CACI’s (NYSE:CACI) Q2 CY2026 Sales Beat Estimates, Full
CACI International (NYSE: CACI) reported Q2 CY2026 revenue of $2.71 billion, up 17.6% year over year and above analysts’ estimates by 0.7%. Full-year revenue guidance midpoint is $10.75 billion, 0.7% above estimates. Non-GAAP adjusted EPS was $8.91, 23.2% above consensus; full-year EPS guidance is $29.84 to $30.64.
How this was made
The 30-second read
Why it matters
The key tradable update is the reported Q2 beat plus full-year revenue guidance slightly above consensus, alongside adjusted EPS clearing estimates and a noted stock reaction described as flat.
Market read
Traders can reassess near-term expectations for defense contractor earnings durability based on the beat and guidance, while monitoring backlog conversion risk.
What to watch
The article attributes EPS outperformance partly to buybacks (share count down 1.3%), so operating fundamentals may be less strong than per-share metrics suggest.
Background
CACI is a defense, intelligence, and IT solutions provider, and the article frames its Q2 CY2026 results against revenue, backlog, margins, and EPS trends.
Ticker impact
CACI reported Q2 CY2026 revenue of $2.71B, up 17.6% YoY, topping estimates, and guided full-year revenue to $10.75B midpoint.
Likely supports upside bias versus consensus, though the article notes the stock was flat immediately after reporting.
The text provides specific Q2 results (revenue, adjusted EPS) and full-year revenue guidance versus estimates, but lacks detail on margins, backlog changes beyond commentary, or any surprise that would force a large repricing.
Market effects
A defense and IT services name beating on revenue and EPS can reinforce demand confidence in government spending and backlog conversion.
Primarily US-focused defense contractor sentiment; limited direct regional spillover described.
No explicit global macro or international contract details beyond general national security demand.
Counterpoint
Backlog growth lagged revenue growth, implying faster fulfillment than new order intake, which could pressure future quarters.
Key entities
- companyCACI International
Reported Q2 CY2026 revenue and adjusted EPS, and provided full-year revenue guidance.
