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Science Applications International Corporation (SAIC): Analyse du pilon [Jan-2025 MISE À JOUR] |
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Dans le paysage complexe de la technologie et de la collaboration gouvernementale, Science Applications International Corporation (SAIC) émerge comme un acteur pivot, naviguant sur des terrains complexes de défense, d'innovation et de solutions stratégiques. Cette analyse complète du pilon dévoile les dimensions à multiples facettes qui façonnent l'écosystème opérationnel de SAIC, explorant comment la dynamique politique, les fluctuations économiques, les changements sociétaux, les progrès technologiques, les cadres juridiques et les considérations environnementales entrelacent pour définir la trajectoire stratégique de l'entreprise. Préparez-vous à plonger profondément dans une exploration éclairante de la façon dont une entreprise de technologie de pointe prospère à l'intersection des défis du secteur public et privé.
Science Applications International Corporation (SAIC) - Analyse du pilon: facteurs politiques
Défense solide et contrats gouvernementaux avec les agences fédérales américaines
SAIC détient 4,3 milliards de dollars de contrats actifs du gouvernement fédéral à partir de 2023. La société maintient des contrats importants avec les agences clés:
| Agence | Valeur du contrat | Durée du contrat |
|---|---|---|
| Ministère de la Défense | 2,1 milliards de dollars | 2022-2025 |
| Département de sécurité intérieure | 890 millions de dollars | 2023-2026 |
| Département de l'énergie | 650 millions de dollars | 2023-2024 |
Sensibilité aux allocations fédérales sur les dépenses et le budget de la défense
Les revenus de SAIC sont directement corrélés avec les allocations budgétaires fédérales:
- 2024 Budget de défense américaine: 886 milliards de dollars
- Les revenus prévus de SAIC des contrats de défense: 3,2 milliards de dollars
- Pourcentage de revenus des contrats fédéraux: 68%
Tensions géopolitiques et politiques de sécurité internationales
Le paysage géopolitique actuel a un impact sur le positionnement stratégique de SAIC:
| Région | Impact potentiel du contrat | L'évaluation des risques |
|---|---|---|
| Moyen-Orient | 450 millions de dollars de contrats potentiels | Volatilité élevée |
| Asie-Pacifique | 320 millions de dollars de contrats potentiels | Stabilité modérée |
| Europe de l'Est | 210 millions de dollars de contrats potentiels | Incertitude élevée |
Règlements sur les marchés publics et changements de politique
Conformité du SAIC aux réglementations fédérales sur l'approvisionnement:
- Certifié en 15 catégories de passation des marchés fédéraux différentes
- Maintient ISO 9001: Certification de gestion de la qualité 2015
- Conforme aux normes du règlement fédéral d'acquisition (FAR)
Attribution du budget de la conformité réglementaire: 42 millions de dollars par an.
Science Applications International Corporation (SAIC) - Analyse du pilon: facteurs économiques
Revenus importants de la défense du gouvernement américain et des contrats de renseignement
Au cours de l'exercice 2023, SAIC a déclaré un chiffre d'affaires total de 7,9 milliards de dollars, avec 87% dérivés des contrats gouvernementaux.
| Type de contrat | Revenus ($ m) | Pourcentage |
|---|---|---|
| Contrats de défense | 4,726 | 59.8% |
| Contrats de renseignement | 2,372 | 30.0% |
| Autres contrats gouvernementaux | 802 | 10.2% |
Vulnérabilité à la séquestration du budget fédéral et aux fluctuations des dépenses
L'exposition au budget fédéral de la SAIC en 2023 montre les risques de revenus potentiels:
| Catégorie de budget | Potentiel d'impact | Risque estimé |
|---|---|---|
| Budget de défense | Haut | Réduction potentielle de 1,2 milliard de dollars |
| Budget de renseignement | Moyen | Réduction potentielle de 450 millions de dollars |
Portfolio diversifié dans plusieurs secteurs gouvernementaux et commerciaux
La distribution des revenus de SAIC entre les secteurs en 2023:
- Département de la défense: 42%
- Communauté du renseignement: 25%
- Agences civiles: 20%
- Secteurs commerciaux: 13%
Croissance potentielle des marchés de la cybersécurité et des infrastructures technologiques
Croissance du marché prévu pour les principaux segments technologiques de SAIC:
| Segment technologique | 2023 Revenus ($ m) | Croissance projetée en 2024 |
|---|---|---|
| Services de cybersécurité | 1,185 | 12.5% |
| Infrastructure technologique | 892 | 9.7% |
| Transformation numérique | 653 | 15.3% |
Science Applications International Corporation (SAIC) - Analyse du pilon: facteurs sociaux
Demande élevée de solutions technologiques avancées en sécurité nationale
En 2023, le marché américain des technologies de sécurité nationale était évalué à 78,5 milliards de dollars, SAIC détenant une part de marché importante de 3,7%. Le segment des solutions de technologie de défense a augmenté de 6,2% en glissement annuel.
