Thomson Reuters (NASDAQ:TRI – Get Free Report) and CACI International (NYSE:CACI – Get Free Report) are both large-cap industrials companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, institutional ownership, profitability, risk, valuation and earnings.
Valuation & Earnings This table compares Thomson Reuters and CACI International”s revenue, earnings per share (EPS) and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Thomson Reuters $7.83 billion 5.39 $1.50 billion $3.76 25.79 CACI International $9.57 billion 1.40 $535.81 million $24.15 25.11 Thomson Reuters has higher earnings, but lower revenue than CACI International. CACI International is trading at a lower price-to-earnings ratio than Thomson Reuters, indicating that it is currently the more affordable of the two stocks. Analyst Ratings This is a breakdown of recent recommendations and price targets for Thomson Reuters and CACI International, as provided by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Thomson Reuters 0 6 10 1 2.71 CACI International 0 4 8 0 2.67 Thomson Reuters currently has a consensus target price of $131.57, indicating a potential upside of 35.66%. CACI International has a consensus target price of $697.55, indicating a potential upside of 15.03%. Given Thomson Reuters’ stronger consensus rating and higher probable upside, research analysts clearly believe Thomson Reuters is more favorable than CACI International.
Profitability This table compares Thomson Reuters and CACI International’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Thomson Reuters 21.22% 15.82% 10.27% CACI International 5.60% 15.65% 6.45% Institutional and Insider Ownership 17.3% of Thomson Reuters shares are owned by institutional investors. Comparatively, 86.4% of CACI International shares are owned by institutional investors. 1.1% of CACI International shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
Volatility and Risk Thomson Reuters has a beta of 0.74, suggesting that its share price is 26% less volatile than the S&P 500. Comparatively, CACI International has a beta of 0.57, suggesting that its share price is 43% less volatile than the S&P 500.
Summary Thomson Reuters beats CACI International on 11 of the 15 factors compared between the two stocks.
(Get Free Report)
Thomson Reuters Corporation provides business information services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates in five segments: Legal Professionals, Corporates, Tax & Accounting Professionals, Reuters News, and Global Print. The Legal Professionals segment offers research and workflow products focusing on legal research and integrated legal workflow solutions that combine content, tools, and analytics to law firms and governments. The Corporates segment provides a suite of content-enabled technology solutions for legal, tax, regulatory, compliance, and IT professionals. The Tax & Accounting Professionals segment offers research and workflow products focusing on tax offerings and automating tax workflows to tax, accounting, and audit professionals in accounting firms. The Reuters News segment provides business, financial, and international news to media organizations, professional, and news consumers through news agency and industry events. The Global Print segment offers legal and tax information primarily in print format to legal and tax professionals, governments, law schools, and corporations. The company was formerly known as The Thomson Corporation and changed its name to Thomson Reuters Corporation in April 2008. The company was founded in 1851 and is headquartered in Toronto, Canada. Thomson Reuters Corporation is a subsidiary of The Woodbridge Company Limited.
About CACI International (Get Free Report)
CACI International Inc, through its subsidiaries, engages in the provision of expertise and technology to enterprise and mission customers in support of national security in the intelligence, defense, and federal civilian sectors. The company operates through two segments, Domestic Operations and International Operations. The Domestic Operations segment offers digital solutions by modernizing enterprise and agency-unique applications, enterprise infrastructure, and business processes; C4ISR solutions, including command, control, communications, and computer (C4), as well as intelligence, surveillance, and reconnaissance (ISR) technology and networks; and cyber solutions for cybersecurity, cyberspace, electronic warfare, and signals intelligence operations. This segment also provides space solutions, comprising intelligence fusion, data analytic, and decision support, as well as logistics solutions; engineering services, such as platform integration, modernization and sustainment, system engineering, naval architecture, training and simulation, and logistics engineering; design, implement, protect, and manage secure enterprise IT solutions for federal agencies; and mission support solutions, that include analytic services, as well as scenario-based instruction across the spectrum of intelligence processing, collection, and products. The International Operations segment provides a range of IT services, proprietary data, and software products to the commercial and government customers in the United Kingdom, continental Europe, and internationally. The company was founded in 1962 and is headquartered in Reston, Virginia.
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Stock to Watch: CACI International (CACI - Free Report) Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company’s solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently.
CACI is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. CACI has a Growth Style Score of B, forecasting year-over-year earnings growth of 8.3% for the current fiscal year.
Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $1.01 to $32.31 per share. CACI boasts an average earnings surprise of +11.2%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, CACI should be on investors' short list.
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The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: CACI International (CACI - Free Report) Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company’s solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently.
CACI is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 19.62; value investors should take notice.
Five analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.46 to $31.76 per share. CACI also boasts an average earnings surprise of +11.2%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, CACI should be on investors' short list.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: CACI International (CACI - Free Report) Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company’s solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently.
CACI is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. CACI has a Momentum Style Score of B, and shares are up 28.1% over the past four weeks.
Five analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.46 to $31.76 per share. CACI also boasts an average earnings surprise of +11.2%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, CACI should be on investors' short list.
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The service also includes the Focus List, which is a long-term portfolio of top stocks that boast a winning, market-beating combination of growth and momentum qualities.
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That's what the Zacks Focus List offers. It's a portfolio of 50 stocks that serve as a starting point for long-term investors to build their individual portfolios. The stocks included in the list are set to outperform the market over the next 12 months.
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Focus List MethodologyWhen stocks are picked for the Focus List, it reflects our enduring reliance on the power of earnings estimate revisions.
Earnings estimates, or expectations of growth and profitability, come from brokerage analysts who track publicly traded companies; these analysts work together with company management to analyze every aspect that may affect future earnings, like interest rates, the economy, and sector and industry optimism.
What a company will earn down the road also needs to be taken into consideration, and this is why earnings estimate revisions are so important.
Stocks that receive upward earnings estimate revisions are more likely to receive even more upward changes in the future. For example, if an analyst raised their estimates last month, they're more likely to do it again this month, and other analysts are likely to do the same.
Harnessing the power of earnings estimate revisions is where the Zacks Rank comes in. The Zacks Rank, which is a unique, proprietary stock-rating model, employs earnings estimate revisions to make it easier to build a winning portfolio.
The Zacks Rank consists of four main pillars: Agreement, Magnitude, Upside, and Surprise. Each one is given a raw score, which is recalculated every night and compiled into the Rank. Then, stocks are classified into five groups, ranging from "Strong Buy" to "Strong Sell," using this data.
The Focus List is comprised of stocks hand-picked from a long list of #1 (Strong Buy) or #2 (Buy) ranked companies, meaning that each new addition boasts a bullish earnings consensus among analysts.
It can be very profitable to buy stocks with rising earnings estimates, as stock prices respond to revisions. By adding Focus List stocks, there's a great chance you'll be getting into companies whose future earnings estimates will be raised, which can lead to price momentum.
Focus List Spotlight: CACI International (CACI - Free Report) Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company’s solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently.
Since being added to the Focus List on December 2, 2015 at $103.31 per share, shares of CACI have increased 513.51% to $633.82. The stock is currently a #3 (Hold) on the Zacks Rank.
Five analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.46 to $31.76. CACI boasts an average earnings surprise of 11.2%.
