SAIC stock jumps as Govt. Contractor Tops Earnings, Outlook Estimates

Takeaways

• Shares of Science Applications International Corp. surged Monday after the company's fourth quarter results beat expectations.
• The government contractor's revenue, adjusted earnings, and forecasts for the next fiscal year all topped estimates.
• Toni Townes Whitley, CEO of SAIC, said that the company also won a $1.8billion contract with the U.S. Army following the end of the quarter.

Shares of Science Applications International Corp. jumped after the government technology contractor exceeded estimates for the fourth-quarter.

The company reported Monday that it earned adjusted $2.57 a share for the last quarter of fiscal 2025. That’s up 80% over the previous year and far above the Visible Alpha consensus of analysts. SAIC’s revenues also increased from the same time last year to $1.84 billion. This was just above estimates.

For fiscal 2026, SAIC forecasts full-year revenue of $7.6 billion to $7.75 billion, mostly above analysts' estimates, while the range for adjusted EPS of $9.10 to $9.30 was well above the $9.04 analyst consensus. In fiscal 2025, the company reported revenue of $8.07 billion and adjusted earnings per share of $9.13.

CEO Toni Townes-Whitley said the company won a $1.8 billion U.S. Army contract after the quarter had ended, the company's "largest recompete win in recent years," adding to a backlog of contracts of around $20 billion.

Shares of this government contractor were up by more than 7 percent on Monday morning. They were down 27% in the last year when they opened the day.