SAIC Q4 2026 Earnings Call Insights and Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy SAIC?
Source: seekingalpha
- Management Transition: CEO James Reagan emphasized the significance of his appointment as permanent CEO, stating that the company will focus on portfolio alignment and customer mission support to ensure long-term success.
- Financial Performance: Q4 revenue was $1.75 billion, with full-year revenue at $7.26 billion, reflecting organic declines of approximately 6% and 3%, respectively; however, adjusted EBITDA of $181 million demonstrated a strong margin of 10.3%.
- Future Outlook: SAIC reaffirmed its FY '27 revenue guidance of $7 billion to $7.2 billion, anticipating an organic contraction of 2% to 4%, while targeting adjusted EBITDA between $705 million and $715 million, indicating confidence in future profitability.
- Market Challenges: Management noted a $400 million revenue headwind in FY '27 primarily from recompete losses, but new business growth is expected to partially offset this impact, emphasizing a focus on clear client outcomes.
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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: 91.910
Low
113.00
Averages
122.00
High
128.00
Current: 91.910
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.
SAIC Reports Fourth Quarter Earnings Decline
- Earnings Decline: SAIC reported a fourth-quarter net income of $85 million, translating to an earnings per share (EPS) of $1.87, down from $85 million and $2.00 per share last year, indicating a weakening in profitability.
- Revenue Drop: The company's revenue for the quarter was $1.750 billion, a 4.8% decrease from $1.838 billion in the same period last year, reflecting the impact of soft market demand and increased competition.
- Year-over-Year Comparison: While net income remained stable, the decline in EPS suggests challenges in cost control and operational efficiency, which may affect investor confidence moving forward.
- Uncertain Future Outlook: The dual decline in revenue and earnings could lead to cautious market expectations regarding SAIC's future performance, potentially impacting its stock price and investors' long-term strategic decisions.
See More
SAIC Q4 2026 Earnings Call Insights and Outlook
- Management Transition: CEO James Reagan emphasized the significance of his appointment as permanent CEO, stating that the company will focus on portfolio alignment and customer mission support to ensure long-term success.
- Financial Performance: Q4 revenue was $1.75 billion, with full-year revenue at $7.26 billion, reflecting organic declines of approximately 6% and 3%, respectively; however, adjusted EBITDA of $181 million demonstrated a strong margin of 10.3%.
- Future Outlook: SAIC reaffirmed its FY '27 revenue guidance of $7 billion to $7.2 billion, anticipating an organic contraction of 2% to 4%, while targeting adjusted EBITDA between $705 million and $715 million, indicating confidence in future profitability.
- Market Challenges: Management noted a $400 million revenue headwind in FY '27 primarily from recompete losses, but new business growth is expected to partially offset this impact, emphasizing a focus on clear client outcomes.
See More
SAIC (SAIC) Q4 2026 Earnings Call Transcript
See More
SAIC Reports Q4 Earnings Beat Expectations Despite Revenue Decline
- Earnings Beat: SAIC's Q4 non-GAAP EPS of $2.62 exceeded expectations by $0.61, indicating strong profitability despite revenue challenges, which may bolster investor confidence.
- Revenue Decline: The company reported Q4 revenue of $1.75 billion, a 4.9% year-over-year decline, missing market expectations by $20 million, highlighting competitive pressures in the current market landscape.
- Booking Pressure: Q4 net bookings stood at $0.6 billion with a book-to-bill ratio of 0.3, suggesting challenges in securing new orders, which could impact future revenue growth.
- Long-term Outlook: The trailing twelve months book-to-bill ratio of 1.1 indicates potential for future performance recovery, as it reflects a more favorable order acquisition trend over the longer term, despite short-term hurdles.
See More
SAIC Earnings Preview: Revenue Expected to Decline
- Earnings Preview: SAIC is set to report earnings on Monday morning, with market expectations indicating a 3.8% year-over-year revenue decline, contrasting sharply with last year's 5.8% growth, highlighting the challenges the company faces.
- Performance Review: Last quarter, SAIC reported revenues of $1.87 billion, down 5.6% year-over-year, yet it exceeded analysts' EPS expectations, indicating the company's resilience amid adversity.
- Peer Performance: In the government and technical consulting sector, Jacobs Solutions achieved an 8.2% revenue growth, beating expectations by 1.7%, while ICF International reported a 10.6% decline but still surpassed estimates by 1%, showcasing a mixed performance within the industry.
- Market Outlook: Despite SAIC's 5.8% stock price increase over the past month, the overall sector has underperformed, with an average decline of 4.2%, reflecting fragile market confidence amid uncertainties regarding trade policies and corporate tax discussions.
See More
SAIC Declares Quarterly Dividend of $0.37 per Share
- Quarterly Dividend Declaration: Science Applications International Corporation (SAIC) has declared a quarterly dividend of $0.37 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability.
