CACI CACI (CACI) Q3 FY26 earnings call
CACI delivered strong Q3 FY26 results, marked by significant revenue growth and margin expansion, largely driven by the strategic acquisition of ARKA and solid organic performance. The company continues its evolution as a software-defined technology leader focused on national security, leveraging mission proximity and disciplined capital deployment to drive long-term shareholder value despite a lumpy award environment. Management raised full-year revenue and EBITDA margin guidance, reaffirming free cash flow targets.
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CACI operating KPIs by quarter
| KPI | This call Mar 2026 Q3 FY26 | Jun 2026 Q4 FY26 | Sep 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Orders | $2.2BIn addition, we won $2.2 billion of awards, which represents a book-to-bill of 0.9x for the quarter and 1.2x on a trailing 12-month basis.Source: earnings call transcript | — | $4.8BWe also won $4.8 billion in awards, producing a 2x book-to-bill for the quarter.Source: earnings call transcript | — |
| Book-to-bill ratio | 0.9 ratioIn addition, we won $2.2 billion of awards, which represents a book-to-bill of 0.9x for the quarter and 1.2x on a trailing 12-month basis.Source: earnings call transcript | — | 2 ratioWe also won $4.8 billion in awards, producing a 2x book-to-bill for the quarter.Source: earnings call transcript | — |
| Backlog | $33.4BOur total backlog of $33.4 billion increased 6% year-over-year while our funded backlog increased 19% over the same period.Source: earnings call transcript | — | $34BTotal backlog was $34 billion, and funded backlog increased by 15% year-over-year.Source: earnings call transcript | — |
| Employees | 27KAs is always the case, our success is driven by our now 27,000 employees who are ever vigilant and expanding the elements of national security.Source: earnings call transcript | 27KAs is always the case, our success is driven by our 27,000 employees who are ever vigilant in expanding our limits of national security.Source: earnings call transcript | 27KAs is always the case, our success is driven by our 27,000 employees who are ever vigilant and expanding elements of national security.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.