CACI International Inc (NYSE:CACI) Q4 2024 Earnings Conference Call August 8, 2024 8:00 AM ET Company Participants George Price - Senior Vice President, Investor of Investor Relations John Mengucci - President & Chief Executive Officer Jeff MacLauchlan - Chief Financial Officer Conference Call Participants Bert Subin - Stifel Cai von Rumohr - TD Cowen Peter Arment - Baird Scott Mikus - Melius Research Matthew Akers - Wells Fargo Jack Wilson - Truist Securities David Strauss - Barclays Rocco Barbero - JPMorg ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 ___________________________________ Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock CACI New York Stock Exchange FORM 10-K ___________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For th ...

CACI International Inc Q4 FY24 Earnings Conference Call August 8, 2024 EXPERTISE and TECHNOLOGY 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 actual results to be materially different from anticipated results. These risk factor ...

CACI International (CACI) reported better-than-expected fourth-quarter fiscal 2024 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate. The national security-related IT solutions and services provider reported non-GAAP earnings per share of $6.61, which surpassed the Zacks Consensus Estimate of $5.90. The bottom line also improved 24.7% on a year-over-year basis, primarily driven by increased revenues, higher operating income and lower share outstanding, partially offset by hig ...

Core Insights - CACI International reported a revenue of $2.04 billion for the quarter ended June 2024, reflecting a year-over-year increase of 19.7% and surpassing the Zacks Consensus Estimate by 5.81% [1] - The earnings per share (EPS) for the quarter was $6.61, up from $5.30 in the same quarter last year, exceeding the consensus EPS estimate by 12.03% [1] Revenue Performance - Total revenue organic growth year-over-year was 18.5%, outperforming the seven-analyst average estimate of 12.8% [3] - Revenue from Expertise was reported at $912.40 million, slightly below the average estimate of $933.53 million, marking a year-over-year increase of 13.6% [4] - Revenue from Technology reached $1.13 billion, significantly exceeding the average estimate of $984.51 million, with a year-over-year growth of 25.1% [5] Customer Group Revenue - Revenue from Commercial and other customers was $96.20 million, below the estimated $161.43 million, but still showing a year-over-year increase of 12% [6] - Revenue from Federal Civilian Agencies was $409.76 million, surpassing the average estimate of $382.96 million, with a year-over-year growth of 15.8% [7] - Revenue from the Department of Defense was reported at $1.53 billion, exceeding the average estimate of $1.37 billion, reflecting a year-over-year increase of 21.3% [8] Stock Performance - CACI International's shares have returned +5.1% over the past month, contrasting with the Zacks S&P 500 composite's -5.9% change, indicating potential outperformance in the near term [8]

CACI International (CACI) came out with quarterly earnings of $6.61 per share, beating the Zacks Consensus Estimate of $5.90 per share. This compares to earnings of $5.30 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 12.03%. A quarter ago, it was expected that this defense contractor would post earnings of $5.52 per share when it actually produced earnings of $5.74, delivering a surprise of 3.99%. Over the last four quarter ...

Exhibit 99.1 CACI Reports Results for Its Fiscal 2024 Fourth Quarter and Full Year and Issues Fiscal Year 2025 Guidance Annual revenues of $7.7 billion, up 14% YoY Annual net income of $419.9 million; Diluted EPS of $18.60, up 13% YoY Annual adjusted net income of $475.1 million; Adjusted diluted EPS of $21.05, up 12% YoY Annual EBITDA of $798.0 million and EBITDA margin of 10.4% Annual contract awards of $14.2 billion and book-to-bill of 1.9x Company committed to continued healthy cash flow in Fiscal Year ...

Investors interested in Computer - Services stocks are likely familiar with CACI International (CACI) and CGI Group (GIB) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Styl ...

Industry Overview - The cybersecurity sector is expected to experience significant growth over the next decade, driven by the increasing prevalence of cybercrimes, making cybersecurity stocks a compelling long-term investment opportunity [1] - According to McKinsey & Company, the cybersecurity market represents a $2 trillion opportunity, with global spending exceeding $150 billion annually, projected to rise due to the costs associated with data breaches [2] Demand and Market Trends - The demand for cybersecurity solutions is strong, particularly in areas such as cloud security, endpoint security, and threat detection, with global average data breach costs increasing by 10% in 2024 [3] - Organizations are prioritizing cybersecurity in their budgets as they face rising costs from data breaches [3] Company Highlights Check Point Software (CHKP) - Check Point Software is recognized as a leading cybersecurity stock, offering a comprehensive range of solutions including cloud security, endpoint security, and threat detection [4] - The company has over three decades of experience in the cybersecurity industry and has consistently innovated its offerings [5] - Check Point's Infinity Platform provides full-stack cybersecurity solutions, leveraging AI for threat detection, and reported a 7% revenue increase to $627 million, with security subscription revenues rising 14% to $272 million [6][7] Qualys (QLYS) - Qualys specializes in cloud security and compliance solutions, with a market capitalization of approximately $5.5 billion, indicating significant growth potential [8] - The company's TruRisk platform is a leading vulnerability management solution, catering to various customer sizes [8] - Qualys reported a 12% revenue increase to $146 million and a 35% rise in earnings per share to $1.05, demonstrating strong financial performance [9][10] CACI International (CACI) - CACI operates primarily in the intelligence and defense sectors, providing network security and multi-cloud security solutions [11] - The company has a strong relationship with U.S. federal government agencies, leading to consistent revenue and earnings growth [12] - In fiscal Q3 2024, CACI's revenue increased by 11% to $1.94 billion, with earnings per share rising 18% to $5.13, supported by new contract awards totaling $3.5 billion [13]

The stock market is constantly evolving, with many companies grabbing the headlines in the wake of new innovations. Over the last year, the focus on strong buy stocks tied to artificial intelligence is showing signs of a slowdown. While these companies, in most cases, deserve the spotlight, sometimes it can become a little overblown. Currently, valuations in the technology sector seem unsustainable and create a market imbalance. This can pave the way for a subset of silent stocks that can quietly outperform ...