Earnings for CACI are forecasted to see growth of 6.5% for the current fiscal year as well.
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RESTON, Va.--(BUSINESS WIRE)--Today CACI International Inc (NYSE: CACI) announced it has been selected to deliver technology that will defend U.S. interests against adversarial threats for the U.S. Space Force. Under the National Space Test and Training Complex (NSTTC) Innovative Technology & Engineering – Space Test and Range (NITE‑STAR) contract, CACI will deliver critical technology advancements that strengthen and modernize the test and training architectures required for realistic oper.
Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.
One of our most popular services, Zacks Premium offers daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter. All are useful tools to find what stocks to buy, what to sell, and what are today's hottest industries.
It also includes the Focus List, a long-term portfolio of top stocks that have all the elements to beat the market.
Breaking Down the Zacks Focus ListIf you could, wouldn't you jump at the chance for access to a curated list of stocks to kickstart your investing journey?
That's what the Zacks Focus List, a portfolio of 50 stocks, offers investors. Not only does it serve as a starting point for long-term investors, but all stocks included in the list are poised to outperform the market over the next 12 months.
Additionally, each selection is accompanied by a full Zacks Analyst Report, something that makes the Focus List even more valuable. The report explains in detail why each stock was picked and why we believe it's good for the long-term.
The portfolio's past performance only solidifies why investors should consider it as a starting point. For 2020, the Focus List gained 13.85% on an annualized basis compared to the S&P 500's return of 9.38%. Cumulatively, the portfolio has returned 2,519.23% while the S&P returned 854.95%. Returns are for the period of February 1, 1996 to March 31, 2021.
Focus List MethodologyWhen stocks are picked for the Focus List, it reflects our enduring reliance on the power of earnings estimate revisions.
Earnings estimates, or expectations of growth and profitability, come from brokerage analysts who track publicly traded companies; these analysts work together with company management to analyze every aspect that may affect future earnings, like interest rates, the economy, and sector and industry optimism.
What a company will earn down the road also needs to be taken into consideration, and this is why earnings estimate revisions are so important.
Stocks that receive upward earnings estimate revisions are more likely to receive even more upward changes in the future. For example, if an analyst raised their estimates last month, they're more likely to do it again this month, and other analysts are likely to do the same.
Harnessing the power of earnings estimate revisions is where the Zacks Rank comes in. The Zacks Rank is a unique, proprietary stock-rating model that utilizes changes to a company's quarterly earnings expectations to help investors build a winning portfolio.
Four primary factors make up the Zacks Rank: Agreement, Magnitude, Upside, and Surprise. Each is given a raw score that's recalculated every night and compiled into the Rank, and with this data, stocks are then classified into five groups, ranging from "Strong Buy" to "Strong Sell."
The Focus List is comprised of stocks hand-picked from a long list of #1 (Strong Buy) or #2 (Buy) ranked companies, meaning that each new addition boasts a bullish earnings consensus among analysts.
Since stock prices respond to revisions, it can be very profitable to buy stocks with rising earnings estimates. By buying Focus List stocks, then, you're likely getting into companies whose future earnings estimates will be raised, potentially leading to price momentum.
Focus List Spotlight: CACI International (CACI - Free Report) Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company’s solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently.
CACI, a #3 (Hold) stock, was added to the Focus List on December 2, 2015 at $103.31 per share. Since then, shares have increased 549.06% to $670.54.
For fiscal 2027, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.21 to $31.51. CACI boasts an average earnings surprise of 11.2%.
Additionally, CACI's earnings are expected to grow 5.6% for the current fiscal year.
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CACI International is rated a hold, as profitability is still lagging behind while the earnings multiple trades in line with the sector median and ahead of the 5-year rolling multiple. Growth metrics are leading the peer group significantly as the firm is pivoting more to being tech-driven as opposed to relying on expertise. This gives it leverage to aggressively bid on contract work that demands proprietary technology to be fully serviced, like defense work, while peers compete on cost-plus work.
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Stock to Watch: CACI International (CACI - Free Report) Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company’s solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently.
CACI is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. CACI has a Growth Style Score of A, forecasting year-over-year earnings growth of 5.6% for the current fiscal year.
Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.42 to $31.51 per share. CACI also boasts an average earnings surprise of +11.2%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, CACI should be on investors' short list.
As of Aug. 13, 2026, three stocks in the industrials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, according to Benzinga Pro.
Here’s the latest list of major overbought players in this sector.
CACI International Inc (NYSE:CACI) On Aug. 5, CACI International reported better-than-expected fourth-quarter financial results and issued FY27 EPS guidance above estimates. “CACI’s outstanding fiscal year 2026 performance demonstrates the power of our differentiated strategy, our relentless focus on execution, and underscores the technology-first national security company we have become. In a challenging environment, we grew free cash flow by 66%, delivered high-single digit organic revenue growth, expanded EBITDA margin to 12.3%, won $10 billion in contract awards, and grew both funded and total backlog,” said John Mengucci, CACI President and Chief Executive Officer. The company’s stock gained around 42% over the past month and has a 52-week high of $683.50. RSI Value: 82.3 CACI Price Action: Shares of CACI rose 1.9% to close at $680.08 on Wednesday. Edge Stock Ratings: 86.41 Momentum score with Value at 30.71.
Manitowoc Company Inc (NYSE:MTW) On Aug. 6, Manitowoc reported better-than-expected second-quarter financial results and raised its FY26 guidance above estimates. “Our second quarter results exceeded our expectations. Net sales increased 10% year-over-year, and adjusted EBITDA grew 86% year-over-year. Customer sentiment remained positive, as strong quoting activity translated into higher order intake across our business. I am extremely pleased with the team’s performance across the business and the continued momentum in non-new machine sales,” commented Aaron H. Ravenscroft, President and Chief Executive Officer of The Manitowoc Company. The company’s stock gained around 58% over the past month and has a 52-week high of $20.26. RSI Value: 85.7 MTW Price Action: Shares of Manitowoc jumped 3.6% to close at $20.16 on Wednesday. Karat Packaging Inc (NASDAQ:KRT) On Aug. 6, Karat Packaging posted upbeat quarterly sales. “We delivered record quarterly net sales of $136.3 million, driven by solid customer demand and accelerated momentum in our online business growth,” said Alan Yu, Chief Executive Officer. “Our financial performance included a benefit from the IEEPA tariff refunds, which further contributed to strong reported profitability.” The company’s stock gained around 39% over the past month and has a 52-week high of $50.81. RSI Value: 80.4 KRT Price Action: Shares of Karat Packaging fell 3.6% to close at $48.26 on Wednesday. Learn more about BZ Edge Rankings—click to see scores for other stocks in the sector and see how they compare.
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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 national security technology company generated $9.6 billion in revenue, up 10.9% from the prior year, including 7.2% organic growth. EBITDA margin rose 110 basis points to 12.3%, while adjusted diluted earnings per share increased 12.7% to $29.83. Free cash flow totaled $735 million, and the company said free cash flow per share rose 68%.
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Fourth-quarter revenue was $2.7 billion, an increase of 17.6% year over year, including 11.6% organic growth. Quarterly EBITDA margin reached 13%, up 150 basis points from a year earlier. The company said a gain from a minor divestiture in its U.K. business added about 30 basis points to fourth-quarter margin. Adjusted diluted EPS was $8.91, up 6.1%, and quarterly free cash flow was $233 million.
