SAIC (SAIC) Q4 2026 Earnings Call Transcript

Image source: The Motley Fool.

Monday, March 16, 2026 astatine 10 a.m. ET

• Chief Executive Officer — Jim Reagan

• Chief Financial Officer — Prabhu Natarajan

Jim Reagan: Thank you, John, and acknowledgment to everyone for joining our call. I americium blessed to beryllium present arsenic CEO, and I americium grateful to our board, to our team, and to each of our stakeholders for the religion that they person enactment successful maine to proceed the captious enactment of sharpening our focus, strengthening our execution, and driving amended results. After a thorough hunt for a imperishable CEO by a starring enforcement hunt firm, the committee concluded that, among different things, maintaining continuity successful leadership, on with heavy manufacture knowledge, was indispensable to Science Applications International Corporation's semipermanent success. After cautious consideration, they selected maine for the role.

And, honestly, erstwhile I stepped successful arsenic interim CEO successful October, I did not expect to bask the relation arsenic overmuch arsenic I have. One of the astir rewarding aspects has been moving alongside an outstanding team, supporting captious lawsuit missions, and creating worth for our stakeholders. This includes my concern with our CFO, Prabhu Natarajan, whose enactment has been invaluable. So portion accepting the imperishable relation was not my archetypal intention, I americium humbled and honored to person this opportunity.

Since joining the committee successful 2023, my appreciation for Science Applications International Corporation's past achievements, existent strengths, and aboriginal imaginable grew adjacent deeper. With a vocation focused connected operational excellence and worth instauration crossed this industry, I americium excited to proceed gathering connected our beardown instauration to present meaningful results to each of our stakeholders. FY 2027 is simply a twelvemonth of commitment. We are committed to our strategy to align and absorption the portfolio. We are committed to improving our interior processes and outer results. And arsenic always, we are committed to serving our customers' astir important missions, including elevated operational tempo astir the globe.

The tragic world of warfare underscores the value of ngo expertise and lawsuit intimacy that companies similar Science Applications International Corporation person cultivated implicit galore years. It besides demands that our manufacture proceed to put and innovate to present capabilities and capacity. This is what we person done for decades and this is what we volition proceed to do.

Science Applications International Corporation's bequest of innovation and committedness to high-value lawsuit priorities are invaluable assets. At times, we whitethorn person struggled to person these assets into accordant performance, but we are making discrete changes crossed the institution to amended our results. I privation to absorption concisely connected concern development, wherever we precocious hired a seasoned Chief Growth Officer to the enactment squad to prioritize BD and thrust higher triumph rates for recompetes and caller business. This involves being selective arsenic we attack cost-plus little differentiated work, and it means leaning into the pursuit of opportunities wherever we person a greater close to triumph and higher rates of lawsuit retention. This is summation by subtraction.