TROY, Mich., March 3, 2025 /PRNewswire/ -- CACI's recent report has investors wondering if the company's stock is overvalued. Or is it in the buy range? As such, the Editorial Advisory and Securities Review Committee of BetterInvesting Magazine considers CACI International (NYSE: CACI) as worthy of further study and has named the company its "Stock to Study" for the May 2025 issue for investors' informational and educational use. The fundamental data is eye-opening; investors can view CACI's sales, earnings ...

CACI International (CACI) has been beaten down lately with too much selling pressure. While the stock has lost 25.9% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillato ...

The Zacks Computer - Services industry participants like CACI International (CACI) , CGI Group (GIB) and Innodata (INOD) are riding on the ongoing digital transformation, which is increasing the demand for cloud-enabled software solutions. The rising adoption of digital transformative techniques in healthcare and financial services has been a silver lining for industry participants. The growing need for consulting, research and cyber-security solutions, stringent regulations, digital healthcare and the grow ...

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, 2024 Delaware 54-1345888 12021 Sunset Hills Road, Reston, VA 20190 (Address of principal executive offices) (703) 841-7800 (Registrant's telephone number, including area code) __________________________________________________ Securities registered pu ...

Group 1: Share Performance and Market Context - CACI International shares have declined 25.3% over the past three months, underperforming the Zacks Computer and Technology sector and the S&P 500 index, which returned 6% and 5.4% respectively [1] - The decline is attributed to the Department of Government Efficiency (DOGE) initiative aimed at reducing federal technology and software expenditures, potentially decreasing contract values for defense contractors like CACI [2] Group 2: Impact of DOGE Initiative - The DOGE initiative is expected to lead to a competitive environment among defense contractors for a shrinking pool of government contracts and a reduced federal budget [4] - Other defense contractors such as Science Applications International (SAIC), Leidos Holdings (LDOS), and KBR Inc. have also experienced significant share price declines of 24.6%, 20.1%, and 17.2% respectively in the same timeframe [3] Group 3: Long-Term Contracts and Revenue Stability - Despite the uncertainty from the DOGE initiative, CACI has secured several long-term contracts in 2024, which will help maintain stable revenues [4][6] - Contracts from various government organizations, including NASA and the Department of Defense, will enable CACI to generate revenues for several years, enhancing predictability in future revenue streams [7] Group 4: Major Contracts and Financial Outlook - CACI has received significant contracts exceeding $1 billion, including an eight-year contract valued at $2 billion for digital solutions technology for NASA and another worth $1.3 billion for communications and IT expertise [8] - For fiscal 2025, CACI anticipates revenues between $8.45 billion and $8.65 billion, with expected non-GAAP earnings per share ranging from $23.87 to $24.76, indicating a year-over-year growth of 13.8% [9] Group 5: Inorganic Growth and Market Expansion - In 2024, CACI acquired two companies, Azure Summit Technology and Applied Insights, to enhance its expertise and market share [11] - The acquisition of Azure Summit Technology improved CACI's capabilities in intelligence and electronic warfare, while Applied Insights bolstered its cloud migration and established relationships with the Department of Defense [12]

CACI International Inc (NYSE: CACI ) just reported fiscal Q2 ’25 earnings , which at first were liked by the investors, only to lose the momentum at the open. I wanted to take a look at the numbers and giveMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Dis ...

Government IT investors have been on edge since the U.S. election and the subsequent announcement of the waste-cutting initiative that Donald Trump calls the Department of Government Efficiency (DOGE)This earnings season provides sector leaders a platform to comment on the potential impact, and an initial attempt to do so appears not to have provided much comfort.Shares of CACI International (CACI -5.25%) traded down as much as 10% on Thursday morning following the company's earnings release, and were down ...

