Valuation Update With 7 Day Price Move • Aug 13
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to €590, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 14x in the Professional Services industry in Europe. Total returns to shareholders of 94% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1,040 per share. Announcement • Aug 06
CACI International Inc Provides Earnings Guidance for the Fiscal Year 2027 CACI International Inc. provided earnings guidance for the fiscal year 2027. For the period, the company expects revenues to be in the range of $10,650 - $10,850 million. Net income is expected to be between $574 million to $594 million and diluted EPS is expected to be between $25.74 to $26.64. Reported Earnings • Aug 06
Full year 2026 earnings released: EPS: US$24.28 (vs US$22.47 in FY 2025) Full year 2026 results: EPS: US$24.28 (up from US$22.47 in FY 2025). Revenue: US$9.57b (up 11% from FY 2025). Net income: US$535.8m (up 7.2% from FY 2025). Profit margin: 5.6% (down from 5.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year. Announcement • Aug 04
Caci International Inc Announces Appointment of Marcie Small as Executive Vice President and Chief Human Resources Officer CACI International Inc. announced that Marcie Small had been appointed Executive Vice President and Chief Human Resources Officer. Small succeeded Angie Combs, who retired from the company after more than seven years of service. With more than 25 years of leadership experience in human capital management, Small had a proven track record of modernizing talent strategies, developing leaders, and building high-performing workforces. During her 15-year tenure at CACI, Small held roles of increasing responsibility across the company's Human Resources organization. Most recently, she served as Senior Vice President of Talent Acquisition and Growth, where she led significant advancements in how CACI attracts, develops, and retains top talent. She accomplished this by modernizing CACI's talent ecosystem, redefining leadership development, and introducing forward-looking programs that strengthen the company's future talent readiness. Small earned her bachelor's degree from Virginia Tech and completed advanced professional certifications in human resources throughout her career. Announcement • Jul 11
CACI International Inc to Report Q4, 2026 Results on Aug 05, 2026 CACI International Inc announced that they will report Q4, 2026 results After-Market on Aug 05, 2026 Announcement • Jul 02
CACI International Inc Announces Tom Kirkland Rejoins as Executive Vice President of Electronic Warfare CACI International Inc. announced that Tom Kirkland has rejoined the company as Executive Vice President of Electronic Warfare. In this role, Kirkland will lead CACI’s Electronic Warfare line of business and serve on the company’s executive leadership team. Kirkland brings deep defense technology, customer engagement, and business leadership experience across all domains and mission-focused technology businesses. He rejoins CACI as the company continues to advance its position as an innovative, technology-first national security company supporting the nation’s most critical missions. Kirkland returns to CACI after more than five years with L3Harris Technologies, where he most recently served as President of Targeting and Sensor Systems. During his time at L3Harris he also served as Vice President and General Manager for U.S. Army and SOCOM, Broadband Communications Systems. Kirkland previously served in several leadership roles at CACI, including Vice President of Business Development and Chief Growth Officer for CACI Products. Earlier in his career, he held senior roles at Thales and Harris Corporation and is a combat veteran of the U.S. Army. Announcement • Jun 23
Caci International Inc Announces Appointment of Dr. Dave Young as Chief Operating Officer CACI International Inc. announced the appointment of Dr. Dave Young, age 45, as Executive Vice President and Chief Operating Officer. Dr. Young will report to the Chief Executive Officer and serve on the company's executive leadership team. Dr. Young has 25 years of experience, most recently serving at Lockheed Martin as Vice President and General Manager National Security Space from December 2024 to June 2026, and as Vice President and Deputy General Manager National Security Space from September 2024 to December 2024. Prior to Lockheed, he served as Chief Operating Officer for CAES from January 2021 to September 2024. He also served as Vice President, Advanced Program Development for Lockheed Martin from April 2019 to January 2021 and held roles of increasing responsibility over 11 years at Northrop Grumman. Most recently, Young served as General Manager of National Security Space at Lockheed Martin, where he had full profit-and-loss responsibility for a business with approximately $7 billion in revenue last year. In that role, he led Lockheed Martin's satellite, satellite ground, and space warfighting portfolios, overseeing more than 250 critical defense and intelligence community programs and a team of more than 10,000 employees. Young previously served as Senior Vice President and Chief Operating Officer of CAES, where he led operations, engineering, advanced programs, business development, communications, government relations, and strategy across a more than $1 billion defense electronics business. Earlier in his career, he held senior leadership roles at Lockheed Martin and Northrop Grumman. Young holds a Ph.D. and a Master of Science in Aerospace Engineering from the Georgia Institute of Technology, as well as bachelor's degrees in Aeronautical Engineering and Physics from Clarkson University. Board Change • May 20
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Dave Keffer was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • May 05
