CACI Q2 revenue misses estimates

CACI International

21/01/2026 21:24

Overview

National security firm's fiscal Q2 revenue rose 5.7% but missed analyst expectations

Adjusted EPS for fiscal Q2 beat analyst expectations

Outlook

CACI raises FY26 revenue guidance to $9.3 bln - $9.5 bln

Company increases FY26 adjusted EPS guidance to $28.25 - $28.92

CACI projects FY26 free cash flow of at least $725 mln

Result Drivers

ORGANIC GROWTH - Revenue increased 5.7% YoY, driven by 4.5% organic growth

STRATEGIC INVESTMENTS - Co's investments in electronic warfare and Agile software development contributed to strong results

CONTRACT AWARDS - $1.4 bln in contract awards, with 70% for new business, supported revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$2.22 bln
$2.27 bln (14 Analysts)
Q2 Adjusted EPS
Beat
$6.81
$6.44 (13 Analysts)
Q2 EPS
$5.59
Q2 Adjusted Net Income
$150.70 mln
Q2 Net Income
$123.90 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 3 "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 $670.00, about 6.5% above its January 20 closing price of $629.14

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBw9lMZZ1a

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(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.)