Science Applications International (SAIC)
Market Price (10/10/2026): $134.62 | Market Cap: $5.7 BilSector: Industrials | Industry: Diversified Support Services
Science Applications International (SAIC)
Market Price (10/10/2026): $134.62Market Cap: $5.7 BilSector: IndustrialsIndustry: Diversified Support Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.0%, FCF Yield is 11% Stock buyback supportStock Buyback 3Y Total is 1.5 Bil Low stock price volatilityVol 12M is 40% Megatrend and thematic driversMegatrends include Artificial Intelligence, Cybersecurity, and Cloud Computing. Themes include AI Software Platforms, Show more. | Trading close to highsDist 52W High is 0.0% Weak multi-year price returns2Y Excs Rtn is -41%, 3Y Excs Rtn is -50% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.2% Key risksSAIC key risks include [1] its extreme dependency on U.S. Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.0%, FCF Yield is 11% |
| Stock buyback supportStock Buyback 3Y Total is 1.5 Bil |
| Low stock price volatilityVol 12M is 40% |
| Megatrend and thematic driversMegatrends include Artificial Intelligence, Cybersecurity, and Cloud Computing. Themes include AI Software Platforms, Show more. |
| Trading close to highsDist 52W High is 0.0% |
| Weak multi-year price returns2Y Excs Rtn is -41%, 3Y Excs Rtn is -50% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.2% |
| Key risksSAIC key risks include [1] its extreme dependency on U.S. Show more. |
Qualitative Assessment
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Updated on 10/9/2026
Science Applications International (SAIC) stock has gained about 25% since 6/30/2026 because of the following key factors:
1. Science Applications International (SAIC) reported robust fiscal Q2 2027 results that significantly surpassed analyst expectations and led to increased full-year guidance. For the quarter ended July 31, 2026, SAIC announced adjusted diluted earnings per share (EPS) of $3.01, which was a substantial beat over analysts' consensus estimates ranging from $2.25 to $2.31. Revenues reached $1.88 billion, marking a 6.3% year-over-year growth and exceeding analyst projections of $1.76 billion to $1.87 billion. Following this strong performance, SAIC raised its fiscal year 2027 guidance, increasing its revenue outlook to between $7.2 billion and $7.3 billion, adjusted EBITDA to $750 million-$755 million, and adjusted diluted EPS to $10.65-$10.75. The stock saw a 5.5% jump on August 31, 2026, immediately after the announcement.
2. SAIC secured significant new contract awards, bolstering its revenue backlog and market position. On September 29, 2026, the company was awarded a $742 million recompete task order from U.S. Customs and Border Protection (CBP) to provide comprehensive support for traveler and cargo security systems over five years, reinforcing its role in border security initiatives. Additionally, during fiscal Q2 2027, SAIC received a five-year recompete contract valued at approximately $400 million to support a U.S. Intelligence Agency. These substantial contract wins contribute to future revenue visibility and demonstrate continued success in securing critical government work.
Show more
Science Applications International (SAIC) stock has gained about 25% since 6/30/2026 because of the following key factors:
1. Science Applications International (SAIC) reported robust fiscal Q2 2027 results that significantly surpassed analyst expectations and led to increased full-year guidance. For the quarter ended July 31, 2026, SAIC announced adjusted diluted earnings per share (EPS) of $3.01, which was a substantial beat over analysts' consensus estimates ranging from $2.25 to $2.31. Revenues reached $1.88 billion, marking a 6.3% year-over-year growth and exceeding analyst projections of $1.76 billion to $1.87 billion. Following this strong performance, SAIC raised its fiscal year 2027 guidance, increasing its revenue outlook to between $7.2 billion and $7.3 billion, adjusted EBITDA to $750 million-$755 million, and adjusted diluted EPS to $10.65-$10.75. The stock saw a 5.5% jump on August 31, 2026, immediately after the announcement.
2. SAIC secured significant new contract awards, bolstering its revenue backlog and market position. On September 29, 2026, the company was awarded a $742 million recompete task order from U.S. Customs and Border Protection (CBP) to provide comprehensive support for traveler and cargo security systems over five years, reinforcing its role in border security initiatives. Additionally, during fiscal Q2 2027, SAIC received a five-year recompete contract valued at approximately $400 million to support a U.S. Intelligence Agency. These substantial contract wins contribute to future revenue visibility and demonstrate continued success in securing critical government work.
Show more
Updated on 10/9/2026
Science Applications International (SAIC) stock has gained about 25% since 6/30/2026 because of the following key factors:
1. Science Applications International (SAIC) reported robust fiscal Q2 2027 results that significantly surpassed analyst expectations and led to increased full-year guidance. For the quarter ended July 31, 2026, SAIC announced adjusted diluted earnings per share (EPS) of $3.01, which was a substantial beat over analysts' consensus estimates ranging from $2.25 to $2.31. Revenues reached $1.88 billion, marking a 6.3% year-over-year growth and exceeding analyst projections of $1.76 billion to $1.87 billion. Following this strong performance, SAIC raised its fiscal year 2027 guidance, increasing its revenue outlook to between $7.2 billion and $7.3 billion, adjusted EBITDA to $750 million-$755 million, and adjusted diluted EPS to $10.65-$10.75. The stock saw a 5.5% jump on August 31, 2026, immediately after the announcement.
2. SAIC secured significant new contract awards, bolstering its revenue backlog and market position. On September 29, 2026, the company was awarded a $742 million recompete task order from U.S. Customs and Border Protection (CBP) to provide comprehensive support for traveler and cargo security systems over five years, reinforcing its role in border security initiatives. Additionally, during fiscal Q2 2027, SAIC received a five-year recompete contract valued at approximately $400 million to support a U.S. Intelligence Agency. These substantial contract wins contribute to future revenue visibility and demonstrate continued success in securing critical government work.
