NASDAQ$SAIC

Science Applications International Corporation · Q1 2027 earnings

Q1 2027 earnings · · Before market open · Investor relations

Briefing

SAIC reported Q1 FY2027 revenues of $1.91 billion with strong margin expansion and raised full-year guidance.

SAIC delivered revenues of $1.906 billion, up 2% year-over-year, with adjusted EBITDA margin reaching a record 11.6%. Net income rose 69% to $115 million and adjusted diluted EPS increased to $3.23. The company generated $118 million in free cash flow and raised FY2027 guidance for adjusted EBITDA, margin, and EPS.

  • Revenues grew 2% to $1.906B with 0.5% organic growth after adjusting for the SilverEdge acquisition.
  • Adjusted EBITDA margin expanded 320 bps to a record 11.6% driven by portfolio profitability and a $12M investment gain.
  • Quarterly net bookings of $2.1B produced a 1.1 book-to-bill ratio and total backlog reached $22.9B.
  • FY2027 guidance raised for adjusted EBITDA ($720-730M), margin (10.1-10.3%), and adjusted EPS ($9.90-10.10).

Headline financials

Total Revenue

$1.91B

Previous: $1.88B+1.5%
EPS (adj)

$3.23

Previous: $1.35+139.3%
Total backlog

$22.9B

Previous: $22.3B+2.5%
Net bookings

$2.1B

No prior period
Adjusted EBITDA

$222M

No prior period
Adjusted EBITDA margin

11.6%

No prior period
Quarterly book-to-bill

1.1

Previous: 1.3-15.4%
Capital Expenditures

-$9M

Previous: -$8M-12.5%
Free Cash Flow

$118M

Previous: $60M+96.7%
Net Income

$115M

Previous: $68M+69.1%
Operating Income

$179M

Previous: $121M+47.9%
Gross Profit

$249M

Previous: $209M+19.1%
Cash & Equivalents

$109M

Previous: $47M+131.9%
Total Assets

$5.34B

Previous: $5.21B+2.4%

Revenue & EPS history

SAIC · Revenue · Quarterly

$1.91B

Q1 2027+1.5%vs Q1 2026
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

SAIC · $1.91B total across 2 segments · Q1 2027

  • Defense and Intelligence
    $1.47B
  • Civilian
    $440M

Forward guidance

FY2027 revenue guidance reiterated at $7.0-7.2B with organic growth of (4%)-(2%); adjusted EBITDA, margin, and EPS raised.

Tailwinds

  • Adjusted EBITDA raised to $720-730M
  • Adjusted EBITDA margin raised to 10.1-10.3%
  • Adjusted diluted EPS raised to $9.90-10.10
  • Free cash flow guidance reiterated above $600M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2027

Historical avgQ1 2027

+0.4%

Avg return

Earnings day

-0.9%

Avg return

5 days after

-0.1%

Avg return

30 days after

55%

32 / 58 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
Q1 2027+10.3%+9.5%
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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