CACI International Inc Q2 FY25 Earnings Conference Call January 23, 2025 EXPERTISE and TECHNOLOGY EXPERTISE and TECHNOLOGY for National Security 1 | CACI Proprietary Information for National Security 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 act ...

CACI International (CACI) reported $2.1 billion in revenue for the quarter ended December 2024, representing a year-over-year increase of 14.5%. EPS of $5.95 for the same period compares to $4.36 a year ago.The reported revenue represents a surprise of +5.76% over the Zacks Consensus Estimate of $1.99 billion. With the consensus EPS estimate being $5.17, the EPS surprise was +15.09%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to d ...

CACI International (CACI) came out with quarterly earnings of $5.95 per share, beating the Zacks Consensus Estimate of $5.17 per share. This compares to earnings of $4.36 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.09%. A quarter ago, it was expected that this defense contractor would post earnings of $5.08 per share when it actually produced earnings of $5.93, delivering a surprise of 16.73%.Over the last four quarters ...

Net income of $109.9 million and diluted EPS of $4.88, up 30% YoY Adjusted net income of $134.2 million and adjusted diluted EPS of $5.95, up 36% YoY EBITDA of $232.9 million and EBITDA margin of 11.1%, up 180 bps YoY RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI), a leading provider of expertise and technology to government customers, announced results today for its fiscal second quarter ended December 31, 2024. Exhibit 99.1 CACI Reports Results for Its Fiscal 2025 Second Quarter and Rai ...

Analysts on Wall Street project that CACI International (CACI) will announce quarterly earnings of $5.24 per share in its forthcoming report, representing an increase of 20.2% year over year. Revenues are projected to reach $1.99 billion, increasing 8.3% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this ...

CACI International (CACI) shares rallied 3.7% in the last trading session to close at $431.24. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 0.5% gain over the past four weeks.The growing optimism surrounding the stock reflects investor confidence in its offerings and strategic initiatives. The company benefits from new business wins and organic expansions. Its disciplined business development actions, cons ...

Core Viewpoint - CACI International is currently considered undervalued based on various financial metrics, making it an attractive option for value investors [5]. Valuation Metrics - CACI has a Price-to-Book (P/B) ratio of 2.47, which is lower than the industry average of 2.93. The P/B ratio has fluctuated between 3.51 and 2.16 over the past 12 months, with a median of 2.80 [2]. - The company’s Price-to-Earnings (P/E) ratio stands at 16.13, compared to the industry average of 17.94. CACI's Forward P/E has ranged from 23.74 to 14.76 in the last year, with a median of 18.67 [7]. - CACI's Price-to-Sales (P/S) ratio is 1.15, which is lower than the industry average of 1.26 [8]. - The company has a Price/Earnings to Growth (PEG) ratio of 1.17, which is below the industry average of 1.70. The PEG ratio has varied from 2.34 to 1.16 over the past year, with a median of 1.80 [4]. Investment Outlook - CACI is rated with a Zacks Rank of 2 (Buy) and has an A grade for Value, indicating strong potential for value investors [7]. - The combination of CACI's solid earnings outlook and its current valuation metrics suggests it is a compelling value stock at this time [5].

Core Insights - The Zacks rating system is effective for individual investors as it focuses on changing earnings estimates, which significantly influence stock price movements [1][12][13] - CACI International has received a Zacks Rank 1 upgrade, indicating a positive outlook due to rising earnings estimates, which should lead to an increase in stock price [2][10][11] Earnings Estimates and Stock Performance - The Zacks rating system classifies stocks based on earnings estimate revisions, with a strong historical performance of Zacks Rank 1 stocks averaging a +25% annual return since 1988 [5] - CACI International is projected to earn $23.36 per share for the fiscal year ending June 2025, reflecting an 11% year-over-year increase [6] - Over the past three months, the Zacks Consensus Estimate for CACI International has increased by 1.3%, indicating a positive trend in earnings estimates [14] Institutional Investor Influence - Changes in earnings estimates are closely correlated with stock price movements, largely due to institutional investors who adjust their valuations based on these estimates [12] - The Zacks rating system maintains a balanced approach, ensuring that only the top 5% of stocks receive a 'Strong Buy' rating, which helps in identifying high-potential investment opportunities [15]

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Core Viewpoint - The Zacks Computer Services industry is currently facing macroeconomic challenges, but companies like CACI International, CSG Systems International, and Innodata are benefiting from the ongoing digital transformation and increased demand for cloud-enabled software solutions [1][2]. Industry Overview - The Zacks Computer Services industry includes companies that provide cloud and software-based solutions, such as consulting, research, security, and software application development, serving various sectors including government, finance, and healthcare [3][4]. Industry Trends - The rise of remote and hybrid work is expected to boost industry growth as enterprises seek flexible cloud solutions [5]. - Increasing cyber-attacks are driving demand for cybersecurity solutions, particularly among government agencies [6]. - Regulatory compliance is creating opportunities for industry players to assist clients in navigating complex network systems and sensitive information environments [7]. Industry Performance - The Zacks Computer Services industry has underperformed compared to the broader Zacks Computer and Technology sector and the S&P 500 Index, with a 27.4% increase over the past year, while the S&P 500 rose by 36% and the sector by 40.3% [10]. - The industry is currently trading at a forward 12-month P/E of 20.29X, lower than the S&P 500's 22.66X and the sector's 27.35X [11]. Notable Companies - **Innodata**: This company is experiencing strong demand for generative AI training data, with expected revenue growth of 88% to 92% for 2024 [12]. The stock has surged 464% year-to-date [13]. - **CSG Systems International**: Benefiting from new sales and contract extensions, CSG expects organic revenue growth of 2% to 6% for 2024 [13]. The stock has returned 5.6% year-to-date [14]. - **CACI International**: This company is focused on business development and operational excellence, with a consensus estimate for fiscal 2025 earnings increasing to $23.17 per share [15][17]. The stock has returned 76.8% year-to-date [17].