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SAIC wins a $337M delivery order from GSA for the COBRA task order, adding to its backlog and providing a moderate revenue boost. The contract spans 5 years, offering stable cash flows and reinforcing SAIC's role in federal technology and defense services.
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The contract reinforces SAIC's role in federal IT and defense services, providing a predictable revenue stream over five years. Competitors like $BAH and $GDIT may also benefit from similar awards, but SAIC's direct win strengthens its near-term outlook. The cybersecurity focus in legislation like HR10777 suggests sustained sector momentum.
The General Services Administration awarded Science Applications International Corp (SAIC) a $337M delivery order for the COBRA task order, with a period from September 2025 to September 2030. SAIC, a $7.4B revenue government services and technology contractor, is the direct recipient. This contract represents approximately 4.5% of SAIC's annual revenue, a meaningful addition to its backlog. While no single bill directly authorizes this award, the broader legislative environment, including HR10777 (cybercrime bill), signals continued government investment in cybersecurity and IT services, which aligns with SAIC's core business. Supply chain beneficiaries are not specified, but SAIC likely engages smaller IT and cybersecurity firms as subcontractors. Historically, multi-year task orders like this provide SAIC with predictable revenue and support its competitive positioning against peers such as Booz Allen Hamilton ($BAH) and General Dynamics IT ($GDIT).
Matched on shared policy language across AI analyses, with ticker & timing weight
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $172M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $327M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $279M General Services Administration Contract
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $190M Department of the Treasury Contract
Executive orders & memoranda affecting the same sectors or companies
This proclamation reaffirms U.S. leadership in space exploration, declaring outer space open to development and permanent settlement by American citizens. It sets goals for a return to the Moon by 2028 and a future Mars mission, while emphasizing support for the commercial space industry. The action does not invoke specific legal authorities or direct new funding but signals continued policy focus on space.
The President invokes Section 232 of the Trade Expansion Act to declare that imports of robotics, industrial machinery, and their components threaten national security, and directs the Secretary of Commerce and USTR to negotiate agreements with trading partners to adjust these imports, potentially leading to tariffs or quotas within 180 days.
This proclamation initiates negotiations to adjust imports of wind turbines and their components under Section 232, citing national security concerns including cybersecurity vulnerabilities, radar interference, and grid reliability. It does not immediately impose tariffs but sets the stage for potential trade restrictions, and notes that certain wind turbine components made of aluminum, steel, or copper are already subject to existing tariffs.
Recipient
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Award Amount
$337,000,711
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
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