Analyst Consensus ?
ConsensusBuy30 ratings
Bullish2066.7%
Neutral930.0%
Bearish13.3%
CACI International Inc · CACI · FY2025 Q3 · Calendar Q2 2025
CACI raises FY2025 outlook as software demand and backlog strengthen
The supplied transcript analysis supports a constructive operating thesis for CACI: management linked growth to software-defined capabilities, defense and border-security demand, optical communications and a substantial backlog, while raising FY2025 guidance. The evidence is supportive but not conclusive because award timing, government reviews, budget approvals and acquisition integration remain unresolved.
Reported Before market openNYSETechnology
$14.01B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $5.53
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $2.13B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+0.2%
Event window
SPY move
+1.5%
Same window
Abnormal move
-1.4%
Stock minus SPY
Volume
1.0×
Versus trailing sessions
Subsequent drift
+11.6%
Up to 20 sessions
CACISPY benchmark
Ask FN2 about CACI FY2025 Q3
Transcript, numbers and history already loaded
What drove CACI's +0.2% move after FY2025 Q3 earnings?What changed in CACI's guidance and outlook in FY2025 Q3?Give me the bull and bear case for CACI after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the current analysis emphasizes 12% Q3 revenue growth, a raised FY2025 outlook across revenue, EPS and free cash flow, $2.5 billion of new awards, and a $31 billion backlog. Management also highlighted the Department of Defense software-acquisition memo, optical communications growth and continued capital-allocation flexibility.
Guidance delta
Management raised FY2025 guidance across revenue, EPS and free cash flow; the free-cash-flow outlook increased to at least $465 million.
Key takeaways
- Q3 revenue rose 12%, while the transcript analysis cites an 11.7% EBITDA margin and $188 million of free cash flow.
- Management highlighted a $31 billion backlog and $2.5 billion of new awards as sources of visibility.
- Software-defined capabilities, optical communications, border-security software and defense demand were central growth themes.
- Capital deployment remains flexible across share repurchases, acquisitions and lower capital expenditure.
Management priorities
- Ramp optical communications terminal deliveries and continue expanding BEAGLE and other border-security software releases.
- Integrate Azure Summit while pursuing additional strategic acquisitions.
- Use the MCAPS program to consolidate NASA software applications.
- Maintain disciplined share repurchases and capital-expenditure efficiencies.
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Miss
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Analyst 52W Price Targets
$633.98Previous close
$316Low
$618.14Average
$925High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 26, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Oct 23, 2026 |
| Stifel | Buy | Buy | Maintain | Oct 23, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Oct 21, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Oct 7, 2026 |
| BNP Paribas | Underperform | Neutral | Downgrade | Oct 6, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Aug 7, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 7, 2026 |
| Jefferies | Hold | Hold | Maintain | Jul 1, 2026 |
| Truist Securities | Buy | Buy | Maintain | Nov 14, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 27, 2025 |
| Raymond James | Market Perform | Outperform | Downgrade | Jul 8, 2025 |
| William Blair | Outperform | Market Perform | Upgrade | Jul 7, 2025 |
| Barclays | Overweight | Overweight | Maintain | Apr 29, 2025 |
| Wells Fargo | Overweight | Overweight | Maintain | Apr 28, 2025 |
| Baird | Outperform | Outperform | Maintain | Jan 14, 2025 |
| B of A Securities | Buy | Buy | Maintain | Sep 17, 2024 |
| Morgan Stanley | Overweight | Overweight | Maintain | Feb 2, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Jan 29, 2021 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Apr 14, 2020 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jan 30, 2020 |
| Citi | Neutral | Buy | Downgrade | Jul 9, 2019 |
| Noble Financial | Hold | Buy | Downgrade | Aug 17, 2018 |
| Noble Capital Markets | Hold | Buy | Downgrade | Aug 17, 2018 |
| B. Riley Securities | Neutral | Neutral | Maintain | Aug 17, 2018 |
| B. Riley FBR | Neutral | Neutral | Maintain | Aug 17, 2018 |
| Maxim Group | Buy | Buy | Maintain | Feb 2, 2018 |
| Loop Capital | Buy | Hold | Upgrade | Feb 1, 2018 |
| Cowen & Co. | Outperform | Market Perform | Upgrade | Jun 12, 2017 |
| BB&T Capital | Buy | Hold | Upgrade | Dec 17, 2015 |
| RBC Capital | Sector Perform | Underperform | Upgrade | Mar 18, 2014 |
Named analyst price targets
Upside is calculated against the persisted previous close $633.98. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Jefferies | Analyst unavailable | $725 | $633.98 | +14.4% | Oct 25, 2026 |
| UBS | Gavin Parsons | $823 | $625.38 | +29.8% | Oct 23, 2026 |
| Stifel Nicolaus | Jonathan Siegmann | $925 | $625.91 | +45.9% | Oct 23, 2026 |
