RESTON, Va.--(BUSINESS WIRE)-- #LimitlessPotential--CACI International Inc (NYSE: CACI) announced today that it has been named a Fortune World's Most Admired Company for the ninth consecutive year, marking the company's 15th appearance on the list. "We are honored to be recognized once again as a World's Most Admired Company, which continues to be a testament to our people-first approach, long-term strategy, and focus on enduring national security priorities,†said John Mengucci, CACI President and Chief Exe ...

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RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced today that it has been awarded a five-year task order valued at up to $250 million to enhance spectrum dominance for the U.S. Army Capability Program Executive – Intelligence, Electronic Warfare & Sensors (CPE IEW&S). "At CACI, we are making bold investments in battle-proven, software-defined EW solutions that allow us to stay one step ahead of the enemy and drive decisive action,†said John Mengucci, CACI President and Chief Executi ...

Core Insights - CACI International Inc is a key player in the information technology sector, specializing in services for government and commercial clients, particularly in defense, intelligence, and cybersecurity [1] - The company is competing with major firms like Leidos and Booz Allen Hamilton, offering a diverse range of IT services and solutions [1] Financial Performance - On January 22, 2026, a new price target of $800 was set for CACI by Tobey Sommer from Truist Financial, indicating a potential upside of 22.26% from the current stock price of $654.36 [2] - CACI's stock has experienced a positive trend, increasing by 3.45% or $21.80, reaching $654.36, with fluctuations between $622.05 and $661.99, the latter being the highest price in the past year [4] - The company has a market capitalization of approximately $14.45 billion and a trading volume of 595,707 shares, highlighting its significant presence in the market [5] Strategic Outlook - The Q2 2026 earnings call is a critical event for investors, providing insights into CACI's financial health and strategic plans, typically covering revenue growth, profit margins, and significant contracts [3] - The ability to secure substantial contracts and maintain a competitive edge in the IT sector is essential for CACI to achieve the $800 price target set by Truist Financial [5]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q _________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-31400 __________________________________ CACI International Inc (Exact name of registrant a ...

Key Takeaways CACI posted Q2 EPS of $6.81, up 14.5% year over year and 6.26% above estimates.Q2 revenues rose 5.7% to $2.22B, driven by 4.5% organic growth.Q2 contract awards totaled $1.4 billion, with approximately 70% for new business.CACI International Inc. (CACI) reported mixed second-quarter fiscal 2026 results, wherein the bottom line surpassed the Zacks Consensus Estimate, while the top line lagged the same.CACI International reported second-quarter non-GAAP earnings of $6.81 per share, which beat th ...

Financial Data and Key Metrics Changes - The company reported revenue of $2.2 billion for the second quarter, reflecting a year-over-year growth of 5.7%, with 4.5% being organic growth [26] - EBITDA margin increased to 11.8%, a rise of 70 basis points year-over-year [26] - Free cash flow for the quarter was $138 million, driven by strong profitability and effective working capital management [26][28] - Adjusted diluted earnings per share reached $6.81, marking a 14% increase compared to the previous year [27] Business Line Data and Key Metrics Changes - The technology segment has grown to represent nearly 60% of total revenue, with significant contributions from electronic warfare and agile software development [9][13] - Electronic warfare alone generated approximately $2 billion in revenue, showcasing the company's leadership in this area [13] - The company won $1.4 billion in awards during the quarter, resulting in a book-to-bill ratio of 0.65 for the quarter and 1.3 on a trailing 12-month basis [12] Market Data and Key Metrics Changes - 90% of the company's revenue is derived from national security customers, with increasing visibility into funding streams from reconciliation funds [22][23] - The backlog increased by 3% year-over-year to $33 billion, with a funded backlog growth of 7% [34] - The company expects 95% of its revenue for fiscal year 2026 to come from existing programs, indicating strong operational performance [35] Company Strategy and Development Direction - The company emphasizes a strategy focused on expanding national security capabilities and investing ahead of customer needs [7][8] - Recent acquisitions, including ARKA, are part of a strategy to enhance technology-driven growth and expand into critical markets like space [13][39] - The company aims to maintain a flexible capital deployment strategy to support long-term growth and shareholder value [30][39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a dynamic operating environment and achieve long-term shareholder value [11][39] - The macro environment remains constructive, with good demand signals from customers despite some unevenness post-government shutdown [22] - The company raised its fiscal 2026 guidance, expecting revenue growth of 8%-10% and free cash flow of at least $725 million [23][31] Other Important Information - The company is strategically positioned to benefit from ongoing acquisition reforms and the shift towards firm-fixed-price contracts [72] - The acquisition of ARKA is expected to increase leverage to 4.3 times net debt to trailing 12-month EBITDA, but management is confident in returning to lower leverage levels post-acquisition [28][30] - The company is actively engaging in the counter-UAS market, which is expected to see significant growth due to increased funding and demand [90][92] Q&A Session Summary Question: Impact of higher U.S. military OPTEMPO on CACI - Management indicated that the current OPTEMPO is favorable for CACI, as it aligns with the demand for mission technology and software-defined solutions [45][46] Question: Pipeline and bid conversion expectations - Management acknowledged a slower ramp-up post-shutdown but expressed confidence in filling the pipeline and returning to pace [49][50] Question: Update on recent protest win - The JTMS protest was denied, allowing the company to ramp up on the program, which is expected to contribute to growth in 2027 and 2028 [58][59] Question: Reconciliation funding impact - Management noted that reconciliation funds are starting to flow, positively impacting border security programs and other areas [62][65] Question: Federal Acquisition Regulation reform - Management stated that the company is well-aligned with acquisition reforms and is positioned to support the government's shift towards more commercial models [68][72] Question: Scalability of ARCA acquisition - The acquisition of ARCA is expected to enhance the company's capabilities in intelligence services and align with long-term growth funding streams [78][82] Question: Addressable market from reconciliation bill - Management highlighted that reconciliation funding will significantly expand the addressable market, particularly in electronic warfare and counter-UAS [89][90] Question: Defense spending growth in 2027 - Management expressed cautious optimism regarding defense spending growth, emphasizing the company's strong market position regardless of budget fluctuations [114][116] Question: Margins and indirect costs - Management attributed strong margins to favorable technology mix and effective management of indirect costs during growth [126][129] Question: Pentagon's reaction to acquisition scale - Management indicated that there have been no barriers to smart acquisitions that support national security, and the company remains focused on driving shareholder value [131][132]

