SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $680M General Services Administration Contract
Summary
SAIC secured a $680M delivery order from GSA for system software lifecycle engineering, adding meaningful backlog to its federal IT portfolio.
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Key Takeaways
- 1.SAIC's $680M GSA contract adds ~3.7% annual revenue, strengthening its federal IT backlog.
- 2.The multi-year delivery order provides revenue visibility through 2027.
- 3.No direct legislative connection; contract is a routine GSA procurement.
Market Implications
For SAIC, this contract adds meaningful backlog and supports revenue stability. The stock may see positive sentiment as investors value predictable government revenue. No direct impact on other tickers is identified, but competitors like Leidos ($LDOS) and CACI ($CACI) operate in similar spaces and may face competitive pressure.
Full Analysis
The General Services Administration awarded Science Applications International Corporation (SAIC) a $680M delivery order for System Software Lifecycle Engineering (SSLE) services, with a period from March 2025 to September 2027. SAIC, a publicly traded IT services and defense contractor, is the direct recipient. This contract represents approximately $272M per year, or about 3.7% of SAIC's FY2026 annual revenue of $7.4B, making it a significant but not transformative addition to its backlog. No specific legislation directly authorizes this award; it falls under GSA's existing procurement authority. While no subcontractors are explicitly named, typical downstream beneficiaries could include smaller IT service firms specializing in software lifecycle support. Historically, SAIC has consistently won large federal IT contracts, and this award continues that trend, reinforcing its revenue stability and competitive position in the government services market.
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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Streamlining Access to Government Services Through America.gov
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Enhancing Program Integrity and Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program
This executive order directs the Secretaries of State, Labor, and Homeland Security to coordinate with Commerce, Education, and the SBA when processing H-1B petitions, and requires them to consider whether the employer has engaged in layoffs of similarly situated U.S. workers within the past year. It also orders the Labor Department to review past labor condition applications for potential enforcement actions against sponsoring employers, effectively tightening scrutiny on H-1B usage, especially by outsourcing firms.
Contract Details
Recipient
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Award Amount
$680,078,995
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
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