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Annual Overview
| Metric | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 6.2B | 6.7B▲ | 7.66B▲ | 8.63B▲ | 9.57B▲ |
| Net Income | 366.79M | 384.74M▲ | 419.92M▲ | 499.83M▲ | 535.81M▲ |
| EPS | $15.49 | $16.43▲ | $18.60▲ | $22.32▲ | $24.16▲ |
| Free Cash Flow | 670.99M | 324.34M▼ | 433.65M▲ | 481.41M▲ | 780.06M▲ |
| Capex | 74.56M | 63.72M▼ | 63.69M▼ | 65.6M▲ | -106.65M▼ |
| Diluted Shares | 23.68M | 23.41M▼ | 22.57M▼ | 22.39M▼ | 22.18M▼ |
| Net Debt Issuance | -2.51B | -3.28B▼ | -3.26B▲ | -6.82B▼ | 2B▲ |
| Net Equity Issuance | -9.79M | -273.24M▼ | -161.49M▲ | -168.56M▼ | -17.08M▲ |
| SBC | 31.73M | 39.64M▲ | 53.9M▲ | 60.18M▲ | 79.51M▲ |
Analyst Consensus
Estimate Revisions
Estimates trending upward
Earnings Track Record
Beat estimates 8 of last 8 quarters
Avg surprise: +14.4%
Growth
Ownership
Data from SEC 13F filings · Reported September 30, 2023
Earnings Calendar
Next earnings
October 21, 2026
Last earnings
August 5, 2026
AI Summary
CACI International Inc operates predominantly within the defense sector, focusing on cutting-edge directed energy weapons and defense-related photonics applications. This specialization places them in a critical segment of modern warfare technology, leveraging advanced technologies to offer unique solutions to defense agencies globally.
CACI's robust revenue growth trajectory reflects its strong positioning and the increasing demand for sophisticated defense technologies. The company's revenue jumped from $6.7 billion in FY2023 to $8.6 billion in FY2025, an impressive climb driven by their expanding product offerings and contract wins. The consistent improvement in net income and EPS underlines effective operational execution, supporting a bullish view. Catalysts include continued contract awards from defense departments seeking advanced photonics applications and directed energy solutions that position CACI as a leader within the defense supply chain.
Despite promising revenue growth, CACI faces structural risks that could undercut their momentum. A notable concern is their relatively low gross margin, which crept up only slightly from 8.5% to 8.9% over the past three years. This marginal efficiency gain suggests potential competitive pressures or higher operational costs that could squeeze margins further. Additionally, with a P/E ratio of 24.7, the stock is priced for robust growth, leaving little room for error or unexpected market or operational setbacks.
CACI has demonstrated solid financial expansion, with revenues growing approximately 22% from FY2023 to FY2025. Net income and EPS have similarly benefited from this growth, indicating sound earnings management. Free cash flow also showed a healthy increase from $324 million in FY2023 to $481 million in FY2025, reflecting strong cash generation capabilities. However, operating leverage remains a concern, as gross margins have only marginally improved, and a high P/FCF of 31.1 suggests that the market might be overestimating cash flow sustainability.
Relative to peers, CACI trades at a premium with a P/E ratio of 24.7 and a P/FCF of 31.1. This suggests expectations of strong future performance are baked into the current valuation. The EV/EBITDA at 15.0 is also on the high side, indicating that the market prices in optimistic growth narratives. Nonetheless, the valuation could be justified if CACI continues to capture major defense contracts and successfully navigates escalations in global defense spending.
CACI is heavily reliant on defense contracts, creating customer concentration risk where political or budgetary changes could dramatically affect their revenue streams. Furthermore, technological disruptions or advances by competitors could undermine CACI’s market standing. The geopolitical climate also remains a variable risk; tensions that alter global supply chains or demand could impact CACI's operations and profitability.
Investors should pay close attention to defense budget approvals and contract announcements from agencies like the Department of Defense in the next 1-2 quarters. Additionally, any technological advancements in photonics or directed energy applications, as well as competitive maneuvering within this sector, could serve as critical catalysts affecting CACI's market position and stock performance.
Last updated: April 4, 2026
CACI International Inc operates predominantly within the defense sector, focusing on cutting-edge directed energy weapons and defense-related photonics applications. This specialization places them in a critical segment of modern warfare technology, leveraging advanced technologies to offer unique solutions to defense agencies globally.
