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Science Applications International Corporation

SAICintermediary

SAIC is a leading US defense and government IT services company providing systems engineering, digital transformation, and cybersecurity to the Department of Defense and intelligence community.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($7.5B)

Static data (loading live financials…)

Defense & Space (55%)
Civilian Agencies (25%)
Intelligence Community (20%)

Segment Breakdown & Key Customers

Product Details

Defense & Intelligence IT45%

Systems integration, cloud migration, and cybersecurity for DoD and intel agencies

Enterprise IT Modernization25%

IT infrastructure, digital transformation for federal civilian agencies

Space & C4ISR18%

Space systems, satellite ground systems, and command & control

Training & Simulation12%

Military training systems and logistics support

Macro & Market Context

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Upcoming Catalysts

NOC/LMT/LHX/RTX Q1 실적 (2026.04)KTOS 국방부 드론 계약 발표NATO 정상회의 방위비 최종 합의 (2026.06)

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AI Analysis

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Company Info

Headquarters

Reston, Virginia, USA

Founded

2013

Employees

26,000+

Website

saic.com

Sector Overview방산

Sector News

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Key Themes

  • NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
  • Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
  • 우크라이나 재건 + 방공망 현대화 수요

Upcoming Catalysts

  • NOC/LMT/LHX/RTX Q1 실적 (2026.04)
  • KTOS 국방부 드론 계약 발표