Analyst Commentary

SAIC’s new long-term strategy will help the company adjust to disruptive forces in federal IT, which create growth and margin headwinds in 2017



Contract recompete losses and ACV-related expenses negatively impacted SAIC’s 1Q17 revenue and profitability performance, respectively

SAIC’s (NYSE: SAIC) strategy is to pursue areas of the federal market where it can disrupt traditional competitors, but the company’s financials and recent recompete contract losses indicate SAIC is the one being disrupted in an evolving market. For example, in 2016 SAIC highlighted its work with the U.S. Marine Corps on the Amphibious Combat Vehicle (ACV) to highlight its viability a...

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