Caci International Inc Appoints Christopher Monoski as Executive Vice President, Manufacturing CACI International Inc. announced the appointment of Christopher Monoski as its new Executive Vice President, Manufacturing, further strengthening the company’s ability to deliver secure, mission-critical technologies across defense, intelligence, and national security programs. Monoski will report directly to President and Chief Executive Officer John Mengucci and will serve as a key member of CACI’s leadership team, responsible for building and leading a centralized, world-class manufacturing organization. Monoski joins CACI from L3Harris Technologies, where he most recently served as Vice President of Operations. In that role, Monoski oversaw support for $6 billion in annual revenue, six manufacturing sites, and more than 3,000 operations personnel. During his 27 years in industry, Monoski held a series of increasingly senior positions across manufacturing and supply chain management. As EVP, Manufacturing for CACI, Monoski will lead the strategic oversight of the production of CACI’s advanced technologies, including RF systems, photonics, optical communications, space-based EO/IR payloads, mixed-signal electronics, and integrated electro-mechanical solutions, which are core to modern electronic warfare, spectrum superiority, space, and national security missions. Monoski holds a bachelor’s degree in industrial and manufacturing engineering from Rochester Institute of Technology and a master’s certificate from Michigan State University. Announcement • Apr 23
Caci International Inc. Revises Earnings Guidance for the Fiscal Year 2026 CACI International Inc. revised earnings guidance for the fiscal year 2026. For the year, the company expected Revenues to be in the range of $9,500 million to $9,600 million compared to prior guidance of $9,300 million to $9,500 million. The company expects net income in the range of $481 million to $496 million and diluted EPS in the range of $21.67 to $22.34. Announcement • Apr 08
CACI International Inc to Report Q3, 2026 Results on Apr 22, 2026 CACI International Inc announced that they will report Q3, 2026 results After-Market on Apr 22, 2026 Announcement • Jan 06
CACI International Inc to Report Q2, 2026 Results on Jan 21, 2026 CACI International Inc announced that they will report Q2, 2026 results After-Market on Jan 21, 2026 Announcement • Dec 31
Caci International Inc Announces Changes to Its Board On December 24, 2025, William L. Jews notified CACI International Inc. (the “Company”) of his intention to resign from the board of directors of the Company (the “Board”) effective December 31, 2025. On December 29, 2025, the Board appointed Michael Gilday and David Keffer to the Board effective January 1, 2026 to fill the vacancies that resulted from Mr. Jews’ resignation and the passing of Michael A. Daniels (as reported on July 15, 2025). Gilday, who most recently retired as the 32nd Chief of Naval Operations, brings a distinguished career in the Navy, including leadership roles on the Joint Staff, at NATO, and at U.S. Cyber Command. He is the recipient of the Defense Distinguished Service Medal, Distinguished Service Medal, Defense Superior Service Medal (four awards), Legion of Merit (three awards), Bronze Star, Navy and Marine Corps Commendation Medal with Combat “V,” and the Combat Action Ribbon. He holds master’s degrees from the Harvard Kennedy School and the National War College. Keffer joins CACI’s board after retiring in 2024 from his most recent position as corporate vice president and chief financial officer for Northrop Grumman. Prior to this role, he served as a general partner at Blue Delta Capital Partners. He held previous roles, including CFO at CSRA Inc., where he helped shepherd the company’s multibillion-dollar sale to General Dynamics in 2018. He was also the CFO for SRA International after serving as corporate controller. Keffer holds a bachelor’s degree in finance from Georgetown University and a master’s degree in business administration from the University of Virginia’s Darden School of Business. He serves on the Board of Trustees for the National Capital Area chapter of the Leukemia and Lymphoma Society. Announcement • Oct 23
CACI International Inc Confirms Earnings Guidance for the Fiscal Year 2026 CACI International Inc. confirmed earnings guidance for the fiscal year 2026. For the year, the company expects revenues of $9,200 million - $9,400 million same as the previous guidance. Announcement • Oct 03
CACI International Inc to Report Q1, 2026 Results on Oct 22, 2025 CACI International Inc announced that they will report Q1, 2026 results After-Market on Oct 22, 2025 Announcement • Sep 08
CACI International Inc, Annual General Meeting, Oct 16, 2025 CACI International Inc, Annual General Meeting, Oct 16, 2025. Announcement • Aug 07
CACI International Inc Provides Earnings Guidance for the Fiscal Year 2026 CACI International Inc. provided earnings guidance for the fiscal year 2026. For the year, the company expects revenues of $9,200 million - $9,400 million. Announcement • Jul 17
CACI International Inc to Report Q4, 2025 Results on Aug 06, 2025 CACI International Inc announced that they will report Q4, 2025 results After-Market on Aug 06, 2025 Announcement • Jul 16
CACI International Inc Announces Chairman Changes CACI International Inc. announced that its chairman of the board, Michael (Mike) A. Daniels has passed away. Daniels was a steadfast leader and mentor whose vision, experience, and dedication greatly enriched CACI and the broader technology, government, and corporate communities. His unique perspective in governance was based on many valuable lessons and experiences throughout his renowned professional career, critical government advisory roles, and humble life story. He contributed greatly to the innovation and success of many organizations, including CACI. To effectuate a seamless transition, CACI’s Board of Directors elected Lisa S. Disbrow as Chair of the Board of Directors. Lisa will support President and Chief Executive Officer John Mengucci as he leads and executes the ongoing growth strategy of the company.
