Science Applications International Corporation

NasdaqGS:SAIC 주식 리포트

시가총액: US$4.8b

Science Applications International 경영진

경영진 기준 점검 3/4

Science Applications International CEO는 Jim Reagan, Oct2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $2.95M, 9.7% 급여 및 90.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $5.51M 가치에 해당하는 회사 주식의 0.11% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3 년과 5.1 년입니다.

핵심 정보

Jim Reagan

최고경영자

US$3.0m

총 보수

CEO 급여 비율9.69%
CEO 재임 기간less than a year
CEO 지분 보유율0.1%
경영진 평균 재임 기간3yrs
이사회 평균 재임 기간5.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 05

SAIC: Future Cash Flows Will Reflect Federal Contract Mix And Margin Risks

The analyst price target for Science Applications International has been raised from $109.78 to $117.80, as analysts respond to recent Q1 earnings beats, higher Street targets in the $110 to $137 range, and views that updated earnings guidance appears achievable despite flagged risks in certain contracts and segment margins. Analyst Commentary Recent Street research on Science Applications International reflects a mix of optimism on execution and earnings, alongside caution around contract concentration and margin sustainability.
Seeking Alpha Jun 02

Science Applications International: I'm Buying The Discount (Upgrade)

Summary Science Applications International Corporation provides technical and engineering services to U.S. government agencies, with the Department of Defense as its largest client. I previously rated SAIC a Hold due to strong cash flow but concerns over growth visibility, shrinking backlog, and a book-to-bill ratio below 1.0. SAIC's revenue is pressured by lost contracts and backlog declines, making future growth difficult to predict. With earnings released, I am reassessing whether SAIC merits additional capital, an exit, or continued patience. Read the full article on Seeking Alpha
내러티브 업데이트 May 22

SAIC: New CEO And Contract Wins Will Support Future Upside

Narrative Update on Science Applications International Analysts have trimmed their price targets on Science Applications International by $10 to $15, with updated views reflecting slightly adjusted discount rate and long term P/E assumptions while still pointing to broadly consistent fair value estimates around $130. Analyst Commentary Recent Street research on Science Applications International points to a cluster of reduced price targets, with commentary that still anchors valuation around the low to mid US$100s and highlights specific areas where execution and risk management matter for investors.
내러티브 업데이트 May 07

SAIC: Future Cash Flows Will Be Driven By Federal IT Contract Wins

Narrative Update on Science Applications International The analyst price target for Science Applications International has been reduced by several firms. The updated fair value estimate has moved from $113.38 to about $109.78 as analysts factor in recent target cuts and updated views on growth, margin profile, and future P/E assumptions.
내러티브 업데이트 Apr 22

SAIC: Contract Mix Shift And New CEO Will Support Future Upside

Analysts have lowered their price targets on Science Applications International by $10 to $15. This reflects caution around exposure to federal IT spending shifts and specific contract risks, even as they acknowledge management's recent moves and the updated outlook.
내러티브 업데이트 Apr 07

SAIC: Execution And Leadership Changes Will Support Further Upside Potential

Narrative Update on Science Applications International The analyst price target for Science Applications International has been nudged lower to an implied fair value of about $130 from $133, as analysts factor in slightly higher discount rates, modestly adjusted long term growth and profit assumptions, and recent price target resets across the Street. Analyst Commentary Recent research on Science Applications International points to a mix of caution on valuation and risks, alongside pockets of optimism around execution and leadership.
내러티브 업데이트 Mar 24

SAIC: Sector Momentum And Margin Focus Will Support Further Upside Potential

Narrative Update on Science Applications International Analysts have reset their price targets on Science Applications International toward a consolidated $133. This reflects updated assumptions for a lower future P/E multiple, slightly softer revenue growth, and a higher discount rate, partly balanced by expectations for stronger profit margins and recent mixed target revisions from Jefferies, Truist, Stifel, and Citi.
내러티브 업데이트 Mar 09

SAIC: Sector Momentum Into 2026 Will Meet Execution And Guidance Uncertainty

Analysts have trimmed their fair value estimate for Science Applications International to $86.80 from $94.00 while also pointing to a higher Street price target of $133 that they state reflects ongoing momentum in the aerospace and defense group through the first half of 2026. Analyst Commentary The latest price target change to US$133 suggests some on the Street are comfortable assigning a higher value to Science Applications International, but that does not mean the broader analyst community is uniformly confident.
내러티브 업데이트 Feb 22

SAIC: Sector Momentum Through 2026 Will Support Further Upside Potential

Narrative Update on Science Applications International Analysts have lifted their price target on Science Applications International to $133 from $122, citing updated estimates for the aerospace and defense group and expectations that current sector conditions could remain in place through the first half of 2026. Analyst Commentary Bullish analysts are highlighting the recent price target move to US$133 as a reflection of refreshed expectations around Science Applications International's position within the aerospace and defense group.
내러티브 업데이트 Feb 08

