Snapshot
Caci International Inc /De/ reported $2.35B of revenue in Q3 2026, up 8.5% year over year, with diluted EPS of $5.88 and an operating margin of 9.7%.
- Revenue
- $2.35B
- YoY growth
- +8.5%
- Diluted EPS
- $5.88
- Operating margin
- 9.7%
$2.35B
Revenue
+8.5%
YoY growth
$5.88
Diluted EPS
9.7%
Operating margin
01 Key takeaways
What management said
- •We differentiate ourselves by using software, excuse me, to address critical needs with the speed, agility, and efficiency our customers demand.
- •Fifth, we deploy capital in a flexible and opportunistic manner to create value for our customers and our shareholders.
- •Executing this strategy has enabled us to expand our portfolio, increase free cash flow per share, and generate additional shareholder value.
- •We also generated a strong EBITDA margin of 12.3% and robust free cash flow of $221 million.
- •These awards were driven by our exceptionally strong recompete performance, an important indicator of customer confidence and a key enabler of long-term growth.
- •While award activity improved in the quarter, it is not yet fully recovered from the multiple government shutdowns and acquisition organization changes.
- •As we said before, quarterly awards can be lumpy, but we continue to have excellent visibility, a strong pipeline, and see a very constructive macro environment.
- •With that said, we're raising our fiscal 2026 revenue and EBITDA margin guidance driven by the addition of ARKA and the strength of our organic margin performance.
- •On that note, let's discuss our recent acquisition in a bit more detail.
- •During the third quarter, we closed the acquisition of ARKA, a leading technology company focused on national security missions in the space domain.
- •ARKA brings exquisite space-based imaging sensor technology with high technical barriers to entry, agentic AI-based ground processing software, and deep customer relationships built over decades of strong performance.
- •ARKA exemplifies the type of acquisition that investors should want us to make.
SourcesCompany financials · earnings call
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