What changed
SAIC printed Q2 FY27 adjusted EPS of $3.01, beating consensus of $2.31 by $0.70, or 30.4%. Revenue rose 6.3% YoY to $1,880M, and management raised FY27 guidance to adjusted EPS of $10.65–$10.75 on revenue of $7.2B–$7.3B. Growth was driven by ramp-up in volume on existing and new contracts plus the SilverEdge acquisition, partially offset by contract completions.
Why it matters
SAIC printed Q2 FY27 adjusted EPS of $3.01, beating consensus of $2.31 by $0.70, or 30.4%. Revenue rose 6.3% YoY to $1,880M, and management raised FY27 guidance to adjusted EPS of $10.65–$10.75 on revenue of $7.2B–$7.3B. Growth was driven by ramp-up in volume on existing and new contracts plus the SilverEdge acquisition, partially offset by contract completions.