Science Applications International Corporation (SAIC) Presents at 47th Annual TD Cowen Aerospace and Defense Conference Transcript

Core Viewpoint - SAIC has reduced its revenue growth guidance for FY '27, now expecting a decline of approximately 1% due to the loss of key contracts [2][3]. Group 1: Revenue Guidance - Initially, SAIC projected revenue growth to be flat to plus 3% at the end of last year [2]. - The company indicated that it would likely be at the lower end of this range due to the loss of an Army Corps of Engineers recompete, which accounts for about 3% of the top line [2]. - Additionally, the loss of the Cloud One recompete is expected to impact revenue by roughly 1% [3]. Group 2: Q4 Revenue Environment - The company began Q4 with a reasonable revenue pace, which spans November to January [3].