CACI International Inc

CACI International sells technology and skilled people to governments, mainly for US national security. It was founded in 1962 as a simulation technology company. It now serves defense, intelligence and federal civilian agencies. Its work covers software development, AI-assisted data analytics, cyber operations, electronic warfare, space-based sensors, network upgrades and naval engineering. It had about 27,000 employees as of June 30, 2026.

Much of CACI's work is won through competitive bids. A contract may be fixed-price. It may be cost-reimbursement, where the government covers costs plus a fee. Or it may be time-and-materials, billed at hourly rates. Federal government contracts produced 95.6% of revenue in the fiscal year ended June 30, 2026. Agencies of the Department of War supplied 53.6% and the intelligence community 24.6%. The ten largest contracts brought in $2.2 billion, or 22.5% of revenue.

Revenue for that year was $9.57 billion, up 10.9%. CACI splits it into two parts. Technology brought in $5.58 billion, or 58.4%. Expertise, meaning specialists such as engineers and analysts, brought in $3.98 billion, or 41.6%. US operations made up 96.8% of revenue. A London-based European arm serving commercial and government customers made up 3.2%. CACI also grows by buying companies. It completed eight acquisitions in the three fiscal years through June 2026.

• In Q1 FY2027 (ended Sep 30, 2026), revenue was $2.47B, up 8.2% from a year earlier, and net income was $130.4M (+4.5%).
• For fiscal 2026, revenue was $9.57B (+10.9% year over year; +9.6% a year from FY2021 to FY2026) with a 5.6% net margin.

• Over FY2022–FY2026: $630.2M in buybacks and $0.00 in dividends.
• The company pays no regular dividend.
• Shares outstanding changed -5.1% from Jan 12, 2022 to Oct 16, 2026.

Rank among 1514 US companies

Market value at each year end

CACI International’s market value went from $3.03B at the end of 2016 to $14.80B on Oct 28, 2026, about 4.9 times as much; since the end of 2025 it is up 26%.

Form 4 filings from 2025-10-29 to 2026-10-29 (25 read): 0 open-market purchases and 0 sales ($0.00).

Large shareholders (13G filings)

ETFs with the most weight in CACI

1. Nearly all revenue depends on federal contracts. Federal contracts made up 95.6% of revenue in the fiscal year to June 2026, with 53.6% from the Department of War. Being suspended or barred from government work would badly hurt results.
2. Budget standoffs and shutdowns can stall work. Stopgap funding bills usually block new programs. Those bills, shutdowns or shifts in defense priorities can delay awards, slow projects and hold up payments, so quarterly results can be uneven.
3. Contracts can be ended at government's choice. Nearly all federal contracts can be ended at the government's convenience, paying only costs and profit on work done. That has been rare, but the top ten contracts made up 22.5% of fiscal 2026 revenue.
4. Large debt and reliance on acquisitions. Debt was $4.84 billion against $279 million of cash as of September 30, 2026. Servicing it takes significant cash. Growth also leans on acquisitions, which may become harder to find or integrate.
5. Needs cleared, skilled staff to deliver. CACI competes for highly skilled staff, and some work requires security clearances. Failing to hire, keep or clear enough people could cost contracts. Employee misconduct could also get CACI barred from federal work.
6. Bid losses and fixed-price cost overruns. Much business comes from competitive bids, and rivals can protest wins, causing delays. On fixed-price work, CACI bears the cost if it underestimates the effort, which squeezes profit.

• Oct 21, 2026 Quarterly results released
• Oct 21, 2026 Bylaws or fiscal year changed
• Oct 21, 2026 Shareholder vote results
• Aug 5, 2026 Quarterly results released
• Jun 22, 2026 Executive or board change
• Jun 5, 2026 Executive or board change
• Apr 22, 2026 Quarterly results released
• Mar 12, 2026 Major agreement signed; New debt or financial obligation
• Mar 9, 2026 Major agreement signed; Acquisition or sale of assets completed; New debt or financial obligation; Other company announcement
• Feb 26, 2026 Other company announcement

CACI pays no dividend, so the stock offers no regular income. Any return comes from the share price. Instead, the company has put spare cash into acquisitions and share buybacks, meaning purchases of its own stock. It bought back $630 million of stock from fiscal 2022 through fiscal 2026. Buybacks fell sharply to $17 million in fiscal 2026. The share count fell 5.1% between January 2022 and October 2026. An income investor would have to sell shares to raise cash, which hurts more after a price drop.

The shares have fallen sharply in past downturns. They fell 30% in the 2008 financial crisis and did not regain their 2007 high until January 2011. In the 2020 COVID crash they dropped 41.4% and recovered by October 2021. In the 2022 market slump they fell 19% but were back at their high by late November 2022. As with any single stock, CACI carries more risk than a diversified fund.