Should CACI International’s (CACI) New Air Force Contract Shape Investor Perspectives on Defense Tech Leadership?

• In October 2025, CACI International announced it had secured a five-year contract worth over US$73 million to continue modernizing the Department of the Air Force’s Integrated Broadcast Services-Network Services, a system supporting secure, multi-domain intelligence and targeting operations for the Department of Defense and allied partners.
• This award expands CACI's role in developing software-defined, secure military intelligence networks, reinforcing its position as a trusted technology provider for critical defense infrastructure.
• We’ll explore how ongoing contract wins with the U.S. Air Force highlight CACI’s importance in secure intelligence modernization efforts.

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CACI International Investment Narrative Recap

To be a CACI International shareholder, you need to believe in the resilience of government-funded tech modernization and the company’s ability to win and deliver on mission-critical defense contracts despite political and supply chain uncertainties. The recent US$73 million Air Force network modernization contract strengthens near-term visibility, but its modest size may not materially impact the most important catalyst, ongoing high-value awards, or lessen the current risk tied to government budget cycles and potential funding delays.

The August 2025 announcement of a US$1.64 billion, decade-long technical support contract at Scott Air Force Base stands out for scale and underscores CACI’s growing role in complex, essential defense operations. Together with the latest Air Force award, these wins contribute to the company’s backlog and revenue visibility, keeping execution and government spending patterns top of mind.

Yet, against the backdrop of contract momentum, investors should be aware that any prolonged disruption in federal budget approvals could...

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

CACI International's outlook anticipates $10.4 billion in revenue and $634.1 million in earnings by 2028. This reflects an annual revenue growth rate of 6.5% and a $134.3 million increase in earnings from the current $499.8 million.

Uncover how CACI International's forecasts yield a $576.00 fair value, a 11% upside to its current price.

Exploring Other Perspectives

Five community members from Simply Wall St place CACI’s fair value between US$302 and US$788 per share. While views span a wide range, many focus on the importance of steady government contracting, but recognize that shifts in US budget priorities could quickly affect CACI’s revenue streams.

Explore 5 other fair value estimates on CACI International - why the stock might be worth as much as 52% more 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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