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Provides IT and technology services mainly to US government defense, intelligence and federal agencies.
Provides IT and technology services mainly to US government defense, intelligence and federal agencies.
Gets paid by US government agencies under contracts awarded by competitive bid, on cost-reimbursable, hourly or fixed-price terms. Growth has come as much from buying other contractors, including parts of L-3 in 2016, as from winning contracts.
Moat: narrow (regulatory licence, customer qualification, installed base). Security clearances and long-standing government contract relationships are high barriers for new entrants.
Headquarters: Reston, Virginia, US · Founded: 1962 · Employees: 27,000
Size CACI International (CACI) is a United States Information Technology company (Information Technology Services) with a market value of $13.6B, the 648th largest of 3,117 United States companies the cockpit tracks. Shares closed at $611.16 on 6 Nov 2026.
Performance Over six months the shares gained 27.1%, against +28.9% for the median peer and -1.1% for the United States market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 10.1% over the last twelve months (peer median +12.9%); the operating margin is 9.8% (peer median 12.8%).
Valuation It trades at 17.6× forward earnings against a peer median of 25.6× (7th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.8 points above its cost of capital (7.0% WACC).
Backlog Backlog (remaining performance obligations) was $14.3B at 30 Sep 2026, up 9% on a year earlier — 1.5 years of trailing revenue. Backlog detail →
Short interest Short interest is 5.1% of the free float (15 Oct 2026).
Next results Next results expected around 27 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $9.75B | $9.57B | $8.63B | $7.66B | $6.70B |
| Revenue growth | — | +11% | +13% | +14% | — |
| Gross profit | $3.04B | $2.93B | $2.60B | $2.37B | $2.16B |
| EBITDA | $1.23B | $1.17B | $959M | $792M | $778M |
| Net income | $541M | $536M | $500M | $420M | $385M |
| Free cash flow | $776M | $780M | $481M | $434M | $324M |
| Capital expenditure | $101M | $107M | $65.6M | $63.7M | $63.7M |
| Total debt | $5.28B | $5.38B | $3.34B | $1.92B | $2.07B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| CACI International CACI | $13.6B | +27% | +10% | 10% | 17.6× | 7.3% |
| Leidos LDOS | $16.2B | +2% | +3% | 12% | 11.4× | -6.4% |
| Booz Allen Hamilton BAH | $10.1B | +11% | -6% | 9% | 13.3× | -7.0% |
| Science Applications International SAIC | $6.13B | +56% | -1% | 8% | 14.3× | -4.6% |
| L3Harris LHX | $48.4B | -13% | +7% | 12% | 20.1× | 7.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CACI | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.0% | +13.1% | 7th lowest of 21 |
| 6-month return | +27.1% | +28.9% | 11th highest of 21 |
| Distance from 52-week high | -11.9% | -15.6% | 10th highest of 21 |
| Revenue growth (TTM) | +10.1% | +12.9% | 7th lowest of 21 |
| Operating margin | 9.8% | 12.8% | 7th lowest of 21 |
| Forward P/E | 17.6× | 25.6× | 7th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 7.3% | 11.2% | 8th least demanding of 19 |
| Growth delivered (Del g) | +9.6% | +11.2% | 9th lowest of 19 |
| Hurdle (Req g minus delivered) | -2.4 pp | -3.4 pp | 10th least demanding of 19 |
| ROIC minus cost of capital | +0.8 pp | +6.9 pp | 7th lowest of 20 |
| EV / EBITDA | 15.2× | 16.6× | 7th cheapest of 16 |
| Net debt / EBITDA | 4.1× | -0.6× | most indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| CACI International CACI | United States | $13.6B | +27% | +10% | 10% | 17.6× | 7.3% | +9.6% |
| Bentley Systems BSY | United States | $13.5B | +36% | +13% | 24% | 31.4× | 22.8% | +13.4% |
| Guidewire Software GWRE | United States | $13.3B | +17% | +23% | 10% | 38.5× | 39.4% | +14.7% |
| iflytek 002230.SZ | China | $13.2B | -20% | +11% | -4% | 106.3× | n/a | n/a |
| Samsung Sds 018260.KS | South Korea | $12.4B | +31% | +2% | 5% | 24.9× | 13.0% | +4.8% |
| Ruijie Networks 301165.SZ | China | $11.7B | +6% | +30% | 5% | 48.3× | n/a | n/a |
| Indra Sistemas IDR.MC | Spain | $11.2B | +12% | +28% | 10% | 19.7× | 4.2% | +12.4% |
| OBIC 4684.T | Japan | $16.6B | +46% | +13% | 67% | 30.3× | 4.6% | +10.0% |
| CGI GIB-A.TO | Canada | $17.2B | +27% | +6% | 17% | 12.2× | -12.0% | +5.5% |
| Persistent Systems PERSISTENT.NS | India | $10.6B | +21% | +27% | 16% | 43.9× | 37.4% | +28.6% |
| Coforge COFORGE.NS | India | $9.71B | +62% | +41% | 16% | 35.2× | 34.6% | +28.6% |
| Tech Mahindra TECHM.NS | India | $19.0B | +26% | +14% | 14% | 23.9× | 20.3% | +8.5% |
| CDW CDW | United States | $19.6B | +51% | +11% | 7% | 12.9× | 2.6% | +4.0% |
| Nomura Research Institute 4307.T | Japan | $20.2B | +40% | +8% | 19% | 26.4× | 0.7% | +8.2% |
| Wipro WIPRO.NS | India | $20.7B | 0% | +8% | 16% | 14.9× | 9.0% | +8.4% |
| Otsuka 4768.T | Japan | $8.63B | +24% | +9% | 7% | 20.1× | -5.6% | +9.6% |
| Rubrik RBRK | United States | $21.9B | +70% | +42% | -18% | 215.0× | 36.2% | +27.7% |
| EPAM Systems EPAM | United States | $8.22B | +61% | +11% | 10% | 11.3× | 9.4% | +15.5% |
| AppFolio APPF | United States | $8.18B | +39% | +20% | 19% | 28.9× | 18.5% | +25.1% |
| Credo Technology CRDO | United States | $22.7B | -36% | +165% | 32% | 16.5× | 47.4% | +86.8% |
| Capgemini CAP.PA | France | $24.1B | +31% | +6% | 11% | 10.4× | -0.1% | +7.2% |
CACI International reported $14.3B of remaining performance obligations at 30 Sep 2026, up 9% from a year earlier and up 12% from the previous quarter. That is 1.5 years of trailing revenue already under contract. Book-to-bill last quarter: 1.61.