CACI Delivers Strong FY2026 Results and Issues FY2027 Guidance Above Consensus
CACI sits 24% above its 52-week low of $434.7.
Summary
CACI reported fiscal 2026 revenue of $9.6 billion and adjusted EPS of $29.83, both up double digits, and guided fiscal 2027 adjusted EPS to $32.96–$33.86 with free cash flow of at least $900 million.
Key Events · Earnings and Guidance · CACI
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Fiscal 2026 Results Beat Expectations
Revenue grew 10.9% to $9.57 billion; adjusted diluted EPS rose 12.7% to $29.83; free cash flow jumped 66% to $735.4 million.
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Fiscal 2027 Guidance Implies Strong Growth
The company expects revenue of $10.65–$10.85 billion and adjusted diluted EPS of $32.96–$33.86, representing roughly 11% revenue growth and 13% EPS growth at the midpoint.
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Free Cash Flow Outlook Surges
Guided free cash flow of at least $900 million for FY2027, up from $735 million in FY2026, driven by revenue growth, margin expansion, and working capital efficiency.
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Backlog Provides Revenue Visibility
Total backlog stood at $32.0 billion as of June 30, 2026, with funded backlog up 28.6% year-over-year to $5.4 billion, supporting multi-year growth.
Analysis · CACI · Technology
Fiscal 2026 proved robust for CACI, with revenue climbing 10.9% to $9.6 billion, adjusted EPS reaching $29.83—a 12.7% increase—and free cash flow surging 66% to $735 million. Looking ahead, the company guided fiscal 2027 revenue to $10.65–$10.85 billion and adjusted EPS to $32.96–$33.86, implying continued double-digit growth. The free cash flow outlook of at least $900 million signals improving capital efficiency following the ARKA acquisition. This release confirms the company's ability to convert its $32 billion backlog into profitable growth, reinforcing its standing as a premier defense technology integrator.
At the time of this filing, CACI was trading at $540.00 on NYSE in the Technology sector, with a market capitalization of approximately $11.4B. The 52-week trading range was $434.70 to $683.50. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.