CACI CACI (CACI) Q4 FY26 earnings call
CACI International delivered a strong Q4 and full FY26, surpassing all financial expectations with record revenue, EBITDA, and free cash flow. The company's technology-first national security strategy, focusing on enduring priorities and software-defined solutions, is driving accelerated organic growth and margin expansion. Management provided an optimistic FY27 outlook, projecting continued double-digit revenue growth and significant free cash flow generation, positioning CACI to outperform its 3-year targets.
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CACI operating KPIs by quarter
| KPI | Mar 2026 Q3 FY26 | This call 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.