CACI International Inc

NYSE:CACI 株式レポート

時価総額：US$13.9b

CACI International 将来の成長

Future 基準チェック /16

CACI International利益と収益がそれぞれ年間10.5%と7.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.6% 10.4%なると予測されています。

主要情報

10.5%

収益成長率

10.43%

EPS成長率

Professional Services 収益成長14.6%
収益成長率7.9%
将来の株主資本利益率14.60%
アナリストカバレッジ

Good

最終更新日21 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Sep 09

CACI: Expanding Defense Contracts And Backlog Will Support Future Earnings

Analysts have lifted the fair value estimate for CACI International to $862.03 from $800, citing higher Street price targets alongside expectations for steadier margins, a slightly lower discount rate, and a more moderate future P/E assumption. Analyst Commentary Recent Street commentary on CACI International has shifted toward a more upbeat tone, with several bullish analysts lifting price targets and highlighting execution, margin resilience, and earnings delivery as key supports for current valuation multiples.
ナラティブ更新 • Aug 25

CACI: Future Space And Defense Tech Contracts Will Support Upside Potential

Analysts have raised the central price target for CACI International to $724.50, supported by higher Street targets ranging from $648 to $892. These targets reference consistent growth in backlog, margin expansion, earnings strength, and contributions from technology-focused and AI-enabled offerings.
Seeking Alpha • Aug 13

CACI International: A Record Year, But Fully Priced

Summary CACI International is rated a hold, with current valuation 2.3% above its probability-weighted price target of $652 per share. Recent growth is driven by fixed-price and T&M contracts, increasing risk profile as cost-plus contracts stagnate and high-margin Intelligence Community growth lags. Reported EBITDA is boosted by one-offs and favorable estimate changes; normalized margins are lower than headline figures, raising questions on margin expansion guidance. CACI trades at a defense technology multiple despite lower ROIC and higher leverage, with future upside hinging on FY27 execution and contract mix improvements. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 11

CACI: Funding And Order Softness Will Constrain Returns Despite Backlog Strength

The updated analyst price target for CACI International increases from $510 to $562.81 as analysts highlight recent raises in published targets, solid reported earnings, improving margin expectations, and a continued focus on technology and AI-driven offerings as key supports for the new fair value estimate. Analyst Commentary Recent Street research on CACI International shows a wide spread in published price targets and a mix of constructive and more guarded views.
ナラティブ更新 • Jul 28

CACI: Federal Contract Momentum And Cautious Guidance Expectations Will Shape Future Returns

Analysts have trimmed their average price target on CACI International to about $510 from roughly $567, citing updated expectations for FY27 guidance, order timing under current budget constraints, and revised valuation assumptions including a lower future P/E multiple. Analyst Commentary Recent research around CACI International points to a more cautious tone, with several bearish analysts revisiting their models and trimming valuation expectations ahead of upcoming earnings and FY27 guidance.
ナラティブ更新 • Jul 14

CACI: Future Federal Contracts And FY27 Guidance Will Support Upside Potential

The analyst price target for CACI International has been revised downward by $21.79 to reflect updated views on defense spending constraints and more measured expectations for organic growth, margins, and earnings compared with prior forecasts. Analyst Commentary Recent Street research on CACI International points to a more cautious stance on valuation, even as analysts still see areas of potential upside tied to execution on growth, margins, and earnings.
ナラティブ更新 • Jun 30

CACI: Future Federal Contracts And ARKA Integration Will Support Upside Potential

The analyst price target for CACI International has been revised lower to reflect a reduced fair value estimate of $676.71. Analysts attribute the change to updated sector models, higher discount rate assumptions, new Neutral coverage, and a reduced future P/E outlook.
分析記事 • Jun 19

CACI International (CACI) Stock Could Be 34.2% Undervalued After Its Recent Pullback

CACI International (CACI) has attracted investor attention after recent share price weakness, with the stock down over the past week, month, and past 3 months. This has prompted questions about how its fundamentals compare with recent returns. See our latest analysis for CACI International. At the latest share price of US$466.42, CACI International has seen its short term momentum fade, with the share price down 5.76% over one day and 23.08% over three months, even as the 5 year total...
ナラティブ更新 • Jun 16

