Defense IT contractor CACI beats Q1 revenue, adjusted EPS  estimates

CACI International

22/10/2025 21:36

Overview

CACI fiscal Q1 revenue grows 11.2% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q1 beats consensus, rising 15.5% yr/yr

Company secures $5 bln in contract awards, highlighting focus on national security

Outlook

CACI maintains FY26 revenue guidance at $9.2 bln to $9.4 bln

Company expects FY26 adjusted EPS between $27.13 and $28.03

CACI anticipates FY26 free cash flow of at least $710 mln

Result Drivers

ORGANIC GROWTH - Revenue increased 11.2% with 5.5% from organic growth

CONTRACT AWARDS - $5 bln in contract awards, 60% new business

CASH FLOW - Increase in cash from operations driven by higher net income and strong working capital management

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$2.28 bln
$2.26 bln (11 Analysts)
Q1 Adjusted EPS
Beat
$6.85
$6.22 (11 Analysts)
Q1 EPS
$5.63
Q1 Adjusted Net Income
$151.70 mln
Q1 Net Income
$124.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 2 "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 $575.00, about 7.2% above its October 21 closing price of $533.69

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBwcFHzta

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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.)