Science Applications International Community

Key Takeaways Dynamic government procurement and contract changes could risk revenue growth, compress margins, and increase exposure. Loss of key NASA program and shifting government priorities may pressure future revenue and earnings.

Key Takeaways Growing demand for digital transformation and national security spending drives strong multi-year revenue and earnings visibility for SAIC’s government-focused technology solutions. Shifting toward higher-margin, asset-light contracts and expanding commercial sector presence are expected to structurally boost profitability and diversify earnings sources.

Key Takeaways SAIC's focus on mission-critical technology and fixed-price contracts may improve revenue and profit margins. Strategic growth through commercial sector expansion and focused capital deployment, including buybacks and M&A, supports earnings potential.