Science Applications International Corporation — Cyborg Score 6/10
Solid
Government Defense & Space Services / Enterprise IT Systems Integration
Strategic Profile
The company is shifting its portfolio toward Mission IT and Engineering and away from large, commoditized Enterprise IT contracts. Despite lower top-line outlook, SAIC targets a higher adjusted EBITDA margin of 9.9%–10.1% and free cash flow above $600M, supported by cost-efficiency initiatives and a more favorable business mix.
Cyborg Score Rationale
Fiscal 2026 profitability outperformed expectations with adjusted EBITDA of roughly $705M and adjusted diluted EPS of $10.40–$10.60. However, for 2027, SAIC guides revenue to $7.0B–$7.2B with expected organic decline of (4%) to (2%), reflecting unfavorable recompete losses. The company demonstrates operational strength but faces near-term headwinds.
Top Insights
For 2026, revenue is estimated at about $7.26B, slightly below prior guidance, mainly due to procurement delays, a government shutdown, and weather disruptions
In 2024, SAIC's revenue was $7.48 billion, an increase of 0.47% compared to the previous year
Recent major contract wins include $242M Navy contract, $1.4B COBRA Task Order, $928M Prototype Engineering contract, and strategic partnerships with Google Public Sector and ServiceNow
SAIC was founded in 1969 and is headquartered in Reston, Virginia
Named Competitors
Booz Allen Hamilton — Leading defense consulting and systems integration services
Leidos — Government and commercial IT solutions and engineering services
General Dynamics Information Technology — Defense IT systems integration and enterprise services
L3Harris Defense Segment — Integrated defense technology and mission systems
Recent Developments
(February 2026) SAIC announces preliminary FY2026 results with strong profitability but revised downward FY2027 revenue guidance to $7.0B–$7.2B due to contract losses and procurement delays
(December 2025) Appoints Ravi Dankanikote as Chief Growth Officer; interim CEO James Reagan leads organizational restructuring consolidating five business groups into three
(November 2025) Secures $1.4B COBRA Task Order and $242M Navy propulsion facility contract; reorganizes structure to sharpen focus on higher-margin mission-critical work
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