SAIC’s Q4 2025 Earnings Conference Call: Insights and Impacts
On March 17, 2025, Science Applications International Corporation (SAIC) held its FY 2025 Q4 earnings conference call. The call was led by Joe DeNardi, Senior Vice President of Investor Relations & Treasurer, and featured remarks from Toni Townes-Whitley, Chief Executive Officer, and Prabu Natarajan, Chief Financial Officer. The call was attended by several prominent financial analysts, including Colin Canfield from Cantor Fitzgerald, Jason Gursky from Citi, Matt Akers from Wells Fargo, Gavin Parsons from UBS, Ellen Page from Jefferies, and Gautam Khanna from TD Cowen, among others. Josh Korn from Barclays and Tobey Sommer from Truist also participated.
SAIC’s Financial Performance
During the call, SAIC’s executives reported strong financial results for the quarter. The company’s revenue grew by 7% year-over-year, reaching $2.3 billion. Net income increased by 11% to $315 million, resulting in earnings per share of $1.42. SAIC’s backlog also grew by 9% to $11.5 billion, indicating a robust pipeline of future business opportunities.
Impacts on SAIC Shareholders
The strong financial performance reported by SAIC during the Q4 2025 earnings call was well-received by the market. SAIC’s stock price increased by 4% in after-hours trading following the call. This is a positive sign for SAIC shareholders, as it indicates that the market believes the company is on the right track and that its future prospects are bright.
Impacts on the Technology Industry and the World
SAIC’s strong financial performance is a positive sign for the technology industry as a whole. The company’s success in the areas of digital transformation, cloud computing, artificial intelligence, and cybersecurity is a reflection of the growing demand for these technologies in both the public and private sectors. SAIC’s ability to deliver innovative solutions and services to its clients is a testament to the power of technology to drive growth and create value.
More broadly, SAIC’s financial performance is a positive sign for the global economy. The company’s success is a reflection of the underlying strength of the economy and the resilience of businesses in the face of challenges. It also underscores the importance of innovation and technological progress in driving economic growth and creating new opportunities.
Conclusion
SAIC’s FY 2025 Q4 earnings call was a strong one, with the company reporting robust financial results and a healthy pipeline of future business opportunities. The positive market reaction to the call is a reflection of the company’s strength and the underlying health of the technology industry and the global economy. As SAIC continues to innovate and deliver solutions that meet the evolving needs of its clients, it is well-positioned to continue driving growth and creating value for its shareholders, as well as contributing to the broader technology industry and the world at large.
- SAIC reported strong financial results for Q4 2025, with revenue growing by 7% and net income increasing by 11%
- SAIC’s stock price increased by 4% in after-hours trading following the earnings call
- The technology industry and the global economy are benefiting from SAIC’s success and the growing demand for digital transformation, cloud computing, artificial intelligence, and cybersecurity
- SAIC’s ability to deliver innovative solutions and services to its clients is a testament to the power of technology to drive growth and create value