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Caci International (CACI)
NYSE:CACI
US Market

Caci International (CACI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 29, 2026
After Close (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
7.15
Last Year’s EPS
6.23
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Jan 21, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call communicated strong operational and financial performance (qtr revenue growth, improved margin, higher free cash flow, raised FY guidance, larger technology mix and robust backlog/pipeline) while acknowledging near-term timing and timing-related risks from the government shutdown, award cadence/protests, and a temporary increase in leverage tied to the ARCA acquisition. Management presented these challenges as manageable and reflected them in guidance while emphasizing long-term growth opportunities, particularly in electronic warfare, enterprise technology, and government modernization programs.
Company Guidance
CACI raised fiscal 2026 guidance, now calling for revenue of $9.3–$9.5 billion (total growth 7.8%–10.1%, including just under 2 points from acquisitions), an EBITDA margin of 11.7%–11.8%, adjusted net income of $630–$645 million, adjusted EPS of $28.25–$28.92 (up 7%–9%), and free cash flow of at least $725 million (implying ~65% growth in free cash flow per share); management said Q3 revenue is aligned with consensus and second‑half EBITDA margin should mirror the first half. These targets rest on strong Q2 results (revenue $2.2B, +5.7% y/y and +4.5% organic; EBITDA margin 11.8%, +70 bps y/y; adjusted EPS $6.81, +14%; FCF $138M; DSO 57 days), healthy backlog ($33B, +3% y/y; funded backlog +7%; weighted average award duration >6 years), awards of $1.4B in the quarter (book‑to‑bill 0.65x Q2, 1.4x H1, 1.3x TTM), a $6B pipeline under evaluation plus ~$20B of bids expected over the next two quarters (70%+ new business), and a Q2 net leverage of 2.4x (expected to rise to ~4.3x on ARCA close and return to the low threes within six quarters).
Revenue Growth in Q2
Generated $2.2B in revenue in Q2, up 5.7% year-over-year, with 4.5% organic growth.
Improved Profitability and Margins
Reported an EBITDA margin of 11.8% in the quarter, an increase of 70 basis points year-over-year.
Strong EPS Performance
Second-quarter adjusted diluted EPS of $6.81, up 14% versus prior year.
Free Cash Flow and Upgraded Guidance
Q2 free cash flow of $138M; raised FY2026 free cash flow guidance to at least $725M and increased full-year revenue guidance to $9.3B–$9.5B (7.8%–10.1% growth).
Backlog, Awards and Book-to-Bill
Won $1.4B of awards in the quarter; trailing-12-month book-to-bill of 1.3x (Q2 book-to-bill 0.65x for the quarter); backlog of $33B, up 3% year-over-year, with funded backlog up 7%.
Technology Mix and Strategic Positioning
Technology now represents nearly 60% of revenue with a leading position in electronic warfare (~$2B revenue) and growing enterprise technology capabilities (three largest agile software programs in federal gov).
Pipeline and Future Opportunities
Reported $6B of bids under evaluation and plans to submit ~$20B of additional bids over the next two quarters; over 70% of current pipeline and planned bids are for new business.
Operational Metrics and Efficiency Gains
Day Sales Outstanding of 57 days; CBP modernization example showed nearly 200% increase in software releases over five years and like-for-like cost reductions, demonstrating operational impact.

Caci International (CACI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CACI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 29, 2026
2026 (Q3)
7.15 / -
6.23
Jan 21, 2026
2026 (Q2)
6.48 / 6.81
5.9514.45% (+0.86)
Oct 22, 2025
2026 (Q1)
6.15 / 6.85
5.9315.51% (+0.92)
Aug 06, 2025
2025 (Q4)
6.55 / 8.40
6.6127.08% (+1.79)
Apr 23, 2025
2025 (Q3)
5.60 / 6.23
5.748.54% (+0.49)
Jan 22, 2025
2025 (Q2)
5.20 / 5.95
4.3636.47% (+1.59)
Oct 23, 2024
2025 (Q1)
5.04 / 5.93
4.3636.01% (+1.57)
Aug 07, 2024
2024 (Q4)
5.93 / 6.61
5.324.72% (+1.31)
Apr 24, 2024
2024 (Q3)
5.63 / 5.74
4.9216.67% (+0.82)
Jan 24, 2024
2024 (Q2)
4.45 / 4.36
4.281.87% (+0.08)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

CACI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jan 21, 2026
$632.56$655.46+3.62%
Oct 22, 2025
$520.16$584.57+12.38%
Aug 06, 2025
$475.29$499.94+5.19%
Apr 23, 2025
$423.37$456.67+7.87%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Caci International (CACI) report earnings?
Caci International (CACI) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
    What is Caci International (CACI) earnings time?
    Caci International (CACI) earnings time is at Apr 29, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is CACI EPS forecast?
          CACI EPS forecast for the fiscal quarter 2026 (Q3) is 7.15.