Vinnie DiFronzo
Detailed
Executive Vice President (to lead Air Force, Space and Intelligence Business Group effective Jan 31, 2026)
Board of directors at Science Applications International.
CH
Carolyn Handlon
Detailed
Director
DU
David Urban
Detailed
Director
DM
Donna Morea
Detailed
Independent Chair of the Board
GG
Garth Graham
Detailed
Director
JT
John Tien Jr.
Detailed
Director
KM
Katharina McFarland
Detailed
Director
MM
Milford McGuirt
Detailed
Director
SS
Steven Shane
Detailed
Director
TM
Timothy Mayopoulos
Detailed
Director
YK
Yvette Kanouff
Detailed
Director
Research analysts who have asked questions during Science Applications International earnings calls.
Jason Gursky
Citigroup Inc.
4 questions for SAIC
Also covers: BA, CW, DCO +15 more
Colin Canfield
Cantor Fitzgerald
3 questions for SAIC
Also covers: AIRO, AMTM, ASTS +10 more
GK
Gautam Khanna
TD Cowen
3 questions for SAIC
Also covers: ASLE, ATI, ATRO +21 more
MA
Matthew Akers
Wells Fargo & Company
3 questions for SAIC
Also covers: BAH, CACI, GD +9 more
SS
Seth Seifman
JPMorgan Chase & Co.
3 questions for SAIC
Also covers: AMTM, ATI, BA +23 more
Cv
Cai von Rumohr
TD Cowen
2 questions for SAIC
Also covers: BA, BAH, EVEX +5 more
EP
Ellen Page
Jefferies
2 questions for SAIC
Also covers: BAH, ESLT, EVEX
GP
Gavin Parsons
UBS Group AG
2 questions for SAIC
Also covers: , AMTM, BA +18 more
SK
Sheila Kahyaoglu
Jefferies
2 questions for SAIC
Also covers: , AAL, AIR +36 more
Tobey Sommer
Truist Securities, Inc.
2 questions for SAIC
Also covers: AMN, AMTM, ASGN +26 more
BS
Bert Subin
Stifel Financial Corp.
1 question for SAIC
Also covers: HEI, MMS, VVX
Jack Wilson
Truist Securities
1 question for SAIC
Also covers: KMI, KRP
JS
Jonathan Siegmann
Stifel Financial Corp.
1 question for SAIC
Also covers: AVAV, BAH, CACI +9 more
Josh Korn
Barclays
1 question for SAIC
Also covers: WWD
Joshua Korn
Barclays PLC
1 question for SAIC
Also covers: ATI, BAH, BWXT +4 more
NP
Noah Poponak
Goldman Sachs
1 question for SAIC
Also covers: AMTM, BA, CACI +22 more
TS
Toby Sommer
Truist
1 question for SAIC
Also covers: AMN, CACI, GFL
Recent press releases and 8-K filings for SAIC.
SAIC Awarded New GAO Contract
SAIC
New Projects/Investments
- Science Applications International Corp. (SAIC) has been awarded a new $95 million contract by the U.S. Government Accountability Office (GAO).
- The contract is for providing comprehensive, full-scale IT services and solutions for the Technical Information Services (TIS) program.
- SAIC will help the GAO evolve into a technology-enabled, data-driven organization by modernizing applications, platforms, and operating models.
- SAIC's approach integrates agile delivery at scale through Scaled Agile Framework (SAFe) and modern digital engineering practices.
1 day ago
SAIC Launches Alliance for Rural Healthcare Transformation
SAIC
New Projects/Investments
Product Launch
- Science Applications International Corp. (SAIC) has launched the Alliance for Advancing Rural Healthcare (AARH) to support state governments in executing the federal Rural Health Transformation (RHT) Program.
- The RHT Program is a federal initiative designed to strengthen healthcare systems across rural communities and is described as one of the largest federal investments in rural healthcare.
- The AARH comprises SAIC, Arcadia, Castlight Health, Covista, Mission Mobile Medical, Telemedicine.com, TruBridge, and Walgreens, aiming to modernize and sustain rural healthcare delivery.
