SAIC SAIC, Inc.
Price Chart
Executive Summary
SAIC reported Q1 FY2027 (period ending May 1, 2026) with adjusted diluted EPS of $3.23, a 68% YoY increase, and revenues of $1.906B (+2% YoY, +0.5% organic). The headline GAAP EPS of $2.61 beat the $2.28 consensus by 14.5%. The company raised its full-year FY2027 guidance for adjusted EBITDA, adjusted EBITDA margin, and adjusted diluted EPS, while maintaining revenue and free cash flow guidance. The strong margin expansion (adjusted EBITDA margin +320bps to 11.6%) and raised guidance are the primary catalysts.
Key Financial Metrics
Actionable Insight
The raised guidance and strong margin expansion signal improving operational execution. Monitor the organic growth trajectory (currently 0.5%) and the pace of share repurchases ($175M in Q1). The stock may see upward pressure as the market prices in the higher EPS trajectory.
Key Facts
- Adjusted diluted EPS of $3.23 vs $1.92 YoY (+68%), beating consensus of $2.28
- GAAP diluted EPS of $2.61 vs $1.42 YoY (+84%), consensus $2.28
- Revenues of $1.906B, +2% YoY; organic growth of 0.5% excluding SilverEdge acquisition
- Adjusted EBITDA of $222M, +41% YoY; margin expanded 320bps to 11.6%
- Net bookings of $2.1B, book-to-bill of 1.1x; total backlog of $22.9B
- Raised FY2027 guidance: Adjusted EBITDA to $720-730M (from $705-715M), margin to 10.1-10.3% (from 9.9-10.1%), adjusted diluted EPS to $9.90-$10.10 (from $9.50-$9.70)
- Free cash flow of $118M vs -$44M YoY; deployed $192M in capital ($175M buybacks, $17M dividends)
- Operating cash flow of $127M, +27% YoY
Financial Impact
EPS beat of 14.5% vs consensus; raised FY2027 adjusted EPS guidance by ~$0.40 at midpoint; adjusted EBITDA margin expansion of 320bps YoY
Risk Factors
- Organic growth remains low at 0.5%, with FY2027 guidance implying organic decline of 2-4%
- Civilian segment revenue declined 1% YoY; contract completions could pressure future growth
- Heavy reliance on share buybacks for EPS growth (diluted shares down 8% YoY)
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3304209 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 9, 2026
5d ago
|
Press Release
| $113.20 awaiting T+5 | awaiting T+5 | — | $113.81 (+0.54%) |
|
Jun 1, 2026
13d ago
|
Press Release
| $115.08 $114.35 | ▼ −0.63% | ▲ +2.12% | $113.81 (−1.10%) |
|
Jun 1, 2026
13d ago
|
8-K
| $115.08 $114.35 | ▼ −0.63% | ▲ +2.12% | $113.81 (−1.10%) |
|
Jun 1, 2026
13d ago
|
8-K
| $115.08 $114.35 | ▼ −0.63% | ▲ +2.12% | $113.81 (−1.10%) |
|
May 29, 2026
16d ago
|
Press Release
| $104.20 $114.73 | ▲ +10.11% | ▲ +10.40% | $113.81 (+9.22%) |
|
May 29, 2026
16d ago
|
8-K
| $104.20 $114.73 | ▲ +10.11% | ▲ +10.40% | $113.81 (+9.22%) |
|
May 19, 2026
26d ago
|
Press Release
| $95.32 $100.63 | ▲ +5.57% | ▲ +3.32% | $113.81 (+19.40%) |
|
Apr 20, 2026
7w ago
|
Press Release
| $94.70 $93.79 | ▼ −0.96% | ▼ −1.87% | $113.81 (+20.18%) |
|
Apr 9, 2026
9w ago
|
8-K
| $94.66 $95.23 | ▲ +0.60% | ▼ −2.58% | $113.81 (+20.23%) |
|
Mar 16, 2026
12w ago
|
Press Release
| $92.69 $96.49 | ▲ +4.11% | ▲ +6.15% | $113.81 (+22.79%) |
US Market Status
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