Latest news with #CACI
Yahoo
2 days ago
- Business
- Yahoo
The 5 Most Interesting Analyst Questions From CACI's Q1 Earnings Call
CACI International delivered a first-quarter performance that surpassed Wall Street expectations, as the company benefited from increased demand in defense, intelligence, and IT modernization solutions. Management highlighted that robust customer activity in key national security areas underpinned the quarter, pointing to resilient demand for software-defined capabilities and successful execution on large contract awards. CEO John Mengucci attributed the strong results to 'investing ahead of need' and aligning the company's portfolio with evolving government priorities, especially around software-driven modernization. The company's backlog growth and high book-to-bill ratio reflected ongoing momentum in securing new work, while the operational focus on agile software development was cited as a differentiator in winning recent programs. Is now the time to buy CACI? Find out in our full research report (it's free). Revenue: $2.17 billion vs analyst estimates of $2.13 billion (11.8% year-on-year growth, 1.5% beat) Adjusted EPS: $6.23 vs analyst estimates of $5.60 (11.3% beat) Adjusted EBITDA: $253.5 million vs analyst estimates of $233.5 million (11.7% margin, 8.6% beat) The company slightly lifted its revenue guidance for the full year to $8.6 billion at the midpoint from $8.55 billion Management slightly raised its full-year Adjusted EPS guidance to $24.56 at the midpoint Operating Margin: 9.1%, in line with the same quarter last year Backlog: $31.4 billion at quarter end, up 9.8% year on year Market Capitalization: $10 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Scott Mikus (Melius Research) asked about changes in customer behavior since the administration change; CEO John Mengucci replied that contract growth has remained steady and RFP activity signals continued award flow. Joshua Korn (Barclays) inquired about the impact of Department of Government Efficiency (DOGE) reviews; Mengucci emphasized only minimal disruption and highlighted CACI's alignment with efficiency goals. Tobey Sommer (Truist Securities) probed on areas of greatest funding opportunity; Mengucci identified electronic warfare, border security, and IT modernization as primary growth avenues. Sheila Kahyaoglu (Jefferies) questioned how administrative slowdowns affect contract flow; CFO Jeff MacLauchlan acknowledged mild delays in administrative processes, but said disruptions remain manageable. Mariana Perez Mora (Bank of America) explored the M&A landscape and seller appetite; Mengucci and MacLauchlan explained that deal flow remains opportunistic, with seller valuations still a constraint in the current environment. In the coming quarters, our team will monitor (1) the pace and success of new contract awards from CACI's large pipeline, (2) the integration results and operational benefits from recent acquisitions like Azure Summit, and (3) progress on scaling optical communications terminal production and other high-growth technology programs. Policy developments and budget appropriations in defense and homeland security will also be key signposts for ongoing demand. CACI currently trades at $452.66, up from $423.79 just before the earnings. At this price, is it a buy or sell? The answer lies in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Why CACI International (CACI) is a Top Growth Stock for the Long-Term
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors alike. Achieving those goals is made easier with the Zacks Style Scores, a unique set of guidelines that rates stocks based on popular investing methodologies, namely value, growth, and momentum. The Style Scores can help you narrow down which stocks are better for your portfolio and which ones can beat the market over the long-term. Growth investors build their portfolios around companies that are financially strong and have a bright future, and the Growth Style Score helps take projected and historical earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth. Based in Reston, VA, CACI International delivers IT applications and infrastructure to improve communications and secure the integrity of information systems and networks, enhance data collection and analysis, and increase efficiency and mission effectiveness. The company's solutions enrich defense and intelligence capabilities, assure homeland security, improve decision-making, and help customers operate smartly and proficiently. CACI is a Zacks Rank #3 (Hold) stock, with a Growth Style Score of B and VGM Score of B. Earnings are expected to grow 17% year-over-year for the current fiscal year, with sales growth of 12.6%. Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2025, while the Zacks Consensus Estimate has increased $0.24 to $24.62 per share. CACI also boasts an average earnings surprise of 14.1%. CACI International is also cash rich. The company has generated cash flow growth of 11.9%, and is expected to report cash flow expansion of 5.9% in 2025. With solid fundamentals, a good Zacks Rank, and top-tier Growth and VGM Style Scores, CACI should be on investors' short lists. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CACI International, Inc. (CACI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Associated Press
12-06-2025
- Business
- Associated Press
CACI Continues to Deliver Effective Mission Support to U.S. Africa Command
RESTON, Va.--(BUSINESS WIRE)--Jun 12, 2025-- CACI International Inc ( NYSE: CACI ) announced today that it has been awarded a seven-year task order, which includes one base period, plus six option periods, with an estimated ceiling of $437 million for support to U.S. Africa Command's (USAFRICOM) mission. 'CACI's experienced, flexible, and responsive global workforce understands Africa's complex security landscape. We leverage the most innovative technologies and on-the-ground capabilities to significantly enhance USAFRICOM's ability to execute its critical mission,' said John Mengucci, CACI President and Chief Executive Officer. 'We are uniquely equipped to support USAFRICOM in countering emerging threats, strengthening regional partnerships, and driving unparalleled efficiency and operational excellence.' CACI is renowned for delivering unrivaled expertise to address its customers' most difficult challenges and requirements, leveraging its decades of mission knowledge coupled with cutting-edge practices and tools. Under this contract, CACI will continue improving force protection, mission assurance, and effective execution of theater strategy while also enhancing command relationships. About CACI At CACI International Inc (NYSE: CACI), our 25,000 talented and dynamic employees are ever vigilant in delivering distinctive expertise and differentiated technology to meet our customers' greatest challenges in national security. We are a company of good character, relentless innovation, and long-standing excellence. