CACI Posts $9.6B Revenue, Contends with $42M Legal Appeal, and Integrates ARKA
CACI sits 48% above its 52-week low of $434.7 on elevated volume (1.9× avg).
Summary
CACI's annual report highlights double-digit revenue growth and a robust backlog, yet a $42 million legal judgment is under appeal following a favorable Supreme Court ruling that could nullify the verdict.
Key Events · Earnings and Guidance · CACI
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Revenue Grows 10.9% to $9.6B
Driven by 7.2% organic growth and acquisitions, fiscal 2026 revenue hit $9.6 billion. Diluted EPS rose to $24.16 from $22.32 in fiscal 2025.
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$42M Legal Judgment Under Appeal
A jury awarded $42 million against CACI in the Al Shimari case, but the Supreme Court's Cisco decision may preclude the claims. Supplemental briefs are now under review by the appeals court.
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ARKA Acquisition Adds $1.1B in Intangibles
Closing in March 2026, the $2.6 billion ARKA acquisition brought in $1.46 billion in goodwill and $1.15 billion in intangible assets, largely from customer relationships and developed technology.
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Backlog Reaches $32B
Total backlog expanded 1.9% to $32.0 billion, including $5.4 billion funded. Remaining performance obligations stand at $12.8 billion, with 47% expected to convert to revenue within 12 months.
Analysis · CACI · Technology
CACI's 10-K details robust fiscal 2026 results, with revenue climbing 10.9% to $9.6 billion and diluted EPS reaching $24.16. A key overhang remains the $42 million jury verdict in the Al Shimari case, though the Supreme Court's Cisco decision may ultimately void the judgment as the appeals process unfolds. The $2.6 billion ARKA acquisition significantly expanded goodwill and intangible assets, while the company stayed within debt covenants and preserved $1.34 billion in undrawn credit. Future revenue visibility is supported by a backlog that grew to $32 billion.
How filings like this one have moved
In the 30 days to Oct 19, 2026, 37.9% of the 895 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.87%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, CACI was trading at $644.97 on NYSE in the Technology sector, with a market capitalization of approximately $14.2B. The 52-week trading range was $434.70 to $683.50. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.