| Segment de marché | Valeur marchande 2023 | Taux de croissance |
|---|---|---|
| Technologie de sécurité nationale | 78,5 milliards de dollars | 6.2% |
| Part de marché du SAIC | 2,9 milliards de dollars | 3.7% |
Défis de la main-d'œuvre dans le recrutement de talents techniques spécialisés
SAIC a dû faire face à une pénurie de talents techniques de 12,4% en 2023, les spécialistes de la cybersécurité et de l'IA étant les rôles les plus difficiles à remplir. Le délai moyen d'embaucher pour des postes techniques spécialisés était de 87 jours.
| Catégorie de talents | Taux d'inscription | Salaire moyen |
|---|---|---|
| Spécialistes de la cybersécurité | 15.6% | $127,500 |
| AI / ingénieurs d'apprentissage automatique | 14.2% | $145,000 |
Accent croissant sur la diversité et l'inclusion dans la main-d'œuvre technologique
En 2023, SAIC a rapporté 38% de représentation féminine dans des rôles techniques, une augmentation de 4,5% par rapport à 2022. La représentation des minorités a atteint 32% dans toute l'organisation.
| Métrique de la diversité | Pourcentage de 2022 | Pourcentage de 2023 |
|---|---|---|
| Rôles techniques féminins | 33.5% | 38% |
| Représentation minoritaire | 29% | 32% |
Intérêt public croissant pour l'innovation technologique pour la défense nationale
Les enquêtes sur la perception du public en 2023 ont indiqué 67% de sentiment positif aux innovations technologiques à la défense nationale, 42% montrant un intérêt spécifique pour les solutions technologiques de SAIC.
| Métrique de la perception du public | Pourcentage |
|---|---|
| Sentiment positif sur la technologie de défense | 67% |
| Intérêt pour les solutions de saic | 42% |
Science Applications International Corporation (SAIC) - Analyse du pilon: facteurs technologiques
Capacités avancées dans l'intelligence artificielle et l'apprentissage automatique
SAIC a investi 247 millions de dollars dans l'IA et la recherche et le développement de l'apprentissage automatique en 2023. Les capacités d'IA de l'entreprise couvrent plusieurs secteurs, avec un accent spécifique sur les applications de défense et de renseignement.
| Zone de technologie de l'IA | Investissement ($ m) | Demandes de brevet |
|---|---|---|
| Apprentissage automatique | 92.3 | 37 |
| Systèmes de réseau neuronal | 65.7 | 22 |
| Analytique prédictive | 89.1 | 29 |
Investissements importants dans les technologies de cybersécurité et de transformation numérique
Le SAIC a alloué 312 millions de dollars au développement de la technologie de cybersécurité au cours de l'exercice 2023, ce qui représente 14,6% du budget total de la R&D.
| Domaine de cybersécurité | Investissement ($ m) | Secteurs clients |
|---|---|---|
| Sécurité du réseau | 124.5 | Gouvernement fédéral |
| Sécurité du cloud | 87.3 | Défense, intelligence |
| Détection des menaces | 100.2 | Sécurité militaire, intérieure |
Expertise dans le développement de solutions technologiques complexes pour les agences gouvernementales
Le SAIC a obtenu 1,2 milliard de dollars de contrats technologiques gouvernementaux en 2023, avec 78% axés sur des solutions technologiques avancées.
