Science Applications International Raises Fiscal 2027 EPS to $10.10 After Q1 Beat

SAIC

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2026-06-01

Science Applications International reported Q1 adjusted earnings per share of $3.23, beating the $2.28 estimate, and revenue of $1.91 billion exceeded the $1.82 billion forecast with 0.5% organic growth. It raised fiscal 2027 EPS guidance to $9.90–$10.10, upped EBITDA outlook to $720M–$730M, and lifted margin forecast to 10.1%–10.3%.

1. First-Quarter Performance

Science Applications International reported adjusted EPS of $3.23 for Q1 fiscal 2027, well above the $2.28 consensus, and revenue of $1.91 billion, topping the $1.82 billion forecast and up from $1.88 billion a year ago.

2. Organic Growth Analysis

Excluding the SilverEdge acquisition, the company achieved 0.5% organic revenue growth, driven by improved contract profitability and healthy cash generation across its defense technology and services segments.

3. Fiscal 2027 Guidance Raise

The company increased its fiscal 2027 adjusted EPS guidance to $9.90–$10.10 (midpoint $10.00) from $9.50–$9.70, and raised adjusted EBITDA outlook to $720M–$730M with margin expectations lifted to 10.1%–10.3%.

4. Profitability and Outlook

Adjusted EBITDA margin expanded to 11.6% in the quarter, up from 8.4%, reflecting disciplined execution that underpinned the stronger results, and management highlighted continued focus on capital returns and profitability targets.