Earnings summaries and quarterly performance for CACI INTERNATIONAL INC /DE/.
Executive leadership at CACI INTERNATIONAL INC /DE/.
John S. Mengucci
Detailed
President and Chief Executive Officer
CEO
DeEtte Gray
Detailed
President, U.S. Operations
J. William Koegel, Jr.
Detailed
Executive Vice President, General Counsel and Secretary
Jeffrey D. MacLauchlan
Detailed
Executive Vice President, Chief Financial Officer and Treasurer
Tracy Weir
Detailed
Chief Executive, CACI Limited, and President, U.K. Operations
Board of directors at CACI INTERNATIONAL INC /DE/.
Research analysts who have asked questions during CACI INTERNATIONAL INC /DE/ earnings calls.
Scott Mikus
Melius Research
6 questions for CACI
Also covers: AIR, BA, BAH +13 more
Louie DiPalma
William Blair
5 questions for CACI
Also covers: AIR, ASTS, AVAV +16 more
Seth Seifman
JPMorgan Chase & Co.
5 questions for CACI
Also covers: ATI, BA, DRS +21 more
Colin Canfield
Cantor Fitzgerald
4 questions for CACI
Also covers: AIRO, AMTM, ASTS +10 more
Gavin Parsons
UBS Group AG
4 questions for CACI
Also covers: , BA, BAH +15 more
Mariana Perez Mora
Bank of America
4 questions for CACI
Also covers: AMTM, BAH, GD +8 more
Tobey Sommer
Truist Securities, Inc.
4 questions for CACI
Also covers: AMN, AMTM, ASGN +26 more
Conor Walters
Jefferies
3 questions for CACI
Also covers: CAE, MRCY
David Strauss
Barclays
3 questions for CACI
Also covers: ATI, BA, BWXT +16 more
Jonathan Siegmann
Stifel Financial Corp.
3 questions for CACI
Also covers: AVAV, BAH, KOPN +6 more
Henry Roberts
Truist Securities
2 questions for CACI
Also covers: AMTX, BE, BLDP +5 more
Jan-Frans Engelbrecht
Baird
2 questions for CACI
Also covers: AVAV, BWXT, DRS +1 more
John Kernan
Cowen Inc.
2 questions for CACI
Also covers: , AS, ASO +15 more
Jon Illingworth
Robert W. Baird & Co. Incorporated
2 questions for CACI
Noah Poponak
Goldman Sachs
2 questions for CACI
Also covers: AMTM, BA, CAE +22 more
Peter Arment
Robert W. Baird & Co.
2 questions for CACI
Also covers: AIN, AVAV, BA +20 more
Sheila Kahyaoglu
Jefferies
2 questions for CACI
Also covers: , AAL, BA +35 more
Gautam Khanna
TD Cowen
1 question for CACI
Also covers: ASLE, ATI, BA +20 more
Joshua Korn
Barclays PLC
1 question for CACI
Also covers: ATI, BAH, BWXT +4 more
Matthew Akers
Wells Fargo & Company
1 question for CACI
Also covers: BAH, HXL, LDOS +8 more
Recent press releases and 8-K filings for CACI.
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.
6 days ago
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.
6 days ago
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.
6 days ago
CACI International Inc Enters New Credit Agreement
CACI
Debt Issuance
- CACI International Inc entered into a Second Amended and Restated Credit Agreement on November 25, 2025, establishing a $1.25 billion term loan facility and a $2.0 billion revolving credit facility, both with a maturity date of November 25, 2030.
- The revolving credit facility includes subfacilities of $150.0 million for same-day swing line loan borrowings and $25.0 million for letters of credit.
- The agreement allows for incremental facilities, enabling the company to increase its debt by up to the sum of (i) the greater of $1.105 billion and 100% of Consolidated EBITDA, plus (ii) voluntary prepayments, plus (iii) an unlimited amount of indebtedness subject to specific leverage ratio conditions, such as the Consolidated First Lien Net Leverage Ratio not exceeding 3.75 to 1.00 for pari passu secured debt.
- Interest rates are floating, comprising a base rate or Term SOFR rate plus an applicable margin determined by the company's Consolidated Total Net Leverage Ratio, with the initial applicable rate set at Pricing Tier 4 until the first fiscal quarter ending June 30, 2026.