- SAIC's contribution to the alliance includes integrating AI, data management, network infrastructure, and cybersecurity solutions to protect critical provider systems and enable scalable, outcomes-driven solutions.
Feb 19, 2026, 1:30 PM
Science Applications International Updates FY 2027 Guidance and Discusses CEO Search
SAIC
Guidance Update
CEO Change
Demand Weakening
- Science Applications International (SAIC) announced a 5% reduction in its FY 2027 sales guidance, primarily due to the loss of the CastleNet (Army Corps of Engineers recompete) and Cloud One contracts, which account for approximately $200 million and $75 million respectively, alongside slower ramp-up on new programs and reduced on-contract growth assumptions.
- The company's Q4 revenue was 2% lighter than expected, attributed to compressed growth rates in January, remnants of a shutdown, winter weather disruptions, and $5-$10 million in materials slipping into Q1 FY 2027.
- SAIC is undergoing a transformation, focusing on being more selective in enterprise IT (EIT) contracts, particularly large, cost-plus, and DoD-related ones, which represent about 10% of the company's revenue or $700 million out of a $7 billion base.
- The board is actively searching for a permanent CEO, with an announcement anticipated within the next few quarters, seeking an execution-focused leader to navigate portfolio transformation.
- Despite current headwinds, SAIC expects to finish FY 2026 with a book-to-bill ratio north of 1.0 and anticipates a return to growth beyond FY 2027 as recompete losses are lapped and new programs ramp up.
Feb 11, 2026, 9:20 PM
SAIC Updates FY 2027 Guidance and Outlines Strategic Priorities
SAIC
Guidance Update
Demand Weakening
Management Change
- SAIC reduced its FY 2027 sales guidance by approximately 5% due to the loss of the Army Corps of Engineers recompete (CastleNet) impacting revenue by $200 million, the Cloud One recompete impacting revenue by $75 million, and slower-than-expected ramp-up of new programs and on-contract growth.
- The company is strategically shifting to be more selective in bidding large Enterprise IT (EIT) contracts, which currently represent approximately 10% of its $7 billion revenue base (around $700 million), due to commoditization and lower margins.
- SAIC anticipates a return to growth after FY 2027, driven by expected recovery in on-contract growth, ramp-up of new business wins like Air Force TENCAP, Navy ATSO, and Army OSINT, and a healthy backlog with a book-to-bill ratio expected to be north of 1.0 for FY 2026.
- The board is actively conducting a search for a permanent, execution-focused CEO, with an announcement anticipated within the next few quarters.
Feb 11, 2026, 9:20 PM
SAIC Reduces FY 2027 Sales Guidance and Discusses Strategic Shifts
SAIC
Guidance Update
Demand Weakening
CEO Change
- Science Applications International (SAIC) has reduced its FY 2027 sales guidance by approximately 5%, primarily due to the loss of two significant recompete contracts: CastleNet (Army Corps of Engineers, 3% of top line) and Cloud One (1% revenue), alongside lower assumptions for on-contract growth and slower ramp-up of new work.
- The company's Q4 revenue was approximately 2% lower than expected, attributed to compressed growth in January, residual impacts from a government shutdown, severe weather, and materials delivery delays that pushed revenue into Q1 FY 2027.
- SAIC is strategically shifting away from commoditized large enterprise IT (EIT) contracts, particularly cost-plus DoD, which have been a source of recompete losses, to focus on higher-margin EIT work and mission/engineering services. Large EIT currently represents about 10% of the company's revenue, or $700 million.
- The board is conducting a search for a permanent CEO, with an announcement expected within the next few quarters, seeking an execution-focused leader to drive shareholder value and portfolio transformation.
Feb 11, 2026, 9:20 PM
SAIC Announces Preliminary FY26 Results and Updates FY27 Guidance
SAIC
Earnings
Guidance Update
Demand Weakening
- Science Applications International Corp. (SAIC) announced preliminary unaudited financial results for fiscal year 2026 and updated its financial guidance for fiscal year 2027 on February 11, 2026.
