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    Matt Akers

    Research Analyst at Wells Fargo & Company

    Matt Akers is a Senior Analyst specializing in U.S. Aerospace & Defense and Government Services, most recently with Wells Fargo before joining BNP Paribas in 2025. He has provided coverage for prominent companies including Boeing, Raytheon (RTX), L3Harris Technologies, General Dynamics, Leidos, and TransDigm, consistently earning an 80% success rate on recommendations and a 23.9% average return per trade, with notable performance such as a 256% return on NVIDIA. Akers began his career as an engineer on major defense programs and held analyst roles at Barclays and Wells Fargo, with his industry coverage dating back to 2012. He holds an MBA from New York University, an MS in Electrical Engineering from Rensselaer, is a CFA Charterholder, and is known for his industry rankings and technical expertise.

    Matt Akers's questions to CACI INTERNATIONAL INC /DE/ (CACI) leadership

    Matt Akers's questions to CACI INTERNATIONAL INC /DE/ (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.

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