3. The strategic acquisition of Information Security Corporation (ISC) enhanced SAIC's specialized cybersecurity capabilities. On October 5, 2026, SAIC completed the acquisition of ISC, a move that expands its offerings in critical areas such as public key infrastructure (PKI), encryption, and credential management software. This acquisition strengthens SAIC's presence within the U.S. intelligence community and Department of War, particularly in zero-trust architectures and post-quantum cryptography, positioning the company for growth in high-demand national security sectors.
Show less
Science Applications International (SAIC) stock has gained about 25% since 6/30/2026 because of the following key factors:
1. Science Applications International (SAIC) reported robust fiscal Q2 2027 results that significantly surpassed analyst expectations and led to increased full-year guidance. For the quarter ended July 31, 2026, SAIC announced adjusted diluted earnings per share (EPS) of $3.01, which was a substantial beat over analysts' consensus estimates ranging from $2.25 to $2.31. Revenues reached $1.88 billion, marking a 6.3% year-over-year growth and exceeding analyst projections of $1.76 billion to $1.87 billion. Following this strong performance, SAIC raised its fiscal year 2027 guidance, increasing its revenue outlook to between $7.2 billion and $7.3 billion, adjusted EBITDA to $750 million-$755 million, and adjusted diluted EPS to $10.65-$10.75. The stock saw a 5.5% jump on August 31, 2026, immediately after the announcement.
2. SAIC secured significant new contract awards, bolstering its revenue backlog and market position. On September 29, 2026, the company was awarded a $742 million recompete task order from U.S. Customs and Border Protection (CBP) to provide comprehensive support for traveler and cargo security systems over five years, reinforcing its role in border security initiatives. Additionally, during fiscal Q2 2027, SAIC received a five-year recompete contract valued at approximately $400 million to support a U.S. Intelligence Agency. These substantial contract wins contribute to future revenue visibility and demonstrate continued success in securing critical government work.
3. The strategic acquisition of Information Security Corporation (ISC) enhanced SAIC's specialized cybersecurity capabilities. On October 5, 2026, SAIC completed the acquisition of ISC, a move that expands its offerings in critical areas such as public key infrastructure (PKI), encryption, and credential management software. This acquisition strengthens SAIC's presence within the U.S. intelligence community and Department of War, particularly in zero-trust architectures and post-quantum cryptography, positioning the company for growth in high-demand national security sectors.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 22.7% change in SAIC stock from 6/30/2026 to 10/9/2026 was primarily driven by a 26.9% change in the company's P/E Multiple.| (LTM values as of) | 6302026 | 10092026 | Change |
|---|---|---|---|
| Stock Price ($) | 109.74 | 134.66 | 22.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,291 | 7,402 | 1.5% |
| Net Income Margin (%) | 5.6% | 5.1% | -7.6% |
| P/E Multiple | 11.8 | 15.0 | 26.9% |
| Shares Outstanding (Mil) | 44 | 42 | 3.1% |
| Cumulative Contribution | 22.7% |
Market Drivers
6/30/2026 to 10/9/2026| Return | Correlation | |
|---|---|---|
| SAIC | 22.7% | |
| Market (SPY) | 4.3% | 16.1% |
| Sector (XLI) | -8.6% | 27.6% |
Fundamental Drivers
The 43.3% change in SAIC stock from 3/31/2026 to 10/9/2026 was primarily driven by a 26.9% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 10092026 | Change |
|---|---|---|---|
| Stock Price ($) | 93.97 | 134.66 | 43.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,262 | 7,402 | 1.9% |
| Net Income Margin (%) | 4.9% | 5.1% | 4.1% |
| P/E Multiple | 11.8 | 15.0 | 26.9% |
| Shares Outstanding (Mil) | 45 | 42 | 6.4% |
| Cumulative Contribution | 43.3% |
Market Drivers
3/31/2026 to 10/9/2026| Return | Correlation | |
|---|---|---|
| SAIC | 43.3% | |
| Market (SPY) | 20.0% | 0.1% |
| Sector (XLI) | 4.9% | -1.0% |
Fundamental Drivers
The 37.8% change in SAIC stock from 9/30/2025 to 10/9/2026 was primarily driven by a 31.4% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 10092026 | Change |
|---|---|---|---|
| Stock Price ($) | 97.69 | 134.66 | 37.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,460 | 7,402 | -0.8% |
| Net Income Margin (%) | 5.3% | 5.1% | -4.0% |
| P/E Multiple | 11.4 | 15.0 | 31.4% |
| Shares Outstanding (Mil) | 47 | 42 | 10.1% |
| Cumulative Contribution | 37.8% |
Market Drivers
9/30/2025 to 10/9/2026| Return | Correlation | |
|---|---|---|
| SAIC | 37.8% | |
| Market (SPY) | 17.8% | 5.9% |
| Sector (XLI) | 10.7% | 9.0% |
Fundamental Drivers
The 33.0% change in SAIC stock from 9/30/2023 to 10/9/2026 was primarily driven by a 38.4% change in the company's P/E Multiple.| (LTM values as of) | 9302023 | 10092026 | Change |
|---|---|---|---|
| Stock Price ($) | 101.23 | 134.66 | 33.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,689 | 7,402 | -3.7% |
| Net Income Margin (%) | 6.5% | 5.1% | -20.9% |
| P/E Multiple | 10.9 | 15.0 | 38.4% |
| Shares Outstanding (Mil) | 54 | 42 | 26.2% |
| Cumulative Contribution | 33.0% |
Market Drivers
9/30/2023 to 10/9/2026| Return | Correlation | |
|---|---|---|
| SAIC | 33.0% | |
| Market (SPY) | 88.4% | 16.6% |
| Sector (XLI) | 73.6% | 24.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SAIC Return | -10% | 35% | 14% | -9% | -9% | 30% | 49% |
| Peers Return | 13% | 24% | 6% | 13% | 16% | -9% | 78% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 107% |
Monthly Win Rates [3] | |||||||
| SAIC Win Rate | 42% | 67% | 58% | 58% | 33% | 80% | |
| Peers Win Rate | 58% | 60% | 57% | 67% | 60% | 42% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| SAIC Max Drawdown | -22% | -15% | -15% | -29% | -31% | -28% | |
| Peers Max Drawdown | -17% | -18% | -19% | -24% | -24% | -36% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: LDOS, BAH, CACI, GD, NOC. See SAIC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/9/2026 (YTD)
How Low Can It Go
| Event | SAIC | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -11.3% | -9.5% |
| % Gain to Breakeven | 12.8% | 10.5% |
| Time to Breakeven | 66 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -45.7% | -33.7% |
| % Gain to Breakeven | 84.1% | 50.9% |
| Time to Breakeven | 246 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.4% | -19.2% |
| % Gain to Breakeven | 34.1% | 23.8% |
| Time to Breakeven | 143 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -24.1% | -12.2% |
| % Gain to Breakeven | 31.8% | 13.9% |
| Time to Breakeven | 182 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -11.5% | -6.8% |
| % Gain to Breakeven | 13.0% | 7.3% |
| Time to Breakeven | 29 days | 15 days |
In The Past
Science Applications International's stock fell -7.3% during the 2025 US Tariff Shock. Such a loss loss requires a 7.9% gain to breakeven.
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Asset Allocation
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| Event | SAIC | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -45.7% | -33.7% |
| % Gain to Breakeven | 84.1% | 50.9% |
| Time to Breakeven | 246 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.4% | -19.2% |
| % Gain to Breakeven | 34.1% | 23.8% |
| Time to Breakeven | 143 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -24.1% | -12.2% |
| % Gain to Breakeven | 31.8% | 13.9% |
| Time to Breakeven | 182 days | 62 days |
In The Past
Science Applications International's stock fell -7.3% during the 2025 US Tariff Shock. Such a loss loss requires a 7.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Science Applications International (SAIC)
Science Applications International Corporation (SAIC) is a prominent U.S. government contractor providing technical, engineering, and enterprise information technology (IT) services. The company focuses on helping federal agencies enhance their technological capabilities, modernize systems, and maintain critical infrastructure.
SAIC's core offerings are extensive, encompassing advanced engineering solutions, technology integration, and comprehensive IT modernization efforts like cloud migration, managed services, and enterprise IT-as-a-service solutions. They also deliver vital support for ground and maritime system maintenance, logistics, training and simulation, and end-to-end IT infrastructure management, including design, development, deployment, sustainment, and security services.
The company primarily serves the United States federal government. Its diverse client base includes all branches of the U.S. military (Army, Air Force, Navy, Marines, and Coast Guard), Department of Defense agencies, NASA, and key federal civilian departments such as the Department of State, Department of Justice, and Department of Homeland Security, in addition to various intelligence community agencies.
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- They're like Accenture for the U.S. government.
- They're like IBM Global Services for the U.S. government.
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- Engineering Services: Provides technical and engineering expertise for various customer needs.
- IT Modernization and Cloud Solutions: Delivers services for updating and transforming IT infrastructure, including cloud migration, infrastructure modernization, and enterprise IT-as-a-service.
- Systems Integration and Management: Offers end-to-end services for designing, developing, integrating, deploying, managing, securing, and sustaining customer IT infrastructure and technology.
- Logistics and Systems Maintenance: Specializes in the maintenance of ground and maritime systems and provides comprehensive logistics support.
- Training and Simulation: Develops and implements training programs and simulation technologies.
- Operations and Program Support: Provides ongoing operational and programmatic assistance to government agencies.
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Major Customers of Science Applications International (SAIC)
Science Applications International (SAIC) primarily serves various agencies and departments within the U.S. federal government. Its major customers include:
- The U.S. military (comprising Army, Air Force, Navy, Marines, and Coast Guard)
- Department of Defense (DoD) agencies
- National Aeronautics and Space Administration (NASA)
- U.S. Department of State
- Department of Justice
- Department of Homeland Security
- Various intelligence community agencies
- U.S. federal civilian agencies
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- Amazon.com, Inc. (AMZN)
- Microsoft Corporation (MSFT)
- Oracle Corporation (ORCL)
- Alphabet Inc. (GOOGL)
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Jim Reagan, Chief Executive Officer
Jim Reagan was appointed Chief Executive Officer of SAIC, effective February 17, 2026, after serving as Interim CEO since October 2025. He has nearly 40 years of experience in the defense and government services industry. Prior to SAIC, he served as Executive Vice President and CFO at Leidos Holdings and held similar roles at various technology and communications firms. Reagan's executive experience also includes positions at Vencore, PAE, Aspect Communications, MCI Telecommunications, Nextel, and AMS.
Prabu Natarajan, Executive Vice President and Chief Financial Officer
Prabu Natarajan became SAIC's Executive Vice President and Chief Financial Officer in January 2021 (some sources state January 2020), overseeing all financial activities, including accounting, financial reporting, treasury, tax, planning and analysis, and investor relations. He has a strong background as a finance executive in the aerospace, defense, and technology markets. Before joining SAIC, Mr. Natarajan was the Vice President of Financial Planning, Mergers and Acquisitions, and Government Compliance at Northrop Grumman, where he also managed the company's M&A process. His prior experience also includes roles at PricewaterhouseCoopers LLP and AES Corporation.
Hilary Hageman, Executive Vice President, General Counsel and Corporate Secretary
Hilary Hageman was appointed Executive Vice President, General Counsel, and Corporate Secretary at SAIC in July 2022. In this role, she is responsible for the company's internal audits, internal controls, risk management activities, ethics, and legal functions. Ms. Hageman possesses extensive legal experience in government contracting and national security law, having previously served in similar executive roles at Terran Orbital Corporation.
Kathleen McCarthy, Executive Vice President and Chief Human Resources Officer
Kathleen McCarthy serves as SAIC's Executive Vice President and Chief Human Resources Officer. She leads the development and implementation of all strategic human resources initiatives, ensuring alignment with SAIC's mission and goals across its customer business groups.
