Analyst Consensus ?
ConsensusBuy30 ratings
Bullish2066.7%
Neutral930.0%
Bearish13.3%
CACI International Inc · CACI · FY2026 Q3 · Calendar Q2 2026
CACI raises FY2026 outlook as space and EW programs expand
The supplied analysis supports a constructive CACI growth thesis: resilient demand for electronic warfare, counter-UAS, space, and AI-enabled solutions is being reinforced by ARKA and a growing backlog. The thesis is balanced by dependence on government awards and funding, integration execution, mix-driven margin volatility, and production constraints.
Reported After market closeNYSETechnology
$13.68B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$7.27
Consensus $6.90
EPS surprise
+5.4%
Reported versus consensus
Reported revenue
$2.35B
Consensus $2.35B
Revenue surprise
+0.1%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+2.8%
Event window
SPY move
-0.4%
Same window
Abnormal move
+3.2%
Stock minus SPY
Volume
3.3×
Versus trailing sessions
Subsequent drift
-6.9%
Up to 20 sessions
CACISPY benchmark
Ask FN2 about CACI FY2026 Q3
Transcript, numbers and history already loaded
Why did CACI rise 2.8% after beating EPS estimates in FY2026 Q3?What changed in CACI's guidance and outlook in FY2026 Q3?Give me the bull and bear case for CACI after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Since the prior quarter, ARKA integration was completed, the space business broadened, SPECTRAL moved toward production, and management again raised FY2026 guidance. The supplied analysis also points to higher capex and a larger backlog as CACI pursues space, electronic warfare, counter-UAS, and AI opportunities.
Guidance delta
Management raised FY2026 revenue and EBITDA margin guidance, with the supplied analysis attributing the change to ARKA and strong organic performance.
Key takeaways
- Management described Q3 FY2026 growth across electronic warfare, counter-UAS, space, and AI-enabled solutions.
- ARKA integration added space imaging, AI ground processing, and directed-energy capabilities to CACI’s portfolio.
- The company highlighted a $33.4 billion backlog, 1.2x book-to-bill, and 19% year-over-year funded-backlog growth.
- The outlook remains constructive, but award timing, shutdown effects, and supply constraints are important execution variables.
Management priorities
- Ramp SPECTRAL from low-rate initial production toward full-rate production.
- Scale Merlin counter-UAS deployments in domestic and international programs.
- Integrate ARKA’s space and AI capabilities across CACI’s portfolio.
- Continue investing in software-defined technologies and pursue Golden Dome and other mission-critical contracts.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$619.22Previous close
$316Low
$600.62Average
$892High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 23, 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 |
|---|---|---|---|---|
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Oct 21, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Oct 7, 2026 |
| BNP Paribas | Underperform | Neutral | Downgrade | Oct 6, 2026 |
| UBS | Buy | Buy | Maintain | Aug 7, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Aug 7, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 7, 2026 |
| Jefferies | Hold | Hold | Maintain | Jul 1, 2026 |
| Stifel | Buy | Buy | Maintain | Jan 23, 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 $619.22. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Cantor Fitzgerald | Colin Canfield | $785 | $607.75 | +26.8% | Oct 21, 2026 |
| Macquarie | Analyst unavailable | $780 | $611.36 | +26.0% | Oct 16, 2026 |
| Wells Fargo | Analyst unavailable | $715 | $644.43 | +15.5% | Aug 10, 2026 |
| Jefferies | Analyst unavailable | $700 | $644.43 | +13.0% | Aug 9, 2026 |
| UBS | Analyst unavailable | $804 | $628.79 | +29.8% | Aug 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $892 | $644.93 | +44.1% | Aug 6, 2026 |
| Cantor Fitzgerald | Colin Canfield | $675 | $459.77 | +9.0% | Jul 22, 2026 |
| Jefferies | Analyst unavailable | $510 | $464.32 | -17.6% | Jul 1, 2026 |
