The earnings call reflected a balanced mix of positive developments and challenges. While there are strong points in defense spending requests, business development, and a robust pipeline, procurement delays, cash flow issues, and margin pressures pose concerns.

Company Guidance -

Q2 2026

During the Science Applications International Corporation fiscal year 2026 Quarter One earnings call, several key metrics and guidance points were discussed. The company reported first-quarter revenue of $1.877 billion, marking a growth of approximately 2% compared to the previous year. Adjusted EBITDA was noted at $157 million, with an adjusted EBITDA margin of 8.4%. The company also highlighted a book-to-bill ratio of 1.3, with net bookings of $2.4 billion for the quarter. Looking ahead, the company provided guidance for fiscal year 2026, projecting revenues in the range of $7.6 billion to $7.75 billion, indicating an organic growth rate of approximately 2.5% at the midpoint. Adjusted EBITDA margins are expected to range from 9.4% to 9.6%. Additionally, the company reiterated its full-year adjusted diluted earnings per share guidance of $9.10 to $9.30, alongside a free cash flow projection of $510 million to $530 million. Despite challenges, such as procurement delays and government efficiency initiatives, the company remains optimistic about achieving its growth targets, supported by a robust pipeline of pending awards and a strategic focus on mission and enterprise IT solutions.

Solid Defense Spending Request

The administration proposed a 13% increase in defense spending, which includes additional funding beyond the request, emphasizing the Navy, Air Force, and Space Force.

Strong Business Development

Net bookings of $2.4 billion for a book-to-bill ratio of 1.3, including significant contracts such as a $55 million Space Development Agency role and a two-year extension on the Department of State Vanguard program.

Civilian Budget Support

Over $1 billion additional budget for the Department of Transportation and stable funding for the Department of State IT operations, Department of Treasury tech improvements, and Department of Veterans Affairs health record modernization.

Optimistic Pipeline and Backlog

A backlog of pending awards at approximately $20 billion, supporting the goal of achieving 1.2 trailing twelve-month book-to-bill in the coming quarters.

Revenue Growth and Guidance

Reported revenue of $1.877 billion, a 2% growth, with a full-year revenue guidance range of $7.6 billion to $7.75 billion, representing approximately 2.5% organic growth at the midpoint.

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)	2.26 / -	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.