A CACI Director since 2013, Daniels was elected to the position of chairman in January 2021. Over multiple decades, Daniels held a range of leadership roles and used his positions to advance cybersecurity, data analytics, digital solutions, and other technologies that are essential today to protecting the American military, citizens, and homeland.
In December, Daniels was presented with the prestigious 2024 National Association of Corporate Directors (NACD) Directorship 100™ B. Kenneth West Lifetime Achievement Award. Earlier in 2024, Daniels was honored by the Virginia Chamber of Commerce for his remarkable career as a technology leader and for promoting a thriving economy within the Commonwealth. Daniels held directorships and chairmanships at numerous other public and private companies across the technology sector during the dotcom era and beyond. He was a past chairman of the board of the Logistics Management Institute, a former senior White House advisor on international technology for the Defense Advanced Research Projects Agency (DARPA), and a former senior advisor to the National Security Council. With all he achieved, Mike was as humble as his Boy and Eagle Scout roots. An ambitious young man from Cape Girardeau, Missouri, who worked as a janitor and was a truck driver in his father's business, he set exceptional performance standards and truly personified CACI’s foundational principles of character and innovation. Announcement • Apr 25
CACI International Inc. Revises Earnings Guidance for the Fiscal Year 2025 CACI International Inc. revised earnings guidance for the fiscal year 2025. For the year, the company expects revenues of $8,550 million - $8,650 million as compared to $8,450 million- $8,650 million in prior guidance.
Net income, as reported to be $449 million - $463 million. Diluted EPS, as reported to be 20.04 - 20.67. Announcement • Apr 02
CACI International Inc to Report Q3, 2025 Results on Apr 23, 2025 CACI International Inc announced that they will report Q3, 2025 results After-Market on Apr 23, 2025 Announcement • Jan 23
CACI International Inc Increases Revenue Guidance for Fiscal Year 2025 CACI International Inc. increased revenue guidance for fiscal year 2025. The company expects revenues to be in the range of $8,450 million - $8,650 million against previous guidance of $8,370 million - $8,570 million. Announcement • Jan 13
CACI International Inc to Report Q2, 2025 Results on Jan 22, 2025 CACI International Inc announced that they will report Q2, 2025 results After-Market on Jan 22, 2025 Reported Earnings • Oct 24
First quarter 2025 earnings released: EPS: US$5.39 (vs US$3.80 in 1Q 2024) First quarter 2025 results: EPS: US$5.39 (up from US$3.80 in 1Q 2024). Revenue: US$2.06b (up 11% from 1Q 2024). Net income: US$120.2m (up 40% from 1Q 2024). Profit margin: 5.8% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 24
CACI International Inc Raises Earnings Guidance for the Fiscal Year 2025 CACI International Inc. raised earnings guidance for the fiscal year 2025. For the period, the company expects revenues of $8,100 to $8,300 against $7,900 million to $8,100 million previous guidance. Announcement • Oct 14
CACI International Inc to Report Q1, 2025 Results on Oct 23, 2024 CACI International Inc announced that they will report Q1, 2025 results After-Market on Oct 23, 2024 Announcement • Oct 02
CACI International Inc (NYSE:CACI) acquired Applied Insight, LLC from The Acacia Group. CACI International Inc (NYSE:CACI) acquired Applied Insight, LLC from The Acacia Group on October 1, 2024. A cash consideration will be paid by CACI International Inc. As part of consideration, an undisclosed value is paid towards common equity of Applied Insight, LLC. CACI International acquired Applied Insight in an all-cash transaction.
