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SAIC Reports $1.75B Revenue in Q4 2026

SAIC, a premier Fortune 500 technology integrator, has announced its fourth-quarter and full fiscal year 2026 results. The company reported revenues of $1.75 billion for the fourth quarter, marking a 5% decrease compared to the same period last year. For the full fiscal year 2026, revenues amounted to $7.26 billion, reflecting a 3% decrease from the previous year.

The net income for the fourth quarter was $85 million, down 13% from the prior year quarter. However, adjusted EBITDA for the same period was $181 million, representing 10.3% of revenue. For the full fiscal year, net income was $358 million, a 1% decrease from the previous year, while adjusted EBITDA was $708 million, accounting for 9.7% of revenue.

Diluted earnings per share for the fourth quarter were reported at $1.87, a 7% decrease from the prior year quarter. Adjusted diluted earnings per share for the same period were $2.62, marking a 2% increase from the previous year quarter. For the full fiscal year, diluted earnings per share stood at $7.70, reflecting a 7% increase from the prior year, whereas adjusted diluted earnings per share were $10.75, indicating an 18% increase from the previous year.

The company's cash flows provided by operating activities for the fourth quarter were $258 million, a substantial 124% increase from the prior year quarter. For the full fiscal year, cash flows provided by operating activities amounted to $609 million, signifying a 23% increase from the previous year.

SAIC's capital deployment for the fourth quarter totaled $122 million, primarily consisting of $97 million in share repurchases and $17 million in cash dividends to shareholders. For the full fiscal year, the company deployed $524 million of capital, mainly through share repurchases of approximately 4.0 million shares and cash dividends of $70 million to shareholders.

Looking ahead, SAIC has provided guidance for fiscal year 2027, including adjusted diluted EPS in the range of $9.50 to $9.70, and reiterated its guidance for revenue, adjusted EBITDA, adjusted EBITDA margin, and free cash flow.

The company's estimated backlog at the end of fiscal 2026 was approximately $22.6 billion, of which $3.6 billion was funded. SAIC also secured notable contracts in the space and intelligence community, as well as new awards in the federal civilian community.

This announcement comes as SAIC continues to drive the nation's digital transformation across defense, space, civilian, and intelligence markets, with an annual revenue of approximately $7.3 billion. The market has reacted to these announcements by moving the company's shares 0.43% to a price of $111.13. For the full picture, make sure to review Science Applications International Corp's 8-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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