NASDAQ$SAIC

Science Applications International Corporation · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

SAIC reported stable performance with moderate revenue growth and a steady adjusted EPS for Q1 2026.

SAIC delivered a solid Q1 FY26 with $1.88B in revenue and strong contract bookings, though profit margins saw slight pressure.

  • Revenue rose to $1.88B, up 2% YoY driven by growth in Civilian segment contracts.
  • Net income came in at $68M with diluted EPS of $1.42.
  • Free cash flow was negative at -$44M due to higher cash usage from receivables.
  • Strong bookings of $2.4B resulted in a book-to-bill ratio of 1.3.

Headline financials

Total Revenue

$1.88B

Previous: $1.85B+1.6%
EPS

$1.42

Previous: $1.48-4.1%
Book-to-bill ratio

1.3

Previous: 0.8+62.5%
Total backlog

$22.3B

Previous: $21.9B+2.2%
Capital Expenditures

-$8M

Previous: -$6M-33.3%
Free Cash Flow

$60M

Previous: $71M-15.5%
Net Income

$68M

Previous: $77M-11.7%
Operating Income

$121M

Previous: $131M-7.6%
Gross Profit

$209M

Previous: $213M-1.9%
Cash & Equivalents

$47M

Previous: $49M-4.1%
Total Assets

$5.21B

Previous: $5.25B-0.7%

Revenue & EPS history

SAIC · Revenue · Quarterly

$1.88B

Q1 2026+1.6%vs Q1 2025
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

SAIC reaffirmed its FY26 outlook, projecting steady performance and strong cash generation.

Tailwinds

  • Revenue guidance between $7.60B and $7.75B.
  • Adjusted EBITDA expected between $715M and $735M.
  • Free cash flow projected at $510M to $530M.
  • Adjusted EPS guidance between $9.10 and $9.30.
  • EBITDA margin forecasted at 9.4% to 9.6%.

Headwinds

  • Margins under pressure due to volume and timing mix.
  • Free cash flow impacted by MARPA Facility usage.
  • Higher SG&A costs impacted corporate income.
  • Slight YoY decline in Defense & Intelligence segment revenue.
  • Adjusted EBITDA margin declined from prior year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.2%

Avg return

Earnings day

-1.2%

Avg return

5 days after

-0.1%

Avg return

30 days after

54%

31 / 57 earnings

Positive

+16.4%

Q3 2026

Best reaction

-18.4%

Q2 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+1.2%+5.3%+4.7%
Q3 2026+16.4%+11.2%+15.6%
Q2 2026-6.8%-9.9%-10.9%
Q1 2026-13.2%-8.8%+1.7%
Q4 2025+7.2%+1.4%+11.4%
Q3 2025-4.7%-6.4%-7.9%
Q2 2025+3.0%+4.4%+12.7%
Q1 2025-12.9%-14.1%-13.6%
Q4 2024-11.2%-11.3%-12.6%
Q3 2024+9.9%+6.5%+2.9%
Q2 2024-4.5%-3.7%-7.7%
Q1 2024+1.7%+4.2%+11.6%
Q4 2023-0.0%+0.4%-7.0%
Q3 2023+5.4%+1.1%-0.4%
Q2 2023+0.9%+1.0%-2.9%
Q1 2023+7.5%+2.1%+6.7%
Q4 2022-0.7%+1.2%-6.7%
Q3 2022-1.0%-3.3%+1.4%
Q2 2022+3.6%+1.1%+2.2%
Q1 2022+2.5%+0.8%-4.7%
Q4 2021-15.6%-12.0%-7.9%
Q3 2021+3.9%+3.5%+0.5%
Q2 2021+0.5%-0.8%-4.3%
Q1 2021-3.2%-2.2%-14.4%
Q4 2020+6.6%+10.9%+26.6%
Q3 2020+0.5%-1.5%+4.5%
Q2 2020-7.1%-9.0%-5.5%
Q1 2020+8.5%+7.1%+11.0%
Q4 2019+5.0%+3.8%+1.0%
Q3 2019+7.1%+6.7%-1.3%
Q2 2019-10.6%-11.5%-18.6%
Q1 2019-8.5%-9.0%-3.3%
Q4 2018+9.3%+12.9%+17.6%
Q3 2018+9.4%+5.7%+6.7%
Q2 2018-18.4%-16.9%-7.3%
Q1 2018-3.3%-7.9%-6.1%
Q4 2017-13.7%-14.4%-15.4%
Q3 2017+8.0%+3.4%+4.2%
Q2 2017+1.8%+1.8%+4.6%
Q1 2017+1.2%-2.1%+4.6%
Q4 2016+12.3%
Q3 2016-0.9%
Q2 2016-12.3%
Q1 2016-4.5%
Q4 2015-6.2%
Q3 2015+2.5%
Q2 2015+1.7%
Q1 2014+12.1%
Q1 2015+12.1%
Q4 2012+7.8%
Q1 2013+7.8%
Q4 2014+10.2%
Q3 2013-7.9%
Q3 2014-5.4%
Q4 2013-0.4%
Q2 2014-0.4%
Q2 2013-0.4%
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2010

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