Snapshot
Caci International Inc /De/ reported $2.22B of revenue in Q2 2026, up 5.7% year over year, with diluted EPS of $5.59 and an operating margin of 9.3%.
- Revenue
- $2.22B
- YoY growth
- +5.7%
- Diluted EPS
- $5.59
- Operating margin
- 9.3%
$2.22B
Revenue
+5.7%
YoY growth
$5.59
Diluted EPS
9.3%
Operating margin
01 Key takeaways
What management said
- •In the second quarter, we generated revenue of $2.2 billion, representing 5.7% year-over-year growth, of which 4.5% was organic.
- •EBITDA margin of 11.8% in the quarter represents a year-over-year increase of 70 basis points.
- •This performance was driven primarily by strong program execution, timing of some higher margin software-defined technology deliveries, and overall mix.
- •Second quarter adjusted diluted earnings per share of $6.81 were 14% higher than a year ago.
- •Finally, free cash flow was $138 million for the quarter, driven by our strong profitability and increasing cash generation from working capital management.
- •Our leverage at the end of Q2 is 2.4 times net debt to trailing 12-month EBITDA.
- •We intentionally allowed leverage to drift slightly below our target range in anticipation of the acquisition of ARCA.
- •As we announced in the call a month ago, we expect leverage to increase to 4.3 times once the acquisition closes.
- •This underscores our consistent financial performance, disciplined approach to capital deployment, and our demonstrated access to capital.
- •In fact, we expect leverage to return to the low threes within six quarters of closing ARCA, based on the strong cash flow characteristics of the combined business.
- •We're pleased to be increasing our fiscal 2026 guidance across all metrics.
- •This represents total growth of 7.8%-10.1%, which includes slightly less than two points of growth from acquisitions.
SourcesCompany financials · earnings call
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