CACI International Inc
- Open
- 459.28
- Day high
- 465.61
- Day low
- 454.46
- Prev close
- 457.04
- Volume
- 290K
- Mkt cap
- $10.2B
- P/E (TTM)
- 19.0
- EPS (TTM)
- $24.41
- P/B
- 2.4
- P/S
- 1.1
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$132K over the last 3 months (0 open-market buys, 1 sale)
- 🏛Institutions mixed (13F)
CACI International Inc (CACI) is a Technology company listed on NYSE. The stock is down 4% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 1 sale (SEC Form 4). Drillr has 1 published research article covering CACI.
CACI International Inc (CACI) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CACI earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 23, 2026 | $6.90 | $7.27 | +5.4% | $2.4B | +0.1% |
| Jan 21, 2026 | $6.41 | $6.81 | +6.2% | $2.2B | -5.9% |
| Oct 22, 2025 | $6.15 | $6.85 | +11.4% | $2.3B | +1.5% |
| Aug 6, 2025 | $6.55 | $8.40 | +28.2% | $2.3B | +0.5% |
| Apr 23, 2025 | $5.53 | $6.23 | +12.7% | $2.2B | -5.4% |
| Jan 23, 2025 | $5.25 | $5.95 | +13.3% | $2.1B | +2.9% |
| Oct 23, 2024 | $5.07 | $5.93 | +17.0% | $2.1B | +7.0% |
| Jan 24, 2024 | $4.44 | $4.36 | -1.8% | $1.8B | -0.4% |
| Oct 25, 2023 | $4.55 | $4.36 | -4.2% | $1.9B | +9.9% |
| Jan 25, 2023 | $4.39 | $4.28 | -2.5% | $1.6B | +2.9% |
| Oct 26, 2022 | $4.26 | $4.36 | +2.3% | $1.6B | +1.3% |
| Aug 10, 2022 | $4.54 | $4.54 | +0.0% | $1.6B | -0.8% |
CACI insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 25, 2026 | Young David Anthonyofficer: EVP, Chief Operating Officer | Grant | 4,448 | — |
| Jun 18, 2026 | Gordon Susan M.director | Sell | 264 | $500.38 |
| Apr 27, 2026 | Gray DeEtteofficer: President, US Operations | Tax | 4,512 | $516.54 |
| Apr 27, 2026 | Gray DeEtteofficer: President, US Operations | Option | 10,636 | — |
| Apr 21, 2026 | DISBROW LISA Sdirector | Grant | 52 | — |
| Apr 16, 2026 | Nolan Philip Odirector | Option | 84 | — |
| Apr 16, 2026 | DISBROW LISA Sdirector | Option | 123 | — |
| Apr 16, 2026 | SZEWS CHARLES Ldirector | Option | 84 | — |
| Apr 16, 2026 | Plunkett Debora Adirector | Option | 84 | — |
| Apr 16, 2026 | MORRISON SCOTT Cdirector | Option | 84 | — |
| Apr 16, 2026 | Gordon Susan M.director | Option | 84 | — |
| Apr 16, 2026 | McCarthy Ryan Ddirector | Option | 84 | — |
| Apr 16, 2026 | Sloane Stanton Ddirector | Option | 84 | — |
| Mar 12, 2026 | Plunkett Debora Adirector | Sell | 220 | $603.30 |
| Feb 12, 2026 | Koegel J William JRofficer: EVP, General Counsel | Sell | 2,000 | $615.06 |
Source: CACI SEC Form 4 filings, latest Jun 25, 2026. For informational purposes only — not investment advice.
See the full CACI insider & 13F page →CACI research & analysis
CACI International Inc company profile
Overview
CACI International Inc (NYSE:CACI) is a technology services contractor founded in 1962 and headquartered in Reston, Virginia. The company provides specialized information technology solutions and services primarily to the U.S. federal government, with particular focus on national security missions across the intelligence, defense, and federal civilian sectors. CACI has grown through both organic expansion and strategic acquisitions to become a significant player in the government contracting space, operating through two main segments: Domestic Operations, which serves U.S. federal agencies, and International Operations, which provides services to commercial and government customers in the United Kingdom, continental Europe, and other international markets.
