Core Insights - SAIC reported quarterly earnings of $2.62 per share, exceeding the Zacks Consensus Estimate of $2.31 per share, and showing an increase from $2.57 per share a year ago, resulting in an earnings surprise of +13.42% [1] - The company generated revenues of $1.75 billion for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.30%, although this represents a decline from year-ago revenues of $1.84 billion [2] - SAIC has outperformed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] Future Outlook - The sustainability of SAIC's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.23 on revenues of $1.85 billion, while for the current fiscal year, the estimate is $9.52 on revenues of $7.25 billion [7] - The estimate revisions trend for SAIC was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Computers - IT Services industry, to which SAIC belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - Science Applications International Corporation (SAIC) reported a decline in revenues and net income for the fourth quarter and full fiscal year 2026, but highlighted strong operational execution and margin improvements moving forward [2][5][10]. Financial Performance - Q4 FY26 revenues were $1.75 billion, a decrease of 5% from $1.84 billion in Q4 FY25; FY26 revenues totaled $7.26 billion, down 3% from $7.48 billion in FY25 [5][10]. - Q4 FY26 net income was $85 million, down 13% from $98 million in Q4 FY25; FY26 net income was $358 million, a slight decrease of 1% from $362 million in FY25 [5][10]. - Adjusted EBITDA for Q4 FY26 was $181 million, representing 10.3% of revenues, compared to 9.6% in Q4 FY25; FY26 adjusted EBITDA was $708 million, or 9.7% of revenues, compared to 9.4% in FY25 [5][10][12]. - Diluted earnings per share for Q4 FY26 were $1.87, down 7% from $2.00 in Q4 FY25; FY26 diluted earnings per share were $7.70, up 7% from $7.17 in FY25 [5][13]. Operational Highlights - The decrease in Q4 revenues was primarily due to a ramp down in volume on existing contracts and contract completions, partially offset by new contracts and the acquisition of SilverEdge, which contributed $23 million [6][10]. - Operating income as a percentage of revenues increased to 7.6% in Q4 FY26 from 7.5% in the prior year, attributed to lower selling, general, and administrative expenses [7][8]. - The company reported a significant increase in net cash provided by operating activities, reaching $258 million in Q4 FY26, a 124% increase from $115 million in Q4 FY25 [14][15]. Backlog and Contract Awards - Net bookings for Q4 FY26 were approximately $0.6 billion, resulting in a book-to-bill ratio of 0.3; for the year, net bookings were approximately $7.8 billion, with a book-to-bill ratio of 1.1 [19]. - The estimated backlog at the end of FY26 was approximately $22.6 billion, with $3.6 billion funded [19][46]. - Notable contract awards during the quarter included approximately $629 million from U.S. Space and Intelligence Community organizations and a $95 million contract from the U.S. Government Accountability Office [20][21]. Fiscal Year 2027 Guidance - The company provided guidance for FY27, projecting revenues between $7.0 billion and $7.2 billion, with organic growth expected to decline between 4% and 2% [23][24]. - Adjusted EBITDA is expected to be between $705 million and $715 million, with an adjusted EBITDA margin of 9.9% to 10.1% [24].

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Core Viewpoint - Analysts expect SAIC to report a decline in quarterly earnings per share to $2.01, down from $2.57 in the same period last year [1] - The consensus estimate for SAIC's quarterly revenue is projected at $1.77 billion, a decrease from $1.84 billion reported last year [1] Financial Guidance - For FY26, SAIC anticipates revenue of approximately $7.26 billion, slightly lower than the previous guidance range of $7.275 billion to $7.325 billion [1] - The adjusted earnings per share (EPS) guidance for FY26 is set at $10.40 to $10.60, an increase from the earlier guidance of $9.80 to $10 [1] Stock Performance - Shares of SAIC increased by 0.4%, closing at $91.91 on Friday [2]

Core Viewpoint - Science Applications International Corporation (SAIC) is set to release its fourth-quarter earnings on March 16, with analysts expecting a decline in earnings per share compared to the previous year [5] Dividend Information - SAIC offers an annual dividend yield of 1.62%, translating to a quarterly dividend of $0.37 per share [1] - To generate $500 monthly from dividends, an investment of approximately $371,103 or around 4,054 shares is required, while $100 monthly would need about $74,239 or 811 shares [1] Earnings Expectations - Analysts predict SAIC will report quarterly earnings of $2.01 per share, down from $2.57 per share in the same quarter last year [5] - The consensus estimate for quarterly revenue is $1.77 billion, a decrease from $1.84 billion reported last year [5] Revenue Guidance - For FY26, SAIC anticipates revenue of approximately $7.26 billion, slightly lower than previous guidance of $7.275 billion to $7.325 billion [5] - Adjusted earnings per share guidance for FY26 is set at $10.40 to $10.60, an increase from earlier guidance of $9.80 to $10 [5] Stock Performance - SAIC's shares experienced a slight decline of 0.1%, closing at $91.54 [4]

Core Viewpoint - SAIC has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Impact - Changes in a company's earnings potential, as reflected in earnings estimate revisions, are strongly correlated with near-term stock price movements [3]. - Institutional investors often base their valuation models on earnings estimates, leading to significant stock transactions that affect price movements [3]. Business Improvement Indicators - The rising earnings estimates for SAIC suggest an improvement in the company's underlying business, which is expected to positively influence its stock price [4]. Importance of Earnings Estimate Revisions - Empirical research supports the correlation between earnings estimate revisions and stock movements, making tracking these revisions beneficial for investment decisions [5]. - The Zacks Rank system effectively utilizes earnings estimate revisions to classify stocks, enhancing investment strategies [5][6]. Current Earnings Estimates for SAIC - For the fiscal year ending January 2026, SAIC is expected to earn $9.96 per share, with a 4.4% increase in the Zacks Consensus Estimate over the past three months [7]. Zacks Rating System Overview - The Zacks rating system maintains a balanced distribution of ratings, with only the top 20% of stocks receiving a "Strong Buy" or "Buy" rating, indicating superior earnings estimate revisions [8][9]. - SAIC's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [9].

