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 1, 2026
5d ago
|
Press Release
| $115.08 $113.36 | ▼ −1.49% | ▼ −1.64% | $114.35 (−0.63%) |
|
Jun 1, 2026
5d ago
|
8-K
| $115.08 $113.36 | ▼ −1.49% | ▼ −1.64% | $114.35 (−0.63%) |
|
Jun 1, 2026
5d ago
|
8-K
| — | awaiting T+1 | — | — |
|
May 29, 2026
8d ago
|
Press Release
| $104.20 $115.08 | ▲ +10.44% | ▲ +10.17% | $114.35 (+9.74%) |
|
May 29, 2026
8d ago
|
8-K
| $104.20 $115.08 | ▲ +10.44% | ▲ +10.17% | $114.35 (+9.74%) |
|
May 19, 2026
18d ago
|
Press Release
| $95.32 $96.54 | ▲ +1.28% | ▲ +0.24% | $114.35 (+19.96%) |
|
Apr 20, 2026
6w ago
|
Press Release
| $94.70 $96.14 | ▲ +1.52% | ▲ +2.17% | $114.35 (+20.75%) |
|
Apr 9, 2026
8w ago
|
8-K
| $94.66 $91.72 | ▼ −3.11% | ▼ −3.04% | $114.35 (+20.80%) |
|
Mar 16, 2026
11w ago
|
Press Release
| $92.69 $94.21 | ▲ +1.64% | ▲ +1.37% | $114.35 (+23.37%) |
|
Mar 13, 2026
12w ago
|
Press Release
| $91.55 $92.69 | ▲ +1.24% | ▲ +0.22% | $114.35 (+24.90%) |
US Market Status
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