SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $196M Department of State Contract
Summary
SAIC wins a $196 million interim delivery order from the Department of State for engineering, operations and maintenance, and cybersecurity support for core data networks. This contract represents approximately 1.5% of SAIC's annual revenue, providing a moderate but steady boost to its IT services backlog.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
Key Takeaways
- 1.SAIC secures a $196 million State Department IT contract, adding ~1.5% to annual revenue.
- 2.The contract covers engineering, O&M, and cybersecurity for core networks, reinforcing SAIC's federal IT position.
- 3.No direct legislative catalyst; the award is a routine interim delivery order under existing appropriations.
Market Implications
SAIC's stock may see modest positive movement on the contract news, but given the size relative to revenue, it is unlikely to drive significant revaluation. The contract reinforces SAIC's position in government IT, a stable and recurring revenue source. Investors should monitor the company's overall backlog and future awards from civilian agencies for broader trends.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 85 separate government actions have converged on Cybersecurity / Zero Trust. 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 — 48 federal contracts, 23 bills, 11 procurement notices, 2 executive actions and 1 patents — it's the clearest early tell that Washington is committing to cybersecurity / zero trust, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- ContractDELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract · 2025-04-01
- ContractSCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $135M Department of State Contract · 2025-05-09
- BillWater Cybersecurity Enhancement Act of 2025 · 2025-10-28
- ContractLOCKHEED MARTIN CORPORATION: IGF::OT::IGF AFSOC ACTS AWARD OF CONTRACT FOR CLS, ENGINEERING, INSTRUCTION, CYBERSECURITY, DMO · 2026-03-20
- ContractCACI, INC. - FEDERAL: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP A DEFEND A OPTION EXERCISE AND TRANSFER FROM PIID 47QFCA18F0050 · 2026-04-07
- ContractGENERAL DYNAMICS INFORMATION TECHNOLOGY, INC.: THE SCOPE OF THIS REQUIREMENT INCLUDES PROGRAM MANAGEMENT SERVICES, TRANSITION SERVICES, AND A FULL RANGE OF ENTERPRISE IT-RELATED SERVICES · 2026-05-26
- Executive actionExecutive Order: Promoting Advanced Artificial Intelligence Innovation and Security · 2026-06-02
- Executive actionPresidential Memorandum: National Security Presidential Memorandum/NSPM-12 · 2026-06-12
- ContractCGI FEDERAL INC.: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP C DEFEND C · 2026-07-07
- ContractBOOZ ALLEN HAMILTON INC: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP B DEFEND B · 2026-08-31
- ContractCGI FEDERAL INC.: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE TASK ORDER GROUP F (DEFEND F) · 2026-09-03
- ContractACCENTURE FEDERAL SERVICES LLC: THE NNSA OCIO IS IN NEED OF IT OPERATIONS TO INCLUDE: SERVICE OPERATIONS AND MANAGEMENT SERVICES, PATCH MANAGEMENT, HOSTING AND CLOUD SERVIC · 2026-09-08
- ContractMAVERIS LLC: VA CYBERSECURITY OPERATIONS CENTER NEXT GENERATION II (CSOC NG II) SUPPORT · 2026-09-08
- Procurement noticeZero Trust Architecture (ZTA) Vendor Framework · 2026-09-09
Full Analysis
Science Applications International Corporation (SAIC) has been awarded a $196 million interim delivery order by the Department of State to provide primary engineering, tier II and III operations and maintenance, and cybersecurity support for the department's core data networks and services, including command-and-control messaging, email, mobile, and remote access. The contract runs from May 2025 to February 2027, covering roughly 21 months. SAIC is a publicly traded IT and defense services company with $7.4 billion in annual revenue (FY2026). This award annualizes to about $112 million, or 1.5% of revenue—a meaningful but not transformative addition. The contract reinforces SAIC's established relationship with the State Department and its expertise in secure network operations. No direct legislative connection is evident from the provided bill signals; the contract appears to be a routine renewal under existing appropriations. Supply chain beneficiaries are not specified, but smaller IT subcontractors specializing in cybersecurity or network infrastructure could see downstream benefits. Historically, multi-year IT services contracts for federal agencies provide stable, recurring revenue for primes like SAIC, supporting consistent cash flows and backlog growth without dramatic stock price swings.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $135M Department of State Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $172M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $607M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $208M General Services Administration Contract
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.
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.
Contract Details
Recipient
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Award Amount
$195,894,193
Awarding Agency
Department of State
Sub-Agency
Department of State
Contract Type
DELIVERY ORDER
Free — no credit card
Get the next market-moving signal before the news does
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →