CACI INTERNATIONAL INC /DE/ (CACI): Results of Operations and Financial Condition
CACI INTERNATIONAL INC /DE/ (CACI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 fy26-q4caci20260805ex991.htm EX-99.1 Document Exhibit 99.1 CACI Reports R esults for Its Fiscal 2026 Fourth Quarter and Full Year and Issues Fiscal Year 2027 Guidance Annual revenues of $9.6 billion, up 10.9% YoY Annual net income of $535.8 million; Diluted EPS of $24.1
How this was made
The 30-second read
Why it matters
The filing provides fresh, trade-relevant operating metrics (revenue, EPS, EBITDA margin, free cash flow) and demand indicators (contract awards, book-to-bill, funded backlog) that can re-anchor expectations for FY2027 performance and cash generation.
Market read
Fresh earnings and guidance disclosure with multiple quantified demand and cash-flow datapoints, likely driving near-term positioning around FY2027 expectations.
What to watch
The excerpt notes ARKA acquisition-related interest expense and a higher tax provision; traders may want to watch whether working-capital benefits and cash conversion persist into FY2027.
Background
CACI reported fiscal 2026 fourth-quarter and full-year results (ended June 30, 2026) and issued fiscal 2027 guidance in an SEC Form 8-K (Item 2.02) with an earnings release exhibit.
Ticker impact
CACI filed an 8-K with fiscal Q4 and full-year results plus fiscal 2027 guidance, including $10.2B contract awards and 1.1x book-to-bill.
Likely positive bias for shares on guidance credibility and backlog visibility, with upside sensitivity to any follow-through in contract awards and free-cash-flow conversion.
The filing discloses multiple decision-relevant datapoints: FY revenue up 10.9% YoY, EBITDA margin at 12.3%, free cash flow up 66%, and backlog growth (funded backlog +28.6%). However, the excerpt does not provide the specific FY2027 numeric guidance ranges, limiting precision on magnitude.
Market effects
Signals continued demand and budget allocation for U.S. national security technology and defense IT modernization, supporting sentiment for defense-tech contractors.
Limited direct regional read-through beyond defense contracting ecosystems.
Primarily U.S. government spending exposure, with limited direct global macro linkage.
Counterpoint
Contract awards and backlog growth may not fully translate into near-term earnings if execution timing slips or margin expansion proves temporary.
Key entities
- public_companyCACI International Inc /DE/
U.S. national security technology contractor reporting FY2026 results and issuing FY2027 guidance, with disclosed contract awards and backlog.
- executiveJohn Mengucci
CACI President and CEO quoted on performance and FY2027 positioning.
- partnerOracle
Named as a technology partner for OPM HRIT modernization contract involving CACI.