CACI International (CACI) reported second-quarter fiscal 2025 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate.CACI reported second-quarter fiscal 2025 non-GAAP earnings of $5.95 per share, which beat the Zacks Consensus Estimate by 15.1%. The bottom line increased 36.5% on a year-over-year basis, primarily driven by higher revenues and operating income, partially offset by higher tax provisions and interest expenses.See the Zacks Earnings Calendar to stay ahead of market-ma ...

CACI International Inc (NYSE:CACI) Q2 2025 Earnings Conference Call January 23, 2025 8:00 AM ET Company Participants George Price - SVP, IR John Mengucci - President and CEO Jeff MacLauchlan - CFO Conference Call Participants Scott Mikus - Melius Research Peter Arment - Baird Mariana Perez Mora - Bank of America Rocco Barbero - JPMorgan Tobey Sommer - Truist Securities Gautam Khanna - TD Cowen Sheila Kahyaoglu - Jefferies Joshua Korn - Barclays Louie DiPalma - William Blair Operator Ladies and gentlemen, th ...

Financial Data and Key Metrics Changes - The company reported revenue growth of 14.5% for the second quarter, with EBITDA margin at 11.1%, reflecting a year-over-year increase of 180 basis points [6][18]. - Adjusted diluted earnings per share increased by 36% year-over-year to $5.95, driven by greater operating income [19]. - Free cash flow for the second quarter was $66 million, with operating cash flow at $76 million [20]. Business Line Data and Key Metrics Changes - The company won $1.2 billion in awards, resulting in a trailing 12-month book-to-bill ratio of 1.7 times [6][22]. - The backlog increased by 18% year-over-year to $32 billion, representing nearly four years of annual revenue [23]. Market Data and Key Metrics Changes - Approximately 95% of the company's revenue is expected to come from existing programs, with 3% from recompetes and 2% from new business [24]. - The company has $12 billion in bids under evaluation, with around 75% for new business [24]. Company Strategy and Development Direction - The company is focused on addressing critical national security priorities, leveraging its expertise in software and technology to modernize IT infrastructure and networks across federal agencies [10][28]. - The strategy is designed to align with the new administration's goals of increasing efficiency and reducing waste in government spending [10][16]. Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver on three-year financial targets and highlighted healthy demand signals in the markets served [9][27]. - The company is well-positioned to drive long-term growth and free cash flow per share, with minimal exposure to civilian federal government budget reductions [16][22]. Other Important Information - The company has integrated Azure Summit and Applied Insight successfully, with both businesses performing well [8][80]. - The company is raising its fiscal 2025 revenue guidance to between $8.45 billion and $8.65 billion, reflecting stronger organic growth [21]. Q&A Session Summary Question: Recommendations to the new administration regarding acquisition processes - The CEO emphasized the need for modernization of IT infrastructure and networks, adequate funding for missions, and better training for acquisition officials to reduce protests [33][37]. Question: Impact of derating in valuations on M&A pipeline - Management acknowledged a moderation in multiples and indicated that they are actively reviewing their M&A pipeline [38][39]. Question: Opportunities from potential reductions in civilian workforce - The CEO noted that reductions in federal workforce could present opportunities for CACI to drive additional growth through technology deployment [44][46]. Question: Appetite for expanding into civilian agencies - Management expressed a strong appetite to engage in IT modernization and financial management opportunities across government agencies [55][57]. Question: Challenges and opportunities with cost-plus contracts - The CEO indicated a preference for outcome-based contracting and highlighted the company's experience with fixed-price contracts [58][60]. Question: Expectations for contract award pace amid administration transition - Management does not foresee major delays in contract awards despite the transition, citing normal rotation in uniform services [92][93]. Question: Impact of international conflicts on business - The CEO stated that while the company supports international efforts, it does not have a material amount of business directly tied to conflicts like Ukraine or Israel [95][96]. Question: Insights on EBITDA margins and future expectations - Management indicated a pattern of higher margins in the second half of the fiscal year and expressed confidence in long-term margin potential [100][101].