CACI
Combines cleared technical expertise with software-defined technology for U.S. national-security missions.
Something off on this page? Send us feedback.
Profile
Provides specialized expertise and software-defined technology for U.S. national-security missions across cyber, secure networks, space, electronic warfare, digital modernization, and engineering. Revenue is concentrated in Domestic Operations, while acquisitions extend proprietary capabilities and cleared talent.
Combines specialized national-security expertise with software and software-enabled hardware for U.S. intelligence, defense, and federal civilian customers. Domestic Operations encompasses C3I, cyber, digital solutions, enterprise IT, mission and engineering support, space, and spectrum systems; International Operations serves government and commercial customers from its U.K. base.
Executes by embedding cleared technical talent in customer missions while investing in reusable technology. The model spans secure networks, cloud modernization, electronic warfare, sensing, geospatial intelligence, and engineering support, with acquisitions used to add technologies, customer positions, and specialized personnel.
Revenue is concentrated in the United States and depends on federal budgets, procurement timing, contract performance, security clearances, and access to skilled employees. The international segment remains comparatively small.
Company facts
Categories
Key statistics
Year to date +17.1% · Average volume (30d) 288.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 10, 2026 | Wells Fargo | Reiterate | Overweight | $513 | $715 |
| Aug 9, 2026 | Jefferies | Reiterate | Hold | $510 | $700 |
| Aug 7, 2026 | UBS | Reiterate | Buy | $787 | $804 |
| Aug 6, 2026 | Stifel Nicolaus | Target | $765 | $892 | |
| Jul 22, 2026 | Cantor Fitzgerald | Reiterate | Overweight | $675 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q4 FY26 | $7.39 | $8.91 | +20.6% | $2.70B | $2.71B | +0.5% | +21.38% |
| Apr 22, 2026Q3 FY26 | $6.90 | $7.27 | +5.4% | $2.35B | $2.35B | +0.1% | +2.78% |
| Jan 21, 2026Q2 FY26 | $6.41 | $6.81 | +6.2% | $2.27B | $2.22B | −2.3% | +3.62% |
| Oct 22, 2025Q1 FY26 | $6.15 | $6.85 | +11.4% | $2.25B | $2.29B | +1.5% | +12.38% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.17B | $2.30B | $2.29B | $2.22B | $2.35B | $2.71B | |
| Gross profit | $196.4M | $206.7M | $212.3M | $206.5M | $739.1M | $913.5M | |
| Operating income | $196.4M | $206.7M | $212.3M | $206.5M | $228.9M | $272.2M | |
| Net income | $111.9M | $157.9M | $124.8M | $123.9M | $130.4M | $156.8M | |
| Diluted EPS | $5.00 | $7.14 | $5.63 | $5.59 | $5.89 | $7.05 | |
| Gross margin | 9.1% | 9.0% | 9.3% | 9.3% | 31.4% | 33.7% | |
| Operating margin | 9.1% | 9.0% | 9.3% | 9.3% | 9.7% | 10.0% |
Fiscal years (4-quarter sums)FY22 $6.20B · FY23 $6.70B · FY24 $7.66B · FY25 $8.63B · FY26 $9.57B
Revenue by product · Q4 FY26
Revenue by geography · Q3 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $191.8M · Total debt $5.33B · Total assets $11.82B · Shareholders' equity $4.46B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 22.09M · Float 21.86M · 98.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.18M | 9.85% | 13F | Aug 7, 2026 |
| Morgan Stanley | 1.17M | 5.30% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 998.8K | 4.52% | 13F | Aug 13, 2026 |
| Barrow Hanley Mewhinney & Strauss LLC | 955.5K | 4.33% | 13F | Aug 12, 2026 |
| Vanguard Portfolio Management LLC | 942.4K | 4.27% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 16, 2026 | Susan M. Gordon | director | −264 | $500.38 |
| Mar 11, 2026 | Debora A. Plunkett | director | −220 | $603.30 |
| Feb 10, 2026 | J. William JR Koegel | officer: EVP, General Counsel | −2,000 | $615.06 |
| Dec 10, 2025 | William L. Jews | director | −3,000 | $585.82 |
| Sep 15, 2025 | John S. Mengucci | director, officer: President & CEO | −10,175 | $492.82 |
Peers
- Leidos
Broad federal overlap in digital, cyber, intelligence, and engineering
- Booz Allen Hamilton
Cleared technology overlap across AI, cyber, cloud, and defense missions
- Science Applications International
Direct overlap in federal mission IT, integration, and engineering
- General Dynamics
GDIT contests large federal IT, cyber, C5ISR, and mission programs
- Parsons
National-security overlap in cyber, C5ISR, space, and sensors
- L3Harris Technologies
Product-level rivalry in spectrum, communications, and space sensing
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| CACI | $623.04 | −0.96% | $13.88B | 26.0 | 19.1 | 1.5 | +17.6% |
| Leidos | $141.00 | +0.31% | $17.69B | 13.1 | 11.6 | 1.0 | +7.2% |
| Booz Allen Hamilton | $75.24 | −0.05% | $9.05B | 11.8 | 12.0 | 0.8 | −4.2% |
| Science Applications International | $127.50 | +1.24% | $5.33B | 14.2 | 13.0 | 0.7 | +1.6% |
| General Dynamics | $376.45 | −0.75% | $102.63B | 23.1 | 21.7 | 1.9 | +8.1% |
| Parsons | $49.00 | 0.00% | $5.23B | 33.8 | 14.8 | 0.8 | −0.5% |
| L3Harris Technologies | $262.82 | +0.01% | $48.94B | 26.5 | 21.3 | 2.1 | +8.4% |
| Median | 18.6 | 13.9 | 0.9 | +4.4% |