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
This signal is one of the converging government actions below.
Over the last 90 days, 248 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 — 190 federal contracts, 39 procurement notices, 9 executive actions, 9 bills 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
- 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
- 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
- ContractCLARK CONSTRUCTION GROUP LLC: $117M Department of Homeland Security Contract · 2026-10-21
- ContractLEIDOS, INC.: $19.2M Department of Homeland Security Contract · 2026-10-21
- Executive actionProclamation: FURTHER 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 MOTOR VEHICLES · 2026-10-23
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
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $208M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $149M Department of Homeland Security Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $279M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $610M General Services Administration Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Wind Turbines and Their Parts and Components into the United States
This proclamation initiates negotiations to adjust imports of wind turbines and their components under Section 232, citing national security concerns including cybersecurity vulnerabilities, radar interference, and grid reliability. It does not immediately impose tariffs but sets the stage for potential trade restrictions, and notes that certain wind turbine components made of aluminum, steel, or copper are already subject to existing tariffs.
Advancing Women's Health to Improve Outcomes in All Phases of Life
This executive order establishes a Women's Health Division within the NIH to coordinate and accelerate research on understudied women's health conditions, and creates a White House Women's Health Task Force to drive policy reforms and translation of research into clinical practice across federal agencies. It directs specific agencies to prioritize research, data collection, and translation into prevention, diagnosis, and treatment, with a focus on all life stages from infancy through aging.
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.
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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