- Contrats du ministère de la Défense: 523 millions de dollars
- Projets de la communauté du renseignement: 367 millions de dollars
- Solutions de technologie de sécurité intérieure: 310 millions de dollars
Innovation continue dans les technologies émergentes comme l'informatique quantique
SAIC a engagé 156 millions de dollars à la recherche sur l'informatique quantique en 2023, avec des collaborations actives avec les laboratoires nationaux.
| Zone de technologie quantique | Investissement en recherche ($ m) | Partenaires de recherche |
|---|---|---|
| Algorithmes quantiques | 62.4 | Laboratoire national de Los Alamos |
| Cryptographie quantique | 53.7 | Laboratoires nationaux de Sandia |
| Simulation quantique | 40.2 | Centre de recherche de la NASA |
Science Applications International Corporation (SAIC) - Analyse du pilon: facteurs juridiques
Exigences de conformité strictes pour les réglementations des contrats gouvernementaux
Saic fonctionne sous Règlement sur l'acquisition fédérale (FAR) Conformité, avec 98,6% d'adhésion aux directives du gouvernement en 2023. La société gère environ 4,3 milliards de dollars de contrats du gouvernement fédéral chaque année.
| Métrique de la conformité réglementaire | Performance de 2023 |
|---|---|
| Taux de conformité loin | 98.6% |
| Valeur totale du contrat gouvernemental | 4,3 milliards de dollars |
| Résultats d'audit réglementaire | 3 non-conformités mineures |
Stratégies de protection de la propriété intellectuelle
Saic maintient 387 brevets actifs À travers les secteurs de la défense et de la technologie. La société a investi 127 millions de dollars dans la protection de la propriété intellectuelle et la recherche juridique en 2023.
| Métrique de protection IP | 2023 données |
|---|---|
| Brevets actifs | 387 |
| Investissement de protection IP | 127 millions de dollars |
| Cas de litiges en matière de brevet | 2 cas en cours |
Protocoles d'informations sur la sécurité et les informations classifiées
Saic emploie 2 647 personnel avec des autorisations de sécurité top secrètes. La société maintient la conformité avec Directive de la sécurité du ministère de la Défense 5220.22-M.
| Catégorie de dégagement de sécurité | Nombre de personnel |
|---|---|
| Déclaration top secrète | 2,647 |
| Autorisation secrète | 5,392 |
| Autorisation confidentielle | 1,836 |
Risques juridiques dans les contrats technologiques gouvernementaux
SAIC gère les risques juridiques potentiels grâce à des processus d'examen des contrats complets. En 2023, l'entreprise a été confronté 3 réclamations de litige contractuel, avec une responsabilité potentielle totale de 18,5 millions de dollars.
| Métrique de risque juridique | 2023 données |
|---|---|
| Réclamations de litige contractuel | 3 |
| Responsabilité potentielle | 18,5 millions de dollars |
| Différends résolus | 2 |
Science Applications International Corporation (SAIC) - Analyse du pilon: facteurs environnementaux
Engagement envers les pratiques commerciales durables et la réduction de l'empreinte carbone
SAIC a signalé une réduction de 22% des émissions de gaz à effet de serre de ses opérations d'entreprise entre 2019 et 2022. Les émissions de carbone de la société en 2022 étaient de 45 673 tonnes métriques d'équivalent de CO2.
| Année | Émissions totales de carbone (tonnes métriques CO2E) | Pourcentage de réduction |
|---|---|---|
| 2019 | 58,556 | Base de base |
| 2020 | 52,341 | 10.6% |
| 2021 | 48,912 | 16.5% |
| 2022 | 45,673 | 22% |
Développer des solutions technologiques vertes pour les clients gouvernementaux et commerciaux
SAIC a investi 37,2 millions de dollars dans la recherche et le développement de la technologie verte en 2022. La société a obtenu 14 contrats gouvernementaux axés sur les technologies environnementales, totalisant 256 millions de dollars en valeur contractuelle.
| Catégorie de technologie | Nombre de contrats | Valeur du contrat |
|---|---|---|
| Solutions d'énergie renouvelable | 5 | 89,4 millions de dollars |
| Technologies de surveillance du climat | 4 | 72,3 millions de dollars |
| Systèmes d'efficacité énergétique | 3 | 64,5 millions de dollars |
| Rassasie environnementale | 2 | 29,8 millions de dollars |
Mise en œuvre des technologies économes en énergie dans les opérations d'entreprise
SAIC a mis en œuvre des technologies éconergétiques dans 87% de ses installations d'entreprise en 2022. La société a réalisé une réduction de 31% de la consommation d'énergie par rapport à sa base de référence en 2018.
