CACI International Inc
NYSE:CACI

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CACI International Inc
NYSE:CACI
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Price: 596.45 USD 1.23% Market Closed
Market Cap: 13.2B USD

CACI International Inc
Investor Relations

CACI International Inc., headquartered in Arlington, Virginia, operates at the intersection of technology and national security, serving primarily the U.S. federal government. The company’s origins date back to 1962 when it was founded as California Analysis Center, Inc., a pioneer in delivering simulation technology to the government. Over the decades, CACI has carved out a niche, providing information technology solutions and services that address critical national security missions. The essence of CACI’s operations lies in its extensive expertise in cybersecurity, cloud computing, and software development, which are vital components in maintaining and advancing the infrastructure of defense, intelligence, and civilian agencies.

CACI generates revenue by combining innovation with deeply entrenched relationships in federal contracting—offering high-value technology services and solutions that optimize government operations and bolster national defense. Through long-term contracts, often structured as multi-year engagements, CACI ensures a consistent revenue stream. It leverages its technological prowess and knowledge of governmental needs to deliver solutions like advanced signal processing and geolocation services. The company’s portfolio also includes enterprise IT solutions, which enhance operational efficiency and effectiveness across various government departments. Moreover, CACI’s strategic acquisitions of specialized firms have expanded its capabilities, helping it to mitigate competitive pressures in the dynamic federal services market. This dual focus on organic growth and acquisition-based expansion has been key to CACI’s sustained financial health and strategic positioning within the industry.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Oct 23, 2025
AI Summary
Q1 2026

Revenue Growth: CACI reported nearly $2.3 billion in revenue for Q1, up 11.2% year-over-year, with 5.5% organic growth.

Margins: EBITDA margin rose to 11.7%, up 120 basis points YoY, benefiting from strong program execution and software-defined technology mix.

Strong Bookings: The company secured $5 billion in contract awards this quarter, resulting in a record book-to-bill ratio of 2.2x for the quarter and 1.3x on a trailing 12-month basis.

Cash Generation: Free cash flow was $143 million in Q1, attributed to profitability and improved working capital management.

Backlog Strength: Backlog reached a record $34 billion, up 4% YoY, with funded backlog growing nearly 26%.

Guidance Reaffirmed: Management reaffirmed full-year fiscal 2026 guidance, expecting revenue between $9.2 billion and $9.4 billion, mid-11% EBITDA margin, and at least $710 million in free cash flow.

Resilience to Shutdown: CACI's national security focus helped shield its business from near-term impacts of the government shutdown, with management confident any minor disruptions can be recovered during the year.

Strategic Positioning: Continued investments in counter-UAS, network modernization, and agile software development are driving differentiation and long-term growth.

Key Financials
Revenue
$2.3B
Organic Revenue Growth
5.5%
EBITDA Margin
11.7%
Adjusted Diluted EPS
$6.85
Free Cash Flow
$143M
Book-to-Bill (Quarter)
2.2x
Book-to-Bill (Trailing 12-Month)
1.3x
Backlog
$34B
Net Debt to Trailing 12-Month EBITDA
2.6x
Days Sales Outstanding (DSO)
56 days
Fiscal 2026 Revenue from Existing Programs
92%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Jeffrey D. MacLauchlan
Executive VP, CFO, & Treasurer
No Bio Available
Ms. DeEtte Gray
President of US Operations
No Bio Available
Ms. Meisha Lutsey
President of Operations Support & Services
No Bio Available
Mr. Eric F. Blazer
Senior VP, Corporate Controller, Chief Accounting Officer
No Bio Available
Mr. Glenn Kurowski
Senior VP & CTO
No Bio Available
Mr. George A. Price Jr.
Senior Vice President of Investor Relations
No Bio Available
Ms. Lorraine M. Corcoran
Executive VP of Corporate Communications
No Bio Available
Mr. Lowell E. Jacoby
Strategic Advisor for Intelligence Business
No Bio Available
Ronald Schneider
Executive Vice President of Business Development
No Bio Available
Mr. Daniel Leckburg
Senior Vice President of NSIS Business Operations
No Bio Available

Contacts

Address
VIRGINIA
Reston
Two Reston Overlook, 12021 Sunset Hills Road
Contacts
+17038417800.0
www.caci.com