CACI International Inc (CACI) Earnings Call Transcripts
CACI International Inc's Latest Earnings Call - June 10, 2026
In the fiscal Q4 2026 earnings call, CACI International Inc reported revenues of $9.5 billion, inline with management's guidance, and highlighted a strong focus on defense technology, which now constitutes 60-70% of their business. The company continues to experience growth in free cash flow and margin expansion, with management indicating confidence in future performance despite macroeconomic challenges. They maintained their guidance for FY 2027, emphasizing a robust pipeline and strategic positioning in government contracts, particularly in national security sectors.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $9.5B (inline) |
| Free Cash Flow | null (positive) |
| Bid Pipeline | $22B (positive) |
| Transaction Costs | $22M (negative) |
| Margin | 13% (positive) |
| Defense Revenue Share | 60-70% (positive) |
Guidance from management
Management maintained their revenue guidance for FY 2027 at $10 billion, indicating confidence in their growth trajectory and pipeline despite macroeconomic challenges.
What management said
And that backlog dynamic that John just expanded on really gives us a great deal of high confidence sort of 4- to 6-quarter horizon visibility into what the near and medium term looks like?
What analysts pressed on
Analysts expressed concerns about the impact of transaction costs from the recent acquisition on short-term earnings and the potential disconnect between the bid pipeline and actual contract awards. There were also questions regarding the company's strategy for deleveraging post-acquisition.
Main topics on the call
- Defense Technology Focus — Management emphasized that 60-70% of their revenue now comes from defense technology, stating, "we're still in Government Services GIC code, but what is not easily picked up on is the portfolio work that we do 90% of our...
- Revenue and Cash Flow Stability — CACI reported revenues of $9.5 billion for FY 2026, maintaining guidance and indicating strong free cash flow generation. Management noted, "we're crushing the free cash flow estimate we had for over a 3-year period," hi...
- Acquisition Impact — The recent acquisition is expected to be neutral to earnings in FY 2027 but was dilutive in the last four months of FY 2026 due to transaction costs. Management clarified, "we absorbed about $22 million of transaction co...
- Bid Pipeline Growth — Management reported a bid pipeline of $22 billion, which is larger than their average for the period. They noted, "the amount that we have submitted and awaiting decision is about $4 billion," indicating a healthy pipeli...
Read the full CACI International Inc transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About CACI International Inc
CACI International Inc (CACI) is a publicly listed company in the Professional Services industry, within the Industrials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 89 calls on record spanning January 30, 2020 to August 6, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 89 CACI International Inc earnings call transcripts on record, spanning January 30, 2020 to August 6, 2026. Based on this history, CACI International Inc reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CACI
- Exchange
- NYSE
- Country
- US
- Sector
- Industrials
- Industry
- Professional Services
- Calls on record
- 89
- First call
- January 30, 2020
- Most recent
- August 6, 2026
- Reporting cadence
- quarterly