Science Applications International Corporation

Science Applications International Corporation Earnings Recaps

SAIC Information Technology 1 recap
Q4 2026 Mar 16, 2026

Science Applications International Corporation reported lower-than-expected fourth-quarter revenue, primarily due to procurement delays, but achieved a 9.7% EBITDA margin and exceeded free cash flow guidance, indicating strength in execution despite market challenges.

Key takeaways
  • Fourth-quarter revenue fell about 5% below guidance primarily due to procurement delays and customer disruptions.
  • Achieved a 9.7% EBITDA margin for FY 2026, with guidance for a double-digit margin in FY 2027 at 10%.
  • Free cash flow exceeded guidance by 10%, highlighting operational resilience and strong execution.
  • Focus on business development with a newly appointed Chief Growth Officer to improve win rates and efficiency in bidding for contracts.
  • Anticipate organic contraction in FY 2027, particularly in the large enterprise IT market, while investing in high-value, outcome-oriented projects.
Full recap