earnings
confidence high
sentiment positive
materiality 0.85
CACI Q2 revenue $2.22B (+5.7%), EPS $5.59 (+14.5%); raises FY2026 guidance; buys ARKA for $2.6B
CACI INTERNATIONAL INC /DE/
2026-Q2 EPS reported
$11.22
revenue$4,507,720,000
- Revenue $2.22B (+5.7% YoY), diluted EPS $5.59 (+14.5%), adjusted diluted EPS $6.81 (+14.5%).
- Contract awards $1.4B (70% new business); total backlog $32.8B (+3.1% YoY).
- FY2026 guidance raised: revenue $9.3B-$9.5B, adjusted EPS $28.25-$28.92, free cash flow ≥$725M.
- Definitive agreement to acquire ARKA Group for $2.6B cash; enhances space-based sensor capabilities.
- Appointed Adm. Michael Gilday and David Keffer to board; awarded Missile Defense Agency SHIELD IDIQ ($151B ceiling).