CACI Reports Strong Q3 Results, Raises Revenue & EBITDA Guidance Amid ARKA Integration
CACI sits 25% above its 52-week low of $409.62.
Summary
CACI International announced strong Q3 FY2026 financial results, raising full-year revenue and EBITDA margin guidance, while slightly lowering EPS guidance due to ARKA acquisition costs.
Key Events · Earnings and Guidance · CACI
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Strong Q3 Fiscal 2026 Performance
Reported revenues of $2.35 billion, up 8.5% year-over-year, with diluted EPS of $5.88 (up 17.6%) and adjusted diluted EPS of $7.27 (up 16.7%).
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Raised Full-Year Revenue Guidance
Increased fiscal year 2026 revenue guidance to a range of $9.5 billion to $9.6 billion, up from the prior $9.3 billion to $9.5 billion.
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Increased EBITDA Margin Guidance
Raised fiscal year 2026 EBITDA margin guidance to 11.8% to 11.9%, reflecting stronger organic business performance.
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Adjusted EPS Guidance Lowered Due to Acquisition Costs
Adjusted diluted EPS guidance for FY2026 was slightly lowered to $27.70-$28.38, primarily due to ARKA Group acquisition-related transaction expenses and increased interest expense.
Analysis · CACI · Technology
CACI International reported robust third-quarter fiscal 2026 results, exceeding prior year figures across key metrics like revenue, net income, and EPS. The company raised its full-year fiscal 2026 revenue guidance to $9.5-$9.6 billion and increased its EBITDA margin guidance to 11.8%-11.9%. While adjusted net income and diluted EPS guidance were slightly lowered, this was attributed to transaction expenses and additional interest expense related to the recently completed $2.6 billion ARKA Group acquisition. The strong organic growth and strategic integration of ARKA, alongside significant contract awards, indicate continued operational strength and strategic execution, positioning the company for long-term value despite short-term acquisition-related impacts on profitability metrics.
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In the 30 days to Sep 13, 2026, 35.6% of the 1216 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, CACI was trading at $512.25 on NYSE in the Technology sector, with a market capitalization of approximately $11.3B. The 52-week trading range was $409.62 to $683.50. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.