Jun 2026 (Q4 FY26) — Aug 6, 2026
CACI Q4 FY26 — Record Revenue, EBITDA, and Free Cash Flow with Strong FY27 Outlook
Read the full callCACI earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,709 | +17.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 10.1 | +1.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 157 | −0.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
14 of 23 judged targets kept · 19 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS | $27.13 to $28.03 | Jun 2025 | Adjusted diluted earnings per share increased 12.7% to $29.83 and despite $120 million in additional interest and tax expense, demonstrating our robust operational execution and the continued strength of the business. | Achieved |
| Adjusted net income | $605 million to $625 million | Jun 2025 | Ghosted | |
| Spectral program deliveries | begin deliveries | Sep 2025 | Our spectral program achieved Milestone-C is moving into low rate digital production we deployed to begin in the second half of fiscal '27. | Delayed |
9 of CACI INTERNATIONAL INC /DE/'s 42 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 39 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $515.82 on 17 Oct 2025 → $616.48. High $680.08 (12 Aug 2026), low $440.76 (21 Jul 2026).
Overview
Guidance
14 of 23 judged targets kept · 19 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS | $27.13 to $28.03 | Jun 2025 | Adjusted diluted earnings per share increased 12.7% to $29.83 and despite $120 million in additional interest and tax expense, demonstrating our robust operational execution and the continued strength of the business. | Achieved |
| Adjusted net income | $605 million to $625 million | Jun 2025 | Ghosted | |
| Spectral program deliveries | begin deliveries | Sep 2025 | Our spectral program achieved Milestone-C is moving into low rate digital production we deployed to begin in the second half of fiscal '27. | Delayed |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 42 tracked commitments, with each call’s wording and source.
Call summaries
CACI Q4 FY26 — Record Revenue, EBITDA, and Free Cash Flow with Strong FY27 Outlook
Read the full callCACI Q3 FY26 — Strong Performance Driven by ARKA Acquisition and Organic Growth
Read the full callEvery analysed call
Financials
Net profit, year on year: −1% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,057 | 2,100 | 2,167 | 2,304 | 2,288 | 2,220 | 2,351 | 2,709 |
| Expenses | 1,877 | 1,919 | 1,971 | 2,097 | 2,075 | 2,014 | 2,122 | 2,437 |
| Operating profit | 180 | 181 | 196 | 207 | 212 | 206 | 229 | 272 |
| Operating margin | 8.7% | 8.6% | 9.1% | 9.0% | 9.3% | 9.3% | 9.7% | 10.1% |
| Interest | 24 | 44 | 45 | 46 | 46 | 45 | 52 | 72 |
| Profit before tax | 156 | 137 | 151 | 161 | 166 | 162 | 177 | 200 |
| Tax rate | 22.9% | 19.9% | 26.0% | 1.9% | 24.9% | 23.3% | 26.2% | 21.7% |
| Net profit | 120 | 110 | 112 | 158 | 125 | 124 | 130 | 157 |
| EPS ($ per share) | 5.39 | 4.90 | 5.02 | — | 5.67 | 5.61 | 5.90 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 |
| Reserves | 2,410 | 2,732 | 3,189 | 3,556 | 3,941 | 4,361 | 4,860 | 5,396 |
| Total liabilities | 2,715 | 2,881 | 3,507 | 3,576 | 3,376 | 3,278 | 4,754 | 7,357 |
| Fixed assets | 150 | 171 | 190 | 206 | 200 | 195 | 212 | 397 |
| Total assets | 5,087 | 5,542 | 6,172 | 6,629 | 6,601 | 6,796 | 8,648 | 11,820 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 555 | 519 | 592 | 746 | 388 | 497 | 547 | 887 |
| Cash from investing | -1,128 | -179 | -427 | -689 | -76 | -152 | -1,759 | -2,734 |
| Cash from financing | 580 | -303 | -191 | -21 | -316 | -327 | 1,178 | 1,935 |
| Net cash flow | 6 | 35 | -19 | 27 | 1 | 18 | -28 | 86 |
| Capital expenditure | -48 | -72 | -73 | -75 | -64 | -64 | -66 | -107 |
| Free cash flow | 507 | 446 | 519 | 671 | 324 | 434 | 481 | 780 |
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Domestic Operations | 97% | 97% | 97% | 97% | 97% | 97% | 97% | 97% | +8.0% |
| International Operations | 3% | 3% | 3% | 3% | 3% | 3% | 3% | 3% | +25.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | Mar 2026 Q3 FY26 | Jun 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|
| 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 | 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.
97 filings between Nov 1, 2025 and Oct 11, 2026.
Purchases
None
No insider bought shares.
