Matt Akers's questions to CACI International Inc (CACI) leadership • Q2 2025
Question
An associate on behalf of Matt Akers from Wells Fargo & Company asked about the drivers for the expected EBITDA margin step-up in the second half of the year and requested an update on the integration of recent acquisitions and the M&A pipeline.
Answer
CFO Jeffrey MacLauchlan explained that margins would see a slight dip in Q3 due to timing before a stronger Q4, consistent with historical seasonality. CEO John Mengucci confirmed the integrations of Azure Summit and Applied Insight are on track and performing well. The company will focus on deleveraging while remaining opportunistic regarding its M&A pipeline of founder-operated businesses.