CACI International 향후 성장

Future 기준 점검 1/6

CACI International (는) 각각 연간 10.5% 및 7.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.6% 로 예상됩니다.

핵심 정보

10.5%

이익 성장률

10.43%

EPS 성장률

Professional Services 이익 성장	14.6%
매출 성장률	7.9%
향후 자기자본이익률	14.60%
애널리스트 커버리지	Good
마지막 업데이트	21 Sep 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Sep 09

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.

내러티브 업데이트 • 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.

내러티브 업데이트 • 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.

내러티브 업데이트 • 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.

분석 기사 • 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...

내러티브 업데이트 • 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.

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.

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.

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

이익 및 매출 성장 예측

NYSE:CACI - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
6/30/2029	12,152	728	1,046	1,164	8
6/30/2028	11,494	668	950	1,068	14
6/30/2027	10,772	585	907	1,022	15
6/30/2026	9,568	536	780	887	N/A
3/31/2026	9,163	537	577	664	N/A
12/31/2025	8,979	518	634	712	N/A
9/30/2025	8,859	504	612	683	N/A
6/30/2025	8,628	500	481	547	N/A
3/31/2025	8,362	477	488	548	N/A
12/31/2024	8,132	480	461	516	N/A
9/30/2024	7,867	454	401	462	N/A
6/30/2024	7,660	420	434	497	N/A
3/31/2024	7,325	393	428	492	N/A
12/31/2023	7,131	378	255	323	N/A
9/30/2023	6,947	382	248	313	N/A
6/30/2023	6,703	385	324	388	N/A
3/31/2023	6,642	370	312	388	N/A
12/31/2022	6,481	365	565	644	N/A
9/30/2022	6,318	368	627	704	N/A
6/30/2022	6,203	367	671	746	N/A
3/31/2022	6,125	411	624	685	N/A
12/31/2021	6,093	436	456	519	N/A
9/30/2021	6,076	452	534	601	N/A
6/30/2021	6,044	457	519	592	N/A
3/31/2021	5,976	414	592	661	N/A
12/31/2020	5,889	374	601	664	N/A
9/30/2020	5,816	347	526	592	N/A
6/30/2020	5,720	321	446	519	N/A
3/31/2020	5,598	278	N/A	460	N/A
12/31/2019	5,398	265	N/A	653	N/A
9/30/2019	5,184	255	N/A	575	N/A
6/30/2019	4,986	266	N/A	555	N/A
3/31/2019	4,783	267	N/A	523	N/A
12/31/2018	4,642	264	N/A	309	N/A
9/30/2018	4,548	338	N/A	325	N/A
6/30/2018	4,468	301	N/A	321	N/A
3/31/2018	4,435	294	N/A	316	N/A
12/31/2017	4,397	269	N/A	298	N/A
9/30/2017	4,367	169	N/A	303	N/A
6/30/2017	4,355	164	N/A	281	N/A
3/31/2017	4,331	163	N/A	270	N/A
12/31/2016	4,222	157	N/A	242	N/A
9/30/2016	3,995	145	N/A	221	N/A
6/30/2016	3,744	143	N/A	243	N/A
3/31/2016	3,496	141	N/A	226	N/A
12/31/2015	3,336	136	N/A	269	N/A
9/30/2015	3,321	130	N/A	194	N/A

애널리스트 향후 성장 전망

수입 대 저축률: CACI 의 연간 예상 수익 증가율(10.5%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: CACI 의 연간 수익(10.5%)이 US 시장(17.5%)보다 느리게 성장할 것으로 예상됩니다.

