CACI International Inc · CACI · FY2027 Q1 · Calendar Q4 2026
CACI raises FY27 outlook as backlog and defense awards expand
The quarter supports a constructive view of CACI's growth trajectory: management reported higher revenue and earnings, stronger funded backlog and raised FY27 guidance. The main counterweights are execution, supply-chain and federal-budget risks, plus uncertainty around the durability of organic growth.
Earnings scorecard
Reported versus consensusMarket reaction
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Transcript intelligence
What changed
Compared with the prior quarter, CACI reported FY27 Q1 revenue growth and higher adjusted EPS, raised FY27 guidance, expanded funded backlog and announced $4.8 billion in awards. Management also disclosed a new manufacturing center of excellence, additional investment plans and a move to a calendar fiscal year beginning January 1, 2027.
Guidance delta
Management raised FY27 revenue and earnings guidance.
Key takeaways
- Revenue grew 8% year over year in the first quarter of FY27, while adjusted EPS increased 12%.
- Funded backlog rose 15% year over year to $34 billion, and new awards totaled $4.8 billion.
- Management highlighted counter-UAS, space, AI-driven modernization and software-defined technology as growth areas.
- CACI plans substantial investment in manufacturing capacity and will shift to a calendar fiscal year on January 1, 2027.
Management priorities
- Expand manufacturing capacity through new centers of excellence
- Advance counter-UAS, space and AI-driven modernization programs
- Invest ahead of customer need while managing supply-chain and government-budget uncertainty
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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.…
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| TDY Teledyne Technologies Incorporated | FY2026 Q3 · Calendar Q4 2026 | +8.9% | -0.3% | Teledyne raises 2026 outlook as imaging demand drives record quarter |
| LRCX Lam Research Corporation | FY2027 Q1 · Calendar Q4 2026 | +0.9% | -1.0% | Lam Research posts record quarter as AI drives tool intensity |
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Sources
- Earnings call transcript and parsed analysis · 2026-10-22T16:06:08.202849+00:00
- FN2 earnings calendar · 2026-10-22T01:23:13.354406+00:00
- Polygon adjusted daily market bars · 2026-10-22T16:50:43.276552+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-22T16:50:43.273905+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.