Q2 2026 CACI International Inc Earnings Call Transcript

Jan 22, 2026 / 01:00 PM GMT

Release Date Price: MXN5569.53

Transcript 10-Q8-K

Key Points

Positve

CACI International Inc (CACI) reported strong second quarter results with a free cash flow of $138 million, driven by a 6% revenue growth and an EBIT margin of 11.8%.
The company raised its fiscal 2026 guidance, expecting free cash flow of at least $725 million and revenue growth of nearly 8 to 10%.
CACI International Inc (CACI) has expanded its technology portfolio to nearly 60% of total revenue, with expectations for continued growth and margin expansion.
The company has a leading position in electronic warfare, representing about $2 billion in revenue, and has established itself as an industry leader in software development and modernization.
CACI International Inc (CACI) has a strong pipeline with $6 billion of bids under evaluation, over 70% of which are for new business, indicating good long-term visibility and growth potential.

Negative

The company experienced some lingering impacts from a government shutdown, which affected program timing and delayed some government material purchases.
CACI International Inc (CACI) reported a book-to-bill ratio of 0.65 times for the quarter, which is below the ideal ratio of 1.0, indicating potential challenges in securing new contracts.
The company's leverage is expected to increase to 4.3 times following the acquisition of ACA, which may pose financial risks if not managed effectively.
There is uncertainty regarding the impact of federal acquisition regulation reforms on CACI International Inc (CACI)'s business model and potential exposure to cost-plus contracts.
The company faces competitive pressures from other defense and technology companies, which could impact its ability to secure new contracts and maintain market share.

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

CACI.N - CACI International Inc
Q2 2026 CACI International Inc Earnings Call
Jan 22, 2026 / 01:00PM 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 second quarter fiscal year 2026, earnings conference call.

Today's call is being recorded.

This time all lines are in a listen-only mode.

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

If you should need any assistance during this 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, Rob, and good morning everyone.

I'm George senior Vice President

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