CACI International Inc

NYSE:CACI 주식 리포트

시가총액: US$11.5b

CACI International 향후 성장

Future 기준 점검 1/6

CACI International (는) 각각 연간 8.9% 및 9.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.6% 로 예상됩니다.

핵심 정보

8.9%

이익 성장률

9.18%

EPS 성장률

Professional Services 이익 성장15.4%
매출 성장률9.2%
향후 자기자본이익률12.64%
애널리스트 커버리지

Good

마지막 업데이트27 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
Seeking Alpha • Mar 19

CACI International Rightly Disputes Its Industry Classification: Oddly, That's Bullish

Summary GICS is a well-respected system for classifying companies based on sector and industry — Stay awake! This is going to be important here. CACI International is classified as ”Research and Consulting Services.” But over more than a decade, it’s been evolving. Management doesn’t like its GICS label, and I agree with them. I see CACI as an advanced version of ”Aerospace and Defense.” It embeds about 1,400 in combat commands to collaborate with the armed forces on “agile” software development. To appreciate CACI, see it as the brain, rather than the brawn, behind military force. And a big new acquisition will make CACI smarter by strengthening space operations. If Wall Street truly understands what CACI is about, I expect its valuation ratios will widen. That prospect, plus, I think, better than expected growth makes the stock a ‘Buy.’. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • Jul 16

CACI International Inc's (NYSE:CACI) Share Price Could Signal Some Risk

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
분석 기사 • Jun 19

Is CACI International (NYSE:CACI) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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
Seeking Alpha • Nov 27

CACI: A SWAN-Like Company I Would Love To Own At The Right Price

Summary CACI International Inc. demonstrates resilient revenue and earnings growth, consistently profitable even during economic downturns, making it a reliable investment for long-term growth. The company benefits from increasing defense spending, with a significant portion of its revenue coming from multi-year contracts with the U.S. Department of Defense. CACI has strategically shifted its revenue stream towards higher-margin "Cost-plus-fee" contracts, providing flexibility to adjust prices in response to rising costs. Despite its strengths, CACI's over-reliance on government contracts and increasing debt levels are concerns, and its current valuation suggests limited upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Sep 18

CACI International: An Impressive Defense Technology Play

Summary CACI International Inc has surged 50% this year, driven by strong performance as a defense/technology supplier, but now commands a premium valuation. The company boasts a solid track record, with revenues growing from $2 billion to $8 billion over two decades, aided by disciplined M&A. Recent fiscal results show impressive growth, with a 14% revenue increase and a 22% rise in backlog, indicating strong future performance. Despite a compelling acquisition of Azure Summit Technology, I recommend waiting for a pullback before investing, given the current stretched valuation multiples. Read the full article on Seeking Alpha
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새로운 내러티브 • Aug 23

Leveraging Performance Metrics And Tactical Business Development For Exceptional Growth

Strategic focus on free cash flow per share growth and operational efficiencies aimed at improving company performance and stock valuation through incentivized management actions.

이익 및 매출 성장 예측

NYSE:CACI - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/202811,35862785794511
6/30/202710,68552978987415
6/30/20269,55549272481715
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
3/31/20205,598278388460N/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
6/30/20153,313126N/A227N/A

애널리스트 향후 성장 전망

수입 대 저축률: CACI 의 연간 예상 수익 증가율(8.9%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: CACI 의 연간 수익(8.9%)이 US 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: CACI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: CACI 의 수익(연간 9.2%)이 US 시장(연간 11.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CACI 의 수익(연간 9.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CACI의 자본 수익률은 3년 후 12.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 19:21
종가2026/06/09 00:00
수익2026/03/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
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주요 개발10년
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분석가 소스

CACI International Inc는 23명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Peter ArmentBaird
Matthew AkersBNP Paribas
Mariana Perez MoraBofA Global Research