AlphAIAlphAI — Financial news for AI agents
finance.yahoo.comOCT 211 min read$CACI

CACI (NYSE:CACI) misses Q3 CY2026 sales expectations

CACI reported Q3 CY2026 revenue of $2.47B, missing estimates by 1.4% but beating on adjusted EPS ($7.66 vs $6.60). Adjusted EBITDA also exceeded expectations. The company raised full-year revenue and EPS guidance. Operating margin was steady, but free cash flow margin declined. Backlog remained unchanged at $34B.

Original reporting
finance.yahoo.com
Published Oct 21, 2026, 9:44 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 21, 2026, 10:59 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
CACI (NYSE:CACI) misses Q3 CY2026 sales expectations — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$CACIBearishMed
01

Why it matters

The revenue miss may prompt short‑term price declines, but the EPS beat and guidance raise provide a nuanced outlook.

02

Market read

Earnings miss on revenue with modest guidance raise creates mixed signals for traders; watch price action in after‑hours trading.

03

What to watch

Backlog remains strong at $34B, indicating future revenue visibility.

Relevance 8/10Novelty 8/10Timing: post‑market release

Background

CACI is a U.S. government‑contract IT services provider; earnings releases are closely watched by defense‑sector investors.

Company-level read

Ticker impact

$CACIBearishHigh confidence
Context

CACI reported Q3 FY2026 revenue of $2.47B missing estimates and raised full-year guidance, providing fresh earnings data.

Expected impact

likely downward pressure as investors weigh the revenue miss against the EPS beat.

Evidence & confidence

Revenue shortfall is a key metric; despite EPS beat, the miss may trigger short-term sell‑off.

Market effects

Sector

May weigh on other defense and government‑contract IT services peers.

Regional

Limited to U.S. equities, no broader regional effect.

Global

Low global impact beyond sector peers.

Counterpoint

What could challenge this read

The EPS beat and higher guidance could support a rebound if revenue trends improve.

Key entities

  • Company
    CACI

    U.S. listed IT services firm (NYSE:CACI).

Read at source← All news

StoryCACI posts Q1 FY2027 results, raises FY2027 revenue and earnings outlook

Also covered by

5 outlets

Related articles

OCT 22
$CACIHighAI 8/10

CACI International Inc (CACI) (Q1 2027) Earnings Call Highlights: Record

CACI International reported Q1 2027 earnings with 2.1% organic growth, citing supply chain constraints and budget uncertainty. CEO John Mengucci highlighted a clear strategy and disciplined execution. The company expects stronger growth in the second half, supported by funded backlog growth and recent awards. Integration of acquisitions like ARKA is affecting revenue recognition timing. CACI manages 1,900 programs with varying margins and focuses on long-term investments.

finance.yahoo.com3 min
OCT 22
$CACIHighAI 8/10

CACI (CACI) Q1 2027 Earnings Call Transcript

CACI reported Q1 2027 revenue growth of 8%, EBITDA margin of 13.3%, and adjusted EPS increase of 12%. The company generated $133M in free cash flow and won $4.8B in awards. CACI raised its full-year guidance, citing strong demand for its technology, particularly in electronic warfare and space domains. The company is investing in manufacturing capacity to meet demand.

finance.yahoo.com3 min
OCT 22
$CACIMed

What CACI International (CACI) Said on Its Q1 Earnings Call

CACI International reported Q1 earnings, highlighting new contracts like Apollo and SOFETOPS 2, and demand for electronic warfare and counter-UAS systems. The company expects to complete Space Development Agency Tranche 1 deliveries this year. CACI opened a new manufacturing center and plans to reduce leverage to 3x by March 2027. Management expressed confidence in the outlook despite a sluggish funding environment.

finance.yahoo.com3 min
OCT 22
$CACIHighAI 8/10

CACI Q1 FY27 slides: margin expansion drives guidance raise

CACI International reported Q1 FY27 revenue of $2.47B, up 8.2% YoY but below estimates. EBITDA margin expanded to 13.3%, and EPS beat estimates by 17%. The company raised its FY27 guidance, citing strong profitability and margin expansion. Shares rose 3% premarket. According to CACI, the new guidance reflects improved business visibility and strategic investments.

investing.com3 min
OCT 21
$CACIHighAI 8/10

CACI Q1 Revenue Rises 8.2% to $2.5 Billion

CACI International reported Q1 2027 revenue of $2.47B, up 8.2% YoY, with GAAP net income of $130.4M. EPS rose 3.7% to $5.84. The company raised its fiscal 2027 revenue guidance to $10.7B-$10.9B. Contract awards totaled $4.8B, with a 2.0x book-to-bill ratio. Backlog increased 14.8% YoY to $6.2B.

quiverquant.com1 min