CACI International Inc (NYSE:CACI) completed the acquisition of Applied Insight, LLC from The Acacia Group on October 1, 2024. Recent Insider Transactions • Sep 19
Insider recently sold €4.4m worth of stock On the 16th of September, Gregory Bradford sold around 10k shares on-market at roughly €443 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months. Announcement • Sep 09
CACI International Inc, Annual General Meeting, Oct 17, 2024 CACI International Inc, Annual General Meeting, Oct 17, 2024. Recent Insider Transactions • Aug 22
President recently sold €4.2m worth of stock On the 19th of August, John Mengucci sold around 10k shares on-market at roughly €419 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months. Reported Earnings • Aug 08
Full year 2024 earnings released: EPS: US$18.76 (vs US$16.59 in FY 2023) Full year 2024 results: EPS: US$18.76 (up from US$16.59 in FY 2023). Revenue: US$7.66b (up 14% from FY 2023). Net income: US$419.9m (up 9.1% from FY 2023). Profit margin: 5.5% (down from 5.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings. Announcement • Aug 08
CACI International Inc Provides Earnings Guidance for the Fiscal Year 2025 CACI International Inc. provided earnings guidance for the fiscal year 2025. For the year 2025, the company expects revenues of $7,900 million to $8,100 million, net income, as reported of $451 million to $471 million and Diluted EPS, as reported of $20.04 to $20.93. Announcement • Jul 18
CACI International Inc to Report Q4, 2024 Results on Aug 07, 2024 CACI International Inc announced that they will report Q4, 2024 results After-Market on Aug 07, 2024 Announcement • Jul 03
CACI International Inc Announces Executive Changes CACI International Inc. announced that retired Lieutenant General Bob Marion is joining the CACI leadership team as a senior vice president in the new role of corporate strategic advisor. In this new position, Marion will provide insight on critical industry and acquisition issues as an active member of the team charged with leading efforts to augment CACI’s growing national security business. At CACI, Marion will identify opportunities to drive CACI’s expertise and technology in support of current and future customers’ missions. Drawing on his deep management experience and policy knowledge, he will help steer leadership and investment decisions to align with customer priorities and both immediate and strategic defense needs. Marion retired at the rank of Lieutenant General from the U.S. Army after serving the nation for more than 35 years, where he most recently held the role of principal military deputy to the Assistant Secretary of the Army for Acquisition, Logistics and Technology (ASAALT). At the Pentagon, Marion was the Army’s most senior acquisition officer responsible for advising the ASAALT on all matters of acquisition. He also served as the director of the Army Acquisition Corps, where he was responsible for talent management, leader development and professional certification for the Army’s 35,000 acquisition professionals. Marion holds a bachelor’s degree in business administration from the University of South Alabama, and obtained master’s degrees from the Air Force War College, George Mason University, and the Air Force Command and Staff College. Recent Insider Transactions • May 30
Independent Director recently sold €788k worth of stock On the 28th of May, William Jews sold around 2k shares on-market at roughly €394 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months. Announcement • Apr 26
CACI International Inc Revises Earnings Guidance for the Year 2024 CACI International Inc. revised earnings guidance for the year 2024. For the year, the company expects revised revenues to be in the range of $7,500 million to $7,600 million compared to previously expected revenues to be in the range of $7,300 million to $7,500 million. Reported Earnings • Apr 25
Third quarter 2024 earnings released: EPS: US$5.18 (vs US$4.37 in 3Q 2023) Third quarter 2024 results: EPS: US$5.18 (up from US$4.37 in 3Q 2023). Revenue: US$1.94b (up 11% from 3Q 2023). Net income: US$115.4m (up 14% from 3Q 2023). Profit margin: 6.0% (up from 5.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Announcement • Apr 02
CACI International Inc to Report Q3, 2024 Results on Apr 24, 2024 CACI International Inc announced that they will report Q3, 2024 results After-Market on Apr 24, 2024 Reported Earnings • Jan 25
Second quarter 2024 earnings released: EPS: US$3.76 (vs US$3.71 in 2Q 2023) Second quarter 2024 results: EPS: US$3.76. Revenue: US$1.83b (up 11% from 2Q 2023). Net income: US$83.9m (down 3.7% from 2Q 2023). Profit margin: 4.6% (down from 5.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Professional Services industry in Europe. Announcement • Jan 25
CACI International Inc Revises Earnings Guidance for the Year 2024 CACI International Inc. revised earnings guidance for the year 2024. For the year, the company expects revised revenues to be in the range of $7,300 million to $7,500 million compared to previously expected revenues to be in the range of $7,200 million to $7,400 million. Announcement • Jan 05
CACI International Inc to Report Q2, 2024 Results on Jan 24, 2024 CACI International Inc announced that they will report Q2, 2024 results After-Market on Jan 24, 2024 Announcement • Nov 14