Business
CACI operates in the government technology services industry, providing mission-critical IT solutions and expertise to support national security and government modernization efforts. The company's core business revolves around helping government agencies modernize their technology infrastructure, enhance cybersecurity capabilities, and develop advanced defense systems. The company operates through two primary business segments. **Domestic Operations** represents the vast majority of revenue (approximately 90% from Department of Defense, Intelligence Community, and Homeland Security agencies) and focuses on digital solutions, C4ISR (Command, Control, Communications, Computers, Intelligence, Surveillance, and Reconnaissance), cyber and space technologies, engineering services, enterprise IT, and mission support. **International Operations** provides IT services, proprietary data, and software products to commercial and government customers primarily in the UK and continental Europe. CACI's product portfolio includes several specialized technology areas. The company develops software-defined electronic warfare systems and counter-unmanned aircraft systems (counter-UAS), which help detect and neutralize drone threats. They provide enterprise cloud solutions for both classified and unclassified government networks, enabling secure data processing and storage. The company also offers intelligence support services that help government agencies collect, analyze, and disseminate critical information for decision-making. Additionally, CACI provides network modernization services, helping agencies upgrade their IT infrastructure, and platform integration and sustainment services for various defense systems. A significant portion of CACI's work involves Agile software development for government applications, where they create custom software solutions using modern development methodologies. The company has also invested heavily in photonics and optical communications technology, particularly for space-based applications, positioning itself as a leader in next-generation satellite communication systems.
Revenue model
CACI generates revenue primarily through government contracts, operating under various contract structures that determine how the company is compensated. The majority of their revenue comes from cost-plus contracts (approximately 60% of revenue), where the government reimburses CACI for project costs plus a predetermined fee or profit margin. This model provides revenue stability and allows the company to pass through cost increases, such as wage inflation, directly to customers. The remaining revenue comes from fixed-price contracts, where CACI agrees to deliver specific outcomes for a predetermined price. These contracts typically offer higher profit margins but carry more performance risk. The company has been increasingly moving toward outcome-based contracting, where compensation is tied to achieving specific performance metrics rather than just providing labor hours. CACI's customers are primarily U.S. federal government agencies, with approximately 90% of revenue coming from the Department of Defense, Intelligence Community, and Department of Homeland Security. The remaining 10% comes from other federal civilian agencies and international customers. The company's revenue is highly recurring, with about 84% of annual revenue typically coming from existing program relationships. Several factors influence CACI's profitability margins. **Positive margin drivers** include the company's shift toward higher-margin technology work versus traditional labor-intensive services, with technology programs typically generating margins about 300 basis points higher than expertise-based work. The company's investment in software-defined solutions and proprietary technologies also supports premium pricing. Additionally, CACI's strong recompete rate (around 90%) on existing contracts provides revenue stability and reduces business development costs. **Margin pressures** come from wage inflation in the competitive market for cleared personnel, though this is partially mitigated by cost-plus contract structures. Increased competition for government contracts can pressure pricing, and the company faces ongoing investments required to stay ahead of rapidly evolving technology requirements. Supply chain challenges, particularly for computing components used in mission technology systems, can also impact project costs and delivery timelines.
