NYQ • United States
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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▲ | — |
| 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▼ | — |
| 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 stable
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
CACI’s second quarter results were met with a significant positive market response, driven by strong growth across its technology-focused defense and intelligence businesses. Management credited operational execution in electronic warfare and space, as well as expanding demand for software-based solutions, for the outperformance. CEO John Mengucci highlighted the strategic impact of investments in new product development and the rapid deployment of counter-unmanned aerial systems (C-UAS), statin
Free cash flow surged 66% to $735.4 million, beating three-year targets.
CACI International (NYSE:CACI) reported record revenue, EBITDA margin and free cash flow for its fiscal 2026 fourth quarter and full year, while issuing fiscal 2027 guidance that calls for continued double-digit revenue growth and at least $900 million in free cash flow. For fiscal 2026, the nation
Moby summary of CACI International Inc's Q4 2026 earnings call
Aerospace, defense plays rally on earnings wave. Howmet, ATI score breakouts. Redwire, CACI International make bullish moves.
CACI International Inc (CACI) reports 17.6% revenue growth in Q4 2026, with strong contract awards and a robust fiscal 2027 outlook.
Aerospace, defense plays rally on earnings wave. Howmet, ATI score breakouts. Redwire, CACI International make bullish moves.
CACI tops Q4 earnings estimates as revenues climb 17.6%, margins expand and FY27 outlook targets double-digit sales growth with strong cash flow.
Although the revenue and EPS for CACI International (CACI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
CACI International (CACI) delivered earnings and revenue surprises of +22.73% and +0.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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.
Defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 17.6% year on year to $2.71 billion. The company’s full-year revenue guidance of $10.75 billion at the midpoint came in 0.7% above analysts’ estimates. Its non-GAAP profit of $8.91 per share was 23.2% above analysts’ consensus estimates.
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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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CACI International (CACI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
CACI International stock has returned 89.2% over the past five years, and with the broader valuation checks now pointing to a mixed picture rather than a clear bargain or an obvious premium, investors are weighing how much of that progress is already reflected in the current price. The 89.2% five year return suggests CACI International has rewarded patient shareholders, which can make fresh entry points less straightforward to judge. New and expanded U.S. government contracts, including...
CACI International (NYSE:CACI) secured a $308 million, six year contract with the Department of Veterans Affairs to modernize legacy financial management systems. The company received a substantial contract ceiling increase for forensic exploitation support with the U.S. Army, expanding its role in national security work. CACI appointed Tom Kirkland as Executive Vice President of Electronic Warfare, adding an experienced defense technology leader to its senior ranks. For investors tracking...
RESTON, Va., July 07, 2026--CACI International Inc (NYSE: CACI) announced today that it has received a ceiling increase valued at more than $140.5 million for the remaining three years of its existing five-year contract to continue providing comprehensive forensic exploitation support to the U.S. Army Development Command (DEVCOM) Command, Control, Communications, Computers, Cyber, Intelligence, Surveillance and Reconnaissance (C5ISR) Center. With this increase, the total contract value will be m
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On Jan. 14, I presented Barron’s Investor Circle members my stock idea, CACI International, a provider of defense technologies. CACI International has since declined 25%, despite booming business. “Software and knowledge/consulting names were hit particularly hard” early this year, says Richard Stroud, investment director for London-based TrinityBridge.
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CACI International recently announced that President and CEO John Mengucci and CFO Jeffrey MacLauchlan will appear at the 16th Annual Wells Fargo Industrials & Materials Conference, following MacLauchlan’s recognition as CFO of the Year by both WashingtonExec and the Northern Virginia Technology Council for his 2025 leadership. These repeated awards for MacLauchlan highlight how CACI’s finance team is being externally credited for capital discipline, acquisition execution, and reinforcing...
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.
Investors may be asking whether CACI International at around US$513.51 is offering good value right now, or whether most of the opportunity is already priced in. The stock is up 2.4% over the last week, flat over the past month, has declined 4.4% year to date, and shows returns of 23.4% over 1 year, 69.0% over 3 years, and 99.3% over 5 years. Recent coverage has focused on how CACI International fits into the broader professional services and defense contracting space, with attention on...
We recently compiled a list of the 12 Best Strong Buy Tech Stocks to Invest In Now. CACI International Inc (NYSE:CACI) is one of the best Strong Buy stocks on this list. TheFly reported on May 18 that Citi reduced its price target on CACI to $555 from $614 while maintaining a Neutral rating on the stock. […]
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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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Shares of defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) jumped 3.5% in the afternoon session after it secured a $113.8 million contract from the U.S. Navy.
RESTON, Va., May 13, 2026--CACI International Inc (NYSE: CACI) announced today that Jimmy Norcross, CACI executive vice president, Digital and Enterprise Solutions, has been named to the prestigious Nextgov/FCW Federal 100. Regarded as one of the highest honors for the federal IT community, the award recognizes individuals who went far beyond their assigned duties to shape their organizations and the nation’s agenda over the past year.
Recent share performance context CACI International (CACI) has recently drawn investor attention after a stretch of weaker share performance, with the stock showing declines over the past week, month, past 3 months and year to date. At a last close of US$489.88, CACI International sits below its 1 year total return of 2.86%. This highlights that shorter term moves can differ from the stock’s longer multiyear track record. See our latest analysis for CACI International. The recent 1 day, 7 day...
Whether CACI International at about US$489.88 offers good value right now depends on how you view the stock and which valuation approach you use. The share price is roughly 5.7% lower over the last week and 13.9% lower over the last month, while it remains up 2.9% over the last year and 60.6% over three years, with a 5-year return of 89.2%. Recent headlines around CACI International have focused on the business and sector more broadly, including how government-focused contractors are...
With an upside potential of 35.61%, CACI International Inc (NYSE:CACI) is among the 10 Tech Stocks That Could Make You a Millionaire. On April 26, Jefferies analyst Sheila Kahyaoglu lowered the firm’s price target on CACI International Inc (NYSE:CACI) to $550 from $645 while maintaining a Hold rating on the shares. The revision follows solid fiscal third-quarter […]
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CACI International Inc (CACI) reports robust financial results with significant revenue growth and strategic acquisitions enhancing its market position.
Defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 8.5% year on year to $2.35 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $9.55 billion at the midpoint. Its non-GAAP profit of $7.27 per share was 5% above analysts’ consensus estimates.
CACI International (NYSE:CACI) reported third quarter fiscal 2026 results featuring mid-single-digit organic growth, margin expansion, and strong cash generation, while management raised full-year revenue and EBITDA margin guidance following the closing of its ARKA acquisition. Quarterly results: r
Moby summary of CACI International Inc's Q3 2026 earnings call
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CACI posts third-quarter earnings and revenue beat, lifts sales outlook on strong demand and backlog growth, but trims profit guidance on higher costs.
With me this morning is Jeffrey D. MacLauchlan, our Chief Financial Officer. Before turning to our results, I want to start by reminding everyone that CACI International Inc is a fundamentally different company than it was ten or even five years ago.
CACI International (CACI) delivered earnings and revenue surprises of +5.36% and +0.21%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
While the top- and bottom-line numbers for CACI International (CACI) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
CACI International (CACI) delivered earnings and revenue surprises of +5.36% and +0.21%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 8.5% year on year to $2.35 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $9.55 billion at the midpoint. Its non-GAAP profit of $7.27 per share was 5% above analysts’ consensus estimates.
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