SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $133M Department of Homeland Security Contract
Summary
SAIC received a $133M delivery order from DHS/CBP for IT support services, adding to its backlog and representing ~1.8% of annual revenue. The contract is a routine renewal but provides steady cash flow.
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Key Takeaways
- 1.$133M contract adds ~1.8% to SAIC's annual revenue, providing near-term backlog support.
- 2.No legislative or executive action directly connects to this award; it is a routine operational contract.
- 3.SAIC's diversified government IT portfolio reduces single-contract risk, making this a modest positive.
Market Implications
The contract reinforces SAIC's stable revenue stream from DHS, but given its size relative to total revenue, the market impact is limited. SAIC's stock may see a slight positive reaction, but no major price movement is expected. Competitors like Leidos ($LDOS) and CACI ($CACI) are not directly affected.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 134 separate government actions have converged on Border / Immigration Enforcement. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 85 federal contracts, 26 procurement notices, 19 bills and 4 executive actions — it's the clearest early tell that Washington is committing to border / immigration enforcement, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- BillMichel O. Maceda Memorial Act · 2024-12-11
- BillA bill to expand the sharing of information with respect to suspected violations of intellectual property rights in trade. · 2025-08-01
- ContractBARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract · 2025-09-19
- ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
- ContractSPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract · 2026-03-18
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract · 2026-05-11
- Executive actionExecutive Order: Strengthening Customs Enforcement · 2026-06-03
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-06-26
- Executive actionProclamation: Imposing Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-07-20
- Executive actionProclamation: Temporary Suspension of Additional Duties to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages, Dairy, and Motor Vehicles · 2026-08-19
- ContractCSI AVIATION, INC: $1.3B Department of Homeland Security Contract · 2026-08-31
- Procurement noticeCBP Vehicle Fuel Management Services · 2026-08-31
- Procurement noticeOPTION - CBP Area Port of Vancouver Firearms Facility Services · 2026-09-01
Full Analysis
Science Applications International Corporation (SAIC) was awarded a $133M delivery order by the Department of Homeland Security's U.S. Customs and Border Protection for IT support services. The contract runs from September 2026 to September 2027. SAIC is the direct recipient and a publicly traded company (NYSE: ) with FY2026 revenue of $7.4B. This award adds $133M to SAIC's backlog, representing approximately 1.8% of annual revenue — a meaningful but not transformative contribution. The contract is a single-year delivery order, likely a follow-on to existing work, and does not signal a major shift in competitive dynamics. No related legislation directly authorizes this spending; it falls under DHS's operational IT budget. Supply chain beneficiaries are not identifiable from the award data, but SAIC may subcontract portions to smaller IT firms. Historically, SAIC has consistently won similar task orders from DHS, and such awards typically support steady revenue growth without triggering outsized stock moves.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
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FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
DELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.5B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.5B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.5B Department of Energy Contract
DELL FEDERAL SYSTEMS L.P: $1.1B Department of Veterans Affairs Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Declaring a National Emergency to Secure the United States Bulk-Power System
This executive order declares a national emergency to restrict foreign-produced bulk-power system electric equipment that poses national security risks, prohibiting new transactions involving equipment from covered foreign entities and allowing the Secretary of Energy to impose conditions on existing equipment. It directs the Secretary of Energy, in coordination with multiple agencies, to identify, mitigate, and potentially replace risky equipment, and establishes a pre-qualification list for approved vendors.
The National Space Transportation Policy
This memorandum directs multiple agencies to expand and modernize U.S. space launch and reentry infrastructure to support over 1,000 launches annually by 2030, expedite permitting and environmental reviews, develop new federal reentry sites, and strengthen the space transportation industrial base. It mandates range scheduling transparency, spectrum reliability, and workforce development, with specific reports and plans due within 90 to 240 days.
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
Contract Details
Recipient
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Award Amount
$133,473,741
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DELIVERY ORDER
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