Fiscal 2027 Outlook CACI forecast fiscal 2027 revenue of $10.65 billion to $10.85 billion, representing growth of 11.3% to 13.4%, including about $500 million of acquired revenue. The company expects EBITDA margin in the high 12% range, adjusted diluted EPS of $32.96 to $33.86, and free cash flow of at least $900 million.
Chief Financial Officer Jeff MacLauchlan said the free-cash-flow outlook includes a delayed $40 million tax refund and a $115 million cash benefit related to changes in the Section 174 research-and-development tax credit. CACI expects free cash flow per share to grow about 22% in fiscal 2027 and expects adjusted net income conversion of at least 100% for a second consecutive year.
MacLauchlan said organic growth is expected to be stronger in the second half of fiscal 2027 than in the first half, with first-quarter organic growth anticipated to be in the low single digits. He also described the company’s historical revenue cadence as approximately 45% in the first half and 55% in the second half, while cash flow has tended to be more heavily weighted toward the second half.
Technology Programs and Market Demand President and Chief Executive Officer John Mengucci said the company’s growth strategy centers on software-defined technologies for national security missions, supported by its operational workforce and investments made ahead of customer demand.
In electronic warfare, Mengucci said CACI’s Spectral program reached Milestone C and is moving into low-rate initial production, with deployment expected to begin in the second half of fiscal 2027. The company’s SkyValor counter-unmanned aircraft system was selected for southern-border homeland-defense work, and CACI recently received a separate $500 million Domestic Shield award.
Mengucci said the company sees growing demand for counter-UAS systems and described the market as a long-term growth opportunity. He said CACI has received export approval for most or all of its systems and has delivered variations of those systems to 17 countries.
In space, CACI completed the integration of ARKA, which it acquired to combine sensing and AI-enabled analytics with CACI’s existing technology and customer presence. Mengucci said the combined business recently received an award supporting the U.S. Space Force against adversarial threats, its first award leveraging both legacy CACI and ARKA capabilities. The company also cited a classified counterspace win, progress to Phase 3 of the Space Force’s Enterprise Space Terminal program, and technology supporting NASA’s Artemis II mission.
The company also highlighted technology modernization programs for U.S. Transportation Command, the Office of Personnel Management, the U.S. Air Force, the U.S. Army and the Defense Intelligence Agency. CACI said it is using AI across software development to reduce development time, improve quality and increase delivered capability.
Backlog, Awards and Capital Structure CACI recorded more than $10 billion in fiscal 2026 contract awards, representing a book-to-bill ratio of 1.1 times. The weighted average duration of those awards was nearly six years. Total backlog exceeded $32 billion, up 2% year over year, while funded backlog increased 29%.
MacLauchlan said approximately 83% of fiscal 2027 revenue is expected to come from existing programs, with recompetes accounting for 9% and new business accounting for 8%. The company had nearly $11 billion in bids under evaluation at year-end, about 75% of which represented new business, and expects to submit another $22 billion in bids over the following two quarters.
Management said nontraditional procurement methods, including other transaction authorities, commercial solutions openings and commercial acquisitions, are becoming more prevalent. Mengucci said CACI’s fiscal 2026 OTA award value was more than double the combined value of fiscal 2024 and fiscal 2025. He said smaller OTA awards can move more quickly into larger production programs, making traditional award metrics less directly comparable over time.
Following the ARKA acquisition, CACI ended the quarter with pro forma leverage of 3.7 times, down by half a turn during the quarter. The company now expects leverage to return to the low-3-times range by June 2027, one quarter earlier than previously projected.
Progress Against Long-Term Targets Management said the fiscal 2027 outlook puts CACI on track to meet or exceed the three-year financial goals it established at its November 2024 investor day. The company now expects to generate at least $2.1 billion of free cash flow over the three-year period, compared with its prior $1.6 billion target. It also expects three-year EBITDA margin of 11.9% to 12%, above its prior mid-11% target.
Mengucci said CACI’s emphasis on operational support will remain part of its model even as the company expands its technology portfolio. He said more than 1,400 employees are embedded across combatant commands globally, providing mission insight that helps inform technology investments and product development.
About CACI International (NYSE:CACI)CACI International Inc is a leading provider of information solutions and services to the U.S. federal government, with a primary focus on defense, intelligence, homeland security and federal civilian agencies. The company delivers advanced technology and domain expertise to support mission-critical operations, offering capabilities in areas such as data analytics, cyber security, network integration, enterprise IT modernization and logistics support. By integrating software, hardware and professional services, CACI helps clients enhance situational awareness, improve decision making and maintain critical infrastructure resilience.
Founded in 1962 and headquartered in Arlington, Virginia, CACI has evolved from a small consulting operation into a global enterprise.
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On August 06, 2026, CACI International Inc (CACI) shares rose significantly by 21.4%, bringing the current price to $628.79. This surge is notable within the co
Key Takeaways CACI beat Q4 earnings estimates as revenues rose 17.6% year over year and topped expectations.CACI expanded the EBITDA margin to 13% as execution, business mix and a U.K. divestiture supported results.CACI forecasts FY27 revenues of $10.65B-$10.85B with adjusted EPS of $32.96-$33.86. CACI International (CACI - Free Report) reported fourth-quarter fiscal 2026 adjusted earnings of $8.91 per share, which beat the Zacks Consensus Estimate of $7.26 by 22.7%. Adjusted EPS increased 6.1% year over year. However, GAAP diluted EPS declined 1.3% to $7.05, as higher operating income was offset by increased interest expense related to the ARKA acquisition and a higher tax provision.
Quarterly revenues increased 17.6% year over year to $2.71 billion, surpassing the Zacks Consensus Estimate by 0.36%. Organic revenue growth was 11.6%, while revenues also increased 15.2% sequentially.
CACI's Q4 and FY26 Performance in DetailsDuring the quarter, contract awards totaled $1.6 billion, with approximately 40% representing new business. Total backlog increased 1.9% year over year to $32 billion, while funded backlog rose 28.6% to $5.4 billion, providing solid revenue visibility.
Profitability improved meaningfully during the quarter. EBITDA margin expanded to 13%, up 150 basis points year over year, supported by stronger execution, favorable business mix and a small gain from a U.K. divestiture. EBITDA increased 33.5% year over year to $353.1 million, while income from operations climbed 31.7% to $272.2 million.
Management highlighted several notable contract wins during the quarter, including deployment of its SkyValor counter-drone system for the Department of War, a technology modernization contract with the Department of Veterans Affairs worth up to $308 million, classified national security awards exceeding $236 million, and multiple defense modernization and cloud transformation programs.
For fiscal 2026, revenues increased 10.9% to $9.57 billion, driven by 7.2% organic growth. Adjusted EPS rose 12.7% to $29.83, while EBITDA margin expanded to 12.3%. Annual contract awards totaled $10.2 billion, resulting in a 1.1x book-to-bill ratio.
CACI's Balance Sheet & Cash FlowCACI continued to generate strong cash flows during the quarter. Net cash provided by operating activities, excluding MARPA, increased 67.4% year over year to $279.7 million, while free cash flow rose 67.4% to $232.9 million, supported by disciplined working capital management. Days sales outstanding improved to 55 days from 56 days a year earlier.