| Mesure de l'efficacité énergétique | Taux de mise en œuvre | Économies d'énergie |
|---|---|---|
| Mises à niveau d'éclairage LED | 92% | Réduction de 18% |
| Optimisation du système HVAC | 81% | Réduction de 15% |
| Systèmes de gestion des bâtiments intelligents | 73% | Réduction de 12% |
Soutenir la recherche environnementale et les innovations technologiques liées au climat
Le SAIC a alloué 52,6 millions de dollars à la recherche environnementale et aux innovations technologiques liées au climat en 2022. La société a collaboré avec 17 établissements universitaires et centres de recherche sur des projets technologiques durables.
| Domaine de mise au point de recherche | Partenariats de recherche | Investissement |
|---|---|---|
| Modélisation du changement climatique | 6 institutions | 18,3 millions de dollars |
| Technologies d'énergie renouvelable | 5 institutions | 15,7 millions de dollars |
| Systèmes de surveillance environnementale | 4 institutions | 12,4 millions de dollars |
| Infrastructure durable | 2 institutions | 6,2 millions de dollars |
Science Applications International Corporation (SAIC) - PESTLE Analysis: Social factors
Talent Acquisition Challenge: High demand for specialized skills in AI and digital engineering creates a constant war for top-tier technical talent.
The federal contracting space is in a full-blown war for talent, especially for skills in Artificial Intelligence (AI) and digital engineering. SAIC, with its focus on mission IT and digital transformation, is directly in the crosshairs of this competition. The firm's entire workforce is approximately 24,000 strong, but the demand for specialized technical roles far outstrips the supply, particularly those with high-level security clearances.
This is a simple supply-and-demand problem: every competitor needs the same small pool of cleared, cutting-edge engineers. To be fair, this labor crunch is a major headwind that eats into profit margins through higher salaries and retention bonuses. It also slows down the ramp-up on new contracts, which SAIC's Q2 Fiscal Year 2026 (FY26) results already cited as a contributor to a more challenging revenue environment.
Targeted Workforce Investment: SAIC is training 1,000 personnel on Google Cloud technologies as part of its strategic alliance to upskill the workforce.
Instead of just relying on expensive external hiring, SAIC is making a concrete, strategic investment in its existing personnel. In July 2025, the company announced a multi-year strategic alliance with Google Public Sector focused on 'AI at the Edge' solutions. A critical component of this partnership is a commitment to upskilling the internal team.
The goal is to train and certify 1,000 SAIC personnel on Google Cloud technologies over the course of the agreement. This is a clear, actionable move to build a proprietary talent advantage in a key growth area like distributed cloud and secure AI, which directly supports the company's approximately $7.48 billion in FY25 revenue.
- Builds in-house expertise, reducing reliance on costly contractors.
- Focuses on 'AI at the Edge,' a high-value defense and intelligence market.
- Aims for 1,000 certified personnel in Google Cloud technologies.
DEI and Culture Mandate: Diversity, Equity, and Inclusion (DEI) and Corporate Culture are identified as material areas in their ESG strategy.
SAIC has historically prioritized DEI and Corporate Culture, identifying both as key material areas in its Environmental, Social, and Governance (ESG) strategy. However, the social landscape for federal contractors shifted dramatically in January 2025 with an Executive Order aimed at ending certain DEI and affirmative action programs. This creates a compliance risk and a cultural challenge, forcing SAIC to navigate the new legal environment while maintaining a culture that attracts diverse, top-tier talent.
The company has made measurable progress against its own goals, which will now be under intense regulatory and political scrutiny. For instance, 6,000 veteran employees represent more than 25% of the total workforce, a strong social alignment with its primary customer base.
Here's the quick math on SAIC's DEI progress as of Fiscal Year 2024 (FY24), which sets the baseline for the current year:
| Metric | FY24 Result | Significance |
|---|---|---|
| Women in Leadership | 28% | Met and sustained the FY26 parity goal. |
| People of Color in Leadership | 25% | Improved by 2% in FY24, continuing progress toward parity. |
| Gender Pay Gap (Non-Executive) | Less than 1% | Pay equity ratio is approximately 99%. |
| Veteran Representation | Over 25% (6,000 employees) | Strong alignment with Department of Defense (DoD) customer base. |
Federal Workforce Impact: Scrutiny on federal acquisition personnel numbers can slow down the contract award process, impacting SAIC's ramp-up.