- The company is required to comply with certain financial covenants, including a maximum Consolidated Total Net Leverage Ratio and a minimum Consolidated Interest Coverage Ratio.
7 days ago
CACI CEO John Mengucci Recognized as 'Executive of the Year'
CACI
Revenue Acceleration/Inflection
Earnings
- CACI President and CEO John Mengucci was named 'Executive of the Year' by the Northern Virginia Chamber and Professional Services Council for his achievements in calendar year 2024.
- Under Mengucci's leadership, CACI achieved record results in 2024, including $8.1 billion in revenue and double-digit revenue growth of more than 14% at year end.
- The company also experienced a 21% increase in free cash flow during calendar year 2024.
Nov 6, 2025, 9:15 PM
CACI Reports Fiscal 2026 First Quarter Results
CACI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- For its fiscal first quarter ended September 30, 2025, CACI reported revenues of $2.3 billion, marking an 11.2% year-over-year increase.
- Diluted earnings per share (EPS) for the quarter were $5.63, a 5.6% year-over-year increase, with adjusted diluted EPS rising 15.5% year-over-year to $6.85.
- The company secured $5.0 billion in contract awards, achieving a 2.2x book-to-bill ratio, and increased its total backlog to $33.9 billion as of September 30, 2025.
- CACI reaffirmed its fiscal year 2026 guidance, expecting revenues between $9.2 billion and $9.4 billion and adjusted diluted EPS in the range of $27.13 to $28.03.
Oct 22, 2025, 8:15 PM
CACI Awarded Contract for U.S. Air Force Modernization
CACI
New Projects/Investments
- CACI International Inc has been awarded a five-year contract valued at more than $73 million.
- The contract is for continuing the modernization of the U.S. Air Force’s network for transmitting time-sensitive tactical and strategic intelligence and targeting data.
- This work supports national security efforts across the Department of Defense and its allies.
- CACI will leverage software-defined technology to deliver a secure system encompassing over 500 interface data exchange requirements.
Oct 2, 2025, 8:01 PM
CACI Secures Canadian Armed Forces C-UAS Technology Contracts
CACI
New Projects/Investments
- CACI International Inc was awarded two contracts with the Canadian Armed Forces (CAF) for the second phase of the Counter Uncrewed Aircraft System (C-UAS) Urgent Operational Requirement (UOR).
- The contracts, valued at approximately $124 million in U.S. dollars, involve providing a light-armored tactical C-UAS vehicle platform and support for up to 10 years.
- This technology will equip CAF personnel with systems capable of detecting, defining, denying, degrading, and defeating drone threats from every angle.
Aug 25, 2025, 8:15 PM
CACI secures $437M USAFRICOM task order
CACI
New Projects/Investments
- CACI International won a seven-year task order valued at up to $437 million, comprising one base year and six option years, to support U.S. Africa Command operations.
- The contract targets enhanced force protection, mission assurance, theater strategy execution and improved command relationships across Africa.
- CEO John Mengucci underscored leveraging innovative technologies and CACI’s 25,000-strong global workforce to counter emerging threats and strengthen regional partnerships.
- Analysts rate the stock “Outperform”, with an average price target of $498.29 (high of $570.00, low of $300.00), indicating potential upside.
Jun 12, 2025, 1:07 PM
CACI Emphasizes Strategic Transformation and Growth at 2025 Conference
CACI
Guidance Update
M&A
New Projects/Investments
- CACI has repositioned its portfolio over the past decade by integrating differentiated expertise with technology-focused solutions, underpinning its dual business model and driving improved operational outcomes.
- The company reiterated its guidance with margins in the low 11% range for the current year while addressing evolving market demands through technology enhancements, including SIGINT, counter-drone capabilities, and advanced software tools such as generative AI.
- Capital deployment remains flexible, balancing share repurchases with M&A activity, as evidenced by strategic acquisitions like Azure that support program acceleration and bolster its technology suite.
Jun 10, 2025, 9:29 PM
Quarterly earnings call transcripts for CACI INTERNATIONAL INC /DE/.
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