The company expects leverage to decline more rapidly than previously anticipated. Pro forma net leverage stood at approximately 3.7x following the ARKA acquisition, and management now expects leverage to return to the low-3x range by June 2027, one quarter earlier than previously projected, supported by consistent cash generation.
CACI Initiates FY27 GuidanceFor fiscal 2027, CACI expects revenues between $10.65 billion and $10.85 billion, suggesting growth of 11.3-13.4%, including 6.1-8.2% organic growth. Adjusted net income is projected in the range of $735-$755 million, while adjusted EPS is expected between $32.96 and $33.86.
The company projects an EBITDA margin in the high-12% range and expects free cash flow of at least $900 million, supported by continued revenue growth, margin expansion and efficient working capital management. Capital expenditures are expected to be approximately $115 million, while net interest expense is projected at roughly $288 million.
Zacks Rank and Stocks to ConsiderAt present, CACI carries Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Computer and Technology sector are Lumentum (LITE - Free Report) , Applied Materials (AMAT - Free Report) and Analog Devices (ADI - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of Lumentum have surged 123% year to date. The Zacks Consensus Estimate for LITE’s fiscal 2026 earnings is pegged at $8.19 per share, up by 5 cents over the past 30 days, indicating an increase of 297.6% year over year.
Shares of Applied Materials have jumped 107.9% year to date. The Zacks Consensus Estimate for AMAT’s fiscal 2026 earnings is pegged at $12.14 per share, up by 3 cents over the past 30 days, indicating a rise of 28.9% year over year.
Analog Devices shares have surged 39.2% year to date. The Zacks Consensus Estimate for ADI’s fiscal 2026 earnings is pegged at $12.42 per share, up by 10 cents over the past 30 days, indicating an increase of 33.9% year over year.
CACI International (CACI - Free Report) came out with quarterly earnings of $8.91 per share, beating the Zacks Consensus Estimate of $7.26 per share. This compares to earnings of $8.4 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +22.73%. A quarter ago, it was expected that this defense contractor would post earnings of $6.9 per share when it actually produced earnings of $7.27, delivering a surprise of +5.36%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
CACI International, which belongs to the Zacks Computer - Services industry, posted revenues of $2.71 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.36%. This compares to year-ago revenues of $2.3 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
CACI International shares have lost about 1.6% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for CACI International?While CACI International has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for CACI International was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $7.26 on $2.54 billion in revenues for the coming quarter and $30.49 on $10.57 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Services is currently in the top 45% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, PDF Solutions (PDFS - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This provider of software and services for semiconductor makers is expected to post quarterly earnings of $0.26 per share in its upcoming report, which represents a year-over-year change of +36.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
PDF Solutions' revenues are expected to be $61 million, up 17.9% from the year-ago quarter.
For the quarter ended June 2026, CACI International (CACI - Free Report) reported revenue of $2.71 billion, up 17.6% over the same period last year. EPS came in at $8.91, compared to $8.40 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.7 billion, representing a surprise of +0.36%. The company delivered an EPS surprise of +22.73%, with the consensus EPS estimate being $7.26.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how CACI International performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total Revenue - Organic Growth (YOY): 11.6% versus 12.1% estimated by three analysts on average.Revenues by Expertise or Technology- Expertise: $1.05 billion compared to the $1.07 billion average estimate based on two analysts. The reported number represents a change of +9.1% year over year.Revenues by Customer Group- Federal Civilian Agencies: $436.99 million compared to the $463.91 million average estimate based on two analysts. The reported number represents a change of -2.3% year over year.Revenues by Customer Group- Department of Defense: $1.51 billion versus $1.65 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -13.5% change.Revenues by Expertise or Technology- Technology: $1.66 billion compared to the $1.62 billion average estimate based on two analysts. The reported number represents a change of +23.7% year over year.View all Key Company Metrics for CACI International here>>>
Shares of CACI International have returned +5.4% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
RESTON, Va.--(BUSINESS WIRE)-- #LimitlessPotential--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. “CACI's outstanding fiscal year 2026 performance demonstrates the power of our differentiated strategy, our relentless focus on execution, and underscores the technology-first national security company we have become. In a challenging environment, we grew free cash flow by 66%, delivered high-single d.
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Focus List Spotlight: CACI International (CACI - Free Report) Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company’s solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently.
Since being added to the Focus List on December 2, 2015 at $103.31 per share, shares of CACI have increased 407.4% to $524.19. The stock is currently a #3 (Hold) on the Zacks Rank.
One analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.07 to $28.03. CACI also boasts an average earnings surprise of 12.6%.
Moreover, analysts are expecting CACI's earnings to grow 5.9% for the current fiscal year.
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How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: CACI International (CACI - Free Report) Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company’s solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently.
CACI is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 16.81; value investors should take notice.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.07 to $28.03 per share. CACI also boasts an average earnings surprise of +12.6%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, CACI should be on investors' short list.
, /PRNewswire/ -- CACI International Inc (NYSE: CACI) announced today that it will serve as one of Oracle's technology partners for the U.S. Office of Personnel Management's (OPM) Federal Human Resources Information Technology (HRIT) Modernization contract. Working alongside Oracle, Baker Tilly, and Deloitte on this 10-year contract worth nearly $400 million, CACI will modernize and consolidate disparate federal human resource systems into a single, secure, cloud-based platform for federal civilian employees, including HR professionals and leaders. The consolidation of federal HR systems into a single shared platform is expected to reduce taxpayer costs by more than 90 percent while improving efficiency, security, and service delivery across the government.
"Modernizing federal human resources systems at this scale requires trusted technology partners and deep implementation experience," said John Mengucci, CACI President and Chief Executive Officer. " We have already demonstrated that we can deliver complex HR modernization across the federal government. We will apply that experience to help OPM build a secure, modern platform that strengthens data quality, improves the employee experience, and provides the reliability and security federal agencies expect."
CACI will support the development, deployment, and implementation of the Oracle Fusion HCM SaaS solution, The platform will include embedded artificial intelligence, standardized data exchange, and continuously updated privacy and security protections.
The award builds on CACI and Oracle's proven success delivering large-scale federal HR modernization. Together, the companies supported the Army's Integrated Personnel and Pay System–Army (IPPS-A), the first successful modernization of the Army's personnel and pay environment after decades of unsuccessful efforts. IPPS-A now supports more than 1.1 million soldiers and established a proven model for transforming complex federal HR systems.
The OPM program represents the next step in applying that experience across a large federal HR modernization market. It also expands a long-standing CACI and Oracle partnership that includes work on the Global Combat Support System–Marine Corps (GCSS-MC) platform, the Defense Agencies Initiative (DAI), and the U.S. Air Force's Defense Enterprise Accounting and Management System (DEAMS) program.
About CACI
CACI International Inc (NYSE: CACI) is a technology-first national security company that expands the limits of national security through innovation, discipline, and operational excellence. We deliver advanced technologies that help our customers move faster, operate more efficiently, and anticipate and defeat evolving threats. Our 27,000 talented employees and strong culture drive our success and have earned CACI recognition as a Fortune World's Most Admired Company. CACI is a member of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit caci.com.
There are statements made herein which do not address historical facts and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI's Annual Report on Form 10-K for the fiscal year ended June 30, 2025, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof.