- For FY26, SAIC's preliminary revenue of ~$7.26 billion was modestly below prior expectations, attributed to the 2025 government shutdown, adverse weather, and procurement delays. However, Adjusted EBITDA (~$705 million), Adjusted EBITDA Margin % (~9.7%), Adjusted Diluted EPS ($10.40 - $10.60), and Free Cash Flow ($570 million - $575 million) were above prior expectations due to strong execution and improved operational efficiency.
- SAIC revised its FY27 guidance, now expecting revenue between $7.0 billion and $7.2 billion and organic growth of (4%) to (2%), a significant reduction from previous targets. This revision is primarily due to recent procurement delays and unfavorable customer award decisions.
- Despite the lower revenue outlook for FY27, the company anticipates a higher Adjusted EBITDA Margin % of 9.9% - 10.1% compared to prior guidance, driven by improved operational efficiency and mix. Free Cash Flow guidance remains >$600 million.
Feb 11, 2026, 12:01 PM
SAIC Updates Fiscal Year 2026 Results and Fiscal Year 2027 Guidance
SAIC
Guidance Update
Demand Weakening
New Projects/Investments
- SAIC reported preliminary Fiscal Year 2026 results with revenue modestly below the low-end of prior guidance, while Adjusted EBITDA and free cash flow were above prior guidance due to strong program performance, operating efficiency, and working capital improvements.
- The company lowered its Fiscal Year 2027 revenue guidance to $7.0B - $7.2B from $7.35B - $7.55B, primarily due to recompete losses (Army RITS and Air Force Cloud 1) and continued market disruptions.
- Concurrently, SAIC increased its Fiscal Year 2027 Adjusted EBITDA margin guidance to 9.9% - 10.1% from 9.7% - 9.9%, driven by cost efficiency efforts and a favorable mix impact from recompete losses.
- SAIC is aligning its portfolio by increasing focus on Mission IT & Engineering and being more selective in large Enterprise IT (EIT), expecting large EIT exposure to decrease from approximately 17% of revenue in FY25 to about 10% in FY27.
Feb 11, 2026, 12:00 PM
SAIC Announces Preliminary FY26 Results and Updates FY27 Guidance
SAIC
Earnings
Guidance Update
Demand Weakening
- SAIC announced preliminary unaudited financial results for Q4 and full fiscal year 2026 and updated its financial guidance for fiscal year 2027 on February 11, 2026.
- For FY26, preliminary results show revenue of ~$7.26 billion slightly below prior expectations, while Adjusted EBITDA of ~$705 million , Adjusted EBITDA Margin % of ~9.7% , Adjusted Diluted EPS of $10.40 - $10.60 , and Free Cash Flow of $570 million - $575 million exceeded prior expectations.
- The company lowered its fiscal year 2027 revenue guidance to $7.0 billion - $7.2 billion (from $7.35 billion - $7.55 billion previously) and Adjusted EBITDA guidance to $705 million - $715 million (from $725 million - $735 million previously).
- This revised FY27 guidance is primarily due to recent recompete losses (Army RITS and Air Force Cloud 1) and continued market disruptions, resulting in an expected organic growth decline of (4%) - (2%).
- Despite the revenue reduction, FY27 Adjusted EBITDA Margin % guidance increased to 9.9% - 10.1% (from 9.7% - 9.9% previously) due to improved operational efficiency and a favorable mix impact from recompete losses.
Feb 11, 2026, 11:55 AM
SAIC Announces Q3 2026 Results and Updates FY26 Guidance
SAIC
Earnings
Guidance Update
- 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.
Dec 4, 2025, 3:00 PM
SAIC Reports Q3 FY26 Results, Updates FY26 and FY27 Guidance, and Announces Share Repurchase Plan
SAIC
Earnings
Guidance Update
Share Buyback
- 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.
Dec 4, 2025, 3:00 PM
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