SAIC's federal IT modernization franchise benefits from increased DoD digital transformation spend and CISA cyber mandates. Civilian agency exposure adds diversification beyond pure DoD. Recently won large multi-year contracts at improving margin profiles. Steady FCF generation and ongoing buyback program support EPS growth even if revenue moderates.
Thesis reviewed May 29, 2026
Science Applications International Corp. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →🛡Defense100WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HEI | HEICO Corporation | 90 | +12% | ↓26% | ENTRY |
| AIR | Airbus SE | 90 | +13% | ↓26% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | ↓26% | ENTRY |
| BA | The Boeing Company | 90 | +9% | ↓26% | NEUTRAL |
| LMT | Lockheed Martin | 90 | +9% | ↓26% | ENTRY |
| AXON | Axon Enterprise Inc. | 90 | +10% | ↓26% | ENTRY |
| GD | General Dynamics Corporation | 90 | +15% | ↓26% | ENTRY |
Investors who hold SAIC may also have indirect exposure through these country funds.
SAIC wins $2B Navy Service Now ERP contract
Federal IT modernization spend up 9% in FY26 budget
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gerald E. ConnollyVA | Sell | $1k–$15k | Oct 10, 24 | -26.4% | |
| Gerald E. ConnollyVA | Sell | $1k–$15k | Jul 2, 24 | -6.4% |