CACI International (CACI) Is Up 12.8% After Earnings and Revenue Beat With Raised Guidance

• CACI International reported first-quarter results for the period ended September 30, 2025, surpassing analyst expectations with sales of US$2.29 billion and net income of US$124.81 million, and confirmed its full-year 2026 revenue guidance between US$9.2 billion and US$9.4 billion.
• An interesting insight from the quarter is that non-GAAP earnings per share were well above consensus forecasts, highlighting continued operational momentum and strong contract execution.
• With earnings and revenue both outpacing estimates, we’ll examine what this signals for CACI’s investment outlook and market positioning.

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CACI International Investment Narrative Recap

For investors considering CACI International, the case rests on continued demand for advanced defense and intelligence technology amid robust federal funding and ongoing digital modernization across the U.S. government. This quarter’s earnings beat and reaffirmed guidance do not materially change the chief near-term catalyst, steady contract wins from government agencies. However, the primary risk remains any disruption or volatility in government budgets and procurement cycles, which could directly impact CACI’s revenue predictability and earnings stability.

Of the recent announcements, CACI’s new five-year, US$73 million contract to modernize the U.S. Air Force’s tactical intelligence network stands out. Winning contracts like this not only affirms strong execution in defense technology but also underpins the company’s near-term revenue visibility, tying closely to the biggest catalyst: the flow of new, tech-centric government projects.

Conversely, investors should be aware that even with contract momentum, the threat of government budget delays remains top of mind, as ...

Read the full narrative on CACI International (it's free!)

CACI International's narrative projects $10.4 billion in revenue and $634.1 million in earnings by 2028. This requires 6.5% yearly revenue growth and a $134.3 million earnings increase from $499.8 million today.

Uncover how CACI International's forecasts yield a $576.00 fair value, in line with its current price.

Exploring Other Perspectives

Simply Wall St Community members have published fair value estimates for CACI ranging from US$456.91 to US$758.04, based on four different analyses. While some forecast significant upside, others point to the persistent risk that federal budget volatility could temper CACI’s ability to consistently meet growth expectations, highlighting the value in considering multiple viewpoints before making decisions.

Explore 4 other fair value estimates on CACI International - why the stock might be worth 22% less than the current price!

Build Your Own CACI International Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your CACI International research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free CACI International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate CACI International's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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