SAICScience Applications International Corp
Services-Computer Integrated Systems Design
- Revenue
- $7.3B
- 2.9% YoY
- Operating margin
- 7.2%
- 4.7% YoY
- EBITDA
- $551M
- 6.3% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.6×
- $340M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear170% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear85% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired54% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $7.4B | $7.7B | $7.4B | $7.5B | $7.3B | 2.9% |
| Operating income | $462M | $501M | $741M | $563M | $521M | 7.5% |
| Net income | $279M | $303M | $477M | $362M | $358M | 1.1% |
| Operating cash flow | $518M | $532M | $396M | $494M | $609M | 23% |
| Capex | $36M | $25M | $27M | $36M | $32M | 11% |
| Stock-based comp | $46M | $48M | $68M | $53M | $64M | 21% |
| Buybacks | $226M | $267M | $382M | $558M | $445M | 20% |
| Dividends | $86M | $83M | $79M | $75M | $70M | 6.7% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $133K · 1
- Open-market sells, 12 mo
- $0 · 0
- Net
- $133K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 114 | 196 |
| FY2025 | — | — | 119 | 183 |
| FY2024 | — | — | 141 | 144 |
| FY2023 | — | — | 112 | 112 |
| FY2022 | — | — | 86 | 114 |