CACI Posts Double-Digit Growth in Q4, Full FY 2026 Revenues
CACI International reported Q4 revenue of $2.7 billion, up 17.6% year over year, and FY2026 revenue of $9.6 billion, up 10.9%. Funded backlog rose 28.6% to $5.4 billion, and total backlog was $32 billion. Net income was $156.8 million in Q4 and $535.8 million for FY2026. FY2027 guidance calls for $10.65B to $10.85B revenue and adjusted diluted EPS of $32.96 to $33.86.
How this was made
The 30-second read
Why it matters
The combination of FY2026 results, funded backlog growth, and quantified FY2027 guidance provides a direct re-rating catalyst for CACI’s growth and cash-flow profile.
Market read
Traders can update models immediately using the disclosed FY2026 performance and the explicit FY2027 guidance range, alongside funded backlog acceleration and major contract wins.
What to watch
Backlog growth is emphasized, but traders may still scrutinize funded versus total backlog conversion and the sustainability of book-to-bill near-term.
Background
CACI is a government technology services contractor focused on national security missions and defense IT modernization.
Ticker impact
CACI reported FY2026 revenue of $9.6B, funded backlog up 28.6% to $5.4B, and issued FY2027 guidance topping $10.65B.
Likely positive near-term bias as traders reprice growth and margin durability versus prior expectations.
The article discloses multiple new decision inputs: Q4 and full-year results, funded backlog growth, contract awards, and a quantified FY2027 outlook including adjusted EPS and free cash flow.
Market effects
Reinforces demand visibility for U.S. defense IT and national security technology contractors, potentially supporting sentiment across the GovCon space.
Limited, mostly impacts U.S. defense contractor sentiment rather than a specific region.
Low, largely U.S.-government program and domestic procurement focused.
Counterpoint
Despite revenue growth, net income was slightly down in Q4 and EBITDA margin expansion may not fully offset execution or contract-mix risk.
Key entities
- companyCACI International
Reported FY2026 and Q4 results, funded backlog growth, contract awards, and issued FY2027 revenue, EPS, and free-cash-flow guidance.
- government agencyU.S. Department of Veterans Affairs
Awarded CACI a six-year, $308 million technology contract to modernize legacy financial management systems.
- government agencyU.S. Office of Personnel Management
Selected CACI as a technology partner on a 10-year, nearly $400 million Federal HR IT Modernization contract.
- government agencyU.S. Army Development Command (C5ISR Center)
Increased CACI’s forensic exploitation support contract by more than $140 million, lifting total value above $560 million.