CACI: Defense Contracts And Counter Drone Wins Will Support Future Earnings

The analyst price target for CACI International has been revised lower by $95 to reflect a series of recent Neutral initiations and target reductions from firms that are updating their aerospace and defense sector models and expressing caution about the timing of any broad rebound. Analyst Commentary Recent research on CACI International highlights a mixed backdrop, with several Neutral ratings alongside some constructive views on where the stock could fit in aerospace and defense portfolios once sector conditions stabilize.
ナラティブ更新 • Jun 02

CACI: ARKA Integration And Defense Contracts Will Support Future Earnings

Analysts held CACI International's fair value estimate steady at $800 while modestly adjusting discount rate, revenue growth, profit margin, and future P/E inputs. This reflects a more mixed set of recent price target changes around $550 to $690 and generally Neutral views on the stock.
ナラティブ更新 • May 17

CACI: ARKA Deal And Defense Wins Will Support Future EPS

Analysts have trimmed their average price targets on CACI International by double digit dollar amounts, citing updated assumptions that reflect a higher discount rate, a higher forward P/E multiple near 30x, and revised expectations for revenue growth and profit margins. Analyst Commentary Recent Street research on CACI International points to a mix of recalibrated price targets and fresh coverage, with several bullish analysts still framing the stock as a quality contractor with identifiable growth projects and an active M&A track record.
ナラティブ更新 • May 02

CACI: ARKA Integration And Federal Contract Wins Will Shape Future Expectations

Analysts have reduced the fair value estimate for CACI International by about $54. This reflects updated assumptions for a higher discount rate, more moderate revenue growth and profit margins, and a higher future P/E, in line with the recent series of price target reductions across the Street.
ナラティブ更新 • Apr 17

CACI: Future Federal Contracts And ARKA Integration Will Support Earnings Power

Analysts have reduced the CACI International fair value estimate by about $9 to $709, citing updated price targets that reflect a slightly higher discount rate, expectations for stronger revenue growth, a modestly lower profit margin, and higher future P/E assumptions. Analyst Commentary Recent Street research on CACI International has been active on both sides, with several price target increases earlier in the period and more recent target cuts, as analysts recalibrate their views on growth, margins, and the impact of the ARKA acquisition on long term earnings power and valuation multiples.
ナラティブ更新 • Apr 02

CACI: Mixed ARKA Outlook And Federal Wins Will Shape Future Repricing

The analyst price target for CACI International has been reduced by about $49 to $621, as analysts factor in a higher discount rate, a lower future P/E multiple, and updated assumptions on revenue growth and margins following recent research updates from firms that both raised and lowered their targets. Analyst Commentary Recent research on CACI International reflects a mixed backdrop, with some firms lifting price targets while others reset expectations lower as they update their models for discount rates, valuation multiples, and the impact of the ARKA acquisition.
ナラティブ更新 • Mar 19

CACI: ARKA Acquisition And New Defense Awards Will Support Future Earnings

Analysts have nudged their CACI International price targets higher, with moves such as Jefferies taking its target to $690, alongside others lifting their views after factoring in the $2.6b ARKA acquisition and its expected 2% EPS accretion by FY28. Analyst Commentary Recent research updates show a cluster of higher price targets on CACI International, with bullish analysts reflecting the ARKA acquisition and its projected 2% EPS accretion by FY28 in their models.
ナラティブ更新 • Mar 05

CACI: Growing Defense Awards Will Support Multi Year Earnings Power

Narrative Update on CACI International The analyst price target for CACI International has been raised by about $49, from roughly $751 to $800, as analysts factor in updated assumptions for revenue growth, profit margins, discount rate, and future P/E, following a series of recent target increases across the Street. Analyst Commentary Recent Street research around CACI International points to a cluster of higher price targets, with several bullish analysts revisiting their models and adjusting assumptions on growth, margins, and valuation multiples.
ナラティブ更新 • Feb 19

CACI: Raised FY26 Outlook And Backlog Wins Will Support Repricing

Analysts lifted their price target on CACI International by $85 to $670, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple, as reflected in recent research from firms raising their targets on the stock. Analyst Commentary Recent Street research around CACI International has featured several price target revisions, with a cluster of updates centered on new assumptions for revenue growth, profitability, and valuation multiples.
ナラティブ更新 • Feb 05

CACI: Future Contract Wins Will Support Higher Earnings Power

CACI International's updated analyst price target has moved higher to about $718, supported by analysts citing stronger assumptions around revenue growth, profit margins, and a slightly lower discount rate, along with recent price target increases from several major research firms. Analyst Commentary Recent Street research around CACI International has centered on a series of price target revisions, with several bullish analysts lifting their targets and one bearish analyst trimming theirs.
ナラティブ更新 • Jan 21