| BNP Paribas | Analyst unavailable | $550 | $510.46 | -11.2% | May 27, 2026 |
| Jefferies | Sheila Kahyaoglu | $550 | $516.54 | -11.2% | Apr 26, 2026 |
| UBS | Gavin Parsons | $787 | $655.46 | +27.1% | Jan 23, 2026 |
| Stifel Nicolaus | Analyst unavailable | $765 | $655.46 | +23.5% | Jan 22, 2026 |
| Truist Financial | Tobey Sommer | $800 | $654.36 | +29.2% | Jan 22, 2026 |
| UBS | Analyst unavailable | $752 | $609.86 | +21.4% | Jan 15, 2026 |
| Goldman Sachs | Noah Poponak | $624 | $585.55 | +0.8% | Oct 27, 2025 |
| UBS | Gavin Parsons | $759 | $584.57 | +22.6% | Oct 24, 2025 |
| Stifel Nicolaus | Analyst unavailable | $670 | $584.57 | +8.2% | Oct 23, 2025 |
| Truist Financial | Analyst unavailable | $600 | $584.57 | -3.1% | Oct 23, 2025 |
| Truist Financial | Tobey Sommer | $575 | $495.17 | -7.1% | Aug 8, 2025 |
| Wells Fargo | Matthew Akers | $513 | $448.82 | -17.2% | Apr 28, 2025 |
| Truist Financial | Tobey Sommer | $525 | $447.26 | -15.2% | Apr 25, 2025 |
| Truist Financial | Tobey Sommer | $475 | $424.05 | -23.3% | Apr 14, 2025 |
| Jefferies | Analyst unavailable | $455 | $372.7 | -26.5% | Mar 25, 2025 |
| Robert W. Baird | Peter Arment | $540 | $413.95 | -12.8% | Jan 14, 2025 |
| Raymond James | Brian Gesuale | $475 | $402.72 | -23.3% | Jan 2, 2025 |
| Barclays | David Strauss | $450 | $414 | -27.3% | Dec 12, 2024 |
| UBS | Gavin Parsons | $557 | $459.88 | -10.0% | Dec 2, 2024 |
| Barclays | David Strauss | $625 | $560.92 | +0.9% | Nov 11, 2024 |
| Jefferies | Sheila Kahyaoglu | $570 | $563.36 | -7.9% | Oct 30, 2024 |
| Barclays | David Strauss | $610 | $547.78 | -1.5% | Oct 29, 2024 |
| Truist Financial | Tobey Sommer | $520 | $478.3 | -16.0% | Sep 5, 2024 |
| Bank of America Securities | Mariana Perez Mora | $535 | $471.02 | -13.6% | Aug 27, 2024 |
| Robert W. Baird | Peter Arment | $544 | $460.66 | -12.1% | Aug 9, 2024 |
| Stifel Nicolaus | Bert Subin | $500 | $425.6 | -19.3% | Jul 1, 2024 |
| Wells Fargo | Matthew Akers | $468 | $402.23 | -24.4% | Apr 30, 2024 |
| Stifel Nicolaus | Bert Subin | $440 | $397.12 | -28.9% | Apr 25, 2024 |
| Stifel Nicolaus | Bert Subin | $430 | $376.08 | -30.6% | Apr 22, 2024 |
| Morgan Stanley | Analyst unavailable | $357 | $305.39 | -42.3% | Feb 2, 2023 |
| Morgan Stanley | Analyst unavailable | $355 | $305 | -42.7% | Jan 3, 2023 |
| Morgan Stanley | Analyst unavailable | $325 | $304.86 | -47.5% | Dec 14, 2022 |
| Barclays | Analyst unavailable | $340 | $281.19 | -45.1% | Apr 25, 2022 |
| Goldman Sachs | Gavin Parsons | $316 | $260.01 | -49.0% | 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
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| 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 |
| WDC Western Digital Corporation | FY2027 Q1 · Calendar Q4 2026 | +12.9% | -6.4% | Western Digital pairs strong FY27 Q1 growth with an accelerated HDD roadmap |
| SSNC SS&C Technologies Holdings, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +2.8% | SS&C raises 2026 outlook as AI and tokenization drive growth |
| ROP Roper Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +9.7% | Roper raises DEPS outlook as AI adoption expands across portfolio |
Latest beats and misses
Who reports nextBeat on EPS
- BPOPFY2026 Q3 · October 22, 2026+5.8% EPS-2.8% move
- HONFY2026 Q3 · October 22, 2026+4.6% EPS+1.7% move
- BXFY2026 Q3 · October 22, 2026+4.8% EPS+8.4% move
- DGXFY2026 Q3 · October 22, 2026+4.5% EPS+1.8% move
- TSCOFY2026 Q3 · October 22, 2026+5.3% EPS+6.2% move
- HBANFY2026 Q3 · October 22, 2026+9.1% EPS-0.4% move
Missed on EPS
- 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
- HBANPFY2026 Q3 · October 22, 2026-5.3% EPS0.0% move
- PCGFY2026 Q3 · October 22, 2026-0.8% EPS-1.3% move
- PHMFY2026 Q3 · October 22, 2026-4.5% EPS+5.8% 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 · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-23T09:40:43.044763+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-23T09:40:43.042059+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 2026-10-23. For educational purposes only; not investment advice.