Caci International (CACI)
NYSE:CACI
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
7.39Last Year’s EPS
8.4Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational and financial performance: double-digit organic revenue growth acceleration, expanding margins, robust free cash flow, backlog and funded backlog growth, and strategic enhancement of capabilities via the ARKA acquisition (notably in space and agentic AI). Management acknowledged near-term headwinds including a still-lumpy award cadence due to government shutdowns, acquisition-related costs and elevated leverage post-ARKA, but provided raised full-year guidance and a clear plan to deleverage. On balance the positive growth, margin expansion, cash generation, long-duration backlog, and strategic acquisition outweigh the highlighted short-term challenges.Company Guidance
Revenue Growth
Third-quarter revenue of $2.4 billion, up 8.5% year-over-year, with organic growth of 6.8%.
Margin and Profitability Expansion
Q3 EBITDA margin of 12.3%, an increase of 60 basis points year-over-year; adjusted diluted EPS of $7.27, up 17% versus prior year.
Strong Free Cash Flow
Generated $221 million of free cash flow in Q3; reaffirmed FY2026 free cash flow guidance of at least $725 million, implying 65% growth in free cash flow per share over FY2025.
Backlog and Funded Backlog Growth
Total backlog of $33.4 billion, up 6% year-over-year; funded backlog increased 19% year-over-year. Trailing twelve-month weighted average award duration just over six years.
Strategic ARKA Acquisition
Closed ARKA acquisition, adding space-based imaging sensors, agentic AI ground processing and other space capabilities; ARKA contributed ~$835 million to total backlog and ~$422 million to funded backlog, plus ~$2 billion of noncompetitive franchise programs.
Raised FY2026 Guidance
Updated revenue guidance to $9.5–$9.6 billion (total growth 10.1%–11.3%, including ~3.5 points from acquisitions) and increased EBITDA margin guidance to 11.8%–11.9%; adjusted net income guidance of $615–$630 million and adjusted EPS of $27.70–$28.38 (growth 5%–7%).
Strong Win and Pipeline Activity
Won $2.2 billion of awards in Q3; trailing twelve-month book-to-bill of 1.2x. More than $4 billion of bids under evaluation (80% new business) and plans to submit ~ $22 billion of bids over the next two quarters (75% new business).
Program and Technical Milestones
SPECTRAL achieved Milestone C and entered low-rate initial production (LRIP); Merlin counter-UAS system deployed operationally (e.g., southern border) and seeing accelerating demand and international activity.
Leverage Deleveraging Plan
Pro forma leverage of 4.2x net debt to TTM EBITDA after the acquisition, with expectation to return to the low threes within six quarters based on strong cash flow.
CACI Earnings History
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 |
|---|---|---|---|
Apr 22, 2026 | $512.25 | $526.49 | +2.78% |
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% |
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 Aug 12, 2026, After Close (Confirmed).
What is Caci International (CACI) earnings time?
Caci International (CACI) earnings time is at Aug 12, 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 (Q4) is 7.39.