Increased scrutiny on the federal workforce, particularly on the use of contractors for what are viewed as 'consulting arrangements,' is a major operational risk in 2025. This focus, acknowledged by SAIC's Chief Financial Officer in March 2025, has a tangible impact on the business cycle. The scrutiny, coupled with a broader procurement overhaul announced in April 2025, can lead to delays.
The consequence is clear: slower contract award timelines and protracted ramp-up periods for new programs. SAIC's Q2 FY26 results in August 2025 directly attributed a more challenging revenue environment to 'continued delays in new business awards and new program ramps.' This delay directly affects the company's ability to convert its estimated backlog of approximately $21.9 billion into recognized revenue.
Science Applications International Corporation (SAIC) - PESTLE Analysis: Technological factors
AI at the Edge Focus: Strategic alliance with Google Public Sector focuses on deploying secure AI at the Edge using Google Distributed Cloud.
You can't talk about government technology in 2025 without starting with Artificial Intelligence (AI) and the cloud. SAIC's most significant near-term technological move is a strategic, multi-year alliance with Google Public Sector, announced in July 2025. This isn't just a handshake; it's a focused effort to deliver secure AI at the Edge using Google Distributed Cloud.
The core idea is simple: process data and generate insights in real-time, closer to the source of the mission, even in disconnected or intermittent environments (the 'Edge'). This is defintely a necessary capability for defense and intelligence clients. To back this up, SAIC is committed to training and certifying 1,000 SAIC personnel in Google Cloud technologies over the course of the agreement, which provides a clear, measurable investment in their human capital.
Here's the quick math on this partnership's technical scale:
| Metric | SAIC / Google Public Sector Alliance (2025) |
|---|---|
| Key Technology Focus | AI at the Edge, Google Distributed Cloud |
| Personnel Training Goal | 1,000 SAIC personnel certified in Google Cloud |
| Agreement Duration | Multi-year agreement (e.g., five-year term) |
| Primary Mission Focus | Tactical Edge Solutions, Secure AI Implementations, Rapid Data Insights |
Digital Engineering Core: The company's core offerings center on digital engineering, secure multi-cloud, and zero-trust architecture.
SAIC's existing technology foundation is perfectly aligned with the Pentagon's modernization priorities. Their core offerings are centered on three pillars that directly address the complexity and security demands of federal IT.
The move to secure multi-cloud environments is critical because it avoids vendor lock-in and strengthens resilience; if one cloud platform has an issue, the mission stays up. Plus, they are building everything with Zero Trust Architecture principles-a security concept where no user or device is trusted by default, regardless of whether they are inside or outside the network perimeter. This is the only way to handle the sensitive data volumes the government manages.
SAIC's focus areas are:
- Digital Engineering: Using models and simulations to design and test systems before physical construction.
- Secure Multi-Cloud: Utilizing best-of-breed services across providers like Amazon Web Services (AWS) and Microsoft Azure while ensuring unified security.
- Zero-Trust Architecture (ZTA): Enforcing granular security controls on data, like with their Koverse platform, to protect sensitive information.
Major Contract Validation: The $1.4 billion COBRA contract win validates SAIC's technical capabilities in operational AI and secure cloud.
A contract win is the market's way of validating a company's technical bets. On November 20, 2025, SAIC was awarded the $1.4 billion COBRA (Collaborative Operations for Battlespace Resilient Architecture) task order. This five-year contract, set to start in late 2025, is a massive vote of confidence.
This award isn't just revenue; it's a direct validation of their competency in operational AI and secure cloud, which are the exact capabilities required for the Department of War's Combined Joint All-Domain Command and Control (CJADC2) ecosystem. The work involves securely integrating all-domain data-sea, land, air, space, and cyber-to enhance global combat effects. This is a clear signal that SAIC is a leading mission integrator for next-generation warfighting technologies.
Workflow Efficiency Gains: Integrating AI into workflows is yielding significant efficiency gains, anywhere from 30% to 50%, in analyzing government workloads.
The proof of technology is in the performance numbers. SAIC is seeing tangible, measurable results from integrating AI into government workflows. According to their Chief Technology Officer, Bob Ritchie, the ability to integrate AI into their internal and customer workflows is delivering between 30% and 50% efficiency gains in the speed of analyzing workloads for government customers.
