SAIC Q2 FY27: Revenue Up 6.3%, Full-Year Guidance Raised; New Severance Policy and Equity Plan Amendment Filed
SAIC sits 63% above its 52-week low of $81.08 on elevated volume (2.0× avg).
Summary
SAIC reported Q2 FY27 revenue of $1.88B (up 6.3% YoY) and raised full-year guidance. The 10-Q also discloses a new executive severance policy, an equity plan amendment adding up to 1.19M shares, and an ongoing DOJ antitrust investigation.
Key Events · Earnings and Guidance · SAIC
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Q2 FY27 Revenue Up 6.3%
Revenue of $1.88B for the quarter ended July 31, 2026, up from $1.77B a year ago. Six-month revenue of $3.79B, up 4% YoY.
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Full-Year Guidance Raised
Management raised FY27 guidance for revenue, adjusted EBITDA, and adjusted EPS to $10.65-$10.75, up from prior expectations.
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New Executive Severance Policy
Exhibit 10.1 establishes a severance, change-in-control, and retirement policy effective January 1, 2027, covering Section 16 officers with 12-30 months of severance depending on role and termination type.
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Equity Plan Amendment
Amendment No. 2 to the 2023 Equity Incentive Plan increases authorized shares for awards by up to 1,194,000 shares, subject to stockholder approval at the 2026 annual meeting.
Analysis · SAIC · Technology
SAIC delivered a solid quarter with revenue up 6.3% year-over-year to $1.88 billion and raised full-year guidance across revenue, adjusted EBITDA, and adjusted EPS. The 10-Q also reveals a new executive severance and change-in-control policy effective January 2027, an equity plan amendment adding up to 1.19 million shares for awards, and an ongoing DOJ Antitrust Division criminal investigation — details not in the same-day 8-K earnings release. The company repurchased $265 million of stock in the first half, continuing aggressive capital return.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 29.9% of the 1988 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.12%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, SAIC was trading at $132.35 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.6B. The 52-week trading range was $81.08 to $142.66. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.