Caci Names Tanya M. Skeen as Senior Vice President of Corporate Strategy and Development CACI International Inc. announced that Tanya M. Skeen, former Assistant Secretary of Defense for Acquisition (Acting), has joined the company as Senior Vice President of Corporate Strategy and Development. In this role, she will have a pivotal impact on the company's growth by providing guidance and recommendations on investments to further advance CACI’s capabilities aimed at satisfying customers’ future mission needs. For CACI, Skeen will leverage her deep domain knowledge to work collaboratively across the enterprise to enhance and shape cutting-edge technology offerings and innovations for the company. She will also advise leaders on emerging trends, drive internal investment decisions, and identify customer and market shifts ensuring the company continues to invest ahead of its customers’ needs. Skeen joins CACI from the Office of the Under Secretary of Defense where she served as the acting Assistant Secretary of Defense for Acquisition for the past two years. In this role, she was responsible for advising and overseeing the Department of Defense’s (DoD) acquisition portfolio on matters involving program management and the development of strategic, space, intelligence, tactical warfare, command and control, and business systems. She was responsible for more than 200,000 program managers, contracting officers, and engineers. Prior to that position, Skeen served as Executive Director and Deputy Program Executive Officer for the F-35 Lightning II Joint Program Office where she led the acquisition and delivery of DoD’s affordable and sustainable fifth-generation strike aircraft, as well as the F-35 Global Sustainment Strategy for three U.S. Services and seven partner countries. Previously, she was the Program Executive Officer of the U.S. Army Rapid Capabilities Office and was the Deputy Director of Test and Evaluation for the U.S. Air Force, where she was responsible for policy, resources, and oversight of developmental and operational testing. She assisted the director in overseeing a $4 billionAir Force test infrastructure and the programming and execution of the Air Force test portfolio with an annual budget of $1.9 billion. Earlier in her career, she held positions of increasing authority at Modern Technology Solutions Inc., Lockheed Martin, and Northrup Grumman. Skeen was a commissioned officer in the U.S. Navy and served as a Technical Instructor and Assistant Director at the Nuclear Power Training Command. She holds a Bachelor of Science degree in Aeronautical and Astronautical Engineering from Purdue University and a Master of Science in Mechanical Engineering degree from the University of Central Florida. Reported Earnings • Oct 26
First quarter 2024 earnings released: EPS: US$3.80 (vs US$3.81 in 1Q 2023) First quarter 2024 results: EPS: US$3.80 (down from US$3.81 in 1Q 2023). Revenue: US$1.85b (up 15% from 1Q 2023). Net income: US$86.0m (down 3.5% from 1Q 2023). Profit margin: 4.7% (down from 5.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 26
CACI International Inc Revises Revenue Guidance for the Year 2024 CACI International Inc. revised revenue guidance for the year 2024. For the year, the company now expects Revenues of $7,200 million - $7,400 million against pervious guidance of $7,000 million - $7,200 million. Announcement • Oct 10
CACI International Inc to Report Q1, 2024 Results on Oct 25, 2023 CACI International Inc announced that they will report Q1, 2024 results After-Market on Oct 25, 2023 Announcement • Sep 22
Caci International Inc Appoints Eric F. Blazer as Senior Vice President, Corporate Controller and Chief Accounting Officer On September 18, 2023, Eric F. Blazer, was appointed as Senior Vice President, Corporate Controller and Chief Accounting Officer of CACI International Inc. (the “Company”), effective October 16, 2023. Mr. Blazer, 43, most recently served as Vice President, Corporate Controller for VSE Corporation, a leading provider of aftermarket distribution and maintenance, repair and overhaul services for land, sea and air transportation assets supporting government and commercial markets, a position held from January 2022 until his appointment at the Company. Prior to that, Mr. Blazer served in roles of increasing responsibility culminating in his appointment as Vice President, Assistant Corporate Controller for Science Applications International Corporation, a provider of technical, engineering and enterprise information technology services primarily to the U.S. government, from December 2012 to November 2021. Announcement • Sep 19
CACI International Inc. Completes Optical Communications Terminal Interoperability Testing for Space Development Agency's Transport Layer CACI International Inc. announced that it successfully completed Optical Communication Terminal (OCT) Interoperability Testing (OIT) of its CrossBeam®? OCT for the Space Development Agency's (SDA) Tranche 1 data relay and tracking network. As part of this testing, CACI was the first SDA-compliant terminal to successfully establish a consistent data communication link with the reference modem. The testing was done with SDA as part of a team led by Lockheed Martin to build 42 satellites for SDA's Tranche 1 Transport Layer (T1TL), a mesh network of 126 optically interconnected space vehicles that will provide a resilient, low-latency, high-volume data transport communication system slated for launch in late 2024. The T1TL will provide global communications access and deliver persistent regional encrypted connectivity in support of warfighter missions around the globe, serving as the backbone for the Department of Defense's Joint All Domain Command and Control (JADC2) effort. This successful testing demonstrates performance to the version 3.0 standard and allows the CrossBeam OCT to move forward with OIT with optical payloads, thereby verifying interoperability in support of SDA's Proliferated Warfighter Space Architecture constellation of tracking and transport satellites. Announcement • Sep 09
