CACI International (NYSE:CACI) Announces Earnings Results, Beats Estimates By $0.40 EPS

CACI International (NYSE:CACI) released its earnings results on Wednesday. The information technology services provider reported $6.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.41 by $0.40, Zacks reports. CACI International had a net margin of 5.70% and a return on equity of 15.92%. The business had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.28 billion. During the same quarter in the previous year, the business earned $5.95 earnings per share. CACI International’s revenue for the quarter was up 5.7% on a year-over-year basis. CACI International updated its FY 2026 guidance to 28.250-28.920 EPS.

CACI International Price Performance

Shares of NYSE CACI opened at $630.86 on Thursday. CACI International has a 1 year low of $318.60 and a 1 year high of $642.00. The stock has a market capitalization of $13.93 billion, a P/E ratio of 27.85, a P/E/G ratio of 2.29 and a beta of 0.58. The company’s 50-day moving average is $584.80 and its 200 day moving average is $532.95. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.54 and a quick ratio of 1.54.

CACI International News Summary

Here are the key news stories impacting CACI International this week:

• Positive Sentiment: EPS outperformance — CACI reported fiscal Q2 EPS of $6.81, above consensus (~$6.41–$6.47) and up from $5.95 a year ago, signaling solid profitability and driving investor optimism. CACI International (CACI) Q2 Earnings Beat Estimates
• Positive Sentiment: Management raised guidance — CACI set FY‑2026 EPS guidance to $28.250–$28.920, a materially higher outlook that supports a re‑rating versus prior expectations. That guidance lift is a primary reason the stock is trading up. CACI International raises guidance after beating Q2 earnings estimates
• Neutral Sentiment: Analysts revised forecasts ahead of results — Several of the most accurate analysts updated estimates leading into the print, which may amplify moves post‑earnings as models are rebalanced. CACI International Likely To Report Higher Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
• Neutral Sentiment: Corporate/PR activity — CACI hosted the Secretary of War Executive Fellows for a company day, a governance/engagement event that supports federal relationships but has limited near‑term stock impact. CACI Hosts Secretary of War Executive Fellows for 2025 Company Day
• Neutral Sentiment: Quarterly metrics review — Analysts and outlets are dissecting revenue mix, margins and ROE (reported net margin 5.7%, ROE ~15.9%) to judge sustainability of the beat; see the metric breakdowns for details. Compared to Estimates, CACI International (CACI) Q2 Earnings: A Look at Key Metrics
• Negative Sentiment: Revenue slightly missed estimates — Revenue of $2.22B came in below consensus (~$2.28B), a potential concern for top‑line momentum even though EPS beat was driven by margin/operational factors. CACI Q2 Press Release

Wall Street Analyst Weigh In

A number of research firms recently commented on CACI. TD Cowen reissued a “buy” rating on shares of CACI International in a research report on Friday, October 24th. JPMorgan Chase & Co. raised their price objective on shares of CACI International from $575.00 to $645.00 and gave the stock an “overweight” rating in a report on Monday, October 27th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CACI International in a research report on Monday, December 29th. Stifel Nicolaus set a $670.00 price objective on shares of CACI International in a report on Thursday, October 23rd. Finally, UBS Group dropped their target price on CACI International from $759.00 to $752.00 and set a “buy” rating on the stock in a research report on Thursday, January 15th. Eleven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $621.00.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in CACI. EverSource Wealth Advisors LLC lifted its holdings in shares of CACI International by 595.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 146 shares of the information technology services provider’s stock valued at $70,000 after buying an additional 125 shares during the period. BOKF NA grew its holdings in shares of CACI International by 6,566.7% in the third quarter. BOKF NA now owns 200 shares of the information technology services provider’s stock worth $100,000 after acquiring an additional 197 shares during the period. Hilltop Holdings Inc. increased its position in CACI International by 5.8% during the third quarter. Hilltop Holdings Inc. now owns 545 shares of the information technology services provider’s stock valued at $272,000 after acquiring an additional 30 shares during the last quarter. Jones Financial Companies Lllp lifted its holdings in CACI International by 344.7% in the first quarter. Jones Financial Companies Lllp now owns 885 shares of the information technology services provider’s stock valued at $325,000 after acquiring an additional 686 shares during the period. Finally, Jump Financial LLC purchased a new position in CACI International in the second quarter worth about $423,000. Institutional investors own 86.43% of the company’s stock.

About CACI International

CACI International Inc is a leading provider of information solutions and services to the U.S. federal government, with a primary focus on defense, intelligence, homeland security and federal civilian agencies. The company delivers advanced technology and domain expertise to support mission-critical operations, offering capabilities in areas such as data analytics, cyber security, network integration, enterprise IT modernization and logistics support. By integrating software, hardware and professional services, CACI helps clients enhance situational awareness, improve decision making and maintain critical infrastructure resilience.

Founded in 1962 and headquartered in Arlington, Virginia, CACI has evolved from a small consulting operation into a global enterprise.