Science Applications International Corporation (SAIC) Presents at 47th Annual TD Cowen Aerospace and Defense Conference Transcript
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SA Transcripts158.31K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Science Applications International Corporation (SAIC) 47th Annual TD Cowen Aerospace and Defense Conference February 11, 2026 4:20 PM EST Company Participants Prabu Natarajan - Executive VP & CFO Conference Call Participants Gautam Khanna - TD Cowen, Research Division Presentation Gautam KhannaTD Cowen, Research Division Okay. Thank you very much, guys. We are going [Audio Gap] with SAIC. You may have seen the -- there was a release earlier today that SAIC put out. So we will talk a little bit about that. We have with us the CFO of SAIC, Prabu Natarajan. And thank you very much for coming. I know... Prabu NatarajanExecutive VP & CFO Thank you, Gautam. Gautam KhannaTD Cowen, Research Division Busy day, lots going on. And so I want to just leave it open at the outset to just say like, okay, there was an 8-K filed today and just kind of the genesis behind that, the reduction in guidance and the like. Prabu NatarajanExecutive VP & CFO Sure. Absolutely. First of all, thanks for the interest and the opportunity to be able to have this conversation. I think big picture with the 8-K, we started out last -- at the end of last year in December, we said we expect growth to be flat to plus 3%. And then we said we're likely to be at the lower end of that range if we lost an Army Corps of Engineers recompete, which is about 3% of the top line. And of course, we lost that about a few weeks ago. And then we lost Cloud One, which is another recompete, roughly 1% of revenue. So nominally, we were sitting at about minus 1% growth for FY '27, calendar '26. I think as we looked at the Q4 revenue environment, I think we began Q4 at a reasonable pace, Q4 being kind of the November, December, January