CACI International Inc, Annual General Meeting, Oct 19, 2023 CACI International Inc, Annual General Meeting, Oct 19, 2023, at 09:30 US Eastern Standard Time. Agenda: Election of 11 nominees named in our proxy statement to the Board of Directors to hold office until the 2024 Annual Meeting or until their respective successors have been elected and qualified; To approve on a non-binding, advisory basis the compensation of the named executive officers. Announcement • Aug 22
CACI International Inc. Appoints Stanton D. Sloane to Its Board of Directors CACI International Inc. announced that it has appointed Stanton "Stan" D. Sloane, to its Board of Directors, effective immediately. Sloane will serve as an independent director on the Board. Sloane began his career in 1984 with General Electric Aerospace, which subsequently merged to become a business of Martin Marietta, then Lockheed Martin, in the 1990s. He held a variety of executive roles including engineering, program management, and business development. In 2004, he was promoted to Executive Vice President, Integrated Systems and Solutions, one of the major divisions of Lockheed Martin. After departing Lockheed Martin in 2007, Sloane went on to hold executive leadership roles as president and chief executive officer (CEO) of three publicly traded companies: SRA International Inc., Comtech Telecommunications Corp., and Frequency Electronics Inc. He was also selected to serve as president and CEO of Decision Sciences International Corporation, a private equity-owned company. Sloane holds a bachelor’s degree in professional studies (Aeronautics) from Barry University, a master’s degree in human resources management from Pepperdine University, and a doctoral degree from the Weatherhead Business School at Case Western Reserve University. He also holds airline transport pilot and flight instructor licenses and achieved the rank of Lieutenant Commander as an officer in the U.S. Navy and Navy Reserve. Announcement • Aug 10
CACI International Inc Provides Earnings Guidance for the Year 2024 CACI International Inc. provided earnings guidance for the year 2024. For the year 2024, the company expects revenues of $7,000 million to $7,200 million, net income, as reported of $386 million to $411 million and Diluted EPS, as reported of $16.78 to $17.87. Reported Earnings • Aug 10
Full year 2023 earnings released: EPS: US$16.59 (vs US$15.64 in FY 2022) Full year 2023 results: EPS: US$16.59 (up from US$15.64 in FY 2022). Revenue: US$6.70b (up 8.1% from FY 2022). Net income: US$384.7m (up 4.9% from FY 2022). Profit margin: 5.7% (down from 5.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jun 25
CACI International Inc(NYSE:CACI) dropped from Russell 1000 Dynamic Index CACI International Inc(NYSE:CACI) dropped from Russell 1000 Dynamic Index Announcement • May 25
CACI International Inc Announces Resignation of Travis B. Johnson as Senior Vice President, Corporate Controller and Chief Accounting Officer, Effective June 9, 2023 CACI International Inc. announced that on May 19, 2023, Travis B. Johnson, Senior Vice President, Corporate Controller and Chief Accounting Officer, notified the company of his intention to resign effective June 9, 2023. Reported Earnings • Apr 28
Third quarter 2023 earnings released: EPS: US$4.37 (vs US$4.08 in 3Q 2022) Third quarter 2023 results: EPS: US$4.37 (up from US$4.08 in 3Q 2022). Revenue: US$1.74b (up 10% from 3Q 2022). Net income: US$100.7m (up 5.6% from 3Q 2022). Profit margin: 5.8% (down from 6.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year. Recent Insider Transactions • Mar 15
Independent Director recently sold €271k worth of stock On the 10th of March, William Jews sold around 1k shares on-market at roughly €267 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.5m more than they bought in the last 12 months. Announcement • Jan 27
CACI International Inc Revises Earnings Guidance for the Year 2023 CACI International Inc. Revised earnings guidance for the year 2023. For the year, the company revised revenues of $6,475 million - $6,675 million compared to previous guidance of $6,475 million - $6,675 million. Reported Earnings • Jan 26
Second quarter 2023 earnings released: EPS: US$3.71 (vs US$3.86 in 2Q 2022) Second quarter 2023 results: EPS: US$3.71 (down from US$3.86 in 2Q 2022). Revenue: US$1.65b (up 11% from 2Q 2022). Net income: US$87.1m (down 3.5% from 2Q 2022). Profit margin: 5.3% (down from 6.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Announcement • Jan 10
CACI International Inc to Report Q2, 2023 Results on Jan 25, 2023 CACI International Inc announced that they will report Q2, 2023 results After-Market on Jan 25, 2023 Recent Insider Transactions • Nov 19
