SAIC (SAIC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Ahead of SAIC's (SAIC) earnings release on June 2, 2025, analysts expect a year-over-year EPS increase of 11.5% to $2.14 on revenue of $1.86 billion, a 0.9% increase; however, the company's Earnings ESP is -5.46%, suggesting a potential earnings miss. Conversely, Nutanix (NTNX), another company in the same industry, is expected to post a 35.7% increase in earnings, and its positive Earnings ESP indicates a likely earnings beat.

Analysis

Science Applications International Corporation (SAIC) is approaching its April 2025 quarterly earnings release, scheduled for June 2, 2025, with Wall Street anticipating a year-over-year earnings per share (EPS) increase of 11.5% to $2.14 and a modest revenue growth of 0.9% to $1.86 billion. Despite these positive consensus growth expectations, SAIC's Zacks Earnings ESP (Expected Surprise Prediction) stands at -5.46%. This negative ESP, resulting from a Most Accurate Estimate that is lower than the Zacks Consensus Estimate, suggests that analysts providing more recent revisions have become bearish on SAIC's immediate earnings prospects, even though the overall consensus EPS estimate has remained unchanged over the last 30 days. Coupled with a Zacks Rank of #3 (Hold), this combination makes it challenging to confidently predict an earnings beat, as per Zacks' methodology. This contrasts with SAIC's recent performance, where it surpassed consensus EPS estimates in three of the last four quarters, including a notable +28.50% surprise in its previous report (actual $2.57 vs. expected $2.00). The sustainability of any stock price movement post-release will heavily depend on management's commentary on business conditions. In comparison, industry peer Nutanix (NTNX) is expected to report a substantial 35.7% YoY EPS increase to $0.38 on revenues of $626.12 million (a 19.4% YoY rise). NTNX also holds a Zacks Rank #3 (Hold), but its positive Earnings ESP of +5.26% indicates a higher likelihood of an earnings beat, further supported by its track record of surpassing consensus EPS estimates in each of the past four quarters.

Key Decisions for Investors

• Investors should exercise caution regarding SAIC ahead of its earnings announcement, as the negative Earnings ESP of -5.46% and recent bearish analyst sentiment introduce uncertainty despite consensus forecasts for year-over-year earnings and revenue growth.
• Closely monitor SAIC's actual reported figures against the $2.14 EPS and $1.86 billion revenue estimates, and pay particular attention to management's forward-looking guidance during the earnings call, which will be critical given the mixed signals and its history of significant earnings surprises.
• Consider that within the IT Services sector, peer Nutanix (NTNX) currently presents a more statistically favorable setup for an earnings beat, characterized by a positive Earnings ESP of +5.26% and stronger projected growth rates, potentially offering a different risk-reward profile for short-term focused investors.