SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $337M General Services Administration Contract
Summary
SAIC wins a $337M delivery order from GSA for the COBRA task order, adding to its backlog and providing a moderate revenue boost. The contract spans 5 years, offering stable cash flows and reinforcing SAIC's role in federal technology and defense services.
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Key Takeaways
- 1.SAIC secures $337M task order from GSA, boosting backlog by ~4.5% of annual revenue.
- 2.The 5-year contract duration provides recurring revenue and financial stability.
- 3.Legislative tailwinds in cybersecurity (HR10777) support continued demand for SAIC's services.
Market Implications
The contract reinforces SAIC's role in federal IT and defense services, providing a predictable revenue stream over five years. Competitors like $BAH and $GDIT may also benefit from similar awards, but SAIC's direct win strengthens its near-term outlook. The cybersecurity focus in legislation like HR10777 suggests sustained sector momentum.
Full Analysis
The General Services Administration awarded Science Applications International Corp (SAIC) a $337M delivery order for the COBRA task order, with a period from September 2025 to September 2030. SAIC, a $7.4B revenue government services and technology contractor, is the direct recipient. This contract represents approximately 4.5% of SAIC's annual revenue, a meaningful addition to its backlog. While no single bill directly authorizes this award, the broader legislative environment, including HR10777 (cybercrime bill), signals continued government investment in cybersecurity and IT services, which aligns with SAIC's core business. Supply chain beneficiaries are not specified, but SAIC likely engages smaller IT and cybersecurity firms as subcontractors. Historically, multi-year task orders like this provide SAIC with predictable revenue and support its competitive positioning against peers such as Booz Allen Hamilton ($BAH) and General Dynamics IT ($GDIT).
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
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Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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Contract Details
Recipient
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Award Amount
$337,000,711
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
Related Bills
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