Science Applications International Corporation (SAIC) Earnings Call Transcripts

Science Applications International Corporation's Latest Earnings Call - Q1 FY2027

In the fiscal first quarter of 2027, Science Applications International Corporation (SAIC) reported revenue of $1.9 billion, reflecting organic growth of 0.5%, which was better than expected. Adjusted diluted earnings per share (EPS) came in at $3.23, benefiting from strong margins and a lower share count. Management raised full-year EBITDA guidance to a range of 10.1% to 10.3%, while maintaining sales guidance, indicating cautious optimism amid ongoing uncertainties. The results signal a positive trajectory for the company, driven by strong operational execution and a focus on high-value areas, despite headwinds from recompete losses in enterprise IT.

Reported metrics

Guidance from management

Management raised EBITDA guidance to 10.1% to 10.3% and maintained sales guidance, indicating cautious optimism for the remainder of the fiscal year.

What management said

Well, I think that the buybacks we did were I think, timely and prudent. And in the lack -- in the absence of other things to invest in the best place that we thought we could invest in it ourselves. That said, we're actively looking at some opportunities in the market that are aligned to our strategy and opportunities to round out capabilities where we see customer demand but also opportunities to move into customer...

Yes, exactly. And just to reiterate, the enterprise IT work done for our civilian customers because the contract formats are more outcome-based and they give us opportunity to drive better results for our customers, lower cost for our customers, but also higher margins for us. And that would be a great model if we could have it everywhere, but we can't, at least not in the short run. And so we're going to be, again, ...

What analysts pressed on

Analysts expressed concerns regarding the organic growth outlook and potential headwinds from recompete losses, particularly in the enterprise IT segment. There was also a focus on how the company plans to navigate the competitive landscape and maintain margins amidst budget pressures.

Main topics on the call

• Revenue Performance — SAIC reported first quarter revenue of $1.9 billion, which was better than expected due to timing of materials and risk extension. Management noted, "We are encouraged by this result as we see the growth environment impr...
• Margin Expansion — The company achieved a record adjusted EBITDA margin of 11.6%, driven by strong program execution and cost efficiency efforts. Management stated, "These results demonstrate what we're capable of and support our full year...
• Guidance Update — Management raised EBITDA guidance to 10.1% to 10.3%, reflecting the positive momentum from the quarter. They maintained sales guidance, indicating a cautious approach due to uncertainties in the market.
• Portfolio Realignment — SAIC is undergoing a portfolio review to focus on integrated mission-critical capabilities and reduce exposure to commoditized enterprise IT. CEO Jim Reagan mentioned, "We're probably not going to continue investing quit...

Read the full Science Applications International Corporation transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 41 Science Applications International Corporation earnings call transcripts on record, spanning March 26, 2020 to June 1, 2026. Based on this history, Science Applications International Corporation reports quarterly. The most recent call on file is dated June 1, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SAIC

Exchange

NasdaqGS

Country

US

Sector

Industrials

Industry

Professional Services

Calls on record

41

First call

March 26, 2020

Most recent

June 1, 2026

Reporting cadence

quarterly