Earnings summary

Caci International Inc /De/ Q4 2025 results

Reported 2025-08-07Full transcript →

Snapshot

Caci International Inc /De/ reported $2.30B of revenue in Q4 2025, up 13.0% year over year, with diluted EPS of $7.14 and an operating margin of 9.0%.

Revenue
$2.30B
YoY growth
+13.0%
Diluted EPS
$7.14
Operating margin
9.0%
$2.30B
Revenue
+13.0%
YoY growth
$7.14
Diluted EPS
9.0%
Operating margin
01 Key takeaways

What management said

  • He contributed greatly to the growth and success of many organizations, including CACI International Inc, where he was a steadfast supporter of our strategy.
  • We deployed capital to acquire three strategic assets while also repurchasing $150 million of shares.
  • As we've discussed many times, we undertook a strategy years ago to become a more focused and differentiated company that was positioned to drive long-term growth and shareholder value in any environment.
  • The market trends you're increasingly seeing and hearing about today: speed, efficiency, lethality, software-based capabilities, modernization.
  • We are a leader in the use of software and investing ahead of customer need to develop and deliver high-value capabilities faster, more efficiently, and with greater flexibility.
  • CACI today delivers differentiated software-defined, commercially developed, and commercially sold technology to multiple customers who demand best-in-class capabilities.
  • It is one of the first successful rapid-fielding mid-tier acquisitions for the Army because of CACI's ability to rapidly prototype and deliver a cutting-edge solution in record time.
  • The recent ceiling increase to $500 million supports the Army's decision to deploy our technology as the primary SIGINT EW system for all brigade combat teams.
  • Second, our software-defined counter-UAS technology is addressing the increased demand for protection against drones.
  • We're also seeing increasing demand for our technology in support of U.S.
  • Next, enterprise software modernization is another area where CACI is both well-aligned to the administration's priorities and where we have demonstrated clear industry leadership.
  • Turning to the macro environment, we continue to see healthy customer demand and a strong pipeline of opportunities in our markets.
Read the full Q4 2025 transcript
SourcesCompany financials · earnings call Last updated

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