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SAIC posts strong quarter while Marathon Petroleum and SolarEdge face energy risk
SAIC reported organic revenue growth of about 5% in its latest quarter, alongside $131 million in free cash flow and a 70-cent EPS beat.
Months into the United States conflict with Iran, intensification linked to attacks on commercial supertankers is feeding a split in earnings outcomes across defense, solar, and refining, according to MarketBeat Ratings. With oil near multi-week highs, the outlet says defense IT providers can benefit from sustained government spending, while other parts of the market may become cautious around energy security.
For Science Applications International, SAIC, the outlet highlights strength in the company’s latest quarter, Q2 fiscal 2027 ended July 31, 2026. It reports organic revenue growth of about 5%, adjusted EBITDA of $193 with a 10.3% margin, and $131 million in free cash flow, alongside EPS of $3.01 that came in 70 cents ahead of estimates.
MarketBeat Ratings also points to SAIC’s contract activity and outlook. It cites a $400 million recompute contract for an unspecified U.S. intelligence agency, a recompute win rate of more than 90% in the latest quarter, and an earnings outlook increase for fiscal 2027 by 75 cents on the low end and 65 cents on the high end, along with higher anticipated revenue and a robust backlog.
At the same time, the outlet frames the broader environment as creating divergent results for other areas it covers, including oil refiners and solar players, as refining profitability is described as supported by crack spreads near all time highs while solar outlook is characterized as mixed. It also notes that concerns about energy security may keep some participants skittish across the space.