The market expects SAIC (SAIC) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended July 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Septe ...

Science Applications (SAIC) recently secured three new contracts worth $58.2 million from the U.S. Navy. The first contract is on Jammer Technique Optimization (JATO), where SAIC will provide engineering support to the U.S. Navy's JATO Program, which is part of the PMA-234 Advanced Development Integrated Product Team. In the JATO contract, SAIC will improve the U.S. Navy's data collection and processing capabilities and also execute jammer optimization. Science Applications will enable the U.S. Navy to enha ...

Science Applications (SAIC) recently announced that it has received a $120 million contract from the Naval Supply Systems Command ("NAVSUP"). This contract follows other Naval projects, including a $375 million U.S. Navy contract for Modern Vehicle Fielding Integration and Support, a $80.5 million deal with MK 710 Torpedo System Test Set and an agreement with the U.S. Navy's Hypersonics Advanced Concepts and Strategic Missions Programs support. The latest NAVSUP contract is a five-year long, cost-plus fixed ...

Core Viewpoint - The article discusses the potential economic slowdown in the US while highlighting the resilience of equity markets and the implications for companies with significant revenue exposure to the US, particularly focusing on Science Applications International Corporation (SAIC) as a potential investment opportunity due to its fundamentals and valuation [2][10]. Company Overview - SAIC reported Q1 FY 2025 revenues of $1.85 billion, reflecting a 9% year-over-year decline, attributed to its maturity cycle [5]. - The company has a forward earnings yield of 7% and a trailing free cash flow yield of 9% [2]. - SAIC's total contract value (TCV) wins of less than $500 million have remained stable, indicating a strong pipeline for future growth [5]. Financial Performance - The company maintained a book-to-bill ratio of 1.4, with approximately two-thirds of submission volume categorized as new business wins [5]. - Management retained its FY 2025 revenue guidance of $7.35 billion to $7.5 billion, projecting pre-tax earnings of $700 million at the upper end of the range [5]. - Free cash flow for the company has been robust, with historical figures showing cash generation between $700 million to $1.1 billion after accounting for growth and maintenance investments [30]. Industry Outlook - The consulting services market is projected to grow at a compound annual growth rate (CAGR) of 4.8%, reaching $447 billion by 2029, driven by demand for data analytics and AI integration [4]. - The research, promotional, and consulting services market is expected to grow at a CAGR of 5.3%, outpacing long-term GDP growth by approximately 300 basis points [4]. Competitive Advantage - SAIC has demonstrated a higher return on capital compared to industry averages, achieving a return of 12.2% against the industry average of 6.5% [13][42]. - The company operates with lower gross margins but maintains higher operating margins due to efficient cost management and pricing strategies [42]. Valuation - SAIC trades at a discount to the sector at 14.8x trailing earnings and 16x trailing EBIT, which are 24% and 7% discounts to the sector, respectively [22]. - Projected valuation indicates a potential upside to $156 per share, representing a 35% increase from the current price [23].

Science Applications International Corporation's (SAIC) shares plunged 11.8% on Monday after the company reported lower-than-expected bottom-line results for the first quarter of fiscal 2025. The company reported first-quarter adjusted earnings of $1.92 per share, which missed the Zacks Consensus Estimate by a penny. The bottom line decreased 20% year over year due to a decline in revenues, increased internal investment and program performance milestones being weighted to the second half of the year. This w ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 3, 2024 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number 001-35832 Science Applications International Corporation (Exact name of registrant as specified in its charter) Delaware 46 ...

Science Applications International Corporation (NASDAQ:SAIC) Q1 2025 Earnings Conference Call June 3, 2024 10:00 AM ET Company Participants Joseph DeNardi - SVP, IR and Treasurer Toni Townes-Whitley - CEO Prabu Natarajan - CFO Conference Call Participants Cai von Rumohr - TD Cowen Jason Gursky - Citi Matt Akers - Wells Fargo Sheila Kahyaoglu - Jefferies Seth Seifman - JPMorgan Bert Subin - Stifel David Strauss - Barclays Tobey Sommer - Truist Securities Operator Thank you for standing by. My name is Krista, ...

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. SAIC shares have added about 8.3% since the beginning of the year versus the S&P 500's gain of 10.6%. What's Next for SAIC? While SAIC has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one ...

Exhibit 99.1 SAIC Announces First Quarter of Fiscal Year 2025 Results RESTON, VA, June 3, 2024—Science Applications International Corporation (Nasdaq: SAIC), a premier Fortune 500® technology integrator driving our nation's digital transformation across the defense, space, civilian, and intelligence markets, today announced results for the first quarter ended May 3, 2024. "We reported solid financial results in the quarter as we began executing against our enterprise growth strategy introduced at SAIC's 202 ...

The market expects SAIC (SAIC) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended April 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on June ...