CACI International Q4 revenue slightly beats estimates on organic growth

CACI International

05/08/2026 22:19

Overview
US national security tech firm's fiscal Q4 revenues rose 17.6%, slightly beating analyst expectations
Adjusted EPS for fiscal Q4 beat analyst estimates
Revenue growth driven by organic expansion and higher income from operations

Outlook
CACI sees fiscal 2027 revenue between $10.65 bln and $10.85 bln
Company expects fiscal 2027 adjusted diluted EPS of $32.96 to $33.86
CACI expects at least $900 mln in free cash flow for fiscal 2027

Result Drivers
ORGANIC GROWTH - Co said Q4 revenue increase was driven by 11.6% organic growth
OPERATING INCOME - Higher income from operations was driven by increased revenues and gross profit
WORKING CAPITAL MANAGEMENT - Strong working capital management drove increase in cash from operations

Company press release: ID:nBwbzPbnva

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenues
Slight Beat*
$2.71 bln
$2.69 bln (15 Analysts)
Q4 Adjusted EPS
Beat
$8.91
$7.21 (14 Analysts)
Q4 EPS
 
$7.05
 
Q4 Adjusted Net Income
 
$198.10 mln
 
Q4 Net Income
 
$156.80 mln
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for CACI International Inc is $625.33, about 19.3% above its August 4 closing price of $524.19
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 17 three months ago

Reuters Recommended Reads
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For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)