Sales
$3.25M
4 sales by 4 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| JEWS WILLIAM L | — | $1.76M | Dec 10, 2025 |
| Koegel J William JR | — | $1.23M | Feb 10, 2026 |
| Plunkett Debora A | — | $132.7K | Mar 11, 2026 |
| Gordon Susan M. | — | $132.1K | Jun 16, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 11, 2026 | DISBROW LISA S Director | Option exercise | 123 | — |
| Oct 11, 2026 | MORRISON SCOTT C Director | Option exercise | 85 | — |
| Oct 11, 2026 | SZEWS CHARLES L Director | Option exercise | 85 | — |
| Oct 11, 2026 | McCarthy Ryan D Director | Option exercise | 85 | — |
| Oct 11, 2026 | Sloane Stanton D Director | Option exercise | 85 | — |
| Oct 11, 2026 | Plunkett Debora A Director | Option exercise | 85 | — |
| Oct 11, 2026 | Gordon Susan M. Director | Option exercise | 85 | — |
| Oct 11, 2026 | Nolan Philip O Director | Option exercise | 85 | — |
| Oct 1, 2026 | Norcross James F. EVP, Dig. and Ent. Solutions | Option exercise | 173 | — |
| Oct 1, 2026 | Weir Tracy Chief Executive Officer, UK | Option exercise | 638 | — |
| Oct 1, 2026 | Norcross James F. EVP, Dig. and Ent. Solutions | Tax withheld | 336 | $210.7K |
| Oct 1, 2026 | Weir Tracy Chief Executive Officer, UK | Option exercise | 107 | — |
| Oct 1, 2026 | Weir Tracy Chief Executive Officer, UK | Tax withheld | 300 | $188.1K |
| Oct 1, 2026 | Blazer Eric SVP, Corp. Controller & CAO | Tax withheld | 20 | $12.5K |
| Oct 1, 2026 | Norcross James F. EVP, Dig. and Ent. Solutions | Tax withheld | 53 | $33.2K |
| Oct 1, 2026 | Weir Tracy Chief Executive Officer, UK | Option exercise | 96 | — |
| Oct 1, 2026 | Lutsey Meisha EVP, Mission and Eng. Support | Option exercise | 258 | — |
| Oct 1, 2026 | Weir Tracy Chief Executive Officer, UK | Tax withheld | 41 | $25.7K |
| Oct 1, 2026 | Weir Tracy Chief Executive Officer, UK | Tax withheld | 46 | $28.8K |
| Oct 1, 2026 | Blazer Eric SVP, Corp. Controller & CAO | Tax withheld | 20 | $12.5K |
| Oct 1, 2026 | Blazer Eric SVP, Corp. Controller & CAO | Option exercise | 66 | — |
| Oct 1, 2026 | Lutsey Meisha EVP, Mission and Eng. Support | Tax withheld | 117 | $73.4K |
| Oct 1, 2026 | Lutsey Meisha EVP, Mission and Eng. Support | Option exercise | 425 | — |
| Oct 1, 2026 | Lutsey Meisha EVP, Mission and Eng. Support | Tax withheld | 1,115 | $699.2K |
| Oct 1, 2026 | Lutsey Meisha EVP, Mission and Eng. Support | Option exercise | 2,550 | — |
| Oct 1, 2026 | MACLAUCHLAN JEFFREY D Chief Financial Officer | Tax withheld | 3,126 | $1.96M |
| Oct 1, 2026 | MACLAUCHLAN JEFFREY D Chief Financial Officer | Tax withheld | 317 | $198.8K |
| Oct 1, 2026 | MACLAUCHLAN JEFFREY D Chief Financial Officer | Option exercise | 1,062 | — |
| Oct 1, 2026 | MACLAUCHLAN JEFFREY D Chief Financial Officer | Option exercise | 646 | — |
| Oct 1, 2026 | MACLAUCHLAN JEFFREY D Chief Financial Officer | Tax withheld | 521 | $326.7K |
| Oct 1, 2026 | Lutsey Meisha EVP, Mission and Eng. Support | Tax withheld | 128 | $80.3K |
| Oct 1, 2026 | Koegel J William JR EVP, General Counsel | Option exercise | 330 | — |
| Oct 1, 2026 | Lutsey Meisha EVP, Mission and Eng. Support | Option exercise | 264 | — |
| Oct 1, 2026 | Weir Tracy Chief Executive Officer, UK | Tax withheld | 51 | $32.0K |
| Oct 1, 2026 | Koegel J William JR EVP, General Counsel | Tax withheld | 162 | $101.6K |
| Oct 1, 2026 | Koegel J William JR EVP, General Counsel | Tax withheld | 182 | $114.1K |
| Oct 1, 2026 | Koegel J William JR EVP, General Counsel | Option exercise | 532 | — |
| Oct 1, 2026 | Koegel J William JR EVP, General Counsel | Tax withheld | 1,561 | $978.8K |
| Oct 1, 2026 | Koegel J William JR EVP, General Counsel | Option exercise | 3,186 | — |
| Oct 1, 2026 | Mengucci John S President & CEO | Tax withheld | 1,897 | $1.19M |
| Oct 1, 2026 | Mengucci John S President & CEO | Tax withheld | 2,515 | $1.58M |
| Oct 1, 2026 | Mengucci John S President & CEO | Option exercise | 5,575 | — |
| Oct 1, 2026 | Mengucci John S President & CEO | Tax withheld | 15,086 | $9.46M |
| Oct 1, 2026 | MACLAUCHLAN JEFFREY D Chief Financial Officer | Option exercise | 659 | — |
| Oct 1, 2026 | Mengucci John S President & CEO | Option exercise | 33,448 | — |
| Oct 1, 2026 | MACLAUCHLAN JEFFREY D Chief Financial Officer | Tax withheld | 324 | $203.2K |
| Oct 1, 2026 | Mengucci John S President & CEO | Option exercise | 4,205 | — |
| Oct 1, 2026 | Mengucci John S President & CEO | Option exercise | 3,956 | — |
| Oct 1, 2026 | Mengucci John S President & CEO | Tax withheld | 1,785 | $1.12M |
| Oct 1, 2026 | Koegel J William JR EVP, General Counsel | Option exercise | 323 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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