SAIC - Science Applications International Corporation published transcript of its Q4 FY2026 earnings call

Reuters05:10
SAIC - Science Applications International Corporation published transcript of its Q4 FY2026 earnings call
  • SAIC’s Q4 2026 earnings call featured CEO James Reagan, CFO Prabu Natarajan and investor relations VP Jon Raviv, with analysts including Jeremy Jason (Citi), Sebastian Rivera (Stifel), Gavin Parsons $(UBS)$, Sheila Kahyaoglu (Jefferies) and Noah Poponak (Goldman Sachs).
  • Management said Q4 revenue was USD 1.75 billion and adjusted EBITDA was USD 181 million, and reiterated revenue guidance of USD 7.0 billion to USD 7.2 billion with adjusted EBITDA margin of 9.9% to 10.1%.
  • Reagan said SAIC is deemphasizing more commoditized, cost-plus enterprise IT work and prioritizing bids where outcomes are clearer and retention is tied to performance, with a submissions target of USD 25.0 billion to USD 28.0 billion.
  • Natarajan said the revenue outlook reflects about USD 400.0 million of headwinds from recompete losses and assumed on-contract growth of about 2% to 3%.
  • On large recompetes, Natarajan identified the State Department’s Vanguard as the biggest in the period, with four work streams being recompeted and any revenue impact unlikely in the first half.


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