Mark Escobar, Executive Vice President and Chief of Business Operations
Mark Escobar has been SAIC's Executive Vice President and Chief of Business Operations since 2019. He is responsible for the company's Enterprise Solutions and Operations (ESO) organization, which integrates functions such as sales enablement, strategy, solution development, government affairs, corporate communications, infrastructure, program execution, and business enablement. Prior to this role, Mr. Escobar served as SAIC's General for the National Security Group, supporting various intelligence community customers, including Department of Defense offices, the U.S. Air Force, and combatant commands.
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The key risks to Science Applications International (SAIC) are primarily driven by its heavy reliance on U.S. government contracts, intense competition within the sector, and the stringent regulatory and legal environment in which it operates.
- Reliance on U.S. Government Contracts and Spending: SAIC derives a significant majority of its revenue (approximately 98%) from contracts with the U.S. government. This dependence exposes the company to substantial risks, including potential reductions in government defense spending, shifts in acquisition priorities, and delays in the government budget and appropriations processes. Changes in government procurement practices or budgetary allocations could significantly impact SAIC's revenue and growth prospects. For instance, reviews of consulting services contracts by the Department of Defense, with an aim to make cuts, introduce uncertainty, and there is a possibility of a shift from "cost-plus" to fixed-fee models, which could affect profit margins. Additionally, SAIC has faced delays in procurement decisions and turnover of personnel at federal agencies, hindering business development and program funding.
- Intense Competition and Pricing Pressure: The government contracting market is highly competitive. SAIC operates in an environment characterized by intense bidding for government contracts, leading to increased pricing pressure and the risk of contract protests. This intense competition is expected to intensify for both new work and contract recompetes, potentially impacting SAIC's ability to secure new business and maintain its market position. Slower growth in contracts and pricing pressure from evolving government IT priorities could also challenge the company's valuation.
- Compliance, Legal, and Regulatory Risks: As a major government contractor, SAIC is subject to complex and evolving government procurement rules and regulations, including those related to organizational conflicts of interest (OCIs). The company faces ongoing risks from government audits and investigations, which can impact profitability and cash flows. Historical instances of contract fraud settlements and whistleblower lawsuits underscore the potential for significant financial penalties and reputational damage if the company fails to comply with legal and ethical standards.
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Science Applications International Corporation (SAIC) operates in several substantial addressable markets within the United States, primarily serving federal government and defense agencies.
- U.S. Federal IT Services Market: The market for contractor-supplied Information Technology (IT) products and services to the U.S. federal government is projected to grow from $116.4 billion in fiscal year (FY) 2023 to $137.5 billion in FY 2027. Overall, technology spending for the entire U.S. government sector, including staff costs, is projected to reach $357 billion in 2026.
- U.S. Defense Market: The U.S. defense market size is estimated at $309.77 billion in 2024 and is expected to reach $367.30 billion by 2029. Another estimate placed the market size at approximately $800 billion in 2023. The market was valued at USD 354.48 billion in 2026 and is projected to reach USD 423.87 billion by 2031.
- U.S. Federal Cloud Market: The total available market in federal cloud was estimated at approximately $17 billion in federal fiscal year (FFY) 2024, and is expected to increase to between $20 billion and $21 billion in FFY25. Total federal cloud spending is anticipated to surpass $30 billion by FFY28.
- U.S. Engineering Services Market: The engineering services market in the United States generated a revenue of $407.3 billion in 2024 and is expected to reach $581.0 billion by 2030, growing at a compound annual growth rate (CAGR) of 6.2% from 2025 to 2030. Other estimates for the U.S. market size include $357.9 billion in 2025 and $360.6 billion in 2026.
- U.S. Government and Education Logistics Market: The North America Government and Education Logistics Market is estimated at $137 billion in 2025 and is expected to reach $185.10 billion by 2030, with defense agencies accounting for 32.9% of this market in 2024. The broader Government and Education Logistics Market was valued at $516.90 billion in 2025 and is projected to reach nearly $920.91 billion by 2032.
- U.S. Government Cybersecurity Spending: Government cybersecurity spending across the United States surpassed $10 billion in 2023.
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Science Applications International Corporation (SAIC) is expected to drive future revenue growth over the next 2-3 years through several key strategies and market dynamics:
- Strategic Pivots and Innovation Investments: SAIC is executing a multi-year growth strategy launched in April 2024, emphasizing strategic pivots and innovation investments to foster profitable organic growth. This involves integrating leading-edge technologies to advance customer missions.
- Enhanced Customer Alignment and Organizational Restructuring: The company reorganized into five distinct business groups in February 2024, which were further consolidated into three (Army Navy, Air Force, Space and Intelligence, and Civilian) effective January 31, 2026. This restructuring aims to optimize operations, enhance customer focus, and better position SAIC for growth by aligning with customer needs.
- Investment in Emerging Technologies, including AI and IT Modernization: SAIC is integrating advanced technologies, such as artificial intelligence, into mission-critical operations to modernize and enable national imperatives. The company's forward guidance is supported by the incorporation of higher-margin capabilities like AI, indicating a focus on AI-driven efficiency and digital modernization to support revenue growth.
- Strong Backlog and Focus on Contract Wins: SAIC maintains a solid pipeline of anticipated contract awards and is focused on sustaining its recompete win rates while actively pursuing new business opportunities. As of the second quarter of fiscal year 2026, the company reported an estimated total backlog of approximately $23.2 billion.
- Cost Efficiencies and Portfolio Repositioning: Future revenue growth and profitability are expected to be driven by ongoing cost efficiencies and the repositioning of SAIC's portfolio towards higher-margin capabilities. Management anticipates non-GAAP EBITDA margins to approach 10% in the near term, propelled by cost efficiency initiatives and the acquisition of higher-value contracts. SAIC's Interim CEO also highlighted plans to reinvest over $100 million in annual spending into higher return-on-investment areas to further boost margins.
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Science Applications International (SAIC) Capital Allocation Decisions (Last 3-5 Years)
Share Repurchases
- Science Applications International repurchased $211 million of shares in fiscal year 2022, accounting for 4% of its diluted shares.
