Science Applications International Corporation · NASDAQ:SAIC
Science Applications International — Q4 2026 Earnings Presentation
14 slides from Science Applications International's earnings presentation, Mar 16, 2026
Slide 1: Financial Results FY26 4Q Supplemental Financial Presentation
FINANCIAL RESULTS FY26 4Q SUPPLEMENTAL FINANCIAL PRESENTATION MARCH 16, 2026 SAIC PROPRIETARY INFORMATION I © SAIC. ALL RIGHTS RESERVED
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS Certain statements in this presentation are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “may,” “will,” “should,” “expects,” “intends,” “projects,” “plans,” “believes,” “estimates,” “targets,” “antic
Slide 3: Key Messages
KEY MESSAGES BUILD ON Operating discipline delivers robust EBITDA and cash despite challenging sales MARGIN AND CASH MOMENTUM environment. Targeting double-digit margins and >$14 FCF per share in FY27. IMPROVE Recompete losses and customer disruptions negatively impact FY26-27. TOP-LINE PERFORMANCE
Slide 4: FY26 4Q Results
FY26 4Q RESULTS(1) ADJUSTED REVENUE ADJUSTED EBITDA (2) FREE CASH FLOW (2) DILUTED EPS (2) $1,838 $177 $181 $1,750 $2.57 $2.62 $336 (5%) 9.6% 10.3% $236 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 + Army PRISM + Program execution & mix + Higher margin + Favorable WC + Texas MSS + Cost efficiencies + Low
Slide 5: FY26 Results
FY26 RESULTS(1) ADJUSTED REVENUE ADJUSTED EBITDA (2) FREE CASH FLOW (2) DILUTED EPS (2) $7,479 $7,262 $710 $708 $10.75 $577 (3%) $9.13 9.5% 9.7% $499 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 + Army PRISM + Cost efficiencies + Lower share count + Favorable WC + AF Nites + Program mix + Lower tax rate
Slide 6: Fiscal Year 2026 Resilience
FISCAL YEAR 2026 RESILIENCE April 2023 March 2025 Actual Investor Day (F4Q25 EPS) Initial FY2026 Target Initial FY2026 Guidance FY2026 Revenue $7.3B - $7.5B $7.60B - $7.75B $7.262B Organic Growth +2% – 4% +2% – 4% (3%) (1) Adjusted EBITDA $700M - $725M $715M - $735M $708M Adjusted EBITDA %(1) 9.5% -
Slide 7: Fiscal Year 2027 Guidance
FISCAL YEAR 2027 GUIDANCE Current FY2027 Guidance Revenue $7.0B - $7.2B Organic Growth (2% – 4%) (1) Adjusted EBITDA $705M - $715M (1) Adjusted EBITDA % 9.9% - 10.1% Adjusted Diluted EPS (1) $9.50 - $9.70 (1) Free Cash Flow >$600M FCF per share >$14 Shares ~42.5M Introducing Adj EPS and share count
Slide 8: Business Development
BUSINESS DEVELOPMENT TCV of Submissions* Backlog TTM Book-to-Bill $30 $28 $25 to $28 $25 1.3x $25 $24 $22 $23 $20 $17 1.2x $B $20 $15 Total Backlog ($B) $10 1.1x $5 $15 $0 1.0x FY22 FY23 FY24 FY25 FY26 FY27E $10 Qualified Pipeline* Backlog of Submitted Bids* 0.9x $20 $160 $18 $140 $16 $120 $14 $5 0.
Slide 9: Appendix
APPENDIX SAIC PROPRIETARY INFORMATION I © SAIC. ALL RIGHTS RESERVED 9
Slide 10: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION Adjusted operating income is a performance measure that primarily excludes the impact of non-recurring transactions and activities that we do not consider to be indicative of our ongoing operating performance. Adjusted operating income is calculated by taking operating income
Slide 11: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION The performance measure EBITDA is calculated by taking net income and excluding interest and loss on sale of receivables, provision for income taxes, and depreciation and amortization. Adjusted EBITDA is a performance measure that excludes the impact of non-recurring transact
Slide 12: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION Adjusted diluted earnings per share is a performance measure that excludes the impact of non-recurring transactions that we do not consider to be indicative of our ongoing operating performance. Adjusted diluted earnings per share is calculated by taking diluted earnings per
Slide 13: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION Adjusted diluted earnings per share is a performance measure that excludes the impact of non-recurring transactions that we do not consider to be indicative of our ongoing operating performance. Adjusted diluted earnings per share is calculated by taking diluted earnings per
Slide 14: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION Free cash flow is calculated by taking cash flows provided by operating activities less expenditures for property, plant, and equipment and less cash flows from our Master Accounts Receivable Purchasing Agreement (MARPA Facility) for the sale of certain designated eligible U.
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