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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DELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.5B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.5B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.5B Department of Energy Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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.
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
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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