CACI: Backlog And Contract Wins Will Offset Government Funding Timing Risks

Narrative Update Analysts have nudged their fair value estimate for CACI International higher to about US$676 from roughly US$659, citing stronger modeled revenue growth, slightly better profit margins, a modestly higher future P/E assumption, and supportive recent research that points to solid execution and a healthier funded backlog despite mixed price target moves on the Street. Analyst Commentary Recent Street research on CACI International reflects a generally constructive view on execution and valuation, with some pockets of caution around upside expectations and price targets.
ナラティブ更新 • Jan 07

CACI: Funded Backlog And Contract Wins Will Shape FY26 Risk Profile

Analysts have lifted their price target on CACI International from about $393 to $585, reflecting updated assumptions for revenue growth, profit margins, discount rates, and a higher future P/E multiple, with recent research pointing to stronger than expected quarterly results and a funded backlog that helps reduce risk around the FY26 outlook. Analyst Commentary Recent research on CACI International has been broadly constructive, with some firms lifting their price targets and highlighting a strong start to the year and an uptick in funded backlog that helps reduce perceived risk around the FY26 outlook.
ナラティブ更新 • Dec 21

CACI Steady Backlog Expansion Will Support Multi Year Earnings Power

Analysts have lifted their price target on CACI International to about $670 from roughly $600, citing stronger than expected quarterly performance, improving revenue growth and margins, a richer future P/E outlook, and a de-risked multi-year pipeline supported by rising funded backlog despite ongoing government shutdown concerns. Analyst Commentary Bullish analysts are highlighting CACI International as a standout in the government services space, noting that the latest quarter materially exceeded what had been relatively modest expectations.
ナラティブ更新 • Dec 07

CACI: Future Outlook Will Be Shaped By Backlog Strength And Funding Risks

Analysts have raised their price target on CACI International to $670 from $600, citing an exceptionally strong recent quarter, a growing funded backlog, and reduced risk to the company’s longer term outlook despite ongoing U.S. government funding uncertainties. Analyst Commentary Bullish analysts view the latest quarter as a notable upside surprise, arguing that the company demonstrated its ability to outperform modest expectations while navigating a complex federal spending environment.
ナラティブ更新 • Nov 22

CACI: Future Results Will Be Shaped By Backlog Strength And Shutdown Risks

Analysts have increased their price target for CACI International from $600 to $670, citing strong quarterly performance and reduced risk to the company’s fiscal outlook in spite of ongoing government shutdown concerns. Analyst Commentary Recent analyst discussions around CACI International have highlighted several key perspectives regarding the company’s valuation, execution, and future growth potential.
ナラティブ更新 • Nov 08

CACI: Future Performance Will Reflect Strong Backlog Amid Government Uncertainties

Analysts have raised their price target for CACI International from $623 to $647, citing robust financial results, improved margins, and an encouraging revenue outlook. This outlook is further supported by a strong start to the year and increased backlog.
ナラティブ更新 • Oct 25

Government Funding And Technology Investments Will Drive Stronger Long-Term Performance

The analyst price target for CACI International increased from $576 to $622.73, a jump of nearly $47. Analysts cite the company’s strong quarterly performance, improved guidance, and consistent margin expansion as key drivers for the upward revision.
分析記事 • Oct 11

We Think CACI International Inc's (NYSE:CACI) CEO Compensation Looks Fair

Key Insights CACI International's Annual General Meeting to take place on 16th of October Salary of US$1.32m is part of...
ナラティブ更新 • Oct 10

Robust Government Funding And Digital Transformation Will Expand Addressable Markets

CACI International’s analyst price target has increased from $569.42 to $576.00. Analysts cite strengthened margin performance, favorable positioning in the government services sector, and positive outlooks under the current administration as key drivers for the upward revision.
ナラティブ更新 • Sep 19

Robust Government Funding And Digital Transformation Will Expand Addressable Markets

Analysts have raised their price target for CACI International to $569.42, citing its strong positioning in advanced defense technologies, robust backlog, and continued financial outperformance, which justifies a higher premium relative to peers. Analyst Commentary Bullish analysts point to CACI's superior positioning in the defense sector, especially given favorable policy shifts under the current U.S. administration and anticipated drone-related funding.
ナラティブ更新 • Sep 04

