Science Applications International: A Better Quarter Strengthens The Value Case

Grassroots Trading 3.2K Followers Follow Summary Science Applications International Corporation delivered a strong Q2 FY27, with revenue up 6.3% and organic growth accelerating to 5.3%. SAIC's Defense and Intelligence revenue rose 5%, while Civilian revenue outperformed at 9%, reflecting broad-based contract momentum. Profitability was mixed: operating income and margin improved, but adjusted EBITDA margin dipped and net income fell 20%. Despite robust share repurchases reducing diluted share count, SAIC EPS still declined double digits, highlighting the need for revenue growth to drive earnings. Just_Super/iStock via Getty Images Thesis Science Applications International Corporation ( SAIC ) helps U.S. government customers run, secure, modernize, and integrate complex technology systems. The Department of Defense is its largest customer, although the company also works with intelligence agencies, NASA, and various civilian departments. This article was written by Grassroots Trading 3.2K Followers Follow As of August 2026, I'm globally ranked in the top 1.5% of investment experts and financial bloggers on TipRanks. My goal is to clarify the complexities of investment opportunities and risks for both individual and professional investors, while also helping newer investors build confidence as they learn to evaluate opportunities with a disciplined, long-term mindset, so please follow me if this is the type of research you’re looking to read. Analyst’s Disclosure: I/we have a beneficial long position in the shares of SAIC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.