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
This signal is one of the converging government actions below.
Over the last 90 days, 250 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 — 191 federal contracts, 38 procurement notices, 12 bills, 8 executive actions and 1 news — 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
- Procurement noticeU.S. Customs and Border Protection (CBP) Law Enforcement Safety & Compliance (LESC) Directorate 9mm Service and Reduced Hazard Qualification Ammunition · 2024-11-22
- Procurement noticeCONTRACT DETENTION FACILITY � WESTERN DISTRICT OF TEXAS · 2025-03-26
- ContractFISHER SAND & GRAVEL CO: NEW VERTICAL BARRIER BORDER WALL BORDER WITHIN THE TUCSON, ARIZONA SECTOR (TCA), THESE INCLUDE TCA 10-4, SONOITA AND TCA 10-6. · 2025-06-12
- ContractCSI AVIATION, INC: THIS CALL ORDER OBTAINS DEDICATED AND ON-DEMAND CHARTERED FLIGHT SERVICES FOR ENFORCEMENT AND REMOVAL OPERATIONS UNDER THE ICE AIR PROGRAM. · 2025-10-31
- ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
- ContractFISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION - VERTICAL BARRIER, BIG BEND TEXAS SECTOR (BBT-2) · 2026-03-05
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-07-22
- Executive actionProclamation: Excluding Certain Canadian Products from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Dairy · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the United States with Respect to Motor Vehicles · 2026-09-08
- ContractGARDAWORLD FEDERAL SERVICES LLC: $100M Department of Homeland Security Contract · 2026-10-15
- Procurement notice6973GH-26-R-00177 - MINIATURE UPS KITS � SIR · 2026-10-15
- Procurement noticeExtension to Notice of Request For Information (RFI) - GSA Commercial Helicopter Market Research · 2026-10-15
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
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $279M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $327M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $723M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $641M General Services Administration Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Streamlining Access to Government Services Through America.gov
The executive order directs the General Services Administration to create America.gov, a unified digital portal for federal services, integrating Login.gov for authentication and requiring agencies to expose their digital services via APIs. It also mandates the use of AI (referred to as 'super intelligence') with transparency safeguards, while preserving existing service channels and excluding tax and defense/intelligence services.
Enhancing Program Integrity and Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program
This executive order directs the Secretaries of State, Labor, and Homeland Security to coordinate with Commerce, Education, and the SBA when processing H-1B petitions, and requires them to consider whether the employer has engaged in layoffs of similarly situated U.S. workers within the past year. It also orders the Labor Department to review past labor condition applications for potential enforcement actions against sponsoring employers, effectively tightening scrutiny on H-1B usage, especially by outsourcing firms.
Restriction on Entry of Certain Nonimmigrant Workers
This proclamation extends for an additional 12 months the existing restriction on entry of H-1B nonimmigrant workers, which requires a $100,000 payment per petition (with limited exceptions) and is supported by a DHS weighted selection process that prioritizes higher-skilled, higher-paid workers. The action continues to target IT staffing and outsourcing firms that have abused the program, and it maintains the requirement for ongoing rulemakings by DHS and DOL to further reform wage protections and program integrity.
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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