Earnings summary

Caci International Inc /De/ Q1 2026 results

Reported 2025-10-23Full transcript →

Snapshot

Caci International Inc /De/ reported $2.29B of revenue in Q1 2026, up 11.2% year over year, with diluted EPS of $5.63 and an operating margin of 9.3%.

Revenue
$2.29B
YoY growth
+11.2%
Diluted EPS
$5.63
Operating margin
9.3%
$2.29B
Revenue
+11.2%
YoY growth
$5.63
Diluted EPS
9.3%
Operating margin
01 Key takeaways

What management said

  • We delivered free cash flow of $143 million, driven by revenue growth of 11%, and an EBITDA margin of 11.7%.
  • We also continued our excellent track record of winning recompetes and securing sole source extensions.
  • Our first quarter performance gives us increased confidence in achieving both our full-year guidance, which we are reaffirming, and our three-year financial targets.
  • Looking beyond the shutdown, we continue to see enduring needs, good demand signals from our customers, and prospects for a healthy funding environment for national security priorities.
  • For DHS, the focus is likely to include modernization and border security, which we expect will benefit programs like Beagle and drive demand for our counter UAS technology.
  • First, in counter-UAS, escalating drone threats and increasing incursions globally are driving strong demand for our capabilities, including from our international partners.
  • In fact, during the first quarter, we received a follow-on order from the Canadian government for additional man-packed software-defined counter UAS systems.
  • RMT is a broadband counter-satellite electronic warfare system that leverages our existing counter-UAS software to provide our customers with enhanced counter-space capabilities.
  • Both TIGS and RMT are great examples of how we can leverage our differentiated software-defined technology and our strong past performance to help war fighters execute critical missions across the entire electromagnetic spectrum.
  • Given this reality and the administration's focus on modernization across the government, we continue to see good demand and a strong pipeline of network modernization opportunities.
  • For example, the Air Force recently awarded CACI task orders number two and number three on the base infrastructure modernization program, previously known as IPAS Wave Two.
  • Together, these task orders represent approximately $400 million of awards this quarter.
Read the full Q1 2026 transcript
SourcesCompany financials · earnings call Last updated

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