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Science Applications International Corp. (SAIC)
NASDAQ:SAIC
Earnings Data
Report Date
Jun 08, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
2.28Last Year’s EPS
1.92Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: strong margin performance, exceptional free cash flow, and a clear strategic repositioning toward higher-margin, mission-focused work are notable positives. However, meaningful near-term revenue headwinds — driven by deliberate no-bids on low-margin work, recompete losses (~$400M headwind), and slower-than-expected ramps on some new wins — keep growth constrained. Management’s disciplined pipeline, cost-reduction targets, and transformation initiatives provide a credible path to margin expansion and long-term value creation, but execution and timing risk remain material in the near term.Company Guidance
Leadership Continuity and Strategic Focus
Jim Reagan appointed permanent CEO after serving as interim; leadership emphasis on sharpening focus, hiring a Chief Growth Officer, prioritizing higher-return opportunities, and a bottoms-up enterprise transformation to improve processes and free capacity for investment.
Margin Improvement and First Double-Digit Full-Year Guidance
FY2026 adjusted EBITDA margin of 9.7% (full year) and Q4 adjusted EBITDA margin of 10.3% (Q4 adjusted EBITDA $181M). Company is guiding to 9.9%–10.1% adjusted EBITDA margin for FY2027 (midpoint ~10.0%), the first time guiding to double-digit full-year margin.
Strong Cash Generation and Free Cash Flow Outperformance
Free cash flow of $336M in Q4 and $577M for FY2026; free cash flow exceeded prior guidance by 10%. FY2027 free cash flow guidance of at least $600M (over $14 per share) and FY2028 expected at least $530M without one-time tax benefit.
Earnings Per Share and Tax/Favorable Capital Structure
Adjusted diluted EPS of $2.62 in the quarter and $10.75 for the full year; FY2027 adjusted diluted EPS guidance unchanged at $9.50–$9.70 with a lower share count helping offset lower top line.
Portfolio Repositioning and Pipeline Discipline
Shifting submissions to $25B–$28B of targeted opportunities, focusing on higher-margin, differentiated work and taking a selective approach (addition by subtraction) to free resources and improve win rates and margins.
Operational Efficiency Targets and Transformation
Executing on $100M in cost reductions and launching an enterprise transformation (first bottoms-up review since 2013) to eliminate inefficiencies, increase investment capacity, and support margin expansion.
Strong Win Rates Outside Commoditized Enterprise IT
Win rates on new non-enterprise IT work have approached ~50% at times; recompete win rates on non-commoditized enterprise IT in the ~85%–90% range, indicating competitive strength in mission-oriented and engineering segments.
Mission-Critical Program Wins and Technical Capabilities
Continued awards and work in homeland defense, border security, data links, munitions, COBRA and TENCAP HOPE, and investment in AI-powered agents and production capacity — reinforcing core strengths in science, technology, and engineering.
SAIC Earnings History
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 |
|---|---|---|---|
Mar 16, 2026 | $91.91 | $93.05 | +1.24% |
Dec 04, 2025 | $87.24 | $101.45 | +16.29% |
Sep 04, 2025 | $113.31 | $105.47 | -6.91% |
Jun 02, 2025 | $114.36 | $99.20 | -13.26% |
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.
FAQ
When does Science Applications International Corp. (SAIC) report earnings?
Science Applications International Corp. (SAIC) is schdueled to report earning on Jun 08, 2026, Before Open (Confirmed).
What is Science Applications International Corp. (SAIC) earnings time?
Science Applications International Corp. (SAIC) earnings time is at Jun 08, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SAIC EPS forecast?
SAIC EPS forecast for the fiscal quarter 2027 (Q1) is 2.28.
