Loading the records…
Loading the records…
SAIC wins a $607M delivery order from GSA for system software lifecycle engineering, adding ~$243M in annual revenue (~3.3% of FY2026 revenue). This is a meaningful but not transformative contract for the pure-play government IT contractor.
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
The contract is positive for SAIC, adding ~$243M in annual revenue visibility. However, given the modest size relative to total revenue, the stock impact is likely moderate. SAIC's valuation may see a slight uptick as the market prices in improved backlog stability. No direct implications for other tickers unless subcontractors are named.
The General Services Administration awarded Science Applications International Corporation (SAIC) a $607M delivery order for System Software Lifecycle Engineering (SSLE). The contract runs from March 2025 to September 2027, covering software development, maintenance, and lifecycle support for federal systems. SAIC is the direct recipient and publicly traded under .
SAIC reported FY2026 revenue of $7.4B, down from $7.7B in FY2025. The $607M award, spread over ~2.5 years, equates to roughly $242.8M annually, or 3.3% of current revenue. While not a game-changer, it provides a stable revenue stream and bolsters SAIC's backlog in a competitive federal IT market.
No specific legislation directly authorizes this contract. The related bill signals provided (e.g., S5189 on defense standards, S5194 on courthouses) are not connected to software lifecycle engineering or GSA IT services. Thus, this award appears driven by routine agency procurement rather than a legislative catalyst.
Downstream, SAIC may subcontract portions of the work to smaller IT services firms, but no specific subcontractors are identified in the award. Potential beneficiaries could include companies like CACI International ($CACI) or Booz Allen Hamilton ($BAH) if they partner, but this is speculative.
Historically, multi-year IT services contracts for federal agencies provide steady revenue visibility for contractors like SAIC. Similar awards have supported stable stock performance, though the impact is typically gradual rather than a sharp catalyst.
Matched on shared policy language across AI analyses, with ticker & timing weight
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $582M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $723M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $610M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $641M General Services Administration Contract
Executive orders & memoranda affecting the same sectors or companies
The President invokes Section 232 of the Trade Expansion Act to declare that imports of robotics, industrial machinery, and their components threaten national security, and directs the Secretary of Commerce and USTR to negotiate agreements with trading partners to adjust these imports, potentially leading to tariffs or quotas within 180 days.
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.
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.
Recipient
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Award Amount
$607,154,309
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
Free — no credit card
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 →