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

수익 대 시장: CACI 의 수익(연간 7.9%)이 US 시장(연간 13.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CACI 의 수익(연간 7.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CACI의 자본 수익률은 3년 후 14.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/09/21 10:43
종가	2026/09/21 00:00
수익	2026/06/30
연간 수익	2026/06/30

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.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

CACI International Inc는 24명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Peter Arment	Baird
Matthew Akers	BNP Paribas
Ronald Epstein	BofA Global Research

CACI International 향후 성장

Future 기준 점검 1/6

핵심 정보

최근 향후 성장 업데이트

Consensus EPS estimates increase by 17%

Price target increased by 7.9% to US$695

CACI International Inc Provides Earnings Guidance for the Fiscal Year 2027

Caci International Inc. Revises Earnings Guidance for the Fiscal Year 2026

Price target increased by 7.3% to US$711

CACI International Inc Revised Earnings Guidance for the Fiscal Year 2026

Recent updates

CACI International Wins Multi-Year Contract to Support U.S. Central Command Operations

CACI: Expanding Defense Contracts And Backlog Will Support Future Earnings

CACI International Inc, Annual General Meeting, Oct 15, 2026

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

CACI International Wins U.S. Space Force Contract for Test and Training Technology

Consensus EPS estimates increase by 17%

CACI International: A Record Year, But Fully Priced

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

Strategic Advisor notifies of intention to sell stock

Price target increased by 7.9% to US$695

Full year 2026 earnings: EPS exceeds analyst expectations

CACI International Inc Provides Earnings Guidance for the Fiscal Year 2027

Caci International Inc Announces Appointment of Marcie Small as Executive Vice President and Chief Human Resources Officer

CACI International Lands $500 Million Counter-Drone Defense Contract With JIATF-401

Investor sentiment improves as stock rises 16%

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

CACI Wins Five-Year Navy Contract to Modernize Military Sealift Command Systems

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

CACI International Wins Southern Border Contract for SkyValor Counter-Drone Deployment

CACI International Inc to Report Q4, 2026 Results on Aug 05, 2026

CACI International Wins $308 Million VA Contract for Financial Systems Modernization

CACI International Inc Announces Tom Kirkland Rejoins as Executive Vice President of Electronic Warfare

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

CACI Appoints Dr Dave Young as Chief Operating Officer Following Recent Market Declines

Caci International Inc Announces Appointment of Dr. Dave Young as Chief Operating Officer

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

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

CACI’s SkyValor Counter-Drone System Approved for Pentagon Use After JIATF-401 Evaluation

CACI: ARKA Integration And Defense Contracts Will Support Future Earnings

CACI: ARKA Deal And Defense Wins Will Support Future EPS

Caci International Inc Appoints Christopher Monoski as Executive Vice President, Manufacturing

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

President of US Operations exercised options and sold US$2.3m worth of stock

Third quarter 2026 earnings: EPS exceeds analyst expectations

Caci International Inc. Revises Earnings Guidance for the Fiscal Year 2026

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

CACI International Inc to Report Q3, 2026 Results on Apr 22, 2026

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

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

CACI: Growing Defense Awards Will Support Multi Year Earnings Power

CACI: Raised FY26 Outlook And Backlog Wins Will Support Repricing

Executive VP recently sold US$1.2m worth of stock

CACI: Future Contract Wins Will Support Higher Earnings Power

Now 21% undervalued

High number of new directors

Price target increased by 7.3% to US$711

Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind

CACI International Inc Revised Earnings Guidance for the Fiscal Year 2026

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

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

CACI International Inc to Report Q2, 2026 Results on Jan 21, 2026

Caci International Inc Announces Changes to Its Board

CACI Steady Backlog Expansion Will Support Multi Year Earnings Power

President notifies of intention to sell stock

Independent Director recently sold US$1.8m worth of stock

Independent Director notifies of intention to sell stock

Now 20% undervalued

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

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

Now 20% undervalued

CACI: Future Performance Will Reflect Strong Backlog Amid Government Uncertainties

Executive VP exercised options and sold US$1.7m worth of stock

Now 21% undervalued

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

Price target increased by 8.0% to US$623

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

CACI International Inc Confirms Earnings Guidance for the Fiscal Year 2026

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

Robust Government Funding And Digital Transformation Will Expand Addressable Markets