- In the third quarter of fiscal year 2024, the company deployed $101 million for share repurchases.
- SAIC plans to repurchase approximately $1 billion in shares across fiscal years 2026 and 2027, with about $500 million projected for each year, representing around 25% of its market value.
Share Issuance
- No significant share issuances by Science Applications International were identified; the diluted share count has decreased in recent years due to share repurchase activities.
Inbound Investments
- No large inbound investments in Science Applications International by third-parties, such as strategic partners or private equity firms, were identified within the specified timeframe.
Outbound Investments
- In June 2021, Science Applications International acquired Halfaker and Associates, LLC, a federal health IT solutions provider, for $250 million, expanding its digital transformation portfolio.
- SAIC divested its logistics and supply chain management business in 2023 for $350 million.
- In October 2025 (fiscal year 2026), the company acquired SilverEdge Government Solutions for approximately $205 million, aiming to enhance its artificial intelligence, cyber, and specialized software capabilities for the national security sector.
Capital Expenditures
- In the fourth quarter of fiscal year 2022, Science Applications International deployed $9 million in capital expenditures.
- Capital expenditures in the third quarter of fiscal year 2024 amounted to $4 million.
- Current and future capital investments are focused on the Innovation Factory, business development, employee upskilling, and leveraging artificial intelligence for operational efficiency. Management plans to reinvest over $100 million in annual spending into high ROI areas to drive growth and improve margins.
Peer Outperformance in Diversified Support Services
SAIC has outperformed 68% of its 31 Diversified Support Services peers over 5Y. Diversified Support Services ranks 10th of 23 industries in Industrials by median 5Y return.
Share of Diversified Support Services constituents that SAIC has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
69%
of 36 industry peers · 39.0% return
3Y
48%
of 33 industry peers · 25.3% return
5Y
68%
of 31 industry peers · 64.7% return
No Diversified Support Services peer with a comparable growth profile has beaten SAIC by more than 20pp over 5Y.
Median price return by industry across the Industrials sector, ranked by 5Y. Diversified Support Services is SAIC's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 3.5% | 117.5% | 193.9% | FIX 2132% · STRL 2095% · CDNL 1525% |
| Marine Transportation | 5 | 101.3% | 65.7% | 162.0% | HOS 39216% · MATX 193% · KEX 162% |
| Construction Machinery & Heavy Transportation Equipment | 13 | -3.1% | 39.0% | 96.3% | CAT 347% · ALSN 232% · WAB 228% |
| Aerospace & Defense | 54 | -14.9% | 65.1% | 61.3% | ATI 1032% · FTAI 842% · HWM 622% |
| Industrial Machinery & Supplies & Components | 72 | 12.5% | 42.0% | 46.4% | PSIX 1201% · CRS 1127% · EROC 587% |
| Rail Transportation | 7 | 22.7% | 56.3% | 43.9% | FSTR 124% · CSX 55% · RAIL 47% |
| Trading Companies & Distributors | 19 | 7.3% | 30.2% | 41.1% | DXPE 475% · AIT 264% · WCC 224% |
| Cargo Ground Transportation | 16 | 33.3% | 0.1% | 31.1% | XPO 286% · R 223% · CVLG 139% |
| Electrical Components & Equipment | 39 | -5.6% | 61.6% | 28.9% | POWL 2302% · BE 1365% · VRT 988% |
| Diversified Support Services ← | 32 | 6.6% | 29.1% | 28.0% | LIME 3223% · TH 366% · CXW 250% |
| Building Products | 33 | -14.6% | 0.3% | 15.8% | LMB 728% · GFF 332% · PPIH 263% |
| Industrial Conglomerates | 17 | 8.9% | 3.4% | -4.4% | RCMT 567% · CSW 116% · DD 69% |
| Agricultural & Farm Machinery | 17 | 8.6% | -10.7% | -8.6% | BLBD 178% · DE 93% · GENC 62% |
| Environmental & Facilities Services | 30 | -36.9% | 14.0% | -9.1% | CECO 823% · ADUR 403% · NVRI 320% |
| Research & Consulting Services | 13 | -3.6% | -27.0% | -11.3% | HURN 232% · CRAI 76% · GRNQ 22% |
| Security & Alarm Services | 9 | -42.7% | -3.4% | -17.5% | CIX 164% · MG 113% · BCO 72% |
| Passenger Ground Transportation | 3 | -25.5% | 45.1% | -19.3% | UBER 50% · CAR -19% · LYFT -70% |
| Data Processing & Outsourced Services | 6 | -29.5% | -11.4% | -23.5% | EXLS 46% · BR 7% · G -23% |
| Office Services & Supplies | 9 | 25.1% | 17.4% | -26.0% | PBI 181% · TILE 125% · HNI 47% |
