SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $208M General Services Administration Contract
Summary
SAIC received a $208M delivery order from the GSA for the COBRA program, a multi-year contract spanning 2025-2030. This represents roughly 0.56% of SAIC's annual revenue, a modest but positive addition. The broader presidential cyber crime memo provides a tailwind for SAIC's cybersecurity services.
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Key Takeaways
- 1.SAIC secured a $208M multi-year delivery order from GSA, adding ~$41.6M annual revenue.
- 2.Revenue impact is modest at 0.56% of SAIC's $7.4B annual revenue.
- 3.Presidential cyber crime memo provides a tailwind for SAIC's cybersecurity segment, though not directly tied to this contract.
Market Implications
SAIC's stock ($SAIC) may see a slight positive reaction from this contract award, but the impact is likely muted given the modest size relative to revenue. The broader cyber policy memo could lift the entire cybersecurity contracting sector, benefiting SAIC along with peers like $CACI, $BAH, and $LDOS. Investors should monitor SAIC's next earnings call for backlog growth and margin commentary.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 418 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 — 328 procurement notices, 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
- Procurement noticeVoice Over Internet Protocol (VoIP) Analysis Solution · 2024-10-15
- ContractDELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract · 2025-04-01
- Procurement noticeArmy Declassification Modernization · 2025-05-12
- Procurement noticeCloud-Based Fuel Management System · 2025-09-04
- Procurement noticeFreedom of Information Act (FOIA)/eDiscovery FedRAMP-authorized cloud-based platform for Treasury · 2025-12-09
- 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
- ContractBOOZ ALLEN HAMILTON INC: DYNAMIC AND EVOLVING FEDERAL ENTERPRISE NETWORK DEFENSE GROUP B DEFEND B · 2026-08-31
- 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
- Procurement noticeADAPTER,COMPRESSED · 2026-10-09
Full Analysis
The General Services Administration awarded Science Applications International Corporation (SAIC) a $208M delivery order under the COBRA program. The contract runs from September 2025 to September 2030, providing SAIC with a steady revenue stream over five years. SAIC is a publicly traded technology and defense contractor (NYSE: $SAIC) with FY2026 revenue of $7.4B. The $208M award translates to approximately $41.6M per year, or 0.56% of annual revenue—meaningful but not transformative.
SAIC's primary business segments include national security, IT modernization, and engineering services. This GSA contract likely falls under its civilian IT portfolio, reinforcing its relationship with the federal government. The company's financials show stable revenue and improving margins, with operating income rising from $462M (FY2024) to $741M (FY2026). The contract adds to backlog without materially altering earnings trajectory.
No specific legislation directly authorizes this contract, but the broader policy environment is supportive. The Presidential Memorandum on Expanding Capabilities to Combat Transnational Cyber-Enabled Crime (Aug 12, 2026) expands the market for authorized private-sector cyber operations, which could increase demand for SAIC's cybersecurity services. While this contract is not explicitly cyber, the memo signals increased federal spending on cyber capabilities, benefiting SAIC and peers.
Supply chain beneficiaries are harder to identify without subcontractor details. However, SAIC often partners with smaller IT firms for specialized services. Potential downstream beneficiaries include companies like $CACI (CACI International) or $BOOT (Boot Barn? No—likely $CACI or $BAH? Actually, $CACI and $BAH are competitors, not suppliers. Better to avoid fabricating. SAIC's supply chain is opaque; no specific tickers can be named with confidence.
Historically, multi-year GSA delivery orders provide stable revenue but rarely move stock prices significantly for large contractors like SAIC. The stock tends to react more to earnings beats or major program wins (e.g., $1B+ contracts). This $208M award is routine and likely already priced in. The cyber memo is a more significant catalyst for the sector.
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 as prime recipient
Who must act
General Services Administration (GSA) awarded to Science Applications International Corporation (SAIC)
What happens
$208M added to SAIC's backlog, representing approximately $41.6M per year over the 5-year period, or ~0.56% of SAIC's FY2026 annual revenue of $7.4B
Stock impact
SAIC is a diversified technology and engineering contractor serving defense, intelligence, and civilian agencies. This delivery order (COBRA) adds a modest but predictable revenue stream to its GSA portfolio, supporting its IT and consulting services segment. The contract reinforces SAIC's position as a trusted GSA vendor, though the impact on overall financials is limited given SAIC's $7.4B revenue base.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $279M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $327M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $722M 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
$208,238,632
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
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