Science Applications International Corporation · NASDAQ:SAIC
Science Applications International — Q2 FY2027 Earnings Presentation
15 slides from Science Applications International's earnings presentation, Aug 31, 2026
Slide 1: Financial Results FY27 2Q
FINANCIAL RESULTS FY27 2Q SUPPLEMENTAL FINANCIAL PRESENTATION AUGUST 31, 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 IMPROVE F2Q organic growth of 5% reflects our team capitalizing on the outlay environment. TOP-LINE PERFORMANCE Strong win rates and refocused BD support growth despite soft F2Q award activity. BUILD F2Q margin of 10.3% supports full-year double-digit profitability while making growth O
Slide 4: FY27 2Q Results
FY27 2Q RESULTS x x Revenue Adj EBITDA(1) Adj EPS(1) Free Cash Flow(1) $1,880 $150 $1,769 $3.63 6.3% $131 $193 $3.01 $185 (5%) 9.6% 10.3% 4.3% (17%) F2Q26 F2Q27 F2Q26 F2Q27 F2Q26 F2Q27 F2Q26 F2Q27 x x + SilverEdge (~100 bps) + Higher revenue + Higher revenue + Working capital + One-time materials (~
Slide 5: Improve Top-Line Performance: Leading Indicators
IMPROVE TOP-LINE PERFORMANCE LEADING INDICATORS Funded Backlog (y/y growth) Negotiated Unfunded Backlog Qualified Pipeline(1) Submits(1) ($b) ($b TTM Quarterly Avg) TTM Book-to-Bill (right-axis) Trailing 3Y BtB $8 $25 1.5x $120 $6 $90 $60 $4 $20 1.3x $30 $2 $0 $0 $15 Backlog ($B) Book-to-bill 1% (1%
Slide 6: Improve Top-Line Performance: Growth Dynamics
IMPROVE TOP-LINE PERFORMANCE GROWTH DYNAMICS Organic Growth(1) On-Contract Growth(2) 6% 10% 4% 2% 0% 5% (2%) (4%) (6%) F1Q F2Q F3Q F4Q 0% FY24 FY25 F1Q26 F2Q26 F3Q26 F4Q26 F1Q27 F2Q27 FY26 FY27 GROWTH OPPORTUNITIES GROWTH RISKS ▪ Strong execution supports higher ceiling utilization ▪ Slow RFPs and a
Slide 7: Commit to Our Targets: Updated FY27 Guidance
COMMIT TO OUR TARGETS UPDATED FY27 GUIDANCE Previous Current FY2027 Guidance FY2027 Guidance Revenue $7.0B - $7.2B $7.2B - $7.3B Organic Growth(1) (4% – 2%) (2% – 0%) (1) Adjusted EBITDA $720M - $730M $750M - $755M Adjusted EBITDA % (1) 10.1% - 10.3% 10.3% - 10.5% Tax Rate 22% ~21% (1) Adjusted Dilu
Slide 8: Transform Enterprise Processes: Project ORBIT Themes
TRANSFORM ENTERPRISE PROCESSES PROJECT ORBIT THEMES Theme Tangible Examples Buy Smarter • Supplier category management • Software consolidation Automation • Subcontractor cost optimization Automation • AI-assisted proposals & reporting Buy Smarter Customer Partnership • Agentic AI deployment • Inven
Slide 9: Build on Margin Momentum: Long-Term Margin Opportunity
BUILD ON MARGIN MOMENTUM LONG-TERM MARGIN OPPORTUNITY 14% 12% Reinvestment Margin 10% 8% Multi-year project generates $150m to support growth 6% & margin expansion Approximately 10.2% 11% 4% 8.8% 2% 0% FY23 FY27E ORBIT FY30E Where We Were Where We Are* The Journey Where We're Going *FY27 adjusted fo
Slide 10: Appendix
APPENDIX SAIC PROPRIETARY INFORMATION I © SAIC. ALL RIGHTS RESERVED 10
Slide 11: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION (1)See Non-GAAP Definitions on slide 15 SAIC PROPRIETARY INFORMATION I © SAIC. ALL RIGHTS RESERVED 11
Slide 12: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION (1)See Non-GAAP Definitions on slide 15 SAIC PROPRIETARY INFORMATION I © SAIC. ALL RIGHTS RESERVED 12
Slide 13: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION (1)See Non-GAAP Definitions on slide 15 SAIC PROPRIETARY INFORMATION I © SAIC. ALL RIGHTS RESERVED 13
Slide 14: Non-GAAP Reconciliation
NON-GAAP RECONCILIATION (1)See Non-GAAP Definitions on slide 15 SAIC PROPRIETARY INFORMATION I © SAIC. ALL RIGHTS RESERVED 14
Slide 15: Non-GAAP Definitions
NON-GAAP DEFINITIONS Non-GAAP Definitions Organic growth: Organic growth is a performance measure that excludes the impact of acquisitions and divestitures. Organic growth is calculated by taking consolidated revenues and excluding revenues from acquisitions and divestitures during the periods prese
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