SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $149M Department of Homeland Security Contract
Summary
SAIC ($SAIC) secured a $149M delivery order from DHS/CBP for IT support services, representing ~2% of its annual revenue. This award is backed by legislative momentum in cybersecurity (HR10777) and AI/emerging tech (HR10768), reinforcing SAIC's role in federal IT modernization. The contract provides a stable revenue stream and signals sustained government spending on technology infrastructure.
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's $149M DHS contract is a direct revenue catalyst, adding 2% to annual top line with high confidence.
- 2.Legislative signals (HR10777, HR10768) align with this award, indicating sustained federal IT and cybersecurity spending.
- 3.The contract strengthens SAIC's position in the DHS ecosystem, potentially leading to larger future awards.
Market Implications
This contract reinforces SAIC's steady revenue stream from federal IT services, a sector that benefits from bipartisan support for modernization and cybersecurity. While the $149M is not transformative for a $7.4B company, it signals continued agency-level spending that supports SAIC's valuation. Competitors like $CSGP and $GDIT may see similar opportunities, but SAIC's direct incumbency at DHS gives it a near-term edge. The legislative backdrop (HR10777, HR10768) suggests that the broader technology sector serving government will see sustained demand, benefiting pure-play contractors more than diversified conglomerates.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 90 separate government actions have converged on Cybersecurity / Zero Trust. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 57 federal contracts, 27 bills, 3 news, 2 executive actions and 1 patents — it's the clearest early tell that Washington is committing to cybersecurity / zero trust, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- ContractDELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract · 2025-04-01
- ContractSCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $135M Department of State Contract · 2025-05-09
- BillRemote Access Security Act · 2026-01-13
- ContractLOCKHEED MARTIN CORPORATION: IGF::OT::IGF AFSOC ACTS AWARD OF CONTRACT FOR CLS, ENGINEERING, INSTRUCTION, CYBERSECURITY, DMO · 2026-03-20
- ContractCACI, INC. - FEDERAL: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP A DEFEND A OPTION EXERCISE AND TRANSFER FROM PIID 47QFCA18F0050 · 2026-04-07
- ContractGENERAL DYNAMICS INFORMATION TECHNOLOGY, INC.: THE SCOPE OF THIS REQUIREMENT INCLUDES PROGRAM MANAGEMENT SERVICES, TRANSITION SERVICES, AND A FULL RANGE OF ENTERPRISE IT-RELATED SERVICES · 2026-05-26
- Executive actionExecutive Order: Promoting Advanced Artificial Intelligence Innovation and Security · 2026-06-02
- Executive actionPresidential Memorandum: National Security Presidential Memorandum/NSPM-12 · 2026-06-12
- ContractCGI FEDERAL INC.: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP C DEFEND C · 2026-07-07
- ContractBOOZ ALLEN HAMILTON INC: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP B DEFEND B · 2026-08-31
- ContractCGI FEDERAL INC.: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE TASK ORDER GROUP F (DEFEND F) · 2026-09-23
- ContractCLEARAVENUE LLC: DEHRADS ORDER 6 CYBERSECURITY, PRIVACY, RECORDS AND INFORMATION MANAGEMENT, AND ENVIRONMENTS SUPPORT (CYBER PRIMES) · 2026-10-07
- BillTo establish the Office of Artificial Intelligence and Emerging Technology Threats within the Executive Office of the President, and for other purposes. · 2026-10-09
- BillTo codify certain policies to combat transnational cyber-enabled crime, and for other purposes. · 2026-10-09
Active government convergence in this signal’s sector right now.
