SAIC Reports Q4 Earnings with Revenue Decline and Strategic Focus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 16 2026
0mins
Should l Buy SAIC?
Source: Yahoo Finance
- Revenue Performance: SAIC reported fourth-quarter revenue of $1.75 billion, reflecting an organic decline of approximately 6%, with full-year revenue at $7.26 billion, down about 3%, indicating challenges due to procurement delays and customer disruptions impacting overall performance.
- Strong Adjusted EBITDA: The company achieved an adjusted EBITDA of $181 million in the fourth quarter, with a margin of 10.3%, exceeding expectations and reflecting effective cost efficiency and program execution, despite the overall revenue decline.
- Cautious Future Outlook: SAIC anticipates a 2% to 4% organic revenue decline for FY27, primarily due to recompete losses in the large enterprise IT market, demonstrating a cautious approach amid market uncertainties.
- Strategic Transformation Plans: The company is undergoing an enterprise transformation focusing on higher-margin programs, aiming to submit $25 billion to $28 billion in proposals for FY27, highlighting its commitment to future growth and margin improvement.
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Analyst Views on SAIC
Wall Street analysts forecast SAIC stock price to rise
6 Analyst Rating
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 97.260
Low
113.00
Averages
122.00
High
128.00
Current: 97.260
Low
113.00
Averages
122.00
High
128.00
About SAIC
Science Applications International Corporation is a technology integrator providing full life cycle services and solutions in the technical, engineering and enterprise information technology (IT) markets. The Company's portfolio of offerings across the defense, space, civilian and intelligence markets include secure solutions in mission IT, enterprise IT, engineering services and professional services. It integrates emerging technology securely into mission critical operations that modernize and enable critical national imperatives, including IT modernization, digital engineering, artificial intelligence and ground vehicle support. Its segments include Defense and Intelligence, and Civilian. Defense and Intelligence segment provides a diverse portfolio of national security solutions to the Department of Defense and Intelligence Community of the United States Government. Civilian segment provides solutions to the civilian markets, encompassing federal, state, and local governments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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