SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $607M General Services Administration Contract
Summary
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.
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 $607M delivery order for system software lifecycle engineering from GSA.
- 2.Contract adds ~$243M annual revenue, representing ~3.3% of FY2026 revenue.
- 3.No direct legislative connection; award reflects routine federal IT procurement.
Market Implications
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.
Full Analysis
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.
Connected Signals
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: $610M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $641M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $680M 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
$607,154,309
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
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 →