RESTON, Va., Aug. 3, 2026 /PRNewswire/ -- CACI International Inc (NYSE: CACI) announced today that Marcie Small has been appointed Executive Vice President and Chief Human Resources Officer.
RESTON, Va.--(BUSINESS WIRE)-- #LimitlessPotential--CACI International Inc (NYSE: CACI) announced today that as the first task order of a three-year $500 million Indefinite Delivery/Indefinite Quantity (IDIQ) contract, SkyValor, CACI's advanced drone defense system, will be deployed to strategic locations as part of a larger national security effort led by Joint Interagency Task Force 401 (JIATF-401) to defend U.S. interests at home and abroad against fast-growing unmanned threats. SkyValor is built to find, track,.
Bank of New York Mellon Corp lowered its holdings in shares of CACI International, Inc. (NYSE:CACI – Free Report) by 1.9% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 169,966 shares of the information technology services provider’s stock after selling 3,380 shares during the quarter. Bank of New York Mellon Corp owned approximately 0.77% of CACI International worth $92,440,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Jones Financial Companies Lllp increased its holdings in CACI International by 344.7% during the first quarter. Jones Financial Companies Lllp now owns 885 shares of the information technology services provider’s stock valued at $325,000 after buying an additional 686 shares during the last quarter. EverSource Wealth Advisors LLC increased its stake in shares of CACI International by 595.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 146 shares of the information technology services provider’s stock worth $70,000 after purchasing an additional 125 shares in the last quarter. Baird Financial Group Inc. raised its holdings in CACI International by 3.7% in the 2nd quarter. Baird Financial Group Inc. now owns 4,416 shares of the information technology services provider’s stock worth $2,105,000 after purchasing an additional 157 shares during the period. Jump Financial LLC bought a new position in CACI International in the 2nd quarter worth $423,000. Finally, Ameriprise Financial Inc. lifted its position in CACI International by 22.5% during the second quarter. Ameriprise Financial Inc. now owns 298,615 shares of the information technology services provider’s stock valued at $142,346,000 after purchasing an additional 54,905 shares in the last quarter. Hedge funds and other institutional investors own 86.43% of the company’s stock.
CACI International Stock Performance NYSE:CACI opened at $440.93 on Wednesday. The company has a current ratio of 1.61, a quick ratio of 1.61 and a debt-to-equity ratio of 1.20. CACI International, Inc. has a 12-month low of $434.70 and a 12-month high of $683.50. The stock has a 50-day moving average price of $491.74 and a 200 day moving average price of $547.87. The stock has a market capitalization of $9.74 billion, a P/E ratio of 18.19, a P/E/G ratio of 1.37 and a beta of 0.54.
CACI International (NYSE:CACI – Get Free Report) last issued its earnings results on Wednesday, April 22nd. The information technology services provider reported $7.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.09 by $0.18. CACI International had a return on equity of 15.90% and a net margin of 5.86%.The company had revenue of $2.35 billion for the quarter, compared to the consensus estimate of $2.36 billion. During the same quarter last year, the company earned $6.23 EPS. The firm’s quarterly revenue was up 8.5% on a year-over-year basis. Equities research analysts forecast that CACI International, Inc. will post 28.13 EPS for the current fiscal year.
Analysts Set New Price Targets CACI has been the topic of several recent research reports. Jefferies Financial Group decreased their price objective on CACI International from $550.00 to $510.00 and set a “hold” rating on the stock in a research note on Wednesday, July 1st. Wells Fargo & Company started coverage on CACI International in a research note on Wednesday, April 1st. They set an “overweight” rating and a $275.00 price objective for the company. Weiss Ratings lowered shares of CACI International from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, May 19th. TD Cowen decreased their target price on shares of CACI International from $625.00 to $550.00 and set a “buy” rating on the stock in a research note on Tuesday, July 7th. Finally, JPMorgan Chase & Co. dropped their price target on shares of CACI International from $700.00 to $645.00 and set an “overweight” rating for the company in a research report on Monday, June 15th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $609.09.
Check Out Our Latest Stock Analysis on CACI
CACI International Company Profile (Free Report)
CACI International Inc is a leading provider of information solutions and services to the U.S. federal government, with a primary focus on defense, intelligence, homeland security and federal civilian agencies. The company delivers advanced technology and domain expertise to support mission-critical operations, offering capabilities in areas such as data analytics, cyber security, network integration, enterprise IT modernization and logistics support. By integrating software, hardware and professional services, CACI helps clients enhance situational awareness, improve decision making and maintain critical infrastructure resilience.
Founded in 1962 and headquartered in Arlington, Virginia, CACI has evolved from a small consulting operation into a global enterprise.
Further Reading Five stocks we like better than CACI International Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding CACI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CACI International, Inc. (NYSE:CACI – Free Report).
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Focus List Spotlight: CACI International (CACI - Free Report) Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company’s solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently.
Since being added to the Focus List on December 2, 2015 at $103.31 per share, shares of CACI have increased 336.87% to $451.33. The stock is currently a #3 (Hold) on the Zacks Rank.
One analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.17 to $28.13. CACI boasts an average earnings surprise of 12.6%.
Moreover, analysts are expecting CACI's earnings to grow 6.2% for the current fiscal year.
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RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced today that it has been awarded a five-year technology contract valued at up to $113 million by the U.S. Navy’s Military Sealift Command (MSC) to continue modernizing a portfolio of mission-critical business applications used by both ashore personnel and MSC’s global fleet.
“The Military Sealift Command plays a vital role in sustaining U.S. and allied operations around the world, and CACI is proud to continue supporting that mission,” said John Mengucci, CACI President and Chief Executive Officer. “Our team is delivering secure, resilient technology that modernizes critical business systems, strengthens operational readiness, and helps MSC respond faster to operational demands. This award reinforces CACI's role as a trusted technology partner to the Department of War and our commitment to advancing the capabilities our customers depend on.”
MSC operates approximately 140 civilian-crewed ships that replenish Navy ships, conduct specialized missions, strategically preposition combat cargo at sea around the world and move military cargo and supplies used by deployed U.S. forces and coalition partners.
Under this contract, CACI delivers program management, engineering, software development, cloud and cybersecurity capabilities, ensuring resilient, secure, and scalable technology for MSC’s government‑owned vessels and associated command sites. By integrating artificial intelligence, advanced analytics, and intelligent automation across ashore and afloat environments, CACI is streamlining operations, reducing downtime, and delivering faster, data‑driven decision support that enhances readiness for MSC’s worldwide fleet.
About CACI
CACI International Inc (NYSE: CACI) is a technology-first national security company with 27,000 talented employees. We expand the limits of national security through innovation, discipline, and operational excellence. We ensure our customers’ success by delivering technologies to accelerate innovation, drive speed and efficiency, and rapidly anticipate and eliminate threats. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. We are members of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at caci.com.
There are statements made herein which do not address historical facts and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI’s Annual Report on Form 10-K for the fiscal year ended June 30, 2025, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof.
RESTON, Va.--(BUSINESS WIRE)-- #LimitlessPotential--CACI International Inc (NYSE: CACI) announced today that it was awarded a contract by the Department of War (DoW) to deploy SkyValor, CACI's advanced drone defense system, at the Southern Border. The deployment will support a broader national security effort to counter the growing threat of hostile drones and strengthen homeland defense in high-priority operating environments. “Drone threats are evolving quickly, and they are challenging the way we protect our forc.