Robust Government Funding And Digital Transformation Will Expand Addressable Markets

Analysts remain broadly positive on CACI International due to its strong sector positioning, robust financials, and attractive valuation, though some caution reflects limited near-term upside after recent gains, resulting in the consensus price target holding steady at $542.15. Analyst Commentary Bullish analysts highlight CACI’s strong positioning within the defense sector, benefiting from favorable government policies and a pivot to advanced technologies.
Seeking Alpha • Feb 17

CACI: A Company I Now Own Despite Quality Downgrade Due To DOGE

Summary CACI International Inc. is a resilient, predictable growth company, ideal for long-term investment at the right price. The defense industry is negatively impacted by DOGE. Concerns center around spending cuts and shifting contracts from the higher-margin cost-plus to the lower-margin fixed-price type. CACI's management is optimistic, raising guidance thrice in FY 2025, emphasizing revenue predictability, and highlighting software's importance in recent earnings calls. Even if actual cuts in defense spending materialises, the impact on the sector and on CACI is likely to be minimal. The fear permeating this sector is likely to be overblown, depressing valuation to an investable level. Read the full article on Seeking Alpha
Seeking Alpha • Jan 23

CACI International Q2 Earnings: A Big Sell-Off For No Reason

Summary CACI International Inc reported strong Q2 '25 earnings, beating revenue and EPS estimates, with a notable 18% y/y backlog growth and improved operating margins. Despite positive financials, CACI's share price dropped, possibly due to profit-taking or market manipulation in a lightly traded stock. The outlook under the new Trump administration appears favorable, with expected increases in defense spending benefiting CACI's largest revenue contributor, the DoD. I remain cautious due to economic uncertainties but acknowledge the company's attractive valuation and potential growth under the new administration. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:CACI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/202912,1527281,0461,1648
6/30/202811,4946689501,06814
6/30/202710,7725859071,02215
6/30/20269,568536780887N/A
3/31/20269,163537577664N/A
12/31/20258,979518634712N/A
9/30/20258,859504612683N/A
6/30/20258,628500481547N/A
3/31/20258,362477488548N/A
12/31/20248,132480461516N/A
9/30/20247,867454401462N/A
6/30/20247,660420434497N/A
3/31/20247,325393428492N/A
12/31/20237,131378255323N/A
9/30/20236,947382248313N/A
6/30/20236,703385324388N/A
3/31/20236,642370312388N/A
12/31/20226,481365565644N/A
9/30/20226,318368627704N/A
6/30/20226,203367671746N/A
3/31/20226,125411624685N/A
12/31/20216,093436456519N/A
9/30/20216,076452534601N/A
6/30/20216,044457519592N/A
3/31/20215,976414592661N/A
12/31/20205,889374601664N/A
9/30/20205,816347526592N/A
6/30/20205,720321446519N/A
3/31/20205,598278N/A460N/A
12/31/20195,398265N/A653N/A
9/30/20195,184255N/A575N/A
6/30/20194,986266N/A555N/A
3/31/20194,783267N/A523N/A
12/31/20184,642264N/A309N/A
9/30/20184,548338N/A325N/A
6/30/20184,468301N/A321N/A
3/31/20184,435294N/A316N/A
12/31/20174,397269N/A298N/A
9/30/20174,367169N/A303N/A
6/30/20174,355164N/A281N/A
3/31/20174,331163N/A270N/A
12/31/20164,222157N/A242N/A
9/30/20163,995145N/A221N/A
6/30/20163,744143N/A243N/A
3/31/20163,496141N/A226N/A
12/31/20153,336136N/A269N/A
9/30/20153,321130N/A194N/A

アナリストによる今後の成長予測

収入対貯蓄率: CACIの予測収益成長率 (年間10.5% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: CACIの収益 ( 10.5% ) US市場 ( 17.5% ) よりも低い成長が予測されています。

高成長収益: CACIの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: CACIの収益 ( 7.9% ) US市場 ( 13.6% ) よりも低い成長が予測されています。

高い収益成長: CACIの収益 ( 7.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CACIの 自己資本利益率 は、3年後には低くなると予測されています ( 14.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/21 11:48
終値2026/09/21 00:00
収益2026/06/30
年間収益2026/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

CACI International Inc 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24

アナリスト機関
Peter ArmentBaird
Matthew AkersBNP Paribas
Ronald EpsteinBofA Global Research