- Dividend Yield: The forward yield of 1.62% offers investors a relatively stable return, enhancing the company's attractiveness among shareholders seeking income.
- Payment Schedule: The dividend is payable on April 24, with a record date of April 10 and an ex-dividend date also set for April 10, ensuring shareholders receive their earnings promptly.
- Financial Transparency: SAIC provides a dividend scorecard, yield chart, and dividend growth information, further boosting investor confidence in the company's financial health.
See More
SAIC Reports Fourth Quarter Earnings Decline
- Earnings Decline: SAIC reported a fourth-quarter net income of $85 million, translating to an earnings per share (EPS) of $1.87, down from $85 million and $2.00 per share last year, indicating a weakening in profitability.
- Revenue Drop: The company's revenue for the quarter was $1.750 billion, a 4.8% decrease from $1.838 billion in the same period last year, reflecting the impact of soft market demand and increased competition.
- Year-over-Year Comparison: While net income remained stable, the decline in EPS suggests challenges in cost control and operational efficiency, which may affect investor confidence moving forward.
- Uncertain Future Outlook: The dual decline in revenue and earnings could lead to cautious market expectations regarding SAIC's future performance, potentially impacting its stock price and investors' long-term strategic decisions.
See More
SAIC Q4 2026 Earnings Call Insights and Outlook
- Management Transition: CEO James Reagan emphasized the significance of his appointment as permanent CEO, stating that the company will focus on portfolio alignment and customer mission support to ensure long-term success.
- Financial Performance: Q4 revenue was $1.75 billion, with full-year revenue at $7.26 billion, reflecting organic declines of approximately 6% and 3%, respectively; however, adjusted EBITDA of $181 million demonstrated a strong margin of 10.3%.
- Future Outlook: SAIC reaffirmed its FY '27 revenue guidance of $7 billion to $7.2 billion, anticipating an organic contraction of 2% to 4%, while targeting adjusted EBITDA between $705 million and $715 million, indicating confidence in future profitability.
- Market Challenges: Management noted a $400 million revenue headwind in FY '27 primarily from recompete losses, but new business growth is expected to partially offset this impact, emphasizing a focus on clear client outcomes.
See More
SAIC (SAIC) Q4 2026 Earnings Call Transcript
See More
SAIC Reports Q4 Earnings Beat Expectations Despite Revenue Decline
- Earnings Beat: SAIC's Q4 non-GAAP EPS of $2.62 exceeded expectations by $0.61, indicating strong profitability despite revenue challenges, which may bolster investor confidence.
- Revenue Decline: The company reported Q4 revenue of $1.75 billion, a 4.9% year-over-year decline, missing market expectations by $20 million, highlighting competitive pressures in the current market landscape.
- Booking Pressure: Q4 net bookings stood at $0.6 billion with a book-to-bill ratio of 0.3, suggesting challenges in securing new orders, which could impact future revenue growth.
- Long-term Outlook: The trailing twelve months book-to-bill ratio of 1.1 indicates potential for future performance recovery, as it reflects a more favorable order acquisition trend over the longer term, despite short-term hurdles.
See More
SAIC Earnings Preview: Revenue Expected to Decline
- Earnings Preview: SAIC is set to report earnings on Monday morning, with market expectations indicating a 3.8% year-over-year revenue decline, contrasting sharply with last year's 5.8% growth, highlighting the challenges the company faces.
- Performance Review: Last quarter, SAIC reported revenues of $1.87 billion, down 5.6% year-over-year, yet it exceeded analysts' EPS expectations, indicating the company's resilience amid adversity.
- Peer Performance: In the government and technical consulting sector, Jacobs Solutions achieved an 8.2% revenue growth, beating expectations by 1.7%, while ICF International reported a 10.6% decline but still surpassed estimates by 1%, showcasing a mixed performance within the industry.
- Market Outlook: Despite SAIC's 5.8% stock price increase over the past month, the overall sector has underperformed, with an average decline of 4.2%, reflecting fragile market confidence amid uncertainties regarding trade policies and corporate tax discussions.
See More
SAIC Declares Quarterly Dividend of $0.37 per Share
- Quarterly Dividend Declaration: Science Applications International Corporation (SAIC) has declared a quarterly dividend of $0.37 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability.
- Dividend Yield: The forward yield of 1.62% offers investors a relatively stable return, enhancing the company's attractiveness among shareholders seeking income.
- Payment Schedule: The dividend is payable on April 24, with a record date of April 10 and an ex-dividend date also set for April 10, ensuring shareholders receive their earnings promptly.
- Financial Transparency: SAIC provides a dividend scorecard, yield chart, and dividend growth information, further boosting investor confidence in the company's financial health.
See More
