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Science Applications International
Science Applications International (SAIC) investor relations material
Science Applications International TD Cowen 47th Annual Aerospace & Defense Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 47th Annual Aerospace & Defense Conference summary11 Feb, 2026
Financial performance and guidance
Guidance for FY 2027 was reduced by about 5% due to contract losses and slower on-contract growth.
Loss of Army Corps of Engineers and Cloud One contracts contributed to a combined 4% sales impact.
Q4 revenue was about 2% light, mainly due to January softness, shutdown remnants, weather disruptions, and material timing.
Revised assumptions now expect lower on-contract growth and slower ramp on new programs.
Book-to-bill expected to finish FY 2026 north of 1.0, indicating healthy backlog.
Market environment and growth outlook
Funding flow is less efficient, causing delays in contract execution and revenue conversion.
On-contract growth is at its lowest in five years, but stabilization and ramp-up in H2 could provide tailwinds.
New business wins, such as Air Force TENCAP and Navy ATSO, are slow to ramp but could drive future growth.
No large recompetes are expected in the next 12 months; pipeline remains healthy.
Submit volume is expected to rebound after a decline due to shutdown effects.
Strategic focus and lessons learned
Enterprise IT contracts, especially large cost-plus DoD work, are increasingly commoditized and less differentiated.
Focus is shifting toward more selective bidding, mission and engineering work, and fixed-price contracts.
Non-EIT win rates are high (85-90% for recompetes, 50%+ for new work), supporting a pivot to mission-oriented business.
Large enterprise IT now represents about 10% of revenue, with only two major contracts remaining.
Investments in automation and AI are prioritized, especially where differentiation is possible.
Mitigate large EIT contract recompete risk?
Plan to accelerate new program revenue ramp?
What capabilities are key for portfolio growth?
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Next Science Applications International earnings date
Q4 202616 Mar, 2026
Science Applications International
Next Science Applications International earnings date
Q4 202616 Mar, 2026
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Frequently asked questions
Science Applications International Corporation provides technical, engineering, and enterprise information technology (IT) services to government and commercial clients. The company offers Applied Informatics, Cyber Solutions, Defense Healthcare, Security and Protection Services, Advanced Technology Solutions, and Enterprise Services. SAIC serves the intelligence community through a variety of programs.
Its Intelligence business segment focuses on activities related to imagery, geospatial sciences, signal processing/analysis, cyber analytics, and a range of other intelligence niche capabilities. Its Aerospace business segment provides a wide range of advanced systems integration services to major defense and aerospace customers. Science Applications International Corporation was founded in 1969 and is headquartered in Reston, Virginia.
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