CACI INTERNATIONAL INC /DE/ (CACI) Company Report

CACI International announced the pending acquisition of Arca Group for an all-cash purchase price of $2.6 billion, with an effective consideration of $2.375 billion after accounting for a tax benefit.
Arca, a technology provider to the national security space community, is expected to deliver approximately $650 million in revenue and $145 million in EBITDA over the next 12 months, with double-digit revenue growth and EBITDA margins in the low 20% range.
The acquisition is strategically aimed at strengthening CACI's leadership in the space domain and is expected to be neutral to Adjusted EPS and Free Cash Flow in fiscal 2027 (the first full year), becoming firmly accretive in fiscal 2028.
CACI plans to finance the acquisition with $1.3 billion in new transaction debt, resulting in an initial leverage of 4.3 times net debt to pro forma EBITDA, which is expected to return to the low threes within six quarters.
The transaction is expected to close near the end of CACI's third quarter of fiscal 2026, subject to regulatory approvals and other customary conditions.

7 days ago

Transcript

CACI to Acquire Arca for $2.6 Billion

CACI

M&A

Debt Issuance

New Projects/Investments

CACI International Inc announced an agreement to acquire Arca, a technology provider to the national security space community, for an all-cash purchase price of $2.6 billion. The effective consideration, net of a $225 million tax benefit, is $2.375 billion.
Arca is expected to deliver approximately $650 million in revenue and $145 million in EBITDA over the next 12 months, representing a 16 times EBITDA multiple. The acquisition is projected to be neutral to Adjusted EPS and Free Cash Flow in fiscal 2027 and firmly accretive in fiscal 2028.
Strategically, Arca adds complementary technology and customer presence in the space domain, aligning with CACI's M&A focus on electronic warfare and space. Arca's business is approximately 75% space and ground-related activities and 90% with national security customers, focusing on sensing, sense-making (including agentic AI-based systems), and optical technologies.
The transaction will be financed by $1.3 billion of new transaction debt and CACI's existing revolving credit facility. The acquisition is expected to close near the end of CACI's third quarter of fiscal 2026, resulting in a post-closing leverage of 4.3 times net debt to trailing 12 months pro forma EBITDA, with deleveraging to the low threes expected within six quarters.

7 days ago

Transcript

CACI International Inc Announces Acquisition of ARKA Group

CACI

M&A

New Projects/Investments

CACI International Inc announced the acquisition of ARKA Group, a technology provider to the national security space community, for an all-cash purchase price of $2.6 billion (or $2.375 billion net of $225 million tax asset NPV).
The acquisition is expected to contribute approximately $650 million in revenue and $145 million in EBITDA over the next 12 months, with ARKA Group exhibiting double-digit revenue growth and "low 20%" EBITDA margins.
The transaction is projected to be accretive to revenue growth and EBITDA margin, and neutral to adjusted EPS and free cash flow per share in FY27.
The deal is anticipated to close in CACI's Q3 FY26, with estimated net leverage reaching ~4.3x at March 31, 2026, and a subsequent focus on deleveraging to low 3x within 6 quarters.

7 days ago

Presentation

CACI International to Acquire Arca Group

CACI

M&A

New Projects/Investments

CACI International announced the acquisition of Arca Group for an all-cash purchase price of $2.6 billion, with an effective consideration of $2.375 billion after a tax benefit.
Arca is a leading technology provider to the national security space community, specializing in sensing, sense-making, and optical technologies, including operationally proven agentic AI-based systems.
Arca is expected to contribute approximately $650 million in revenue and $145 million in EBITDA over the next 12 months, demonstrating double-digit revenue growth and EBITDA margins in the low 20% range.
The acquisition is anticipated to be neutral to Adjusted EPS and Free Cash Flow in fiscal 2027 and firmly accretive in fiscal 2028.
CACI plans to fund the acquisition with $1.3 billion of new transaction debt and its existing revolving credit facility, projecting post-closing leverage of 4.3 times net debt to trailing 12 months pro forma EBITDA. The transaction is expected to close near the end of CACI's third quarter of fiscal 2026.

7 days ago

Transcript

CACI to Acquire ARKA Group for $2.6 Billion

CACI

M&A

New Projects/Investments

Debt Issuance

CACI International plans to acquire ARKA Group from funds managed by Blackstone Tactical Opportunities for $2.6 billion in cash.
The acquisition is intended to deepen CACI's national-security and space-based intelligence capabilities, with ARKA providing space-based sensor systems and ground software for the intelligence community and U.S. Space Force.
The transaction is expected to close in the third quarter of CACI's fiscal 2026 and is projected to yield a present-value tax benefit of approximately $225 million.
CACI plans to fund the purchase using cash on hand, borrowings, and debt financing, including a $1.3 billion senior secured bridge financing commitment from Wells Fargo.