CACI International (NYSE:CACI) Q2 2026 Earnings call January 22, 2026 08:00 AM ET Company ParticipantsJohn S. Mengucci - CEOJonathan Siegmann - Managing DirectorGeorge A. Price - SVP of Investor RelationsMariana Perez Mora - Director, Equity ResearchScott Stephen Mikus - DirectorSheila Karin Kahyaoglu - Managing DirectorSeth Seifman - Executive DirectorConference Call ParticipantsJohn Godin - Equity Research AnalystGavin Eric Parsons - Equity Research AnalystPeter J. Arment - Senior Research AnalystGeorge A ...

Financial Data and Key Metrics Changes - CACI reported revenue of $2.2 billion for Q2 2026, reflecting a year-over-year growth of 5.7%, with organic growth of 4.5% [15] - EBITDA margin increased by 70 basis points year-over-year to 11.8% [15] - Adjusted diluted earnings per share rose by 14% to $6.81 compared to the previous year [15] - Free cash flow for the quarter was $138 million, driven by strong profitability and effective working capital management [15] Business Line Data and Key Metrics Changes - The technology segment has grown to represent nearly 60% of total revenue, with significant contributions from electronic warfare and agile software development [5][7] - Electronic warfare alone generated approximately $2 billion in revenue [7] - The company won $1.4 billion in awards during the quarter, resulting in a book-to-bill ratio of 0.65 for the quarter and 1.3 on a trailing 12-month basis [6][19] Market Data and Key Metrics Changes - 90% of CACI's revenue comes from national security customers, with a backlog of $33 billion, which increased by 3% year-over-year [12][19] - Funded backlog grew by 7% over the same period [19] - The company expects 95% of its revenue for FY 2026 to come from existing programs, with 3% from recompetes and 2% from new business [19] Company Strategy and Development Direction - CACI's strategy focuses on expanding national security capabilities and investing in technology to meet customer needs [4][5] - The company aims to differentiate itself through software-defined technology and agile development methodologies [11][22] - The recent acquisition of ARCA is part of CACI's strategy to enhance its technology portfolio and position in the space market [13][54] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a dynamic operating environment and drive long-term shareholder value [6][23] - The company raised its fiscal 2026 guidance, expecting revenue growth of 8%-10% and free cash flow of at least $725 million [12][18] - Management noted that reconciliation funds are beginning to flow, positively impacting border security programs and other areas [42] Other Important Information - CACI's leverage at the end of Q2 was 2.4 times net debt to trailing 12-month EBITDA, expected to rise to 4.3 times post-ARCA acquisition [16][17] - The company has a strong track record of quickly deleveraging after acquisitions [17] Q&A Session Summary Question: What does higher U.S. military op tempo mean for CACI? - Management indicated that the current operational tempo is favorable for CACI, as it aligns with the demand for mission technology that traditional companies may not provide [27][28] Question: How is the pipeline of submitted bids expected to flow? - Management acknowledged that the protracted government shutdown affected the pace of acquisition processes but noted that the pipeline is filling back up [32] Question: Can you provide an update on the recent protest win? - Management confirmed that the JTMS protest was denied, allowing the company to ramp up on the program, which is expected to benefit growth in 2027 and 2028 [40] Question: How does reconciliation funding impact CACI? - Management stated that reconciliation funding is expected to positively impact various programs, including border security and modernization efforts [42] Question: What is the status of the Federal Acquisition Regulation reform? - Management noted that CACI is aligned with the ongoing acquisition reform and is well-positioned to support the government's shift towards more commercial models [48] Question: How does CACI view the competitive landscape with L3Harris? - Management emphasized that CACI continues to see strong demand for its technology and is focused on delivering value, regardless of competitors' actions [66] Question: What is the outlook for defense spending growth in 2027? - Management expressed caution regarding the fiscal year 2027 budget but remains confident in CACI's growth potential within its $300 billion total addressable market [75] Question: What are the drivers behind the strong margins this quarter? - Management attributed the strong margins to favorable technology revenue acceleration and effective management of indirect costs [86]

CACI International Inc Q2 FY26 Earnings Conference Call January 22, 2026 Forward-looking statements There are statements made herein that 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 risk factors that could cause actual results to be materially different from anticipated results. These risk factors include, but are not limited to, the follow ...