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CACI INTERNATIONAL INC /DE/ (CACI)

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Earnings summaries and quarterly performance for CACI INTERNATIONAL INC /DE/.

Research analysts who have asked questions during CACI INTERNATIONAL INC /DE/ earnings calls.

Scott Mikus

Scott Mikus

Melius Research

8 questions for CACI

Also covers: AIR, BA, BAH +13 more
Colin Canfield

Colin Canfield

Cantor Fitzgerald

6 questions for CACI

Also covers: AIRO, AMTM, ASTS +10 more
MP

Mariana Perez Mora

Bank of America

6 questions for CACI

Also covers: AMTM, BAH, GD +9 more
SS

Seth Seifman

JPMorgan Chase & Co.

6 questions for CACI

Also covers: ATI, BA, BAH +22 more
JS

Jonathan Siegmann

Stifel Financial Corp.

5 questions for CACI

Also covers: AVAV, BAH, HEI +7 more
LD

Louie DiPalma

William Blair

5 questions for CACI

Also covers: AIR, ASTS, AVAV +16 more
Tobey Sommer

Tobey Sommer

Truist Securities, Inc.

5 questions for CACI

Also covers: AMN, AMTM, ASGN +26 more
GP

Gavin Parsons

UBS Group AG

4 questions for CACI

Also covers: , BA, BAH +15 more
SK

Sheila Kahyaoglu

Jefferies

4 questions for CACI

Also covers: , AAL, AIR +36 more
Conor Walters

Conor Walters

Jefferies

3 questions for CACI

Also covers: CAE, MRCY
David Strauss

David Strauss

Barclays

3 questions for CACI

Also covers: ATI, BA, BWXT +16 more
Gavin Eric Parsons

Gavin Eric Parsons

UBS

2 questions for CACI

Also covers: HXL
Henry Roberts

Henry Roberts

Truist Securities

2 questions for CACI

Also covers: AMTX, BE, BLDP +5 more
Jan-Frans Engelbrecht

Jan-Frans Engelbrecht

Baird

2 questions for CACI

Also covers: AVAV, BWXT, DRS +1 more
JG

John Godin

Citi

2 questions for CACI

Also covers: BAH, BETA, LUV +1 more
John Kernan

John Kernan

Cowen Inc.

2 questions for CACI

Also covers: , AS, ASO +15 more
JI

Jon Illingworth

Robert W. Baird & Co. Incorporated

2 questions for CACI

NP

Noah Poponak

Goldman Sachs

2 questions for CACI

Also covers: AMTM, BA, CAE +22 more
PA

Peter Arment

Robert W. Baird & Co.

2 questions for CACI

Also covers: AIN, AVAV, BA +20 more
Peter J. Arment

Peter J. Arment

Baird

2 questions for CACI

Also covers: BA
GK

Gautam Khanna

TD Cowen

1 question for CACI

Also covers: ASLE, ATI, BA +20 more
Joshua Korn

Joshua Korn

Barclays PLC

1 question for CACI

Also covers: ATI, BAH, BWXT +4 more
MA

Matthew Akers

Wells Fargo & Company

1 question for CACI

Also covers: BAH, GD, HXL +9 more
R

Rachel

JPMorgan Chase & Co.

1 question for CACI

TS

Toby Sommer

Truist

1 question for CACI

Also covers: SAIC

Recent press releases and 8-K filings for CACI.

