Q1 2026 CACI International Inc Earnings Call Transcript

Oct 23, 2025 / 12:00 PM GMT

Release Date Price: MXN5569.53

Transcript 10-Q8-K

Key Points

Positve

CACI International Inc (CACI) reported a strong first quarter with an 11% revenue growth and an EBITDA margin of 11.7%.
The company secured $5 billion in contract awards, achieving a book-to-bill ratio of 2.2 times for the quarter.
Over half of the contract awards were for new business, showcasing CACI's ability to capture new opportunities.
CACI reaffirmed its full-year guidance and three-year financial targets, indicating confidence in its strategic direction.
The company is well-positioned in critical national security areas, with strong demand for its counter-UAS and counter-space capabilities.

Negative

The federal government shutdown poses potential risks, although CACI's work is largely deemed essential.
There is a noticeable administrative sluggishness affecting cash collections due to the shutdown.
The submitted pipeline is down, which may impact future bookings if not replenished.
Increased competition and protests in the industry could pose challenges to winning future contracts.
The impact of the shutdown on revenue is detectable, albeit small, and could affect short-term financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CACI.N - CACI International Inc
Q1 2026 CACI International Inc Earnings Call
Oct 23, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by.

Welcome to the CACI International first quarter fiscal year 2026 earnings conference call.

Today's call is being recorded.

At this time, all lines are in a list only mode.

Later we will announce the opportunity for questions and instructions will be given at that time.

We should need during the call, please press 0 and someone will help you.

At this time, I would like to turn the conference call over to George Price, senior Vice President of Investor relations for CACI International.

Please go ahead, sir.

Thanks, Tina, and good morning everyone.

I'm George Price, senior Vice President of Investor

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