RESTON, Va.--(BUSINESS WIRE)-- #LimitlessPotential--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. The company will host a conference call the next morning, on Thursday, August 6 at 8:00 a.m. Eastern time, during which CACI's executive leaders will discuss the results and guidance, followed by a question-and-answer session. You can listen.
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? CACI International (CACI - Free Report) , which belongs to the Zacks Computer - Services industry, could be a great candidate to consider.
When looking at the last two reports, this defense contractor has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 5.80%, on average, in the last two quarters.
For the last reported quarter, CACI International came out with earnings of $7.27 per share versus the Zacks Consensus Estimate of $6.9 per share, representing a surprise of 5.36%. For the previous quarter, the company was expected to post earnings of $6.41 per share and it actually produced earnings of $6.81 per share, delivering a surprise of 6.24%.
Price and EPS Surprise
For CACI International, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
CACI International has an Earnings ESP of +5.72% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Investors in CACI International Inc (CACI - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Sept 18, 2026 $400.00 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for CACI International share, but what is the fundamental picture for the company? Currently, CACI International is a Zacks Rank #3 (Hold) in the Computer - Services Industry that ranks in the Top 23% of our Zacks Industry Rank. Over the last 60 days, one analyst has increased his estimate for the current quarter, while none have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter to move from $7.32 per share to $7.34 per share in the same time period.
Given the way analysts feel about CACI International right now, this huge implied volatility could mean there’s a trade developing. Often times, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
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What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: CACI International (CACI - Free Report) Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company’s solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently.
CACI is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 15.89; value investors should take notice.
One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.24 to $28.26 per share. CACI boasts an average earnings surprise of +12.6%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, CACI should be on investors' short list.
RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced today that it has been awarded a six-year technology contract valued at up to $308 million by the Department of Veterans Affairs (VA) to deliver increased operational efficiency, productivity, agility, and flexibility by modernizing and transforming legacy financial management systems. “CACI is a leader in bringing proven financial efficiencies to the federal government to help agencies achieve greater transparency, aud.
CACI International Inc ([url="]NYSE: CACI[/url]) announced today that it has received a ceiling increase valued at more than $140.5 million for the remaining th
RESTON, Va.--(BUSINESS WIRE)--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.
RESTON, Va.--(BUSINESS WIRE)-- #LimitlessPotential--CACI International Inc (NYSE: CACI) announced today that Tom Kirkland has rejoined the company as Executive Vice President of Electronic Warfare. In this role, Kirkland will lead CACI's Electronic Warfare line of business and serve on the company's executive leadership team. Kirkland brings deep defense technology, customer engagement, and business leadership experience across all domains and mission-focused technology businesses. He rejoins CACI as the company con.
U.S. Army Troopers during a training exercise in Fort Hood, Texas. The troopers operate the TLS-Manpack, a CACI International product. (1st Cavalry Division)
On Jan. 14, I presented Barron’s Investor Circle members my stock idea, CACI International, a provider of defense technologies. Nine days after publication—Jan. 23—the stock was up 8.3%. So far, that is its 2026 high. CACI International has since declined 25%, despite booming business. Investors should combat their fears and stick with the stock.
CHANTILLY, Va.--(BUSINESS WIRE)--CACI IDT today announced it was named the Dell Technologies Federal Marketing Partner of the Year for successfully leveraging Dell Technologies' marketing assets and collaborative ecosystem to create innovative, impactful, results-driven campaigns. As part of the 2026 Dell Technologies North America Partner of the Year Awards, CACI IDT received praise for demonstrating outstanding creativity, strategic alignment, and execution in its marketing efforts. “This rec.
RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced today that Dr. Dave Young has joined the company as Executive Vice President and Chief Operating Officer. Young will report to John Mengucci, CACI President and Chief Executive Officer, and serve on the company’s executive leadership team.
Young joins CACI as the company continues to grow and deliver complex technology capabilities for national security customers.
Share Young brings extensive operational, business development, and national security leadership experience across space, defense technology, advanced systems, and mission-focused businesses. He joins CACI as the company continues to grow and deliver complex technology capabilities for national security customers.
“CACI is an innovative, technology-first defense company solving some of the nation’s most critical missions, and Dave is exactly the kind of leader we need as we continue to grow,” said Mengucci. “His operational discipline, strategic perspective, and leadership experience will strengthen how we execute, support growth, and build on our momentum for the opportunities ahead.”
Most recently, Young served as General Manager of National Security Space at Lockheed Martin, where he had full profit-and-loss responsibility for a business with approximately $7 billion in revenue last year. In that role, he led Lockheed Martin’s satellite, satellite ground, and space warfighting portfolios, overseeing more than 250 critical defense and intelligence community programs and a team of more than 10,000 employees.
Young previously served as Senior Vice President and Chief Operating Officer of CAES, where he led operations, engineering, advanced programs, business development, communications, government relations, and strategy across a more than $1 billion defense electronics business. Earlier in his career, he held senior leadership roles at Lockheed Martin and Northrop Grumman.
Young holds a Ph.D. and a Master of Science in Aerospace Engineering from the Georgia Institute of Technology, as well as bachelor’s degrees in Aeronautical Engineering and Physics from Clarkson University.
About CACI
CACI International Inc (NYSE: CACI) is a national security company with 27,000 talented employees who are Ever Vigilant in expanding the limits of national security. We ensure our customers’ success by delivering differentiated technology and distinctive expertise to accelerate innovation, drive speed and efficiency, and rapidly anticipate and eliminate threats. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. We are members of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at caci.com.
There are statements made herein which do not address historical facts and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI’s Annual Report on Form 10-K for the fiscal year ended June 30, 2025, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof.
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Focus List Spotlight: CACI International (CACI - Free Report) Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company’s solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently.
On December 2, 2015, CACI was added to the Focus List at $103.31 per share. Shares have increased 379.08% to $494.94 since then, and the company is a #3 (Hold) on the Zacks Rank.
One analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.02 to $28.34. CACI boasts an average earnings surprise of 12.6%.
Earnings for CACI are forecasted to see growth of 7% for the current fiscal year as well.
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CACI International (CACI - Free Report) came out with quarterly earnings of $7.27 per share, beating the Zacks Consensus Estimate of $6.9 per share. This compares to earnings of $6.23 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.36%. A quarter ago, it was expected that this defense contractor would post earnings of $6.41 per share when it actually produced earnings of $6.81, delivering a surprise of +6.24%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
CACI International, which belongs to the Zacks Computer - Services industry, posted revenues of $2.35 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.21%. This compares to year-ago revenues of $2.17 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
CACI International shares have lost about 2.7% since the beginning of the year versus the S&P 500's gain of 3.2%.
What's Next for CACI International?While CACI International has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for CACI International was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $7.71 on $2.63 billion in revenues for the coming quarter and $28.32 on $9.49 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Services is currently in the bottom 27% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, CGI Group (GIB - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on April 29.
This information technology and business process services company is expected to post quarterly earnings of $1.65 per share in its upcoming report, which represents a year-over-year change of +11.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
CGI Group's revenues are expected to be $3.08 billion, up 9.9% from the year-ago quarter.