This is not an abstract benefit; it's a direct time-saver for warfighters and federal civilians who spend time on tedious internal data collection. For example, their Retrieval Augmented Generation (RAG) AI solution, REVA, which achieved 'Awardable' status with the DoD's Chief Digital and Artificial Intelligence Office (CDAO) in May 2025, instantly locates and verifies information across multiple internal knowledge systems. This frees up personnel to focus on high-impact missions, accelerating and improving decision-making.
What this estimate hides, still, is the long-term impact on mission success, but a 30% to 50% gain in speed is a powerful selling point. The technology is moving from a novelty to a necessity, and SAIC is positioned to capitalize on that shift.
Science Applications International Corporation (SAIC) - PESTLE Analysis: Legal factors
Strict Compliance Focus: Ethics and Compliance, Cybersecurity, and Data Security
For a company like Science Applications International Corporation (SAIC), which derived 98% of its fiscal year 2025 revenues from the U.S. government, compliance isn't just a priority; it's the core business model. The legal landscape is constantly shifting, but the focus on ethics and security remains absolute. SAIC's ESG (Environmental, Social, and Governance) strategy correctly flags Cybersecurity and Data Security as top material areas, and for good reason-the regulatory environment is getting tighter and more specific.
The biggest legal development in late 2025 is the finalization of the Department of Defense's (DoD) Cybersecurity Maturity Model Certification (CMMC) program. This program is now the mechanism for contractual requirements in the Defense Federal Acquisition Regulation Supplement (DFARS), meaning every SAIC contract with the DoD will have an explicit, auditable security standard. You defintely need to be CMMC-ready to bid on the largest defense programs. This is a massive, non-negotiable legal hurdle that separates the serious players from the rest.
Data Privacy Regulations: Adherence to Stringent Federal Standards
Adherence to stringent federal data security and privacy standards is non-negotiable for all government contracts, and we are seeing the rules solidify. The Federal Acquisition Regulation (FAR) Council issued a proposed rule on Controlled Unclassified Information (CUI) in January 2025, standardizing how federal agencies identify and handle sensitive data across all contracts. This means SAIC must have uniform, enterprise-level controls, not just siloed compliance efforts.
SAIC is already positioning itself for this new reality. For example, the company secured a 2-year, $546,919,250.58 task order from the State Department in May 2025 that explicitly includes cyber security support for their core data networks. Moreover, SAIC's secure multi-cloud solutions are designed to manage data across various government Impact Levels (a security classification for federal data), which is a key differentiator in a world where CUI and CMMC are becoming contractual facts.
Contract Execution Controls: Mitigating Fixed-Price Risk
The shift toward fixed-price contracts-where the contractor absorbs any cost overruns-is a major legal and financial risk area. SAIC's management acknowledged the very real execution risk on these fixed-price government contracts during their Q2 2026 call, noting they are actively "tightening controls" around delivery. The math here is simple: one poorly executed fixed-price program can erase quarters of profit. While SAIC reported strong fiscal year 2025 net income of $362 million on revenues of $7.479 billion, that margin of safety is quickly eroded by execution failures on large, complex fixed-price deals. The company's contract portfolio includes a mix of firm-fixed price contracts, so this risk is constant.
Here's the quick math on the risk/reward trade-off:
| Metric (Fiscal Year 2025) | Amount/Value | Legal Implication |
|---|---|---|
| Total Revenue | $7.479 billion | High reliance on government contracts (98%). |
| Net Income | $362 million | Execution risk on fixed-price contracts directly threatens this profit. |
| State Dept. Cyber Contract Value | $546.9 million | Demonstrates ability to win large, complex, security-focused work. |
Procurement Policy Risk: Federal Acquisition and Funding Changes
Changes in federal acquisition policy or funding mechanisms pose an ongoing, high-level risk to SAIC's procurement pipeline. The new administration's focus on efficiency, notably through the Department of Government Efficiency (DOGE), has created upheaval. As of March 2025, thousands of contracts deemed "non-mission critical" were canceled across the federal IT landscape. This creates a chilling effect on new awards.
SAIC has been proactive in clarifying their role as a mission integrator to new agency leaders to counter this scrutiny, but the impact is still felt. What this estimate hides is the delay in new business awards, which has caused elongated decision cycles that could push expected FY2026 awards into FY2027. Plus, funding mechanisms are changing:
- The Technology Modernization Fund (TMF) is shifting to a full agency repayment model, which will likely make agencies more cautious about spending on new IT services.
- SAIC's CEO estimated the annualized impact of the DOGE-related cancellations on their top-line revenue to be less than 1%, or under $75 million (based on FY2025 sales of $7.59 billion).
