Core Insights - SAIC delivered better-than-expected earnings, alleviating concerns about potential pullbacks due to government efficiency initiatives, resulting in a 13% increase in share price [1] Financial Performance - SAIC reported earnings of $2.57 per share for the fiscal fourth quarter ending January 31, with revenue of $1.83 billion, surpassing Wall Street's consensus estimates of $2.09 per share and $1.81 billion in revenue [2] - Revenue increased by 6% year-over-year, while net income surged by 151%, driven by a 250-basis point improvement in operating margin [3] - The company raised its fiscal year guidance by $0.20 per share, projecting earnings between $9.10 and $9.30 per share [3] Business Developments - Post-quarter, SAIC secured a $1.8 billion award, with CEO Toni Townes-Whitley highlighting a backlog of submitted bids valued at approximately $20 billion, indicating positive momentum [4] - Management reported only "nominal" program cancellations from the newly formed Department of Government Efficiency (DOGE), which has been a source of investor concern [4] Market Sentiment - Despite a strong quarter, there are concerns regarding SAIC's new awards and funded orders relative to sales, attributed to customer uncertainty [5] - The company demonstrated resilience in the current operating environment, suggesting it may be a viable option for long-term investors willing to navigate potential uncertainties [5]