SCIENCE APPLICATIONS INTERNATIONAL CORPORATION: $641M General Services Administration Contract
Summary
SAIC secured a $641M delivery order from the GSA for system software lifecycle engineering, adding approximately 3.5% to annual revenue over the contract period. The award reinforces SAIC's position in federal IT services but lacks a direct legislative catalyst.
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Key Takeaways
- 1.SAIC adds $641M to its backlog from a GSA delivery order for software lifecycle engineering.
- 2.The contract contributes ~3.5% to annual revenue, providing steady cash flow over 2.5 years.
- 3.No direct legislative catalyst; the award is a standalone procurement action.
Market Implications
SAIC's stock may see a modest positive reaction from this award, but given the size relative to its $7.4B revenue base, the impact is likely limited to a 1-2% move. The contract reinforces SAIC's steady government IT business but does not alter the company's growth trajectory.
Full Analysis
The General Services Administration awarded Science Applications International Corporation (SAIC) a $641M delivery order under the System Software Lifecycle Engineering (SSLE) program. The contract runs from March 2025 to September 2027, covering software lifecycle support for federal systems. SAIC is the direct recipient and a publicly traded company (NYSE: ). With annual revenue of $7.4B, this contract represents roughly $256M per year, or 3.5% of revenue—a meaningful but not transformative addition. No related legislation directly authorizes this spending; the contract appears to be a routine procurement under existing GSA vehicles. Supply chain beneficiaries are not specified, but SAIC typically subcontracts to smaller IT service providers; however, no specific publicly traded subcontractors are identifiable from this award. Historically, SAIC's stock tends to see modest positive movement on large contract wins, but the impact is often muted for awards of this relative size.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
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Proclamation: Adjusting Imports of Polysilicon and its Derivatives into the United States
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Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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.
Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
This memorandum establishes a government program, managed by the National Coordination Center (NCC), that authorizes private companies to conduct cyber surveillance and operations against foreign cyber-enabled transnational criminal organizations under federal oversight. It directs the Department of Justice and Department of Homeland Security to co-execute the program, requiring vetted companies to enter contracts with the government and potentially post a $1 million bond, with implementation guidance to be developed within 60 days.
Adjusting Imports of Polysilicon and its Derivatives into the United States
This proclamation invokes Section 232 of the Trade Expansion Act to impose a minimum import price (MIP) program on polysilicon and its derivatives, a 15% ad valorem tariff on polysilicon derivatives, and directs the Secretary of Commerce to offer incentives for domestic production. It aims to protect and revive the U.S. polysilicon industry by restricting imports that threaten national security, particularly for semiconductor and solar supply chains.
Contract Details
Recipient
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
Award Amount
$640,580,544
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
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