| Passenger Airlines | 11 | 7.9% | 17.8% | -34.2% | LTM 3338% · UAL 119% · DAL 96% |
| Air Freight & Logistics | 12 | -25.6% | -27.8% | -36.2% | FDX 80% · EXPD 79% · CHRW 77% |
| Human Resource & Employment Services | 22 | 7.9% | -21.1% | -42.3% | BBSI 64% · ADP 47% · KFY 4% |
| Airport Services | 3 | -77.1% | -79.3% | -70.7% | JOBY -40% · ASLE -71% · UP -100% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 233.76 |
| Mkt Cap | 14.4 |
| Rev LTM | 14,364 |
| Op Inc LTM | 1,568 |
| FCF LTM | 1,640 |
| FCF 3Y Avg | 1,222 |
| CFO LTM | 1,752 |
| CFO 3Y Avg | 1,344 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.7% |
| Rev Chg 3Y Avg | 5.5% |
| Rev Chg Q | 6.7% |
| QoQ Delta Rev Chg LTM | 1.6% |
| Op Inc Chg LTM | 7.7% |
| Op Inc Chg 3Y Avg | 14.5% |
| Op Mgn LTM | 10.0% |
| Op Mgn 3Y Avg | 9.6% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 11.3% |
| CFO/Rev 3Y Avg | 8.9% |
| FCF/Rev LTM | 9.3% |
| FCF/Rev 3Y Avg | 6.7% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 14.4 |
| P/S | 1.1 |
| P/Op Inc | 12.2 |
| P/EBIT | 10.6 |
| P/E | 15.1 |
| P/CFO | 10.2 |
| Total Yield | 8.2% |
| Dividend Yield | 1.6% |
| FCF Yield 3Y Avg | 6.2% |
| D/E | 0.4 |
| Net D/E | 0.4 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -2.1% |
| 3M Rtn | 16.4% |
| 6M Rtn | -1.9% |
| 12M Rtn | -11.8% |
| 3Y Rtn | 29.4% |
| 1M Excs Rtn | -6.8% |
| 3M Excs Rtn | 10.8% |
| 6M Excs Rtn | -16.5% |
| 12M Excs Rtn | -28.2% |
| 3Y Excs Rtn | -48.0% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Defense and Intelligence | 5,581 | 5,726 | 5,817 | 5,876 | |
| Civilian | 1,681 | 1,753 | 1,627 | 1,828 | |
| Corporate | 0 | 0 | 0 | 0 | |
| Single Segment | 7,394 | ||||
| Total | 7,262 | 7,479 | 7,444 | 7,704 | 7,394 |
| $ Mil | 2026 | 2025 | 2024 | 2023 | 2013 |
|---|---|---|---|---|---|
| Defense and Intelligence | 478 | 509 | 504 | 508 | |
| Civilian | 228 | 216 | 206 | 224 | |
| Depreciation included in restructuring and impairment costs | 16 | 1 | 3 | ||
| Recovery of acquisition and integration costs and restructuring and impairment costs | 6 | 3 | 6 | 12 | |
| Acquisition and integration costs | 1 | -1 | 1 | -13 | |
| Corporate | -4 | -20 | -51 | -52 | |
| Costs related to the settlement of federal tax audits | -7 | ||||
| Acquisition, integration, restructuring and impairment costs | -16 | -6 | -24 | ||
| Executive transition costs, net of recoveries | -16 | ||||
| Depreciation of property, plant, and equipment | -30 | -25 | -26 | -32 | |
| Amortization of intangible assets | -119 | -115 | -115 | -125 | |
| Gain on divestitures, net of transaction costs | 0 | 240 | 0 | ||
| Restructuring and impairment costs | -24 | ||||
| Corporate and Other | -104 | ||||
| Defense Solutions | 352 | ||||
| Health, Energy and CivilSolutions | 222 | ||||
| Intelligence and Cybersecurity Solutions | 264 | ||||
| Total | 537 | 562 | 741 | 501 | 734 |
Price Behavior
Price Behavior
| Market Price | $134.66 | |
| Market Cap ($ Bil) | 5.7 | |
| First Trading Date | 09/16/2013 | |
| Distance from 52W High | 0.0% | |
| 50 Days | 200 Days | |
| DMA Price | $127.23 | $107.57 |
| DMA Trend | up | up |
| Distance from DMA | 5.8% | 25.2% |
| 3M | 1YR | |
| Volatility | 27.9% | 39.8% |
| Downside Capture | 8.15 | 33.64 |
| Upside Capture | 102.57 | 65.36 |
| Correlation (SPY) | 12.1% | 5.3% |
SAIC Betas & Captures as of 9/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.07 | 0.45 | 0.53 | 0.03 | 0.19 | 0.38 |
| Up Beta | -0.12 | -0.14 | -0.40 | -0.76 | -0.67 | 0.30 |
| Down Beta | -2.80 | -1.15 | 0.54 | 0.27 | -0.01 | 0.28 |
| Up Capture | 30% | 105% | 115% | 49% | 60% | 18% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 12 | 25 | 37 | 69 | 136 | 405 |
| Down Capture | 7% | 41% | 39% | -18% | 53% | 74% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 10 | 17 | 27 | 57 | 116 | 345 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SAIC | |
|---|---|---|---|---|
| SAIC | 35.3% | 39.9% | 0.84 | - |
| Sector ETF (XLI) | 9.8% | 17.4% | 0.37 | 8.9% |
| Equity (SPY) | 16.7% | 13.0% | 0.91 | 5.6% |
| Gold (GLD) | 3.3% | 29.5% | 0.11 | -4.7% |
| Commodities (DBC) | 44.8% | 20.9% | 1.67 | 7.7% |
| Real Estate (VNQ) | 4.8% | 13.8% | 0.09 | 13.2% |
| Bitcoin (BTCUSD) | -33.8% | 44.2% | -0.81 | 7.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SAIC | |
|---|---|---|---|---|
| SAIC | 11.0% | 30.7% | 0.37 | - |
| Sector ETF (XLI) | 12.9% | 17.6% | 0.56 | 34.3% |
