CACI International Inc reported revenues of $9.6 billion for 2026, marking a 10.9% increase year-over-year. The growth in adjusted EPS to $29.83, up 12.7%, reflects the company's successful contract awards and efficient working capital management, driving investor confidence in future performance.

Key Highlights

  • CACI International Inc (NYSE: CACI) delivered a solid fiscal performance with annual revenues reaching $9.6 billion, an increase of 10.9% compared to the previous year.
  • Operating income also surged by 31.7%, amounting to $272.2 million, driven by strong top-line growth and improved profit margins.
  • CACI secured annual contract awards totaling $10.2 billion, reflecting its focus on expanding its market share in technology-focused national security.

CACI International Inc (NYSE: CACI) delivered a solid fiscal performance with annual revenues reaching $9.6 billion, an increase of 10.9% compared to the previous year. The strong results were bolstered by effective execution of their differentiated strategy alongside successful contract acquisitions. CACI posted an adjusted diluted earnings per share (EPS) of $29.83, reflecting a 12.7% year-on-year increase, supported by favorable market conditions.

Comparative data showed CACI exceeded the $7.35 consensus estimate with an actual EPS of $8.91 for the quarter ended June 30, 2026. This performance positions CACI well, enhancing potential investor interest.

Strong Financial Metrics Drive Growth

Operating income also surged by 31.7%, amounting to $272.2 million, driven by strong top-line growth and improved profit margins. However, net income decreased slightly to $156.8 million compared to $157.9 million in the prior year, attributed to rising interest expenses from recent acquisitions and an increased tax burden. Despite this, CACI's adjusted net income rose to $198.1 million, up 6.6%, underscoring strong performance amid ongoing market challenges.

Strategic Contracts Support Success

CACI secured annual contract awards totaling $10.2 billion, reflecting its focus on expanding its market share in technology-focused national security. Noteworthy contracts include a $308 million deal with the Department of Veterans Affairs and a significant $140 million contract extension with the U.S. Army. As of June 30, 2026, the total backlog grew to $32.0 billion, up from $31.4 billion the previous year.

Such strong contract awards indicate solid demand for CACI's capabilities and provide a consistent revenue stream, suggesting a strong outlook for fiscal year 2027 performance based on these growth metrics and operational strategy.

Market Performance and Outlook

With an approximate market capitalization of $11.4 billion, CACI's share price is positioned within a wider 52-week range of $434.70 to $683.50. The year-on-year revenue growth of 10.9% coupled with an impressive 66% increase in free cash flow demonstrates CACI's agility. As the company prepares for fiscal year 2027, the focus will remain on growth and margin expansion, bolstered by the strong cash flow projected from successful contract management.

Investors will be watching for CACI's next quarterly report as a key indicator of sustained growth.

Peers Moving on This News

  • Jacobs Solutions Inc (J) up 1.2%
  • UL Solutions Inc (ULS) down 1.3%
  • Leidos Holdings Inc (LDOS) little changed

Analysis based on the Form 8-K filed 5 August 2026; figures verified against the filing and live market data.

This article is for informational purposes only and does not constitute financial advice. Please consult a licensed financial adviser before making investment decisions.