Science Applications International (SAIC) Earnings Date & Reports

Key Takeaways

• Revenue reached $1.91 billion, reflecting 2% year-over-year growth and 0.5% organic growth adjusted for the SilverEdge acquisition.
• Adjusted diluted earnings per share (EPS) came in at $3.23, significantly exceeding analyst estimates of approximately $2.27–$2.28.
• GAAP diluted EPS rose 84% to $2.61 from $1.42 in the prior-year quarter.
• The company raised its full-year fiscal 2027 adjusted EPS guidance to a range of $9.90 to $10.10.
• Shares surged in pre-market trading following the results, reflecting positive investor reaction to the earnings beat and updated outlook.

Earnings Context and Why It Matters

Science Applications International Corporation provides technology integration and mission support services primarily to U.S. government agencies in defense, intelligence, space, and civilian sectors. Its first-quarter fiscal 2027 results, covering the period ended May 1, 2026, offer key insights into demand trends within government IT and engineering services. Strong profitability performance amid modest revenue growth highlights operational efficiency and the impact of recent acquisitions, providing investors with visibility into margin sustainability and the company’s ability to navigate procurement cycles and contract awards.

Reported Results

SAIC reported first-quarter fiscal 2027 revenue of $1.91 billion, up approximately 2% from $1.877 billion in the year-ago quarter. Organic growth stood at 0.5% after adjusting for the SilverEdge acquisition. GAAP diluted EPS reached $2.61, an 84% increase from $1.42. Adjusted diluted EPS of $3.23 represented a 68% rise from $1.92 and substantially beat consensus estimates. The company also raised its full-year fiscal 2027 adjusted EPS guidance to $9.90–$10.10, signaling confidence in sustained profitability improvements.

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Market Reaction and Investor Sentiment

Shares of SAIC rose sharply in pre-market trading following the earnings release, with gains exceeding 8% at one point as investors responded favorably to the significant earnings beat and raised guidance. The strong adjusted EPS performance and margin expansion appeared to outweigh the modest organic revenue growth, boosting sentiment heading into the remainder of the fiscal year.

Forward Outlook and Key Factors to Monitor

Investors will focus on the pace of contract awards and procurement activity across defense and intelligence agencies, which directly influence SAIC’s revenue trajectory. Management highlighted continued emphasis on cost discipline and margin expansion, which supported the raised earnings guidance.

Upcoming catalysts include additional details on the integration of recent acquisitions and any updates on the company’s book-to-bill ratio, a key indicator of future revenue visibility. Broader federal budget developments and shifts in government spending priorities could also affect demand for SAIC’s services.

Monitoring free cash flow generation and working capital trends will provide further insight into the sustainability of profitability gains. Industry-wide factors such as competitive bidding environments and potential delays in award decisions remain relevant considerations for the balance of fiscal 2027.

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