SAIC: Raised Outlook And Defense Wins Will Support Future Upside

Analysts have lifted their price target on Science Applications International to US$133 from US$130, citing updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E as they revisit the aerospace and defense group. Analyst Commentary Recent commentary from bullish analysts centers on the updated US$133 price target and what it implies for Science Applications International's execution and potential upside within the aerospace and defense group.
내러티브 업데이트 Jan 25

SAIC: Sector Momentum Into 2026 Will Not Offset Overvaluation Risks

Analysts have increased their price targets on Science Applications International, with one firm moving from $122 to $133. They cite continued sector momentum into the first half of 2026 as support for this updated view.
내러티브 업데이트 Jan 09

SAIC: Weaker Revenue Outlook Will Outweigh Contract Wins Going Forward

Analysts have reduced their price target for Science Applications International from US$104.00 to about US$93.70, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Science Applications International updated its share repurchase activity, buying 899,163 shares, about 1.95% of shares, for US$94.49 million between August 2, 2025 and October 31, 2025, and completing a total of 3,715,149 shares, about 7.83%, for US$407.16 million under the buyback announced on December 5, 2024 (Key Developments).
내러티브 업데이트 Dec 17

SAIC: Share Repurchases And Major Defense Wins Will Drive Upside Potential

Analysts have reduced their price target on Science Applications International by 10.00 dollars to 130.00 dollars, citing expectations for slower revenue growth, modestly lower profit margins, and a higher required return, partially offset by a slightly higher future earnings multiple. What's in the News Announced completion of a major share repurchase program, buying back 3,715,149 shares, or 7.83% of outstanding stock, for $407.16 million, including 899,163 shares repurchased between August 2 and October 31, 2025 (Buyback Tranche Update).
내러티브 업데이트 Dec 03

SAIC: Future Cash Flows Will Support Upside Despite Revenue Headwinds

Analysts have trimmed their price target on Science Applications International to approximately $113.38 from $116.00. This reflects mounting concerns over weakening revenue momentum, multi year growth headwinds in a tougher federal funding backdrop, and heightened risk of a prolonged slowdown despite some resilience in profitability.
분석 기사 Oct 08

Science Applications International's (NASDAQ:SAIC) Dividend Will Be $0.37

Science Applications International Corporation ( NASDAQ:SAIC ) has announced that it will pay a dividend of $0.37 per...
내러티브 업데이트 Sep 09

Shift In Procurement Trends Will Benefit Mission-Critical Enterprise IT

Science Applications International’s fair value has been revised down to $116.00 as analysts factor in weaker revenue outlooks, ongoing policy and budget uncertainty in the federal sector, and increased risk of prolonged margin slowdown despite near-term profitability support from one-time items. Analyst Commentary Revenue outlook has weakened due to on-contract growth challenges and persistent market headwinds, leading to “meaningfully” cut sales forecasts and guidance reductions.
분석 기사 Sep 02

Science Applications International (NASDAQ:SAIC) Has Announced A Dividend Of $0.37

Science Applications International Corporation ( NASDAQ:SAIC ) has announced that it will pay a dividend of $0.37 per...
분석 기사 Jul 31

Science Applications International (NASDAQ:SAIC) Might Have The Makings Of A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Jul 15

Is Science Applications International (NASDAQ:SAIC) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 Jun 30

Science Applications International (NASDAQ:SAIC) Is Paying Out A Dividend Of $0.37

The board of Science Applications International Corporation ( NASDAQ:SAIC ) has announced that it will pay a dividend...
Seeking Alpha Mar 18

Science Applications International: Valuation Looks Cheap, Growth Looks Uncertain

Summary Science Applications International is a key tech integrator for the U.S. government, excelling in engineering, digital, and mission-related services, but faces growth challenges in a stagnant contracting industry. SAIC outperformed expectations with $2.57 EPS and $1.84B in quarterly sales, showing solid cash flow and profit margins. Despite a positive fiscal 2026 outlook, SAIC faces short-term revenue pressures, execution risks, and a shrinking backlog, impacting investor confidence. Read the full article on Seeking Alpha
Seeking Alpha Feb 20

Time To Look At Science Applications International In A Positive Light Again

Summary SAIC's stock dropped 35% due to federal spending concerns, but I believe the market overreacted, presenting a buying opportunity. SAIC's strategy includes reducing federal dependence, improving bidding processes, and leveraging a substantial backlog for growth. Despite competitive pressures, SAIC's 17.62% ROE and recent earnings beats suggest solid performance and potential for recovery. The stock is undervalued, and with new contracts and efficiency initiatives, I rate SAIC a cautious Buy with a 6.03% upside target. Read the full article on Seeking Alpha
Seeking Alpha Dec 06

