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CACI International Inc

Q2 FY26Professional Services

CACI International Inc Q2 FY26 Results — Earnings Call Analysis

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹523

Market cap₹11.6K Cr

P/E20.7

Updated30 May 2026

Read4 min read

What the Q2 FY26 call signalled

2 of 4 strong

RevenueModerate growth

MarginMargins steady

CapexCapex planned

Order bookOrder book rising

The short version

- Continued strong growth expected in fiscal year 2027, supported by a nearly 4-year revenue backlog. - CACI expects continued growth in revenue, margins, and free cash flow driven by strong organic performance and acquisitions like ARKA.

From CACI International Inc's Q2 FY26 earnings-call transcript · updated 30 May 2026.

Revenue & Sales Performance

Moderate growth

Continued strong growth expected in fiscal year 2027, supported by a nearly 4-year revenue backlog.
Significant multibillion-dollar contract opportunities anticipated in FY ’27, including awards over $1 billion.
ARKA acquisition drives space business growth, with space revenues exceeding $1 billion and strong future prospects.
Strong pipeline with over $4 billion bids under evaluation, 80%+ for new business.
Continued expansion in electronic warfare, Counter-UAS, and space domains.
Investments ahead of customer needs support sustained growth, especially in AI-enabled and optical communications solutions.
Recompetes show high retention, with some contracts extended to avoid competitive bidding.

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Profitability & Margins

CACI expects continued growth in revenue, margins, and free cash flow driven by strong organic performance and acquisitions like ARKA.
Fiscal 2026 revenue guidance increased to $9.5-$9.6 billion, representing 10.1%-11.3% growth.
EBITDA margin for FY 2026 is raised to 11.8%-11.9%, reflecting strong execution and ARKA contributions.
Adjusted EPS guidance is $27.70 to $28.38 per share, a 5% to 7% increase despite absorbing acquisition-related costs.
Free cash flow guidance is reaffirmed at a minimum of $725 million, implying 65% growth in free cash flow per share over FY 2025.
The company projects strong long-term growth supported by a healthy $33.4 billion backlog and a $300 billion TAM.

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Capital Expenditure Plans

Capex planned

Continued capital expenditure investments in the production facility in Melbourne to support both CAF and Spectral programs.
Investments made ahead of award for the Spectral program to develop system "brains" with AI capabilities for naval combat ships.
Increased CapEx partly allocated to ARKA acquisition and its integration into CACI's space portfolio.
Half of CapEx increase directed towards ARKA and half towards the electronic warfare portfolio.
Strategic investments in software-defined technology and key warfighting domains like Counter-UAS and electronic warfare.
Long lead item purchases made slightly ahead of Milestone C for Spectral to accelerate delivery.

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Fundraising & Capital Structure

Pro forma leverage at the end of Q3 was 4.2x net debt to trailing 12-month EBITDA, slightly better than expectations.
The company expects leverage to return to the low 3s within 6 quarters driven by strong cash flow.
Strong track record of quickly deleveraging after major acquisitions is noted.

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Order Book & Pipeline

Order book rising

Total backlog stands at approximately $33.4 billion, reflecting a 6% year-over-year increase.
Funded backlog is up 19% year-over-year.
ARKA contributes $835 million to total backlog and $422 million to funded backlog.
Additional $2 billion in ARKA's noncompetitive franchise programs expected to generate revenue over time but not yet counted in backlog.
For fiscal year ’26, 98% of revenue is expected from existing programs, with 1% each from recompetes and new business.
Over $4 billion of bids are currently under evaluation, with more than 80% related to new business.

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Frequently Asked Questions

What were CACI International Inc Q2 FY26 results?

- Continued strong growth expected in fiscal year 2027, supported by a nearly 4-year revenue backlog. - CACI expects continued growth in revenue, margins, and free cash flow driven by strong organic performance and acquisitions like ARKA.

What is CACI International Inc share price analysis?

CACI International Inc currently shows a below-average growth signal. The stock trades at a P/E of 20.7 with a market cap of $11,550. Investors should review the full earnings analysis for detailed insights.

Is CACI International Inc planning capital expenditure?

- Continued capital expenditure investments in the production facility in Melbourne to support both CAF and Spectral programs.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.