| Equity (SPY) | 13.9% | 17.1% | 0.62 | 26.2% |
| Gold (GLD) | 18.5% | 18.9% | 0.79 | -1.0% |
| Commodities (DBC) | 10.0% | 19.6% | 0.39 | 10.6% |
| Real Estate (VNQ) | 1.3% | 18.8% | -0.04 | 28.3% |
| Bitcoin (BTCUSD) | 11.2% | 52.0% | 0.39 | 14.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SAIC | |
|---|---|---|---|---|
| SAIC | 8.6% | 32.7% | 0.33 | - |
| Sector ETF (XLI) | 13.2% | 20.0% | 0.58 | 50.8% |
| Equity (SPY) | 15.5% | 17.9% | 0.73 | 46.5% |
| Gold (GLD) | 11.8% | 16.4% | 0.59 | 1.2% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | 17.3% |
| Real Estate (VNQ) | 4.5% | 20.7% | 0.18 | 43.8% |
| Bitcoin (BTCUSD) | 63.3% | 66.2% | 1.03 | 12.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 10/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/31/2026 | 1.8% | 0.6% | 1.8% |
| 6/1/2026 | 10.4% | 9.7% | 6.0% |
| 3/16/2026 | 1.2% | 5.3% | 3.2% |
| 12/4/2025 | 16.3% | 15.0% | 24.3% |
| 9/4/2025 | -6.9% | -9.6% | -11.8% |
| 6/2/2025 | -13.3% | -8.8% | 0.2% |
| 3/17/2025 | 7.2% | 1.4% | 12.9% |
| 12/5/2024 | -2.5% | -8.4% | -8.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 17 | 15 | 12 |
| # Negative | 7 | 9 | 12 |
| Median Positive | 3.3% | 2.7% | 4.6% |
| Median Negative | -10.0% | -8.8% | -7.4% |
| Max Positive | 16.3% | 15.0% | 24.3% |
| Max Negative | -16.6% | -14.1% | -13.5% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/31/2026 | 1.8% | 0.6% | 1.8% |
| 6/1/2026 | 10.4% | 9.7% | 6.0% |
| 3/16/2026 | 1.2% | 5.3% | 3.2% |
| 12/4/2025 | 16.3% | 15.0% | 24.3% |
| 9/4/2025 | -6.9% | -9.6% | -11.8% |
| 6/2/2025 | -13.3% | -8.8% | 0.2% |
| 3/17/2025 | 7.2% | 1.4% | 12.9% |
| 12/5/2024 | -2.5% | -8.4% | -8.1% |
| 9/5/2024 | 4.7% | 3.7% | 11.5% |
| 6/3/2024 | -11.8% | -14.1% | -13.5% |
| 3/18/2024 | -10.0% | -11.3% | -12.8% |
| 12/4/2023 | 13.4% | 6.5% | 2.9% |
| 9/7/2023 | -4.9% | -3.6% | -9.0% |
| 6/5/2023 | 1.2% | 4.2% | 11.6% |
| 4/3/2023 | 2.8% | 1.2% | -6.7% |
| 12/5/2022 | 4.3% | 1.1% | -0.4% |
| 9/1/2022 | 3.2% | 2.7% | -2.9% |
| 6/6/2022 | 6.9% | 2.1% | 6.7% |
| 3/28/2022 | 4.2% | 1.2% | -5.7% |
| 12/6/2021 | 0.3% | -3.3% | 1.8% |
| 9/2/2021 | 2.0% | -1.3% | 1.3% |
| 6/3/2021 | 2.2% | 2.1% | -4.9% |
| 3/25/2021 | -16.6% | -13.9% | -8.6% |
| 12/3/2020 | 3.3% | 5.2% | -1.6% |
| SUMMARY STATS | |||
| # Positive | 17 | 15 | 12 |
| # Negative | 7 | 9 | 12 |
| Median Positive | 3.3% | 2.7% | 4.6% |
| Median Negative | -10.0% | -8.8% | -7.4% |
| Max Positive | 16.3% | 15.0% | 24.3% |
| Max Negative | -16.6% | -14.1% | -13.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 07/31/2026 | 08/31/2026 | 10-Q |
| 04/30/2026 | 06/01/2026 | 10-Q |
| 01/31/2026 | 03/16/2026 | 10-K |
| 10/31/2025 | 12/04/2025 | 10-Q |
| 07/31/2025 | 09/04/2025 | 10-Q |
| 04/30/2025 | 06/02/2025 | 10-Q |
| 01/31/2025 | 03/17/2025 | 10-K |
| 10/31/2024 | 12/05/2024 | 10-Q |
| 07/31/2024 | 09/05/2024 | 10-Q |
| 04/30/2024 | 06/03/2024 | 10-Q |
| 01/31/2024 | 03/20/2024 | 10-K |
| 10/31/2023 | 12/04/2023 | 10-Q |
| 07/31/2023 | 09/07/2023 | 10-Q |
| 04/30/2023 | 06/05/2023 | 10-Q |
| 01/31/2023 | 04/03/2023 | 10-K |
| 10/31/2022 | 12/05/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 07/31/2026 | 08/31/2026 | 10-Q |
| 04/30/2026 | 06/01/2026 | 10-Q |
| 01/31/2026 | 03/16/2026 | 10-K |
| 10/31/2025 | 12/04/2025 | 10-Q |
| 07/31/2025 | 09/04/2025 | 10-Q |
| 04/30/2025 | 06/02/2025 | 10-Q |
| 01/31/2025 | 03/17/2025 | 10-K |
| 10/31/2024 | 12/05/2024 | 10-Q |
| 07/31/2024 | 09/05/2024 | 10-Q |
| 04/30/2024 | 06/03/2024 | 10-Q |
| 01/31/2024 | 03/20/2024 | 10-K |
| 10/31/2023 | 12/04/2023 | 10-Q |
| 07/31/2023 | 09/07/2023 | 10-Q |
| 04/30/2023 | 06/05/2023 | 10-Q |
| 01/31/2023 | 04/03/2023 | 10-K |
| 10/31/2022 | 12/05/2022 | 10-Q |
| 07/31/2022 | 09/01/2022 | 10-Q |
| 04/30/2022 | 06/06/2022 | 10-Q |
| 01/31/2022 | 03/28/2022 | 10-K |
| 10/31/2021 | 12/06/2021 | 10-Q |
| 07/31/2021 | 09/03/2021 | 10-Q |
| 04/30/2021 | 06/04/2021 | 10-Q |
| 01/31/2021 | 03/26/2021 | 10-K |
| 10/31/2020 | 12/04/2020 | 10-Q |
| 07/31/2020 | 09/03/2020 | 10-Q |
| 04/30/2020 | 06/05/2020 | 10-Q |
| 01/31/2020 | 03/27/2020 | 10-K |
| 10/31/2019 | 12/06/2019 | 10-Q |
Recent Forward Guidance
Updated 10/8/2026Latest: Q2 2026 Earnings Reported 8/31/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Organic Growth | Reported | -2.0% | -1.0% | 0.0% | 2.0% | Raised | Guidance: -3.0% for 2027 | |
