Q3 2026 CACI International Inc Earnings Call Transcript
Key Points
- CACI International Inc (CACI) reported a strong revenue growth of 8.5% year-over-year, reaching $2.4 billion for the quarter.
- The company achieved a robust EBITDA margin of 12.3%, reflecting a year-over-year increase of 60 basis points.
- CACI International Inc (CACI) successfully closed the acquisition of ARKA, enhancing its capabilities in the space domain and contributing positively to revenue and margins.
- The company has a healthy backlog of $33.4 billion, with a 6% year-over-year increase, providing good long-term visibility.
- CACI International Inc (CACI) raised its fiscal 2026 revenue and EBITDA margin guidance, driven by the addition of ARKA and strong organic margin performance.
- Award activity has not fully recovered from multiple government shutdowns and acquisition organization changes, leading to a sluggish award environment.
- The company's book-to-bill ratio for the quarter was 0.9 times, indicating a slower pace of new contract wins compared to revenue.
- There is some lumpiness in quarterly margins due to the nature of technology deliveries and program schedules.
- The ongoing DHS shutdown caused modest disruption, impacting revenue and awards.
- Pro forma leverage at the end of Q3 was 4.2 times net debt to trailing 12-month EBITDA, indicating a relatively high level of debt.
Ladies and gentlemen, thank you for standing by. Welcome to the CACI International third-quarter fiscal Year 2026 earnings conference call. Today's call is being recorded. (Operator Instructions)
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, Gene, and good morning, everyone. I'm George Price, Senior Vice President of Investor Relations for CACI International. Thank you for joining us this morning. We are providing presentation slides, so let's move to slide 2. There will be statements in this call that do not address historical fact and as such constitute forward-looking statements under current law.
These statements reflect our views as of today and are subject to important factors that could cause our actual results to differ materially from anticipated. Those factors are listed at the bottom of last night's press release and are
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