CACI International (CACI - Free Report) reported $2.35 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 8.5%. EPS of $7.27 for the same period compares to $6.23 a year ago.
The reported revenue represents a surprise of +0.21% over the Zacks Consensus Estimate of $2.35 billion. With the consensus EPS estimate being $6.90, the EPS surprise was +5.36%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how CACI International performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total Revenue - Organic Growth (YOY): 6.8% versus the three-analyst average estimate of 7.4%.Revenues by Customer Group- Department of Defense: $1.3 billion compared to the $1.5 billion average estimate based on two analysts. The reported number represents a change of -21.6% year over year.Revenues by Expertise or Technology- Technology: $1.33 billion compared to the $1.38 billion average estimate based on two analysts. The reported number represents a change of +11.2% year over year.Revenues by Expertise or Technology- Expertise: $1.02 billion versus $1 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.2% change.Revenues by Customer Group- Federal Civilian Agencies: $373.58 million versus the two-analyst average estimate of $441.24 million. The reported number represents a year-over-year change of -13.4%.View all Key Company Metrics for CACI International here>>>
Shares of CACI International have returned -10.1% over the past month versus the Zacks S&P 500 composite's +8.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Key Takeaways CACI Q3 FY26 earnings and revenues beat estimates, with EPS up 16.7% and sales rising 8.5% year over year.CACI saw strong demand with $2.2B awards, backlog up 6.4% and funded backlog rising 19% year over year.CACI raised revenue outlook to $9.5-$9.6B but cut profit guidance due to higher interest & acquisition costs. CACI International (CACI - Free Report) reported third-quarter fiscal 2026 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate.
CACI reported third-quarter fiscal 2026 non-GAAP earnings of $7.27 per share, which beat the Zacks Consensus Estimate by 5.4%. The bottom line increased 16.7% on a year-over-year basis, primarily driven by higher revenues and operating income, partially offset by higher tax provisions and higher interest expenses.
In the third quarter of fiscal 2026, CACI reported revenues of $2.4 billion, which surpassed the consensus mark by 0.21%. The top line increased 8.5% from the prior-year quarter.
The better-than-expected results pushed CACI stock up 0.54% in the premarket hours on Thursday. CACI shares have soared 21% in the past year, outperforming the Computer - Services industry’s decline of 4.7%.
CACI’s Q3 FY26 DetailsIn the third quarter of fiscal 2026, contract awards totaled $2.2 billion, reflecting continued strong demand and a healthy pipeline. The company reported a book-to-bill ratio of 0.9x for the quarter and 1.2x on a trailing 12-month basis, with a weighted average contract duration of more than six years.
Total backlog was $33.4 billion, marking a 6.4% year-over-year increase, representing approximately 3.6 years of annualized revenue visibility. Funded backlog grew even faster, increasing 19% year over year, reflecting solid near-term revenue support.
From a revenue composition perspective, CACI continues to derive the vast majority of its business from existing programs, which accounted for 98% of revenues, while recompetes and new business each contributed about 1%, reflecting a highly stable and recurring revenue base.
Profitability remained healthy, supported by execution and mix benefits. Adjusted EBITDA margin expanded to 12.3%, up 60 basis points year over year, while adjusted EPS grew 17% year over year. Operating income growth was driven by higher revenues, improved execution and lower share count, partially offset by higher interest expense and taxes.
CACI’s Balance Sheet & Cash FlowAs of March 31, 2026, CACI had cash and cash equivalents of $158 million compared with the previous quarter’s $423 million.
The company continues to maintain a solid financial position, though leverage increased to approximately 4.2x (pro forma) following the ARKA acquisition. Management expects leverage to return to the low 3x range within six quarters, supported by strong cash flow generation.
CACI’s operating cash flow was $504 million, and free cash flow was $221 million in the third quarter of fiscal 2026.
CACI Updates Fiscal 2026 GuidanceBuoyed by strong execution and demand visibility, CACI raised its fiscal 2026 revenue guidance to be in the band of $9.5-$9.6 billion, up from the prior range of $9.3-$9.5 billion, implying 10% to 11% growth. The Zacks Consensus Estimate for CACI’s fiscal 2026 revenues is pegged at $9.49 billion, indicating year-over-year growth of 9.96%.
However, due to acquisition-related costs and higher interest expenses, the company lowered adjusted net income guidance to $615-$630 million from the earlier projection of $630-$645 million.
Adjusted EPS is now expected in the range of $27.70-$28.38 compared with the earlier guidance of $28.25-$28.92. The Zacks Consensus Estimate for CACI’s fiscal 2026 earnings is pegged at $28.32, indicating a year-over-year growth of 6.9%.
CACI reaffirmed its free cash flow guidance of $725 million, despite higher capital expenditures (~$95 million) and integration costs, highlighting the strength of its cash-generating model.
Zacks Rank and Stocks to ConsiderCurrently, CACI carries a Zacks Rank #4 (Sell).
Some better-ranked stocks in the broader Zacks Computer and Technology sector are Arista Networks (ANET - Free Report) , Advanced Energy (AEIS - Free Report) and Applied Materials (AMAT - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of Arista Networks have gained 17.8% year-to-date. The Zacks Consensus Estimate for ANET’s 2026 earnings is pegged at $3.53 per share, up by a penny over the past 30 days, indicating an increase of 18.5% year over year.
Shares of Advanced Energy have gained 78.8% year-to-date. The Zacks Consensus Estimate for AEIS’ 2026 earnings is pegged at $8.32 per share, down a penny over the past 60 days, indicating a rise of 29.8% year over year.
Applied Materials shares have surged 53.4% year-to-date. The Zacks Consensus Estimate for AMAT’s fiscal 2026 earnings is pegged at $11.10 per share, up 7 cents over the past 30 days, indicating an increase of 17.8% year over year.
RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced today that it has achieved Amazon Web Services (AWS) Managed Service Provider (MSP) status. This latest recognition adds to CACI’s current arsenal of technical and business accomplishments achieved through precise hybrid cloud execution and robust qualifications, uniting edge-to-cloud delivery with audited 24/7 operations for mission workloads.
Transforming how our customers work takes bold, forward leaning investments to stay ahead of our adversaries and deliver the technology our customer’s need for mission success.
Share “Transforming how our customers work takes bold, forward leaning investments to stay ahead of our adversaries and deliver the technology our customers' need for mission success,” said Jason Bales, CACI Senior Vice President and Chief Technology Officer. “Our multi-year collaboration with AWS is evidence of CACI’s position to bring commercial technology forward into the mission applications domain, all while delivering software-defined capabilities that achieve and maintain the highest security accreditations in the cloud at commercial speed.”
CACI’s robust technologies, such as Altitude™ and SHIFT™, along with its professional expertise, offer secure, compliant cloud solutions that meet our customers’ distinct mission objectives. Achieving AWS MSP status further validates CACI's ability to deliver rapid, end-to-end cloud solutions that drive network modernization, advance operational excellence, and ensure mission success.
“This new status, earned after rigorous technical audits, security reviews, and customer success evidence, is proof that CACI delivers secure, compliant, and resilient architectures from on-premises to multi-cloud,” continued Bales. “From the enterprise to the edge, CACI uses technology and software to modernize securely, accelerate innovation, and strengthen defense against evolving threats. As a single accountable partner, we deliver the speed, visibility, and confidence our nation needs to operate in today’s most complex and demanding environments.”
