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SAIC Transcript
Science Applications International Corporation (SAIC) Presents at 47th Annual TD Cowen Aerospace and Defense Conference Transcript
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Science Applications International Corporation (SAIC) Q3 2026 Earnings Call Transcript
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The earnings call highlights mixed signals: a decline in revenue and lowered guidance for FY '26, but optimistic EPS and free cash flow guidance. The Q&A reveals concerns about procurement delays and budget pressures, yet also potential growth in defense and strategic areas. The share repurchase plan and SilverEdge integration are positive, but the lack of specific guidance details tempers optimism. Overall, the sentiment balances out to neutral.
Science Applications International Corporation (SAIC) Q2 2026 Earnings Call Transcript
Unknown9-4
The earnings call summary reveals mixed signals: a positive defense spending increase and new contracts, but challenges in on-contract growth and slow new business ramp-up. The Q&A highlighted cautious guidance and temporary disruptions, with management focusing on cost efficiencies. The shareholder return plan is stable, but no new partnerships or strong positive catalysts were mentioned. Therefore, the overall sentiment is neutral, reflecting balanced growth prospects and uncertainties.
Earnings call transcript: SAIC Q1 2025 results miss EPS forecast, stock drops
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SAIC Report
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