Over the last 90 days, 203 separate government actions have converged on Border / Immigration Enforcement. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 180 federal contracts, 14 bills, 8 executive actions and 1 news — it's the clearest early tell that Washington is committing to border / immigration enforcement, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- BillMichel O. Maceda Memorial Act · 2024-12-11
- ContractBARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract · 2025-09-19
- ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
- ContractSPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract · 2026-03-18
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract · 2026-05-11
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: AWARD OF CONSTRUCTION TASK ORDER FOR BORDER WALL IN BIG BEND TEXAS, SEGMENT IDENTIFIED AS BBT-4. · 2026-05-11
- ContractFISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION - VERTICAL BARRIER, BIG BEND TEXAS SECTOR (BBT-2) · 2026-05-28
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-07-22
- Executive actionProclamation: Excluding Certain Canadian Products from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Dairy · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the United States with Respect to Motor Vehicles · 2026-09-08
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: $144M Department of Homeland Security Contract · 2026-10-09
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: CONSTRUCTION OF U.S. CUSTOMS AND BORDER PROTECTION FACILITY IN JACKSONVILLE,FL · 2026-10-09
- ContractKEARNEY & COMPANY, P.C.: CBP OFFICE OF FINANCE, BUDGET SUPPORT SERVICES · 2026-10-09
Full Analysis
The Department of Homeland Security, through U.S. Customs and Border Protection, awarded a $149M delivery order to Science Applications International Corporation (SAIC) for IT support services. This is a one-year contract (Sep 2026–Sep 2027) under an existing vehicle, indicating recurring demand for SAIC's technical expertise in border security and law enforcement IT systems. SAIC, a publicly traded company ($SAIC) with FY2026 revenue of $7.4B, derives a significant portion of its income from federal contracts, and this award adds directly to its backlog.
SAIC's financial profile shows steady performance: FY2026 revenue of $7.4B, operating income of $741M, and total assets of $5.2B. The $149M contract represents about 2% of annual revenue—a meaningful but not transformative boost. However, given SAIC's net margin trends (3.89% in FY2025, 3.75% in FY2024), this contract likely contributes to margin stability. The company's cash position ($56M in FY2026) suggests that predictable government payments are valuable for liquidity.
Legislative tailwinds amplify this contract's significance. HR10777 (cybercrime codification) directly supports increased IT security spending at CBP, while HR10768 (AI and emerging tech threats office) signals broader federal appetite for advanced technology services—both areas where SAIC competes. Although these bills are authorization-level, they indicate congressional intent that aligns with this procurement.
Supply chain beneficiaries are less clear without specific subcontractor data, but typical IT support contracts involve smaller firms providing specialized staffing, cybersecurity tools, or cloud services. Potential downstream beneficiaries could include IT staffing firms like $KFOR or cybersecurity specialists like $RSA (if public), but no direct evidence is available. SAIC itself may self-perform much of the work.
Historically, SAIC and similar government IT contractors (e.g., $CSGP, $GDIT) see sustained revenue growth from multi-year procurement contracts. Delivery orders like this one provide predictable revenue and often lead to follow-on awards. The contract's short duration (one year) limits long-term visibility, but it reinforces SAIC's incumbency at DHS, a key agency for future IT modernization spending.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
Direct contract award for IT support services to U.S. Customs and Border Protection.
Who must act
Department of Homeland Security / U.S. Customs and Border Protection awarded to Science Applications International Corp (SAIC).
What happens
$149M added to SAIC's funded backlog, representing approximately 2.0% of its FY2026 annual revenue of $7.4B.
Stock impact
SAIC's government IT services segment directly benefits; this delivery order reinforces its position as a key DHS IT provider and provides near-term revenue visibility. The contract is a one-year engagement, contributing to stable cash flow and margin expansion given SAIC's operating income of $741M in FY2026.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
To establish the Office of Artificial Intelligence and Emerging Technology Threats within the Executive Office of the President, and for other purposes.
To codify certain policies to combat transnational cyber-enabled crime, and for other purposes.
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $610M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $700M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $722M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $208M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $327M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $172M General Services Administration Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Streamlining Access to Government Services Through America.gov
The executive order directs the General Services Administration to create America.gov, a unified digital portal for federal services, integrating Login.gov for authentication and requiring agencies to expose their digital services via APIs. It also mandates the use of AI (referred to as 'super intelligence') with transparency safeguards, while preserving existing service channels and excluding tax and defense/intelligence services.
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.
Restriction on Entry of Certain Nonimmigrant Workers
This proclamation extends for an additional 12 months the existing restriction on entry of H-1B nonimmigrant workers, which requires a $100,000 payment per petition (with limited exceptions) and is supported by a DHS weighted selection process that prioritizes higher-skilled, higher-paid workers. The action continues to target IT staffing and outsourcing firms that have abused the program, and it maintains the requirement for ongoing rulemakings by DHS and DOL to further reform wage protections and program integrity.
Contract Details
Recipient
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Award Amount
$149,453,675
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Customs and Border Protection
Contract Type
DELIVERY ORDER
Related Bills
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 →