7 days ago

Morningstar

CACI International Inc to Acquire ARKA Group

CACI

M&A

New Projects/Investments

CACI International Inc has entered into a definitive agreement to acquire ARKA Group L.P. from funds managed by Blackstone Tactical Opportunities for $2.6 billion in an all-cash transaction.
The acquisition is intended to expand CACI's technology focus in space-based sensing and actionable intelligence, supporting national security missions.
CACI expects to realize a tax benefit with a present value of $225 million from the transaction.
The transaction is anticipated to close in the third quarter of fiscal year 2026, pending regulatory approvals and customary closing conditions.

7 days ago

8-K

CACI to Acquire ARKA Group for $2.6 Billion

CACI

M&A

New Projects/Investments

CACI International Inc (NYSE: CACI) has entered into a definitive agreement to acquire ARKA Group L.P. in an all-cash transaction for $2.6 billion.
This acquisition is a significant step in CACI's space strategy, expanding its technology focus in space-based sensing and actionable intelligence for national security customers.
CACI expects to realize a tax benefit with a present value of $225 million from the transaction.
The transaction is anticipated to close in the third quarter of fiscal year 2026, subject to regulatory approvals and customary closing conditions.

7 days ago

Press Release

CACI Discusses Strategic Positioning, Growth Trajectory, and Financial Outlook

CACI

New Projects/Investments

Guidance Update

M&A

CACI is strategically well-positioned to benefit from the new administration's focus on acquiring commercially developed solutions, aligning with the company's decade-long portfolio evolution.
The company is ahead of its high single-digit growth targets and anticipates significant market opportunities, including $170 billion in DHS reconciliation funding and upcoming Golden Dome business expected to turn into activity early next calendar year.
CACI expects continued margin expansion and aims for free cash conversion above 1x net income, driven by its technology-focused portfolio and an M&A strategy targeting existing capability gaps.

Dec 2, 2025, 3:30 PM

Transcript

CACI Discusses Strategic Positioning and Growth Opportunities at UBS Conference

CACI

New Projects/Investments

M&A

Guidance Update

CACI's CFO, Jeff MacLauchlan, highlighted that the new administration's focus on acquiring commercially developed solutions aligns well with CACI's decade-long portfolio evolution, positioning the company favorably.
Significant growth opportunities are anticipated from DHS reconciliation funding, potentially adding low tens of billions of dollars to CACI's Total Addressable Market (TAM) over five years, and the Golden Dome initiative, with related business expected to commence early next calendar year.
CACI is ahead of its high single-digit growth rate targets and expects improving margins, driven by acquisition reform and its technology-focused portfolio. The company aims for free cash conversion greater than one times net income, with a $1.6 billion free cash flow target that does not include benefits from cash deployment.
The company is actively pursuing higher-margin, technology-focused M&A to augment existing capabilities, particularly in intelligence collection and processing.

Dec 2, 2025, 3:30 PM

Transcript

CACI Discusses Strategic Alignment with New Acquisition Policies and Growth Trajectory

CACI

New Projects/Investments

Revenue Acceleration/Inflection

M&A

CACI has effectively navigated the new administration's acquisition approach, which emphasizes contractors investing ahead of need to develop commercial solutions, aligning with CACI's long-standing strategy and portfolio evolution.
The company is ahead of its planned targets for high single-digit growth and anticipates continued margin expansion, driven by its technology mix and the government's current acquisition policy. CACI aims to achieve free cash flow greater than one times net income, potentially earlier than projected.
CACI's strategic focus is on national security, with its defense and intelligence segments growing nicely, and a commitment to delivering software-driven solutions supported by significant IRAD investments for broad applicability.
M&A efforts are concentrated on filling existing gaps and exploring closely related adjacencies, particularly those enhancing SIGINT capabilities, with an expectation of increased opportunities despite some valuation increases. The company also foresees business activity from DHS reconciliation funding and the Golden Dome project starting early next calendar year.

Dec 2, 2025, 3:30 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for CACI INTERNATIONAL INC /DE/.

Q1 2026

Oct 23, 2025

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Q4 2025

Aug 7, 2025

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Q3 2025

Apr 24, 2025

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CACI INTERNATIONAL INC /DE/ (CACI)

Analyst Earnings Quarterly Reports

Q1 2026

Q4 2025

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Executives

John S. Mengucci

DeEtte Gray

J. William Koegel, Jr.

Jeffrey D. MacLauchlan

Tracy Weir

Board Members

Charles L. Szews

Debora A. Plunkett

Lisa S. Disbrow

Philip O. Nolan

Ryan D. McCarthy

Scott C. Morrison

Stanton D. Sloane

Susan M. Gordon

William L. Jews

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Scott Mikus

Louie DiPalma

Seth Seifman

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Henry Roberts

Jan-Frans Engelbrecht

John Kernan

Jon Illingworth

Noah Poponak

Peter Arment

Sheila Kahyaoglu

Gautam Khanna

Joshua Korn

Matthew Akers

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