Insider recently sold €4.6m worth of stock On the 17th of November, Gregory Bradford sold around 16k shares on-market at roughly €293 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.0m more than they bought in the last 12 months. Recent Insider Transactions • Nov 04
Independent Director recently sold €231k worth of stock On the 2nd of November, James Pavitt sold around 745 shares on-market at roughly €309 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €475k. Insiders have been net sellers, collectively disposing of €3.3m more than they bought in the last 12 months. Reported Earnings • Oct 27
First quarter 2023 earnings released: EPS: US$3.81 (vs US$3.74 in 1Q 2022) First quarter 2023 results: EPS: US$3.81 (up from US$3.74 in 1Q 2022). Revenue: US$1.61b (up 7.7% from 1Q 2022). Net income: US$89.1m (up 1.2% from 1Q 2022). Profit margin: 5.6% (down from 5.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Sep 17
Independent Director recently sold €83k worth of stock On the 16th of September, Gregory Johnson sold around 300 shares on-market at roughly €276 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €475k. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months. Recent Insider Transactions • Aug 20
Executive VP recently sold €475k worth of stock On the 17th of August, Thomas Mutryn sold around 2k shares on-market at roughly €280 per share. This was the largest sale by an insider in the last 3 months. Thomas has been a seller over the last 12 months, reducing personal holdings by €2.4m. Reported Earnings • Aug 12
Full year 2022 earnings released: EPS: US$15.64 (vs US$18.52 in FY 2021) Full year 2022 results: EPS: US$15.64 (down from US$18.52 in FY 2021). Revenue: US$6.20b (up 2.6% from FY 2021). Net income: US$366.8m (down 20% from FY 2021). Profit margin: 5.9% (down from 7.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.1%, compared to a 8.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • May 12
Executive VP recently sold €763k worth of stock On the 10th of May, Thomas Mutryn sold around 3k shares on-market at roughly €247 per share. This was the largest sale by an insider in the last 3 months. Thomas has been a seller over the last 12 months, reducing personal holdings by €1.9m. Reported Earnings • Apr 28
Third quarter 2022 earnings released: EPS: US$4.08 (vs US$4.83 in 3Q 2021) Third quarter 2022 results: EPS: US$4.08 (down from US$4.83 in 3Q 2021). Revenue: US$1.58b (up 2.1% from 3Q 2021). Net income: US$95.4m (down 21% from 3Q 2021). Profit margin: 6.0% (down from 7.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.8%, compared to a 9.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Phil Nolan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Mar 03
Investor sentiment improved over the past week After last week's 24% share price gain to €260, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Professional Services industry in Europe. Total returns to shareholders of 66% over the past three years. Recent Insider Transactions • Feb 04
Insider recently bought €244k worth of stock On the 31st of January, Gregory Bradford bought around 1k shares on-market at roughly €220 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €3.6m more in shares than they bought in the last 12 months. Announcement • Jan 30
CACI International Inc Provides Earnings Guidance for the Full Year 2022 CACI International Inc. provides earnings guidance for the full year 2022. The company expects revenue to be between $6.3 billion and $6.4 billion with total revenue growth of 5% and an organic growth of around 2.5% at the midpoint of guidance. Reported Earnings • Jan 28
Second quarter 2022 earnings: EPS in line with expectations, revenues disappoint Second quarter 2022 results: EPS: US$3.86 (down from US$4.22 in 2Q 2021). Revenue: US$1.49b (up 1.2% from 2Q 2021). Net income: US$90.3m (down 15% from 2Q 2021). Profit margin: 6.1% (down from 7.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year. Announcement • Jan 27
CACI International Inc (NYSE:CACI) acquired ID Technologies, LLC from The Acacia Group and others for approximately $230 million. CACI International Inc (NYSE:CACI) acquired ID Technologies, LLC from The Acacia Group and others for approximately $230 million on December 29, 2021. Gibson, Dunn & Crutcher served as legal advisors to CACI on the transaction.
CACI International Inc (NYSE:CACI) completed the acquisition of ID Technologies, LLC from The Acacia Group and others on December 29, 2021. Board Change • Jan 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Phil Nolan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Dec 17
Insider recently sold €887k worth of stock On the 14th of December, DeEtte Gray sold around 4k shares on-market at roughly €240 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.1m. Insiders have been net sellers, collectively disposing of €3.9m more than they bought in the last 12 months. Announcement • Dec 17
CACI International Inc (NYSE:CACI) completed the acquisition of SA PHOTONICS, INC. CACI International Inc (NYSE:CACI) agreed to acquire SA PHOTONICS, INC. for approximately $280 million on November 3, 2021. CACI expects to close the transaction by the end of the calendar year pending customary regulatory reviews. Gibson, Dunn & Crutcher served as legal counsel to CACI in the transaction. Jefferies LLC served as exclusive financial advisor to SA Photonics and King & Spalding LLP served as legal advisor in connection with the transaction.
