CACI International Inc · CACI · FY2026 Q4 · Calendar Q3 2026
CACI outlines FY27 growth led by electronic warfare, space and counter-UAS
The call supports the view that resilient demand in electronic warfare, counter-UAS, space and AI-enabled analytics can support growth over the next year. The evidence is management's FY27 growth and cash-flow outlook, while award timing, procurement changes and integration remain important tests.
Earnings scorecard
Reported versus consensusMarket reaction
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Transcript intelligence
What changed
CACI described fiscal 2026 as a record year and highlighted $10 billion in contract awards, a 1.1x book-to-bill ratio and a $735 million free-cash-flow result. Management also set a FY27 outlook for 11.3%–13.4% revenue growth, high-teens EBITDA margin and at least $900 million in free cash flow.
Guidance delta
Management maintained a confident outlook and introduced FY27 guidance targeting 11.3%–13.4% revenue growth, high-teens EBITDA margin and at least $900 million in free cash flow.
Key takeaways
- Fiscal 2026 delivered record revenue, margin and free cash flow, exceeding guidance.
- Electronic warfare, space and counter-UAS businesses are highlighted as organic growth drivers.
- Management pointed to OTA and fixed-price contracts as supporting cash conversion and margin potential.
- The FY27 outlook calls for continued growth despite government procurement and shutdown risks.
Management priorities
- Advance the Spectral electronic warfare program toward low-rate initial production
- Deploy SkyValor counter-UAS systems domestically and internationally
- Expand Space Force, ARKA analytics and NASA-related space work
- Integrate AI across software development and build defense-electronics manufacturing capacity
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Try FN2 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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| 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 |
| VRSN VeriSign, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -0.9% | VeriSign sustains domain growth as .web and security launches near |
| TTMI TTM Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -27.2% | TTM Technologies: Record Q3, but execution risks remain |
| NOK Nokia Oyj | FY2026 Q3 · Calendar Q4 2026 | — | -12.4% | Nokia Q3: AI and Cloud Growth Lift Margins, Cash Flow Lags |
| TXN Texas Instruments Incorporated | FY2026 Q3 · Calendar Q4 2026 | +7.4% | +2.5% | Texas Instruments Q3: Strong Demand, Higher Capex and Lead-Time Risks |
Latest beats and misses
Who reports nextBeat on EPS
- MEDPFY2026 Q3 · October 21, 2026+9.0% EPS-1.3% move
- MOHFY2026 Q3 · October 21, 2026+12.7% EPS+0.8% move
- PNFPFY2026 Q3 · October 21, 2026+2.7% EPS+2.3% move
- SCCOFY2026 Q3 · October 21, 2026+6.4% EPS-2.1% move
- PKGFY2026 Q3 · October 21, 2026+3.8% EPS+4.2% move
- URIFY2026 Q3 · October 21, 2026+11.3% EPS+3.9% move
Missed on EPS
- ROLFY2026 Q3 · October 21, 2026-1.4% EPS+5.6% move
- GGGFY2026 Q3 · October 21, 2026-2.5% EPS-16.6% move
- GL-PDFY2026 Q3 · October 21, 2026-1.2% EPS— move
- GLFY2026 Q3 · October 21, 2026-1.2% EPS-3.8% move
- METAFY2026 Q3 · October 21, 2026-41.4% EPS+0.5% move
- LVSFY2026 Q3 · October 21, 2026-20.9% EPS-1.7% move
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Sources
- Earnings call transcript and parsed analysis · 2026-08-06T19:14:34.859732+00:00
- FN2 earnings calendar · 2026-09-10T01:23:13.706414+00:00
- Polygon adjusted daily market bars · 2026-10-22T23:50:42.701691+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-22T23:50:42.698938+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.
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 2026-10-22. For educational purposes only; not investment advice.