CACI Awarded Five-Year Task Order for U.S. Army Electronic Warfare
CACI
New Projects/Investments
  • CACI International Inc has been awarded a five-year task order valued at up to $250 million.
  • The task order is aimed at enhancing spectrum dominance for the U.S. Army Capability Program Executive – Intelligence, Electronic Warfare & Sensors (CPE IEW&S).
  • CACI will provide comprehensive integration and sustainment of technology to advance the Army's multi-domain electronic warfare (EW) and spectrum dominance capabilities.
Jan 27, 2026, 1:15 PM
CACI Reports Strong Q2 2026 Results and Raises FY 2026 Guidance
CACI
Earnings
Guidance Update
M&A
  • CACI reported strong Q2 FY 2026 results, including $138 million in free cash flow, 6% revenue growth (5.7% year-over-year, 4.5% organic), and an 11.8% EBITDA margin. The company also secured $1.4 billion in awards, resulting in a 0.65x book-to-bill for the quarter.
  • Due to strong first-half performance and increased visibility, CACI raised its fiscal year 2026 guidance across all metrics, now expecting revenue between $9.3 and $9.5 billion, an EBITDA margin in the 11.7%-11.8% range, and at least $725 million in free cash flow. Adjusted EPS is projected to be between $28.25 and $28.92 per share.
  • The company's technology portfolio has expanded to nearly 60% of total revenue, with leadership in electronic warfare and agile software development. CACI also announced the acquisition of ARKA, which is expected to increase leverage to 4.3 times post-closing but return to the low threes within six quarters.
  • CACI recently won the protest for the 10-year, $1.6 billion JTMS program, which is expected to contribute to Q4 revenue and future growth in FY 2027-2028. The company is also seeing reconciliation funds flow into key areas like border security, counter-UAS, and space programs.
Jan 22, 2026, 1:00 PM
CACI Reports Strong Q2 Fiscal Year 2026 Results and Raises Full-Year Guidance
CACI
Earnings
Guidance Update
M&A
  • CACI reported strong Q2 Fiscal Year 2026 results, with $2.2 billion in revenue (5.7% year-over-year growth), an 11.8% EBITDA margin, and $138 million in free cash flow. Adjusted diluted earnings per share were $6.81, a 14% increase from a year ago.
  • As a result of strong performance, CACI is raising its fiscal year 2026 guidance, now expecting revenue between $9.3 and $9.5 billion, an EBITDA margin in the 11.7%-11.8% range, and free cash flow of at least $725 million. Adjusted EPS guidance is also increased to between $28.25 and $28.92 per share.
  • The company's technology portfolio has expanded to nearly 60% of total revenue, with electronic warfare alone representing approximately $2 billion in revenue. CACI is confident in hitting or exceeding the high end of its three-year revenue and EBITDA margin targets and expects to exceed the $1.6 billion free cash flow target.
  • The planned acquisition of ARCA is projected to increase leverage to 4.3 times net debt to trailing 12-month EBITDA upon closing, with an expectation to return to the low threes within six quarters.
Jan 22, 2026, 1:00 PM
CACI Reports Strong Q2 2026 Results and Raises Full-Year Guidance
CACI
Earnings
Guidance Update
M&A
  • CACI reported strong Q2 FY2026 results, with revenue of $2.2 billion and an EBITDA margin of 11.8%, and generated $138 million in free cash flow.
  • The company raised its fiscal year 2026 guidance, now projecting revenue between $9.3 billion and $9.5 billion, an EBITDA margin in the 11.7%-11.8% range, and free cash flow of at least $725 million.
  • CACI's technology portfolio has expanded to nearly 60% of total revenue, including a $2 billion electronic warfare business, and the recent acquisition of ARCA further strengthens its space market strategy.
  • The company secured $1.4 billion in awards during the quarter, achieving a 0.65x book-to-bill for Q2 and 1.3x on a trailing 12-month basis, contributing to a $33 billion backlog.
Jan 22, 2026, 1:00 PM
CACI International Inc Announces Strong Q2 FY26 Results and Raises Full-Year Guidance
CACI
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • CACI International Inc reported strong Q2 FY26 financial performance, with 5.7% year-over-year revenue growth (4.5% organic), an 11.8% EBITDA margin, and $138 million of free cash flow.
  • The company raised its FY26 guidance across all metrics, with updated revenue expectations of $9,300-$9,500 million and adjusted diluted EPS of $28.25-$28.92.
  • CACI secured $1.4 billion in contract awards during Q2 FY26, contributing to a backlog of $33 billion and a trailing twelve months book-to-bill ratio of 1.3x.
Jan 22, 2026, 1:00 PM
CACI Reports Strong Q2 FY2026 Results and Raises Full-Year Guidance
CACI
Earnings
Guidance Update
M&A
  • CACI reported revenues of $2.2 billion, an increase of 5.7% year-over-year, and diluted EPS of $5.59, up 14.5% year-over-year for its fiscal second quarter ended December 31, 2025.
  • The company raised its fiscal year 2026 guidance for all metrics, with revenues now projected between $9,300 million and $9,500 million, and adjusted diluted EPS between $28.25 and $28.92.
  • CACI entered into a definitive agreement to acquire ARKA Group L.P. for $2.6 billion in an all-cash transaction, aiming to strengthen its technology portfolio in space and national security.
  • Total backlog as of December 31, 2025, increased 3.1% year-over-year to $32.8 billion, with $1.4 billion in contract awards during the second quarter.
Jan 21, 2026, 9:35 PM
CACI Reports Strong Q2 FY2026 Results, Raises Guidance, and Announces Acquisition
CACI
Earnings
Guidance Update
M&A
  • CACI reported strong fiscal second quarter 2026 results for the period ended December 31, 2025, with revenues of $2.2 billion, representing a 5.7% year-over-year increase, and diluted EPS of $5.59, up 14.5% year-over-year.
  • The company raised its fiscal year 2026 guidance for all metrics, with revenues now projected between $9.3 billion and $9.5 billion and adjusted diluted EPS between $28.25 and $28.92.
  • CACI entered into a definitive agreement to acquire ARKA Group L.P. for $2.6 billion in an all-cash transaction, aiming to strengthen its technology portfolio in space for national security missions.
  • Contract awards in the second quarter totaled $1.4 billion, with approximately 70% for new business, contributing to a total backlog of $32.8 billion as of December 31, 2025, an increase of 3.1% year-over-year.
Jan 21, 2026, 9:15 PM
CACI Awarded $416 Million Task Order by U.S. Navy
CACI
New Projects/Investments
  • CACI International Inc (NYSE: CACI) secured a five-year, single-award task order valued at up to $416 million.
  • The task order is to provide technology for the U.S. Navy’s Naval Sea Systems Command (NAVSEA) Navy Maritime Maintenance Enterprise Solution (NMMES) program.
  • CACI will leverage Industry 4.0 technologies and Agile software development to modernize and optimize the Navy’s IT infrastructure and applications.
Jan 12, 2026, 2:34 PM
CACI Awarded U.S. Navy Task Order
CACI
New Projects/Investments
  • CACI International Inc was awarded a five-year, single-award task order on January 12, 2026.
  • The task order is valued at up to $416 million.
  • CACI will provide technology to the U.S. Navy’s Naval Sea Systems Command (NAVSEA) Navy Maritime Maintenance Enterprise Solution (NMMES) program.
Jan 12, 2026, 2:15 PM
CACI Awarded U.S. Space Force Network Modernization Contract
CACI
New Projects/Investments
  • CACI International Inc has been awarded a five-year task order valued at up to $212 million.
  • This task order is to deliver software-defined enterprise-level network modernization for the U.S. Space Force.
  • The project aims to provide reliable, secure, and modernized base area networks (BAN) capabilities that scale with mission-critical demand.
  • Awarded under the United States Air Force Base Infrastructure Modernization (USAF BIM) indefinite delivery/indefinite quantity (IDIQ) contract vehicle, CACI will transform and unify legacy network infrastructures across 14 Space Force installations.
Dec 31, 2025, 9:15 PM