CACI International Inc (NYSE:CACI) completed the acquisition of SA PHOTONICS, INC. on December 16, 2021. Board Change • Dec 02
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Phil Nolan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 27
Executive VP recently sold €1.1m worth of stock On the 24th of November, Thomas Mutryn sold around 5k shares on-market at roughly €248 per share. This was the largest sale by an insider in the last 3 months. This was Thomas' only on-market trade for the last 12 months. Reported Earnings • Oct 28
First quarter 2022 earnings released: EPS US$3.74 (vs US$3.73 in 1Q 2021) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: US$1.49b (up 2.2% from 1Q 2021). Net income: US$88.1m (down 5.9% from 1Q 2021). Profit margin: 5.9% (down from 6.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year. Recent Insider Transactions • Sep 04
Lead Independent Director recently sold €757k worth of stock On the 1st of September, Warren Phillips sold around 4k shares on-market at roughly €216 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.4m. Insiders have been net sellers, collectively disposing of €4.0m more than they bought in the last 12 months. Recent Insider Transactions • Aug 26
Independent Director recently sold €66k worth of stock On the 23rd of August, Gregory Johnson sold around 300 shares on-market at roughly €222 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.4m. Insiders have been net sellers, collectively disposing of €3.3m more than they bought in the last 12 months. Announcement • Aug 19
CACI International Inc Launches New CM62 Micro Gimbal for Efficient and Enhanced Situational Awareness CACI International Inc. announced the launch of its AVT CM62 Micro Gimbal. The CM62 Micro Gimbal is a multi-sensor imaging system that combines high definition electro-optical (EO) imagery and a custom long-wave infrared (LWIR) core in a 260g, compact system. The CM62 offers high performance intelligence, surveillance, and reconnaissance (ISR), in a small, lightweight, and low-power system to enhance future small unmanned aerial system (sUAS) operations. Reported Earnings • Aug 13
Full year 2021 earnings released: EPS US$18.52 (vs US$12.84 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$6.04b (up 5.7% from FY 2020). Net income: US$457.4m (up 42% from FY 2020). Profit margin: 7.6% (up from 5.6% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Jun 27
CACI International Inc(NYSE:CACI) dropped from Russell 1000 Growth-Defensive Index CACI International Inc(NYSE:CACI) dropped from Russell 1000 Growth-Defensive Index Recent Insider Transactions • Jun 22
Independent Director recently sold €1.4m worth of stock On the 17th of June, William Wallace sold around 6k shares on-market at roughly €222 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.2m more than they bought in the last 12 months. Executive Departure • May 27
Senior VP & Corporate Controller has left the company On the 26th of May, Christopher Voci's tenure as Senior VP & Corporate Controller ended after 2.5 years in the role. As of March 2021, Christopher personally held 391.00 shares (€76k worth at the time). Christopher is the only executive to leave the company over the last 12 months. Recent Insider Transactions • May 05
Independent Director recently sold €58k worth of stock On the 30th of April, Deborah Plunkett sold around 275 shares on-market at roughly €211 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.3m more than they bought in the last 12 months. Announcement • Apr 24
CACI International Inc Provides Earnings Guidance for the Fiscal Year 2021 CACI International Inc. provided earnings guidance for the fiscal year 2021. For the period the company expected revenue to be in the range of $6,000 million to $6,075 million against $6,050 million to $6,250 million previously announced guidance. Net income to be in the range of $450 million to $460 million against $372 million to $392 million previously announced guidance. Diluted earnings per share to be in the range of $18 to $18.40 against $14.47 to $15.25 previously announced guidance. Reported Earnings • Apr 24
Third quarter 2021 earnings released: EPS US$4.83 (vs US$3.21 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.55b (up 5.9% from 3Q 2020). Net income: US$120.3m (up 49% from 3Q 2020). Profit margin: 7.8% (up from 5.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Mar 17
CACI International Inc Provides Revenue Guidance for the Year 2021 CACI International Inc. provided revenue guidance for the year 2021. The revenue guidance this year at this point is $6.05 billion to $6.25 billion. And so the company will be kind of within that range. At the midpoint, that translates to organic revenue growth of approximately 6%. For the first half of the year, were at 5%. So therefore, in the back half, roughly 7%. Recent Insider Transactions • Mar 06
Insider recently bought €413k worth of stock On the 2nd of March, Gregory Bradford bought around 2k shares on-market at roughly €182 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €3.2m more in shares than they bought in the last 12 months. Announcement • Mar 03
CACI Wins Prime Position on Multiple-Award Contract to Provide Automated Litigation Support to Department of Justice CACI International Inc. announced that it has been selected to continue providing automated litigation support services to the U.S. Department of Justice (DOJ) and other federal agencies under the Automation Litigation Services contract, a follow-on to the Mega 4 contract. Under the contract, CACI will provide automated litigation support services to DOJ litigating divisions, the Executive Office for U.S. Attorneys, and other federal agencies. Is New 90 Day High Low • Feb 25
New 90-day low: €190 The company is down 6.0% from its price of €202 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €258 per share. 