Working with AWS enables better automation and ongoing cost and security optimization for CACI’s customers. CACI provides planning, building, migrating, operating, and optimizing mission environments. Customers benefit from cloud environments that are patched, monitored, cost-controlled, and resilient, with measurable SLAs and automated scaling across enclaves and classifications.
CACI delivers:
Expedited Authority to Operate (ATO) processes: Utilizing proven templates, comprehensive evidence packages, and advanced automation tailored for U.S. public sector frameworks, ensuring faster and cleaner paths to ATO. Unmatched security and compliance: AWS MSP status ensures that we are maintaining the highest standards of security and compliance. Optimized cloud solutions: Customers can now benefit from streamlined cloud solutions that are specifically designed to meet the rigorous demands of the U.S. public sector. Additional benefits:
Enhanced trust and credibility: Customers have greater confidence in CACI’s cloud services, knowing they are backed by AWS security protocols and compliance frameworks. Improved efficiency: The use of automated processes and pre-approved templates reduces the time and effort required to achieve ATO, allowing customers to focus on their core missions. Superior support: CACI’s expertise in U.S. public sector frameworks ensures that customers receive tailored support and solutions that align with their specific needs and regulations. For more information about CACI’s innovative cloud solutions visit: www.caci.com/cloud. Learn more about CACI’s AWS relationship.
About CACI
CACI International Inc (NYSE: CACI) is a national security company with 27,000 talented employees who are Ever Vigilant in expanding the limits of national security. We ensure our customers’ success by delivering differentiated technology and distinctive expertise to accelerate innovation, drive speed and efficiency, and rapidly anticipate and eliminate threats. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. We are members of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at caci.com.
There are statements made herein which do not address historical facts and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI’s Annual Report on Form 10-K for the fiscal year ended June 30, 2025, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof.
RESTON, Va.--(BUSINESS WIRE)-- #LimitlessPotential--CACI International Inc (NYSE: CACI) announced today the appointment of Christopher Monoski as its new Executive Vice President, Manufacturing, further strengthening the company's ability to deliver secure, mission-critical technologies across defense, intelligence, and national security programs. Monoski will report directly to President and Chief Executive Officer John Mengucci and will serve as a key member of CACI's leadership team, responsible for building and.
RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced today that it will participate in Bank of America’s 33rd Annual Industrials, Transportation & Airline Key Leaders Conference.
Chief Financial Officer and Treasurer Jeff MacLauchlan will engage in a fireside chat and question-and-answer session on Tuesday, May 12, at 10:20 a.m. Eastern time.
A live audio webcast of the event will be available on the CACI investor relations website, and a replay will be posted for 90 days following the event.
About CACI
CACI International Inc (NYSE: CACI) is a national security company with 27,000 talented employees who are Ever Vigilant in expanding the limits of national security. We ensure our customers’ success by delivering differentiated technology and distinctive expertise to accelerate innovation, drive speed and efficiency, and rapidly anticipate and eliminate threats. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. We are members of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at caci.com.
There are statements made herein which do not address historical facts and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI’s Annual Report on Form 10-K for the fiscal year ended June 30, 2025, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof.
RESTON, Va.--(BUSINESS WIRE)--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.
“Jimmy embodies CACI’s ethos to expand the limits of national security, and we are proud that his incredible work with the Department of Homeland Security (DHS) has been recognized,” said John Mengucci, CACI President and Chief Executive Officer. “His experience modernizing legacy systems, deploying responsible artificial intelligence, and executing complex cloud migrations directly enabled the success of this valued customer’s mission success. In a year defined by operational efficiency and optimization, Jimmy provided the clarity, discipline, and credibility required to ensure lasting improvements.”
In 2025, Norcross was responsible for delivering transformative impact to one of the government’s most complex tasks by improving efficiency, reliability, and modernization for backend IT applications for U.S. Customs and Border Protection (CBP). He led an effort that scaled AI-enabled development, automated testing, and disciplined delivery models that increased release velocity while maintaining near-perfect quality. Under his leadership, software release velocity more than doubled while sustaining 99% defect-free quality, enabling over 1,000 releases annually at the speed border patrol agents require.
“It is an honor to be among the Fed100’s list of leaders and to be recognized for the work we are doing in federal digital transformation to provide unparalleled mission outcomes to our partners at DHS,” said Norcross.
About CACI
CACI International Inc (NYSE: CACI) is a national security company with 27,000 talented employees who are Ever Vigilant in expanding the limits of national security. We ensure our customers’ success by delivering differentiated technology and distinctive expertise to accelerate innovation, drive speed and efficiency, and rapidly anticipate and eliminate threats. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. We are members of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at caci.com.
There are statements made herein which do not address historical facts and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI’s Annual Report on Form 10-K for the fiscal year ended June 30, 2025, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof.
RESTON, Va.--(BUSINESS WIRE)--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 orbital domains.
CACI is driving the next generation of space communications and sensing.
Share “CACI’s progress as a prime contractor on the EST program demonstrates how we deliver innovation at mission speed,” said John Mengucci, CACI President and Chief Executive Officer. “With our history of delivering modular OCT systems, proven operational solutions, and expanded capabilities enhanced by the acquisition of ARKA, we are driving the next generation of space communications and sensing. By investing ahead of need, CACI strengthens our nation’s space security and resilience to ensure operational advantage years before requirements are defined.”
In November 2025 during Phase 2 of the EST program, CACI passed critical design review of its EST OCT solution for beyond LEO (bLEO) missions and in January 2026, CACI successfully completed interoperability testing of its EST hardware at the Massachusetts Institute of Technology’s Lincoln Labs (MIT-LL). During the interoperability testing, CACI successfully demonstrated mission critical performance relevant for all pointing, acquisition, and tracking (PAT) test cases to be used for bLEO missions. Furthermore, CACI demonstrated bi-directional operation with the MIT-LL standard reference modem.
During Phase 3 of the EST program, CACI will leverage its OCT solution and utilize its technologies to build a proto-flight terminal, undergo further interoperability and performance testing at MIT-LL, and deliver the terminal to the USSF for bLEO missions.
Additional Critical Space Contributions
CACI has designed, delivered, and deployed space technology across multiple orbital domains, including more than 50 OCTs in LEO. The company has also successfully transmitted data to earth from over 300 million miles away in deep space (Deep Space Optical Communications DSOC). CACI’s most recent accomplishment enabled the transmission of high-definition video and data transmission for the Artemis II moon mission.
“These milestones reflect CACI’s commitment to rapid technological development, integration across domains, and investment in next generation capabilities that meet operational needs in highly contested environments,” continued Mengucci.
About CACI
CACI International Inc (NYSE: CACI) is a national security company with 27,000 talented employees who are Ever Vigilant in expanding the limits of national security. We ensure our customers’ success by delivering differentiated technology and distinctive expertise to accelerate innovation, drive speed and efficiency, and rapidly anticipate and eliminate threats. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. We are members of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at caci.com.
There are statements made herein which do not address historical facts and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI’s Annual Report on Form 10-K for the fiscal year ended June 30, 2025, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof.