The call highlighted significant achievements in securing defense and civilian contracts and revenue growth, but these were tempered by procurement delays, cash flow issues, and cost overruns in a fixed price program.

Company Guidance

In the conference call, Science Applications International Corporation (SAIC) provided guidance for fiscal year 2026, projecting revenue between $7.6 billion and $7.75 billion, signifying approximately 2.5% organic growth at the midpoint. The company expects growth of 1% to 3% in the first half and 2% to 4% in the second half, driven by new business ramp-up and reduced contract transition headwinds. SAIC reiterated its adjusted EBITDA margin guidance of 9.4% to 9.6%, despite first-quarter margins of 8.4% due to seasonality and fixed price program costs. Adjusted diluted earnings per share are forecasted at $9.10 to $9.30, with a 23% tax rate and a 47 million share count. Free cash flow is anticipated to be between $510 million and $530 million. The company highlighted a robust pipeline and backlog of $20 billion, supporting a trailing twelve-month book-to-bill target of 1.2 in upcoming quarters.

Solid Defense Spending Request

The president's government fiscal year 2026 budget request includes a proposed 13% increase in defense spending, providing additional funding in excess of that requested.

Strategic Contract Wins

Science Applications International Corporation was awarded a new cost-plus program role in Q1 as part of a $55 million contract with the Space Development Agency.

Revenue Growth

Reported revenue of $1.877 billion representing growth of approximately 2% due to the continued ramp on new and existing programs.

Civilian Segment Funding

Stable funding for top civilian agencies including over $1 billion for the Department of Transportation and $40 billion for the Department of Homeland Security.

Science Applications (SAIC) Earnings, Revenues Date & History

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SAIC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 04, 2025	2026 (Q2)	2.24 / -	2.05	―	―	―
Jun 02, 2025	2026 (Q1)	2.12 / 1.92	1.92	0.00% (0.00)
Mar 17, 2025	2025 (Q4)	2.19 / 2.57	1.43	79.72% (+1.14)
Dec 05, 2024	2025 (Q3)	2.21 / 2.61	2.27	14.98% (+0.34)
Sep 05, 2024	2025 (Q2)	1.85 / 2.05	2.05	0.00% (0.00)
Jun 03, 2024	2025 (Q1)	1.92 / 1.92	2.14	-10.28% (-0.22)
Mar 18, 2024	2024 (Q4)	1.47 / 1.43	2.04	-29.90% (-0.61)
Dec 04, 2023	2024 (Q3)	1.69 / 2.27	1.9	19.47% (+0.37)
Sep 07, 2023	2024 (Q2)	1.62 / 2.05	1.75	17.14% (+0.30)
Jun 05, 2023	2024 (Q1)	1.83 / 2.14	1.88	13.83% (+0.26)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SAIC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 02, 2025	$115.17	$99.90	-13.26%
Mar 17, 2025	$103.76	$111.18	+7.15%
Dec 05, 2024	$122.71	$119.61	-2.53%
Sep 05, 2024	$127.63	$133.62	+4.69%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.