Science Applications International Corp. (SAIC)
NASDAQ:SAIC
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Earnings Data
Report Date
Sep 03, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
2.27Last Year’s EPS
3.63Same Quarter Last Year
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational execution in Q1 — record margins, robust adjusted EBITDA ($222M), improved civil margins (~15%), upgraded EPS and EBITDA guidance, solid free cash flow generation and active capital return via buybacks. Management remains cautious on sales for FY27 due to recompete timing (notably RITS), a smaller/reshaped enterprise IT pipeline, slower RFP timing and election-year/appropriations uncertainty. While some margin upside in the quarter was aided by a one-time venture gain, underlying cash flow and deleveraging progress are clear. Overall, the company appears to be making deliberate strategic changes (portfolio and pipeline focus) and has momentum on margins and cash, but faces identifiable timing and organic growth risks that management is actively managing.Company Guidance
Record Margin and Strong Adjusted EBITDA
Fiscal Q1 adjusted EBITDA of $222 million and a company-record margin driven by strong program execution; sale of a venture investment contributed roughly $12 million, adding ~60 basis points to EBITDA margin and about $0.20 to EPS.
Revenue and Organic Growth
Reported Q1 revenue of $1.9 billion with organic growth of +50 basis points (0.5%), a modest beat vs. expectations driven by timing of materials and an extension on RITS.
Adjusted EPS and Upgraded Guidance
Adjusted diluted EPS was $3.23 in Q1; full-year adjusted EPS guidance increased by approximately 4% to a range of $9.90–$10.10.
Free Cash Flow and Cash Generation
Q1 free cash flow of $118 million; maintained full-year free cash flow outlook of greater than $600 million and guidance of at least $14 of free cash flow per share for FY27 (and at least $13 per share for FY28).
Net Leverage Improvement
Net leverage decreased to 3.1x in the quarter and remains within the company's target range with expectations to naturally delever as EBITDA improves.
Bookings, Pipeline and Book-to-Bill
Qualified pipeline of about $85 billion (more focused on higher-differentiation opportunities); net bookings of $2.1 billion in the quarter and book-to-bill of 1.1x for the quarter (1.0x on a trailing 12-month basis).
Civil Segment Margin Expansion
Civil (civilian) segment margin improved to ~15%, up from trough levels of ~12–12.5% a few years ago, reflecting sustained execution and selective pursuit of higher-margin work.
Capital Allocation and Share Repurchases
Completed $188 million of share repurchases in the quarter and reiterated an opportunistic full-year buyback plan of roughly $400 million; management emphasizes disciplined deployment of capital to buybacks, tuck-in M&A and internal investments.
Strategic Portfolio and BD Focus
Management initiated a portfolio review and pipeline review to concentrate on mission/engineering businesses and areas of higher win probability; expect pipeline to be more selective and aligned with differentiators (enterprise IT comprises a smaller share).
SAIC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SAIC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 01, 2026 | $104.20 | $115.08 | +10.44% |
Mar 16, 2026 | $91.55 | $92.69 | +1.24% |
Dec 04, 2025 | $86.90 | $101.06 | +16.29% |
Sep 04, 2025 | $112.87 | $105.06 | -6.91% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Science Applications International Corp. (SAIC) report earnings?
Science Applications International Corp. (SAIC) is schdueled to report earning on Sep 03, 2026, Before Open (Confirmed).
What is Science Applications International Corp. (SAIC) earnings time?
Science Applications International Corp. (SAIC) earnings time is at Sep 03, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SAIC EPS forecast?
SAIC EPS forecast for the fiscal quarter 2027 (Q2) is 2.27.