Competitive moat
CACI's competitive moat is moderately strong, built primarily on several key advantages that create barriers to entry in the government contracting space. The company's most significant moat comes from its security clearance workforce, with approximately 70% of employees holding government security clearances. These clearances are expensive and time-consuming to obtain, creating a significant barrier for new entrants and making CACI's workforce difficult to replicate quickly. The company has developed deep institutional relationships with key government agencies over its 60+ year operating history. These relationships, combined with CACI's track record of successful program execution, create customer stickiness and provide advantages in contract competitions. The company's 90% recompete rate on existing contracts demonstrates this relationship strength. CACI's specialized technical expertise in areas like electronic warfare, counter-UAS systems, and classified network operations creates additional competitive advantages. The company has invested heavily in proprietary technologies and software-defined solutions that differentiate its offerings from commodity IT services. Their early investments in emerging technologies like photonics and AI-enabled analytics position them ahead of customer needs. However, CACI's moat faces several challenges. The government contracting market is highly competitive, with numerous large defense contractors and specialized firms competing for the same contracts. Contract protests and competitive bidding processes can result in work being awarded to competitors based primarily on price rather than technical superiority. The company's dependence on government spending makes it vulnerable to budget cuts or policy changes. Additionally, the rapid pace of technological change means CACI must continuously invest in new capabilities to maintain its competitive position. Larger competitors with greater resources may be able to outspend CACI in technology development or acquire complementary capabilities more aggressively. The company's international operations face competition from local providers who may have regulatory or relationship advantages in their home markets.
Risks & safety
CACI demonstrates a solid margin of safety with strong financial fundamentals, though the stock trades at premium valuations typical of growing government contractors. **Liquidity and Solvency:** - Strong cash position of $224 million with healthy free cash flow generation of $214 million in latest quarter - Current ratio of 1.58 indicates adequate short-term liquidity - Debt-to-equity ratio of 0.94 represents moderate leverage, manageable given stable government revenue streams - Consistent positive free cash flow generation provides financial flexibility **Valuation Metrics:** - Trading at 18.3x P/E ratio, reasonable for growth profile but above historical government contractor averages - EV/EBITDA of 11.4x reflects premium valuation for technology-focused contractor - Price-to-book ratio of 2.2x indicates market confidence in asset utilization and growth prospects - Graham number of 137 suggests potential overvaluation relative to conservative value metrics **Other Considerations:** - High revenue visibility with 84% of annual revenue from existing programs reduces execution risk - Strong book-to-bill ratios (1.6x recent quarter, 1.8x trailing twelve months) indicate healthy demand - Dependence on government spending creates policy and budget risks - Premium valuation leaves limited margin for disappointment in growth or margins
Recent development
Over the past few years, CACI has executed a clear strategic transformation toward higher-value technology solutions and software-defined capabilities. The company has made significant investments in artificial intelligence and machine learning, integrating AI across over 200 programs to enhance service delivery and create competitive advantages. This technology focus has enabled CACI to move beyond traditional labor-intensive services toward outcome-based contracting models. **Strategic Acquisitions** have been central to CACI's growth strategy. Recent acquisitions include Applied Insight and Azure Summit, which enhanced the company's cloud migration and AI capabilities while providing pathways for international expansion. Earlier acquisitions of SA Photonics and ID Technologies strengthened CACI's mission technology portfolio, particularly in space-based optical communications. The company has evaluated over 600 potential acquisition targets in recent years, demonstrating a disciplined approach to M&A. **Technology Portfolio Expansion** has focused on several key areas. CACI has become a leader in counter-unmanned aircraft systems, with over 5,000 electronic warfare counter-UAV systems deployed globally. The company has invested heavily in photonics and optical communications for space applications, positioning itself as the leading U.S. provider of space-based optics technology. Their software-defined radio frequency technology has gained traction across multiple defense applications. **Operational Improvements** include a shift toward Agile software development methodologies and increased focus on skill-based hiring rather than traditional credential-based recruitment. The company has improved its talent retention through enhanced employee referral programs, with over 40% of new hires now coming through referrals. CACI has also initiated share repurchase programs to return capital to shareholders while maintaining flexibility for strategic investments. The company has strengthened its position in key growth markets, particularly network modernization and border security, aligning with new administration priorities around national security and government efficiency initiatives.
CACI company profile · for informational purposes only — not investment advice.
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