Core Viewpoint - Science Applications International Corp. (SAIC) is set to release its fourth quarter fiscal year 2026 results on March 16, 2026, before market opening, followed by a conference call to discuss operational and financial results [1] Group 1: Financial Results Announcement - SAIC will issue its fourth quarter fiscal year 2026 results before the market opens on March 16, 2026 [1] - A conference call will take place at 10:00 a.m. EDT to discuss the results [1] - The conference call will be available via webcast only, with no dial-in access provided [2] Group 2: Company Overview - SAIC is a Fortune 500 mission integrator focused on technology and innovation across defense, space, civilian, and intelligence markets [3] - The company has a workforce of approximately 24,000 and annual revenues of about $7.5 billion [4] - SAIC integrates emerging technology into mission-critical operations to support national imperatives [3][4]

Core Insights - Science Applications International Corp. (SAIC) has been awarded a $95 million contract by the U.S. Government Accountability Office (GAO) to provide comprehensive IT services and solutions for the Technical Information Services (TIS) program [1] - The contract aims to transform GAO into a technology-enabled, data-driven organization that enhances security, speed, and modern digital experiences for its workforce and stakeholders [2][3] Group 1 - SAIC will focus on reengineering technology delivery and consumption to modernize applications, platforms, and operating models, enhancing speed, resilience, and adaptability while embedding security and compliance [3][4] - The partnership emphasizes moving from legacy operations to a modern digital enterprise, integrating agile delivery through the Scaled Agile Framework (SAFe) and modern digital engineering practices [4] - The contract will not only modernize GAO's infrastructure but also improve how technology supports mission execution and workforce productivity [5] Group 2 - SAIC is a Fortune 500 mission integrator with a robust portfolio across defense, space, civilian, and intelligence markets, focusing on secure high-end solutions in mission IT and enterprise IT [6] - The company has approximately 24,000 employees and annual revenues of about $7.5 billion, headquartered in Reston, Virginia [7]

Core Insights - Science Applications International Corp. (SAIC) has launched the Alliance for Advancing Rural Healthcare (AARH) to support the Rural Health Transformation (RHT) Program, a federal initiative aimed at enhancing healthcare systems in rural communities [1][2] - The RHT Program represents a significant federal investment in rural healthcare, emphasizing the need for effective execution to translate funding into improved healthcare access and outcomes [2][3] Company Overview - SAIC is a leading Fortune 500 mission integrator with a focus on technology and innovation, generating annual revenues of approximately $7.5 billion [5] - The AARH includes partnerships with organizations such as Arcadia, Castlight Health, Covista, Mission Mobile Medical, Telemedicine.com, TruBridge, and Walgreens, each contributing unique expertise to address rural healthcare challenges [1][3] Industry Context - The RHT Program is described as a once-in-a-generation opportunity for states to enhance rural healthcare, requiring collaboration and execution beyond mere funding [3] - AARH aims to assist state governments in overcoming challenges related to public sector accountability and healthcare operations, ensuring sustainable, people-centered solutions for rural communities [3] Partner Contributions - Each partner in the AARH brings specialized capabilities: - SAIC integrates AI, data management, and cybersecurity solutions [3] - Arcadia focuses on improving provider performance through data analytics [3] - Castlight Health enhances care navigation and access [3] - Covista addresses workforce needs by educating healthcare professionals [3] - Mission Mobile Medical expands access through mobile healthcare delivery [3] - Telemedicine.com provides telemedicine solutions to improve care access [3] - TruBridge supports rural hospitals with financial sustainability solutions [3] - Walgreens offers essential care in underserved areas through community pharmacies [3]

Core Viewpoint - James Reagan has been appointed as the new CEO of Science Applications International Corporation (SAIC), effective immediately, following a unanimous decision by the Board of Directors [1][2]. Company Leadership - Jim Reagan has nearly 40 years of experience, including two decades in senior leadership roles within the defense and government services industry, and has a strong background in business transformation [2][3]. - Prior to his appointment as CEO, Reagan served as Interim CEO since October 2025 and has been a member of the SAIC Board since January 2023 [3][4]. Strategic Focus - Reagan aims to sharpen SAIC's focus, enhance execution speed, and drive growth, expressing confidence in the company's strong future and the ongoing efforts to differentiate SAIC for sustained, profitable growth [4]. Company Overview - SAIC is a Fortune 500 mission integrator with a focus on technology and innovation across defense, space, civilian, and intelligence sectors, generating annual revenues of approximately $7.5 billion [5][6]. - The company employs around 24,000 individuals and is headquartered in Reston, Virginia [6].