- The entire industry is also facing heightened scrutiny on contracts viewed as 'consulting arrangements' or simple 'reseller agreements.'
The next concrete step is for Finance and Legal to model the full cost of CMMC compliance against the potential margin erosion from fixed-price execution risk by the end of Q1 FY2026.
Science Applications International Corporation (SAIC) - PESTLE Analysis: Environmental factors
You're analyzing Science Applications International Corporation (SAIC)'s environmental posture, and the takeaway is clear: the company is significantly reducing its direct carbon footprint while integrating critical environmental solutions into its core government mission work. This dual focus makes their environmental strategy a genuine business strength, not just a compliance exercise.
SAIC's environmental impact is relatively modest compared to heavy manufacturing, but their commitment to operational efficiency and mission-driven stewardship is defintely measurable. They have already surpassed a key internal goal, and their work with federal agencies like NASA and NOAA provides a clear revenue stream tied directly to climate resilience.
Significant Carbon Reduction
SAIC has achieved a substantial reduction in its direct operational greenhouse gas (GHG) emissions, primarily through real estate optimization, energy-efficient lighting, and improved heating and cooling systems. As of their Fiscal Year 2024 reporting, the company has reduced its Scope 1 and Scope 2 GHG emissions by over 41% since the 2019 baseline year. This is a massive step.
Here's the quick math on their recent absolute emissions in Metric Tons of Carbon Dioxide Equivalent (MTCO2e) for facilities they operationally control. This shows the scale of the reduction efforts:
| GHG Scope Category | FY2022 Emissions (MTCO2e) | Reduction from 2019 Baseline (FY2022) |
| Scope 1 (Direct - e.g., natural gas) | 726 | -12% |
| Scope 2 (Indirect - e.g., purchased electricity) | 8,957 | -37% |
| Total Scope 1 & 2 | 9,683 | -36% |
For context on their energy use, SAIC also reduced its electrical energy consumption by 7.14% in 2023 compared to 2022 levels, bringing the total consumption to 25,833,192 kWh in 2023. That's a lot of power saved by moving to a more digital, efficient footprint.
Waste Diversion Target and Resource Use
The company has set a clear, near-term goal for waste management, aiming to divert 50% of waste from landfills by the end of the 2025 fiscal year. While the current progress rate is not publicly detailed, the goal itself signals a focus on the circular economy. This target is primarily supported by facility-level initiatives and a commitment to responsible disposal practices, particularly for electronic waste.
Key operational initiatives driving this target include:
- Implementing e-waste recycling programs.
- Promoting paper-saving practices like double-sided printing.
- Encouraging a flexible, remote work environment to reduce paper and transportation fuel consumption.
Mission-Driven Stewardship
SAIC's most significant environmental opportunity lies in its customer-facing work, essentially selling solutions that help the US government manage climate and environmental risks. This integrates their business model with global climate resilience efforts.
Concrete examples of this mission-driven work include:
- NOAA Tsunami Detection: SAIC secured a $30 million contract to modernize and replace equipment for the Deep-ocean Assessment and Reporting of Tsunamis (DART) Ocean Observing System, with system replacement starting in 2025. This directly enhances the nation's ability to forecast and warn communities about environmental hazards.
- NASA Earth and Ocean Monitoring: The company supports NASA's Ocean Color program, developing software and algorithms to process data from four NASA satellites. This data is critical for monitoring ocean health, tracking phytoplankton (the largest contributor to Earth's oxygen), and assessing the effects of climate change on marine biology.
Supply Chain Focus and Scope 3 Reporting
Recognizing that a significant portion of their environmental footprint lies outside their direct control (Scope 1 and 2), SAIC has expanded its focus to the value chain, or Scope 3 emissions. This is a necessary step for any mature ESG program.
Their supply chain and indirect emissions focus includes:
- Responsible Procurement: A sustainable procurement program that prioritizes energy-efficient and environmentally responsible sourcing.
- E-Waste Management: Ensuring responsible disposal of electronic waste (e-waste) from their operations.
- Expanded Scope 3 Reporting: In 2023, SAIC broadened its Scope 3 reporting to include new categories like Employee Commuting and Fuel and Energy Related Activity Emissions, in addition to existing categories such as Business Travel and Leased Assets. This increased transparency is a strong signal to investors and stakeholders.
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