Science Applications International: A Great Opportunity To Get This Prospect While It's On Sale

Summary Science Applications International Corporation remains a 'buy' due to strong management, attractive valuation, and growth potential despite recent stock volatility and political concerns. Science Applications International's Q3 2025 results were impressive with revenue up 4.3%, significant EPS growth, and higher-than-expected profits, driven by increased contract volumes. Management's future outlook includes revenue growth to $8 billion by 2027, higher-margin contracts, and substantial share buybacks, enhancing free cash flow per share. Despite market pessimism, SAIC's strategic positioning and comparative cheapness to peers make it a compelling investment opportunity. Read the full article on Seeking Alpha

CEO 보수 분석

Jim Reagan의 보수는 Science Applications International의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
May 01 2026n/an/a

US$405m

Jan 30 2026US$3mUS$286k

US$358m

Oct 31 2025n/an/a

US$371m

Aug 01 2025n/an/a

US$399m

May 02 2025n/an/a

US$353m

Jan 31 2025n/an/a

US$362m

Nov 01 2024n/an/a

US$303m

Aug 02 2024n/an/a

US$290m

May 03 2024n/an/a

US$456m

Feb 02 2024US$369kn/a

US$477m

Nov 03 2023n/an/a

US$512m

Aug 04 2023n/an/a

US$499m

May 05 2023n/an/a

US$325m

Feb 03 2023US$27kn/a

US$300m

보상 대 시장: Jim의 총 보수(USD2.95M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.38M)보다 낮습니다.

보상과 수익: Jim의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Jim Reagan (67 yo)

less than a year
재임 기간
US$2,953,483
보수

Mr. James C. Reagan, also known as Jim, is Director of Science Applications International Corporation from January 09, 2023 and serves as its Chief Executive Officer since February 17, 2026. He was Interim...


리더십 팀

이름직위재임 기간보수지분
James Reagan
CEO & Directorless than a yearUS$2.95m0.11%
$ 5.5m
Prabu Natarajan
Executive VP & CFO5.4yrsUS$3.23m0.18%
$ 8.8m
Hilary Hageman
Executive VP3.9yrsUS$2.55m0.063%
$ 3.0m
Kathleen McCarthy
Executive VP & Chief Human Resources Officer1yrUS$2.90m데이터 없음
Srinivas Attili
Executive Officer2.1yrsUS$1.73m0.042%
$ 2.0m
Bob Ritchie
Senior VP & Chief Technology Officerless than a year데이터 없음데이터 없음
Nathan Rogers
Chief Information Officerno data데이터 없음데이터 없음
Jonathan Raviv
Vice President of Investor Relationsno data데이터 없음데이터 없음
Paul Greiner
Senior VP & Deputy General Counselno data데이터 없음데이터 없음
John Bonsell
Senior Vice President of Government Affairs5.3yrs데이터 없음데이터 없음
Maria Bishop
Senior Vice President of Internal Audit & Internal Controlsno dataUS$1.04m데이터 없음
Mark Escobar
Executive VP & Chief of Business Operations7.4yrs데이터 없음데이터 없음
3.0yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: SAIC의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3 년).


이사회 구성원

이름직위재임 기간보수지분
James Reagan
CEO & Director3.4yrsUS$2.95m0.11%
$ 5.5m
Donna Morea
Independent Chair of the Board12.8yrsUS$507.00k0.083%
$ 4.0m
Timothy Mayopoulos
Independent Director11.3yrsUS$297.00k0.019%
$ 902.2k
Carolyn Handlon
Independent Director3.5yrsUS$307.00k0.018%
$ 860.8k
Ellen Lord
Member of Strategic Advisory Board4.9yrs데이터 없음데이터 없음
W. Gould
Member of Strategic Advisory Board4.2yrs데이터 없음데이터 없음
Yvette Gordon-Kanouff
Independent Director6.8yrsUS$317.00k0.030%
$ 1.5m
Garth Graham
Independent Director5.3yrsUS$307.00k0.021%
$ 1.0m
Steven Shane
Independent Director12.8yrsUS$337.00k0.098%
$ 4.7m
Katharina McFarland
Independent Director7.4yrsUS$312.00k0.025%
$ 1.2m
Milford McGuirt
Independent Director4.9yrsUS$322.00k0.025%
$ 1.2m
David Norquist
Member of Strategic Advisory Board4.9yrs데이터 없음데이터 없음
5.1yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: SAIC의 이사회경험이 있음으로 간주됩니다(평균 재임 5.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/14 15:46
종가2026/06/12 00:00
수익2026/05/01
연간 수익2026/01/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Science Applications International Corporation는 15명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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Matthew AkersBNP Paribas
Colin CanfieldCantor Fitzgerald & Co.