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. CACI is a member of the Fortune 500™ list of largest companies, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at There are statements made herein which do not address historical facts, and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI's Annual Report on Form 10-K for the fiscal year ended June 30, 2024, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof. CACI-Contract Award-Business Wire View source version on CONTACT: Corporate Communications and Media: Lorraine Corcoran Executive Vice President, Corporate Communications (703) 434-4165,[email protected] Relations: George Price Senior Vice President, Investor Relations (703) 841-7818,[email protected] KEYWORD: UNITED STATES NORTH AMERICA DISTRICT OF COLUMBIA VIRGINIA INDUSTRY KEYWORD: OTHER DEFENSE CONTRACTS WHITE HOUSE/FEDERAL GOVERNMENT SECURITY AEROSPACE MANUFACTURING GOVERNMENT TECHNOLOGY TECHNOLOGY HOMELAND SECURITY DEFENSE PUBLIC POLICY/GOVERNMENT MILITARY OTHER TECHNOLOGY SOFTWARE NETWORKS SOURCE: CACI International Inc Copyright Business Wire 2025. PUB: 06/12/2025 08:15 AM/DISC: 06/12/2025 08:16 AM
Yahoo
12-06-2025
- Business
- Yahoo
CACI Continues to Deliver Effective Mission Support to U.S. Africa Command
RESTON, Va., June 12, 2025--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced today that it has been awarded a seven-year task order, which includes one base period, plus six option periods, with an estimated ceiling of $437 million for support to U.S. Africa Command's (USAFRICOM) mission. "CACI's experienced, flexible, and responsive global workforce understands Africa's complex security landscape. We leverage the most innovative technologies and on-the-ground capabilities to significantly enhance USAFRICOM's ability to execute its critical mission," said John Mengucci, CACI President and Chief Executive Officer. "We are uniquely equipped to support USAFRICOM in countering emerging threats, strengthening regional partnerships, and driving unparalleled efficiency and operational excellence." CACI is renowned for delivering unrivaled expertise to address its customers' most difficult challenges and requirements, leveraging its decades of mission knowledge coupled with cutting-edge practices and tools. Under this contract, CACI will continue improving force protection, mission assurance, and effective execution of theater strategy while also enhancing command relationships. About CACI At CACI International Inc (NYSE: CACI), our 25,000 talented and dynamic employees are ever vigilant in delivering distinctive expertise and differentiated technology to meet our customers' greatest challenges in national security. We are a company of good character, relentless innovation, and long-standing excellence. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. CACI is a member of the Fortune 500™ list of largest companies, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at There are statements made herein which do not address historical facts, and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI's Annual Report on Form 10-K for the fiscal year ended June 30, 2024, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof. CACI-Contract Award-Business Wire View source version on Contacts Corporate Communications and Media:Lorraine CorcoranExecutive Vice President, Corporate Communications(703) 434-4165, Investor Relations:George PriceSenior Vice President, Investor Relations(703) 841-7818, Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
12-06-2025
- Business
- Business Wire
CACI Continues to Deliver Effective Mission Support to U.S. Africa Command
RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced today that it has been awarded a seven-year task order, which includes one base period, plus six option periods, with an estimated ceiling of $437 million for support to U.S. Africa Command's (USAFRICOM) mission. We are uniquely equipped to support USAFRICOM in countering emerging threats. 'CACI's experienced, flexible, and responsive global workforce understands Africa's complex security landscape. We leverage the most innovative technologies and on-the-ground capabilities to significantly enhance USAFRICOM's ability to execute its critical mission,' said John Mengucci, CACI President and Chief Executive Officer. 'We are uniquely equipped to support USAFRICOM in countering emerging threats, strengthening regional partnerships, and driving unparalleled efficiency and operational excellence.' CACI is renowned for delivering unrivaled expertise to address its customers' most difficult challenges and requirements, leveraging its decades of mission knowledge coupled with cutting-edge practices and tools. Under this contract, CACI will continue improving force protection, mission assurance, and effective execution of theater strategy while also enhancing command relationships. About CACI At CACI International Inc (NYSE: CACI), our 25,000 talented and dynamic employees are ever vigilant in delivering distinctive expertise and differentiated technology to meet our customers' greatest challenges in national security. We are a company of good character, relentless innovation, and long-standing excellence. Our culture drives our success and earns us recognition as a Fortune World's Most Admired Company. CACI is a member of the Fortune 500™ list of largest companies, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit us at There are statements made herein which do not address historical facts, and therefore could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to factors that could cause actual results to differ materially from anticipated results. The factors that could cause actual results to differ materially from those anticipated include, but are not limited to, the risk factors set forth in CACI's Annual Report on Form 10-K for the fiscal year ended June 30, 2024, and other such filings that CACI makes with the Securities and Exchange Commission from time to time. Any forward-looking statements should not be unduly relied upon and only speak as of the date hereof. CACI-Contract Award-Business Wire
