CACI International Inc Earnings Recaps
Q4 2026
Aug 9, 2026
CACI's shares surged 24.4% post-earnings, reflecting strong contract awards, growth in key strategic segments like Electronic Warfare and Space, and an outlook that encouraged investor confidence.
Key takeaways
- Fiscal 2026 revenue grew 11% with an EBITDA margin of 12.3% and free cash flow of $735 million.
- The company secured over $10 billion in contract awards with a book-to-bill ratio of 1.1x, supporting near-term growth visibility.
- Electronic Warfare segment achieved critical program milestones, including the Spectral program moving to low rate initial production and new awards for counter-UAS systems like SkyValor.
- Space business gained from ARKA integration and won significant contracts in counter-space technology, enhancing market position and future growth opportunities.
- Digital and network technology solutions expanded with large modernization programs for USTRANSCOM and Office of Personnel Management, reflecting broad government adoption of CACI’s technology offerings.
Q2 2026
Jan 22, 2026
CACI International reported robust second-quarter fiscal 2026 results, showcasing revenue growth of 6% and strong free cash flow, while raising guidance for the fiscal year.
Key takeaways
- Free cash flow reached $138 million, highlighting effective capital management.
- Revenue growth of 6% was driven by a diversified technology portfolio, now comprising nearly 60% of total revenue.
- The company secured $1.4 billion in awards, resulting in a book-to-bill ratio of 0.65 for the quarter and 1.4 for the first half.
- Strategic investments in electronic warfare and enterprise software development are positioning CACI for long-term growth.
- Fiscal 2026 guidance has been raised due to strong first-half performance and increased market visibility.