CACI International Inc at Raymond James Institutional Investors Conference Transcript
Good afternoon, everyone. I'm Brian Gesuale, I cover the government services space for Raymond James. Welcome to day 2. Still great to see everybody for the first time in 2 years. So definitely appreciate that.
Delighted to have CACI here to present. The company's President and CEO, John Mengucci, is going to take us through the story. This is a stock that we upgraded a few weeks ago on really the view that the valuation was too low, that the business was going to accelerate and that we were in a heightened period even prior to the invasion Ukraine of geopolitical instability that was going to drive a multi-decade cycle of defense spend.
So timing couldn't be better to catch an update from John. John, I appreciate you being here. Thank you so much.
Thanks for having us here. As always planned. Appreciate it.
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