CACI Reports Results for Its Fiscal 2026 Fourth Quarter and Full Year and Issues Fiscal Year 2027 Guidance
CACI International (NYSE: CACI) reported fiscal 2026 Q4 and full-year results ended June 30, 2026, and issued FY2027 guidance. Full-year revenue rose 10.9% to $9.6B, net income was $535.8M (diluted EPS $24.16), and adjusted diluted EPS was $29.83. Annual contract awards were $10.2B, with book-to-bill 1.1x. Backlog rose to $32.0B.
How this was made
The 30-second read
Why it matters
The combination of reported operating performance, backlog/book-to-bill, and newly disclosed contract wins provides a near-term catalyst for valuation and positioning into FY2027.
Market read
Quantified results plus FY2027 guidance and multiple contract awards can drive re-rating for defense IT contractors, especially on cash-flow and margin durability.
What to watch
The text highlights ARKA acquisition effects on interest expense and MARPA-related DSO adjustments; traders should scrutinize whether cash-flow strength is sustainable versus one-off working-capital timing.
Background
CACI is a technology-focused national security contractor; this release covers fiscal Q4 and full-year ended June 30, 2026, and introduces FY2027 guidance.
Ticker impact
CACI reported fiscal Q4 and full-year results plus issued FY2027 guidance, including revenue growth, margin expansion, and contract awards.
Likely positive bias for the stock on guidance credibility and backlog quality, with volatility tied to any implied FY2027 margin and cash-flow trajectory.
The article provides multiple quantified performance metrics (revenue, EPS, EBITDA margin, free cash flow growth, backlog) and cites specific contract wins, but it does not include the actual FY2027 numeric guidance range in the provided text.
Market effects
Supports sentiment for US defense IT and national security contractors via evidence of continued contract awards and backlog growth.
Limited, primarily impacts US defense-tech equities and government-services peers.
Low, largely US federal procurement and domestic national security programs.
Counterpoint
Contract awards and backlog growth may not translate into FY2027 earnings if execution risk, program mix, or working-capital dynamics reverse.
Key entities
- companyCACI International Inc
Reported fiscal Q4 and full-year results and issued FY2027 guidance, citing revenue growth, margin expansion, free cash flow growth, and contract awards.
- government agencyDepartment of Veterans Affairs (VA)
Awarded a six-year technology contract valued at up to $308 million to transform VA’s legacy financial management system.
- government agencyU.S. Navy, Military Sealift Command (MSC)
Awarded a five-year technology contract valued at up to $113 million to modernize mission-critical business applications.
- government agencyU.S. Office of Personnel Management (OPM)
HRIT Modernization contract where CACI will serve as an Oracle technology partner on a nearly $400 million, 10-year effort.
