CACI International Inc

CACI International Inc has been selected to deliver technology that will defend U.S. interests against adversarial threats for the U.S. Space Force. Under the National Space Test and Training Complex Innovative Technology & Engineering – Space Test and Range contract, CACI will deliver critical technology advancements that strengthen and modernize the test and training architectures required for realistic operations. CACI is one of 15 awardees under this multiple award Indefinite Delivery/Indefinite Quantity contract valued at up to $981 million over two five-year periods. The company will collaborate with U.S. Space Force OTTI and SYD 81 to rapidly design, develop, and deploy tailored technologies across live, virtual, and constructive environments.

CACI reported second quarter results that beat analyst estimates, driven by strong growth in its technology-focused defense and intelligence businesses. Revenue was $2.71 billion versus estimates of $2.69 billion, a 17.6% year-on-year increase, while adjusted EPS of $8.91 beat estimates of $7.23 by 23.2%. Adjusted EBITDA was $353.1 million versus $318.2 million expected, and the company issued adjusted EPS guidance for fiscal 2027 of $33.41 at the midpoint, 8.4% above analyst estimates. CEO John Mengucci highlighted the rapid deployment of counter-unmanned aerial systems, noting the SkyValor product moved from concept to deployment in 12 months and is seeing strong demand. Backlog stood at $32 billion, up 3.2% year over year.

CACI International reported fiscal second quarter 2026 revenue of $2.71 billion, beating analyst estimates by 0.7% and growing 17.6% year on year. Adjusted earnings per share came in at $8.91, surpassing consensus by 23.2%, while adjusted EBITDA of $353.1 million exceeded expectations by 11%. The company issued full-year revenue guidance of $10.75 billion at the midpoint, slightly above estimates, and provided fiscal 2027 adjusted EPS guidance of $33.41, beating analyst projections by 8.4%. Operating margin improved to 10% from 9% a year ago, and backlog rose 3.2% year on year to $32 billion.

CACI International will serve as one of Oracle's technology partners for the U.S. Office of Personnel Management's Federal Human Resources Information Technology Modernization contract. The 10-year contract is worth nearly $400 million and also includes Baker Tilly and Deloitte. CACI will help modernize and consolidate disparate federal human resource systems into a single, secure, cloud-based platform for federal civilian employees. The consolidation is expected to reduce taxpayer costs by more than 90 percent while improving efficiency, security, and service delivery. The platform will use Oracle Fusion HCM SaaS and include embedded artificial intelligence, standardized data exchange, and continuously updated privacy and security protections.

CACI has secured a three-year, $500 million IDIQ contract to provide counter-unmanned aircraft systems. The company's SkyValor drone defense platform was selected for the first task order supporting the Joint Interagency Task Force 401 Domestic Shield initiative. Under the initial task order, CACI will deliver SkyValor systems at strategic mission locations following successful operational evaluations. The contract allows JIATF-401 to procure CACI's tactical c-UAS systems over the three-year period to protect U.S. forces, borders and critical infrastructure from evolving drone threats.

CACI International has been awarded a five-year technology contract valued at up to $113 million by the U.S. Navy's Military Sealift Command to continue modernizing a portfolio of mission-critical business applications used by ashore personnel and the command's global fleet of approximately 140 civilian-crewed ships. Under the contract, CACI will deliver program management, engineering, software development, cloud and cybersecurity capabilities, integrating artificial intelligence, advanced analytics, and intelligent automation to streamline operations and enhance data-driven decision support. The work supports both government-owned vessels and associated command sites, aiming to reduce downtime and strengthen operational readiness.

CACI International has secured a $140.5 million contract ceiling increase from the U.S. Army to continue providing comprehensive forensic exploitation support. The added funding covers the remaining three years of an existing five-year contract with the Army's C5ISR Center. With this increase, the total contract value will be more than $560 million. The stock was down 2% premarket.

CACI International has appointed Tom Kirkland as Executive Vice President of Electronic Warfare, where he will lead the company's Electronic Warfare line of business and serve on the executive leadership team. Kirkland rejoins CACI after more than five years at L3Harris Technologies, where he most recently served as President of Targeting and Sensor Systems. He previously held several leadership roles at CACI, including Vice President of Business Development and Chief Growth Officer for CACI Products. CACI President and CEO John Mengucci stated that electronic warfare is a critical growth area for the company and that Kirkland brings the experience and customer understanding needed to build on its momentum.

Zacks.com featured CACI International, Globe Life, and Knight-Swift Transportation Holdings as stocks with solid sales growth in a resilient market. CACI International's expected sales growth rate for fiscal 2027 is 10.6%, Globe Life's expected sales growth rate for 2026 is 6.3%, and Knight-Swift Transportation's sales are expected to rise 7.1% in 2026. All three stocks carry a Zacks Rank of 2. The article emphasizes that sales growth provides a reliable indicator of business momentum and can support stronger profitability through operating leverage.

CACI International has appointed Dr. Dave Young as Executive Vice President and Chief Operating Officer. Young will report to President and CEO John Mengucci and serve on the executive leadership team. He most recently served as General Manager of National Security Space at Lockheed Martin, where he oversaw a business with approximately $7 billion in revenue last year and more than 10,000 employees. Young previously held senior roles at CAES, Lockheed Martin, and Northrop Grumman, and holds a Ph.D. in Aerospace Engineering from Georgia Tech.

The 13 defense contractors tracked by StockStory reported first-quarter revenues that beat analyst consensus estimates by 3.4%, though next-quarter revenue guidance came in 2.3% below expectations. CACI International posted revenue of $2.35 billion, up 8.5% year on year and in line with estimates, while Mercury Systems delivered the biggest beat with revenue of $235.8 million, topping forecasts by 14.2%. Lockheed Martin was the weakest performer, with revenue of $18.02 billion missing estimates by 0.9% and full-year guidance also falling short. Huntington Ingalls and Leidos both exceeded revenue expectations, but their shares have declined since reporting.