SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $137M Department of Homeland Security Contract
Summary
SAIC received a $137M delivery order from CBP for IT support services, representing ~1.85% of its annual revenue. The contract reinforces SAIC's role as a trusted IT provider for DHS and is supported by related legislation expanding DHS contracting authority.
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Key Takeaways
- 1.SAIC secures $137M DHS contract, adding ~1.85% to annual revenue.
- 2.Contract aligns with legislative trend supporting DHS service procurement.
- 3.Subcontractors CACI and Booz Allen may also benefit from similar awards.
Market Implications
This contract provides a modest positive signal for SAIC, adding predictable revenue and reinforcing its DHS relationship. Competitors like CACI and Booz Allen may see indirect benefits as the government expands IT support spending. SAIC's stock may see limited upside as the contract is routine, but it underscores the company's stable backlog.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 148 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 — 98 federal contracts, 26 procurement notices, 16 bills and 8 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
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: AWARD OF CONSTRUCTION TASK ORDER FOR BORDER WALL IN BIG BEND TEXAS, SEGMENT IDENTIFIED AS BBT-4. · 2026-05-11
- ContractFISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION - VERTICAL BARRIER, BIG BEND TEXAS SECTOR (BBT-2) · 2026-05-28
- ContractFISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract · 2026-06-02
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-06-26
- 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
Full Analysis
- Science Applications International Corp secured a $137M delivery order from U.S. Customs and Border Protection for IT support services. The contract period runs from September 2026 to September 2027, providing one year of stable revenue. 2) SAIC, a pure-play government services and IT contractor, reported $7.4B in revenue for FY2026. The $137M award constitutes approximately 1.85% of that revenue, a meaningful but not transformative boost. SAIC's operating income of $741M and EPS of $8.88 demonstrate strong profitability that this contract will incrementally support. 3) The contract aligns with HR10308, a bill that expands the Coast Guard's authority to enter into intergovernmental support agreements for installation-support services. While not directly authorizing this award, it signals a broader DHS trend toward streamlining support service procurement, benefiting SAIC. 4) Key subcontractors for IT support services often include smaller IT firms like CACI International ($CACI) and Booz Allen Hamilton ($BAH), which could see downstream subcontracting opportunities. These companies also benefit from the sector's momentum. 5) Historically, DHS IT support contracts for SAIC have led to sustained task order backlogs. Similar awards in prior years preceded steady revenue growth, with SAIC's revenue rising from $7.4B in FY2024 to $7.7B in FY2025, though FY2026 returned to $7.4B. The contract provides a floor for FY2027 revenue.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
To amend title 46, United States Code, to delegate to the Commandant of the Coast Guard authority to enter into intergovernmental support agreements relating to installation-support services, and for other purposes.
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
DAVIE DEFENSE INC.: $3.5B Department of Homeland Security Contract
MACRO OVERRIDE: Iran’s Oil Blockade Impact Weakens
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FERMI FORWARD DISCOVERY GROUP, LLC: $2.5B Department of Energy Contract
MACRO OVERRIDE: U.S.-Iran Military Escalation
MACRO OVERRIDE: US-Iran Escalation
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Accelerating Access To Veterans' Benefits And Employment Opportunities
This proclamation orders the Secretaries of War and Veterans Affairs to mandate rapid, ongoing digital sharing of military personnel and medical records, deploy AI-powered tools for benefits applications, and update existing IT contracts for interoperability. It also requires the Transition Assistance Program to connect separating service members to specific jobs or training programs before discharge.
Adjusting Certain Delegations Under the Defense Production Act
This proclamation amends Executive Order 13603 to share authority under the Defense Production Act for energy matters between the Secretary of the Interior and the Secretary of Energy, allowing each to act independently, and directs inter-agency dispute resolution via the National Energy Dominance Council and National Security Council, with coordination from the Department of War when national defense is implicated.
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.
Contract Details
Recipient
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Award Amount
$137,261,342
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DELIVERY ORDER
Related Bills
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