CACI's robust revenue growth trajectory reflects its strong positioning and the increasing demand for sophisticated defense technologies. The company's revenue jumped from $6.7 billion in FY2023 to $8.6 billion in FY2025, an impressive climb driven by their expanding product offerings and contract wins. The consistent improvement in net income and EPS underlines effective operational execution, supporting a bullish view. Catalysts include continued contract awards from defense departments seeking advanced photonics applications and directed energy solutions that position CACI as a leader within the defense supply chain.
Despite promising revenue growth, CACI faces structural risks that could undercut their momentum. A notable concern is their relatively low gross margin, which crept up only slightly from 8.5% to 8.9% over the past three years. This marginal efficiency gain suggests potential competitive pressures or higher operational costs that could squeeze margins further. Additionally, with a P/E ratio of 24.7, the stock is priced for robust growth, leaving little room for error or unexpected market or operational setbacks.
CACI has demonstrated solid financial expansion, with revenues growing approximately 22% from FY2023 to FY2025. Net income and EPS have similarly benefited from this growth, indicating sound earnings management. Free cash flow also showed a healthy increase from $324 million in FY2023 to $481 million in FY2025, reflecting strong cash generation capabilities. However, operating leverage remains a concern, as gross margins have only marginally improved, and a high P/FCF of 31.1 suggests that the market might be overestimating cash flow sustainability.
Relative to peers, CACI trades at a premium with a P/E ratio of 24.7 and a P/FCF of 31.1. This suggests expectations of strong future performance are baked into the current valuation. The EV/EBITDA at 15.0 is also on the high side, indicating that the market prices in optimistic growth narratives. Nonetheless, the valuation could be justified if CACI continues to capture major defense contracts and successfully navigates escalations in global defense spending.
CACI is heavily reliant on defense contracts, creating customer concentration risk where political or budgetary changes could dramatically affect their revenue streams. Furthermore, technological disruptions or advances by competitors could undermine CACI’s market standing. The geopolitical climate also remains a variable risk; tensions that alter global supply chains or demand could impact CACI's operations and profitability.
Investors should pay close attention to defense budget approvals and contract announcements from agencies like the Department of Defense in the next 1-2 quarters. Additionally, any technological advancements in photonics or directed energy applications, as well as competitive maneuvering within this sector, could serve as critical catalysts affecting CACI's market position and stock performance.
CACI International Inc operates predominantly within the defense sector, focusing on cutting-edge directed energy weapons and defense-related photonics applications. This specialization places them in a critical segment of modern warfare technology, leveraging advanced technologies to offer unique solutions to defense agencies globally.
CACI International Inc is in the Defense layer of the photonics supply chain. Directed energy weapons and defense photonics applications
In FY2026, CACI International Inc reported net income of $535.81M.
Companies in the same supply chain layer as CACI International Inc include AeroVironment, Inc., AgEagle Aerial Systems, Inc., Astronics Corporation, BAE Systems plc, and Curtiss-Wright Corporation.
CACI International Inc is expected to report around October 21, 2026.
Analysis updated April 2026
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In recent days, CACI International announced a one-year plus four option periods US$1.50 billion-ceiling Apollo award to support U.S. Central Command, alongside being selected by Vantor to provide optical imaging payloads for its planned Vantor Pulse satellite fleet. Together, these wins reinforce CACI’s role at the intersection of defense information advantage and space-based imaging, broadening its exposure to high-tech mission-critical work. We’ll now explore how the large Apollo contract...
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RESTON, Va., August 05, 2026--CACI International Inc (NYSE: CACI) announced results today for its fiscal fourth quarter and full year ended June 30, 2026, and issued guidance for fiscal year 2027.
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RESTON, Va., July 09, 2026--CACI International Inc (NYSE: CACI) will release its financial results for the fourth quarter and full fiscal year (FY) 2026 after the market closes on Wednesday, August 5, 2026. CACI will also issue detailed FY 2027 guidance.
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RESTON, Va., June 03, 2026--CACI International Inc (NYSE: CACI) announced that Executive Vice President, Chief Financial Officer, and Treasurer Jeffrey MacLauchlan has received the CFO of the Year Award in the Annual Revenue Greater than $500 Million category at the WashingtonExec Chief Officer Awards. This prestigious recognition highlights MacLauchlan’s outstanding financial leadership, strategic vision, and commitment to driving disciplined, sustainable growth for CACI.
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RESTON, Va., May 20, 2026--CACI International Inc (NYSE: CACI) announced today it has been selected to move forward to Phase 3 of the Enterprise Space Terminal (EST) program as part of ongoing efforts with the U.S. Space Force’s Space Systems Command. This marks CACI’s latest significant advancement in its Optical Communications Terminal (OCT) portfolio, underscoring the company’s leadership in delivering innovative, resilient, and mission-ready capabilities in national security across all orbit
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