CACI Reports Strong Q3 Results, Raises Revenue & EBITDA Guidance Amid ARKA Integration

summarizeSummary

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.

check_boxKey Events

• 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%).

• 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.

• Increased EBITDA Margin Guidance

  Raised fiscal year 2026 EBITDA margin guidance to 11.8% to 11.9%, reflecting stronger organic business performance.

• 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.

auto_awesomeAnalysis

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.