SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $152M Department of the Treasury Contract
Summary
SAIC secured a $152M task order from the IRS for cloud services, representing ~2% of annual revenue and reinforcing its leadership in federal IT modernization. This contract is a direct win for SAIC, with no identified related legislation or supply chain beneficiaries.
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Key Takeaways
- 1.SAIC wins $152M IRS cloud task order, ~2.1% of annual revenue
- 2.Multi-year contract provides revenue visibility through 2027
- 3.No related legislation or supply chain beneficiaries identified
Market Implications
The contract is a positive signal for SAIC's cloud services business, but given its size relative to total revenue, the stock impact is likely modest. SAIC's diversified federal IT portfolio means this award is one of many, but it reinforces the company's competitive position in cloud modernization. No other tickers are directly affected.
Full Analysis
- The contract: Science Applications International Corp (SAIC) was awarded a $152M BPA call task order by the IRS for cloud application assessment, implementation, operations, and maintenance. The period runs from June 2025 to June 2027, providing a multi-year revenue stream. 2) The parent company: SAIC is the direct recipient and publicly traded under . With FY2026 revenue of $7.4B, this $152M contract represents approximately 2.1% of annual revenue—meaningful but not transformative. SAIC's cloud services segment is a strategic growth driver, and this award strengthens its backlog. 3) Connection to legislation: No related bills were identified that directly authorize or appropriate this specific contract. The contract appears to be a routine task order under an existing BPA, not tied to new legislation. 4) Supply chain winners: No specific subcontractors or suppliers were identified in the award data. SAIC likely uses its own cloud expertise and may partner with major CSPs like AWS or Azure, but these are not named. 5) Historical pattern: SAIC has consistently won large IT modernization contracts from federal agencies. Multi-year cloud task orders typically provide steady revenue and margin expansion, as they involve recurring services and maintenance. The stock tends to react positively to such awards, though the impact is moderate given SAIC's size.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
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GOVERNOR'S AUTHORIZED REPRESENTATIVE: $1.8B Department of Homeland Security Grant
NORTH CAROLINA DEPARTMENT OF PUBLIC SAFETY: $2.4B Department of Homeland Security Grant
FISHER SAND & GRAVEL CO: $1.8B Department of Homeland Security Contract
STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION: $1.8B Department of Transportation Grant
CENTRAL PLATEAU CLEANUP COMPANY, LLC: $1.0B Department of Energy Contract
SPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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.
Rebuilding the United States Navy and America’s Shipbuilding Industrial Base
This memorandum directs the Secretary of War to replace the Electromagnetic Aircraft Launch System with steam/hydraulic systems on aircraft carrier CVN-81, adopt a 'Finland Model' allowing foreign shipbuilders to bid on up to three ship classes if they build U.S. shipyards and transfer technology, and submit plans for a fifth public Navy yard, a component repair center, and competitive acquisitions for surface combatants and auxiliary vessels. It also restricts iterative design changes and delegates waiver authority for foreign shipbuilding contracts.
Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
This memorandum establishes a government program, managed by the National Coordination Center (NCC), that authorizes private companies to conduct cyber surveillance and operations against foreign cyber-enabled transnational criminal organizations under federal oversight. It directs the Department of Justice and Department of Homeland Security to co-execute the program, requiring vetted companies to enter contracts with the government and potentially post a $1 million bond, with implementation guidance to be developed within 60 days.
Contract Details
Recipient
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Award Amount
$152,116,837
Awarding Agency
Department of the Treasury
Sub-Agency
Internal Revenue Service
Contract Type
BPA CALL
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