| Cantor Fitzgerald | Colin Canfield | $785 | $607.75 | +23.8% | Oct 21, 2026 |
| Macquarie | Analyst unavailable | $780 | $611.36 | +23.0% | Oct 16, 2026 |
| Wells Fargo | Analyst unavailable | $715 | $644.43 | +12.8% | Aug 10, 2026 |
| Jefferies | Analyst unavailable | $700 | $644.43 | +10.4% | Aug 9, 2026 |
| UBS | Analyst unavailable | $804 | $628.79 | +26.8% | Aug 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $892 | $644.93 | +40.7% | Aug 6, 2026 |
| Cantor Fitzgerald | Colin Canfield | $675 | $459.77 | +6.5% | Jul 22, 2026 |
| Jefferies | Analyst unavailable | $510 | $464.32 | -19.6% | Jul 1, 2026 |
| BNP Paribas | Analyst unavailable | $550 | $510.46 | -13.2% | May 27, 2026 |
| Jefferies | Sheila Kahyaoglu | $550 | $516.54 | -13.2% | Apr 26, 2026 |
| UBS | Gavin Parsons | $787 | $655.46 | +24.1% | Jan 23, 2026 |
| Stifel Nicolaus | Analyst unavailable | $765 | $655.46 | +20.7% | Jan 22, 2026 |
| Truist Financial | Tobey Sommer | $800 | $654.36 | +26.2% | Jan 22, 2026 |
| UBS | Analyst unavailable | $752 | $609.86 | +18.6% | Jan 15, 2026 |
| Goldman Sachs | Noah Poponak | $624 | $585.55 | -1.6% | Oct 27, 2025 |
| UBS | Gavin Parsons | $759 | $584.57 | +19.7% | Oct 24, 2025 |
| Stifel Nicolaus | Analyst unavailable | $670 | $584.57 | +5.7% | Oct 23, 2025 |
| Truist Financial | Analyst unavailable | $600 | $584.57 | -5.4% | Oct 23, 2025 |
| Truist Financial | Tobey Sommer | $575 | $495.17 | -9.3% | Aug 8, 2025 |
| Wells Fargo | Matthew Akers | $513 | $448.82 | -19.1% | Apr 28, 2025 |
| Truist Financial | Tobey Sommer | $525 | $447.26 | -17.2% | Apr 25, 2025 |
| Truist Financial | Tobey Sommer | $475 | $424.05 | -25.1% | Apr 14, 2025 |
| Jefferies | Analyst unavailable | $455 | $372.7 | -28.2% | Mar 25, 2025 |
| Robert W. Baird | Peter Arment | $540 | $413.95 | -14.8% | Jan 14, 2025 |
| Raymond James | Brian Gesuale | $475 | $402.72 | -25.1% | Jan 2, 2025 |
| Barclays | David Strauss | $450 | $414 | -29.0% | Dec 12, 2024 |
| UBS | Gavin Parsons | $557 | $459.88 | -12.1% | Dec 2, 2024 |
| Barclays | David Strauss | $625 | $560.92 | -1.4% | Nov 11, 2024 |
| Jefferies | Sheila Kahyaoglu | $570 | $563.36 | -10.1% | Oct 30, 2024 |
| Barclays | David Strauss | $610 | $547.78 | -3.8% | Oct 29, 2024 |
| Truist Financial | Tobey Sommer | $520 | $478.3 | -18.0% | Sep 5, 2024 |
| Bank of America Securities | Mariana Perez Mora | $535 | $471.02 | -15.6% | Aug 27, 2024 |
| Robert W. Baird | Peter Arment | $544 | $460.66 | -14.2% | Aug 9, 2024 |
| Stifel Nicolaus | Bert Subin | $500 | $425.6 | -21.1% | Jul 1, 2024 |
| Wells Fargo | Matthew Akers | $468 | $402.23 | -26.2% | Apr 30, 2024 |
| Stifel Nicolaus | Bert Subin | $440 | $397.12 | -30.6% | Apr 25, 2024 |
| Stifel Nicolaus | Bert Subin | $430 | $376.08 | -32.2% | Apr 22, 2024 |
| Morgan Stanley | Analyst unavailable | $357 | $305.39 | -43.7% | Feb 2, 2023 |
| Morgan Stanley | Analyst unavailable | $355 | $305 | -44.0% | Jan 3, 2023 |
| Morgan Stanley | Analyst unavailable | $325 | $304.86 | -48.7% | Dec 14, 2022 |
| Barclays | Analyst unavailable | $340 | $281.19 | -46.4% | Apr 25, 2022 |
| Goldman Sachs | Gavin Parsons | $316 | $260.01 | -50.2% | Jun 8, 2021 |
Track every rating change on CACI the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationCACI International Inc, alongside its subsidiaries, is a provider of specialized expertise and advanced technology. The company primarily serves enterprise and mission-critical customers by supporting vital national security objectives and facilitating government modernization and transformation efforts across the intelligence, defense, and federal civilian sectors. The company operates through two main divisions: Domestic Operations and International Operations. The Domestic Operations segment focuses on delivering information solutions and services to U.S. federal government agencies and commercial entities. This includes areas such as digital transformation, Command, Control, Communications, Computers, Intelligence, Surveillance, and Reconnaissance (C4ISR), cybersecurity and space technologies, engineering services, enterprise IT management, and mission support.…
Historical context
All CACI earningsTechnology peers this season
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| VRSN VeriSign, Inc. | FY2026 Q3 · Calendar Q4 2026 | -2.0% | -0.9% | VeriSign reports record registrations as renewal mix becomes a key watchpoint |
| TTMI TTM Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | +16.8% | -27.7% | TTM Technologies Q3: Record Growth, Higher Investment, More Deal Risk |
| NOK Nokia Oyj | FY2026 Q3 · Calendar Q4 2026 | +25.0% | -14.8% | Nokia Q3: AI and cloud growth lifts margins as cash flow stays negative |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the CACI recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-09T00:03:27.736600+00:00
- Polygon adjusted daily market bars · 2026-10-26T12:30:45.519789+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-26T12:30:45.516761+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-26. For educational purposes only; not investment advice.