CACI International Inc Q4 2026 Earnings Recap

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.