The earnings call highlighted positive aspects such as revenue growth, increased guidance, and a robust share repurchase program. However, challenges remain with lower free cash flow, decreased book-to-bill ratio, and recompete win rates below targets. SAIC is actively addressing these issues with strategic bids and cost management.

Company Guidance

In the SAIC third quarter fiscal year 2025 earnings call, the company reported a 4.3% organic revenue growth, overcoming a 5-point headwind from contract transitions. Adjusted EBITDA reached $197 million with a 10% margin, and adjusted diluted earnings per share stood at $2.61, benefiting from a 16% effective tax rate. Free cash flow was $9 million, impacted by an additional payroll cycle and strong collections in the previous quarter. SAIC increased its full-year revenue growth expectation to 3%, slightly above the prior guidance midpoint. The company submitted $22 billion in bids through the third quarter, raising its full-year submit expectations to over $25 billion, with a pipeline projected to exceed $30 billion by fiscal year 2027. The backlog of submitted bids grew to nearly $19 billion, while bookings for the quarter were $1.5 billion, leading to a trailing 12-month book-to-bill ratio of 0.9, with a target of 1.2 by the first half of fiscal year 2026.

Organic Revenue Growth

SAIC reported third quarter organic revenue growth of 4.3% despite a 5-point headwind from contract transitions.

Increase in Revenue Guidance

SAIC increased its revenue guidance for the year to a range of $7.425 billion to $7.475 billion, representing organic growth of approximately 3%.

Adjusted Earnings Increase

Adjusted diluted earnings per share increased by $0.40, largely due to a lower effective tax rate and modestly lower share count.

Share Repurchase Program

SAIC announced a new $1.2 billion share repurchase authorization and expects to repurchase approximately $500 million of shares this year.

Increase in Submitted Bids

SAIC submitted $22 billion in bids through the third quarter and expects to submit more than $25 billion for the full year, surpassing their prior target.

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Science Applications (SAIC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SAIC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 10, 2018	2019 (Q2)	- / 1.13	0.8	41.25% (+0.33)	―	―
Dec 06, 2018	2019 (Q3)	- / 1.11	0.98	13.27% (+0.13)	―	―
Mar 28, 2019	2019 (Q4)	- / -0.20	1.16	-117.24% (-1.36)	―	―
Jun 06, 2019	2020 (Q1)	- / 1.36	1.13	20.35% (+0.23)	―	―
Sep 05, 2019	2020 (Q2)	- / 1.35	1.13	19.47% (+0.22)	―	―
Dec 05, 2019	2020 (Q3)	- / 1.39	1.11	25.23% (+0.28)	―	―
Mar 26, 2020	2020 (Q4)	- / 1.58	-0.2	890.00% (+1.78)	―	―
Jun 04, 2020	2021 (Q1)	- / 1.38	1.36	1.47% (+0.02)	―	―
Sep 02, 2020	2021 (Q2)	- / 1.63	1.35	20.74% (+0.28)	―	―
Dec 03, 2020	2021 (Q3)	- / 1.62	1.39	16.55% (+0.23)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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SAIC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 05, 2024	$123.51	$120.39	-2.53%
Sep 05, 2024	$128.46	$134.49	+4.69%
Jun 03, 2024	$133.44	$117.74	-11.77%
Mar 18, 2024	$140.94	$126.87	-9.98%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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