| 2027 Revenue | Reported | 7.20 Bil | 7.25 Bil | 7.30 Bil | 2.1% | Raised | Guidance: 7.10 Bil for 2027 | |
| 2027 Adjusted EBITDA | Reported | 750.00 Mil | 752.50 Mil | 755.00 Mil | 3.8% | Raised | Guidance: 725.00 Mil for 2027 | |
| 2027 Adjusted EBITDA Margin | Reported | 10.3% | 10.4% | 10.5% | 0.2% | Raised | Guidance: 10.2% for 2027 | |
| 2027 Adjusted Diluted EPS | Reported | 10.65 | 10.7 | 10.75 | 7.0% | Raised | Guidance: 10 for 2027 | |
| 2027 Free Cash Flow | Reported | 600.00 Mil | 0 | Affirmed | Guidance: 600.00 Mil for 2027 | |||
Prior: Q1 2027 Earnings Reported 6/1/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Organic Growth | Reported | -4.0% | -3.0% | -2.0% | 0 | Affirmed | Guidance: -3.0% for 2027 | |
| 2027 Net cash provided by operating activities | Reported | 635.00 Mil | 0 | Affirmed | Guidance: 635.00 Mil for 2027 | |||
| 2027 Expenditures for property, plant, and equipment | Reported | 35.00 Mil | 0 | Affirmed | Guidance: 35.00 Mil for 2027 | |||
| 2027 Revenue | Reported | 7.00 Bil | 7.10 Bil | 7.20 Bil | 0 | Affirmed | Guidance: 7.10 Bil for 2027 | |
| 2027 Adjusted EBITDA | Reported | 720.00 Mil | 725.00 Mil | 730.00 Mil | 2.1% | Raised | Guidance: 710.00 Mil for 2027 | |
| 2027 Adjusted EBITDA Margin % | Reported | 10.1% | 10.2% | 10.3% | 0.2% | Raised | Guidance: 10.0% for 2027 | |
| 2027 Adjusted Diluted EPS | Reported | 9.9 | 10 | 10.1 | 4.2% | Raised | Guidance: 9.6 for 2027 | |
| 2027 Free Cash Flow | Reported | 600.00 Mil | 0 | Affirmed | Guidance: 600.00 Mil for 2027 | |||
Q4 2026 Earnings Reported 3/16/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Organic Growth | Reported | -4.0% | -3.0% | -2.0% | ||||
| 2027 Net cash provided by operating activities | Reported | 635.00 Mil | ||||||
| 2027 Expenditures for property, plant, and equipment | Reported | 35.00 Mil | ||||||
| 2027 Revenue | Reported | 7.00 Bil | 7.10 Bil | 7.20 Bil | -2.7% | Lower New | Guidance: 7.30 Bil for 2026 | |
| 2027 Adjusted EBITDA | Reported | 705.00 Mil | 710.00 Mil | 715.00 Mil | 2.2% | Higher New | Guidance: 695.00 Mil for 2026 | |
| 2027 Adjusted EBITDA Margin % | Reported | 9.9% | 10.0% | 10.1% | 0.5% | Higher New | Guidance: 9.5% for 2026 | |
| 2027 Adjusted Diluted EPS | Reported | 9.5 | 9.6 | 9.7 | -3.0% | Lower New | Guidance: 9.9 for 2026 | |
| 2027 Free Cash Flow | Reported | 600.00 Mil | 9.1% | Higher New | Guidance: 550.00 Mil for 2026 | |||
Insider Activity
Updated 9/22/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Cush, C. David | Trust | Buy | 9222026 | 132.50 | 1,000 | 132,500 | 132,500 | Form | |
| 2 | Attili, Srinivas | EVP, Civilian | Direct | Buy | 4132026 | 94.96 | 100 | 9,496 | 1,676,614 | Form |
| 3 | Difronzo, Vincent P | EVP,-Air Force & Comb Commands | Trust | Buy | 1062026 | 102.89 | 150 | 15,434 | 485,847 | Form |
| 4 | Attili, Srinivas | EVP, Civilian | Direct | Buy | 1022026 | 101.26 | 100 | 10,126 | 1,380,680 | Form |
| 5 | Hageman, Hilary | EVP General Counsel, Secretary | Direct | Buy | 12172025 | 100.21 | 100 | 10,021 | 1,904,591 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Cush, C. David | Trust | Buy | 9222026 | 132.50 | 1,000 | 132,500 | 132,500 | Form | |
| 2 | Attili, Srinivas | EVP, Civilian | Direct | Buy | 4132026 | 94.96 | 100 | 9,496 | 1,676,614 | Form |
| 3 | Difronzo, Vincent P | EVP,-Air Force & Comb Commands | Trust | Buy | 1062026 | 102.89 | 150 | 15,434 | 485,847 | Form |
| 4 | Attili, Srinivas | EVP, Civilian | Direct | Buy | 1022026 | 101.26 | 100 | 10,126 | 1,380,680 | Form |
| 5 | Hageman, Hilary | EVP General Counsel, Secretary | Direct | Buy | 12172025 | 100.21 | 100 | 10,021 | 1,904,591 | Form |
| 6 | Reagan, James | Interim CEO | Direct | Buy | 12172025 | 100.17 | 1,000 | 100,165 | 2,650,366 | Form |
| 7 | Natarajan, Prabu | EVP, Chief Financial Officer | Trust | Buy | 12162025 | 100.49 | 2,000 | 200,976 | 703,417 | Form |
| 8 | Attili, Srinivas | EVP, Civilian | Direct | Buy | 10142025 | 97.35 | 100 | 9,735 | 1,317,632 | Form |
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Industry Resources
| Industrials Resources |
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| Diversified Support Services Resources |
| Facilities Management Journal (FMJ) |
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| MarketWatch | Unusual Whales |
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