CACI International Reports $2.2B Revenue in Q2 2026 with 11.8% EBITDA Margin
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Should l Buy CACI?
Source: seekingalpha
- Strong Financial Performance: CACI reported $2.2 billion in revenue for Q2 2026, reflecting a 5.7% year-over-year growth with 4.5% organic growth, and an EBITDA margin of 11.8%, indicating robust growth in the defense technology sector.
- Increased Free Cash Flow: The company generated $138 million in free cash flow during the second quarter with a DSO of 57 days, showcasing ongoing improvements in cash management and operational efficiency that enhance financial flexibility and investment capacity.
- Acquisition Strategy Advancement: CACI announced the acquisition of ARKA as the latest step in its technology-driven portfolio evolution, expected to further strengthen its competitive position in the national security market and drive future revenue growth.
- Upward Guidance Revision: Management raised fiscal 2026 revenue guidance to between $9.3 billion and $9.5 billion, with EBITDA margin expectations between 11.7% and 11.8%, reflecting confidence in future market opportunities and a positive growth outlook.
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Analyst Views on CACI
Wall Street analysts forecast CACI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CACI is 663.13 USD with a low forecast of 620.00 USD and a high forecast of 759.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
9 Buy
2 Hold
0 Sell
Strong Buy
Current: 598.320
Low
620.00
Averages
663.13
High
759.00
Current: 598.320
Low
620.00
Averages
663.13
High
759.00
About CACI
CACI International Inc (CACI) is a holding company, which operates through its subsidiaries located in the United States and Europe. It is a provider of expertise and differentiated technology to customers in support of national security in the intelligence, defense, and federal civilian sectors. Its segments include Domestic Operations and International Operations. The Domestic Operations segment provides expertise and technology to U.S. federal government agencies. The International Operations segment provides expertise and technology to international government and commercial customers. It provides a diverse mix of IT services and proprietary data and software products, serving commercial and government customers throughout the United Kingdom, continental Europe and around the world. Its software offerings consist of signals intelligence (SIGINT), electronic warfare (EW), and intelligence, surveillance, and reconnaissance (ISR), across multiple domains, platforms, and customer sets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Bank of America Names Five Stocks with Upside Potential
- Strong Performance by CACI: CACI's earnings report showcased robust margin expansion and free cash flow generation despite a sluggish award environment, prompting analysts to raise their price target from $670 to $750, reflecting confidence in its continued dominance.
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- Consecutive Honor: CACI has been named a Fortune World's Most Admired Company for the ninth consecutive year, marking a testament to its outstanding performance and employee commitment, further solidifying its leadership in national security.
- Employee-Driven Success: The dedication of CACI's 26,000 employees is recognized as the cornerstone of the company's success, showcasing a strong corporate culture that enables it to stand out in a competitive environment.
- Innovation and Leadership: CACI received high accolades for its innovation, leadership, and financial soundness, particularly through its #MakingMoves initiative, which enhances employee skills and internal mobility to maintain competitiveness in a rapidly changing industry.
- Strategic Investment Returns: CACI's advancement to sixth place in its category reflects its strategic focus on flexible capital deployment and informed investments, which have expanded its technology portfolio and enhanced its competitive differentiation from peers.
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- Task Order Value: CACI International has been awarded a five-year task order valued at up to $250 million to enhance spectrum dominance for the U.S. Army, demonstrating the company's strong competitive position in the defense sector.
- Integration Expertise: CACI will leverage its intrinsic knowledge to provide comprehensive integration and sustainment of technology, advancing the Army's multi-domain electronic warfare and spectrum dominance capabilities, thereby solidifying its market position.
- Financial Outlook Upgrade: With the expansion of its technology portfolio, CACI has raised its 2026 free cash flow guidance to $725 million and expects revenue growth of 8% to 10%, reflecting the company's robust growth potential.
- Strategic Implications: This task order not only enhances CACI's influence in defense technology but also lays a solid foundation for future business development, indicating the company's ongoing investment and commitment to national security.
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CACI International Reports $2.2B Revenue in Q2 2026 with 11.8% EBITDA Margin
- Strong Financial Performance: CACI reported $2.2 billion in revenue for Q2 2026, reflecting a 5.7% year-over-year growth with 4.5% organic growth, and an EBITDA margin of 11.8%, indicating robust growth in the defense technology sector.
- Increased Free Cash Flow: The company generated $138 million in free cash flow during the second quarter with a DSO of 57 days, showcasing ongoing improvements in cash management and operational efficiency that enhance financial flexibility and investment capacity.
- Acquisition Strategy Advancement: CACI announced the acquisition of ARKA as the latest step in its technology-driven portfolio evolution, expected to further strengthen its competitive position in the national security market and drive future revenue growth.
- Upward Guidance Revision: Management raised fiscal 2026 revenue guidance to between $9.3 billion and $9.5 billion, with EBITDA margin expectations between 11.7% and 11.8%, reflecting confidence in future market opportunities and a positive growth outlook.
See More
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- CACI Performance Exceeds Expectations: CACI International Inc. (NYSE:CACI) posted better-than-expected earnings for the second quarter and raised its FY2026 guidance, reflecting strong demand in the defense and information technology sectors.
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- Earnings Beat: CACI International reported a Q2 Non-GAAP EPS of $6.81, exceeding expectations by $0.32, indicating strong profitability despite revenue shortfalls.
- Revenue Growth Weakness: The company generated $2.22 billion in revenue for Q2, a 5.7% year-over-year increase, yet fell short of expectations by $60 million, reflecting intensified market competition and project delays.
- Fiscal Year 2026 Guidance: CACI's revenue guidance for FY 2026 is set between $9.3 billion and $9.5 billion, slightly below the consensus of $9.36 billion, highlighting uncertainties in the future market environment.
- Adjusted Income Outlook: The adjusted net income for FY 2026 is projected at $630 million to $645 million, with adjusted diluted EPS expected between $28.25 and $28.92, both higher than prior guidance, indicating confidence in profitability.
See More
Bank of America Names Five Stocks with Upside Potential
- Strong Performance by CACI: CACI's earnings report showcased robust margin expansion and free cash flow generation despite a sluggish award environment, prompting analysts to raise their price target from $670 to $750, reflecting confidence in its continued dominance.
- Growth in Real Estate Investment Trust: Equity LifeStyle Properties reported strong business performance in January, leading analysts to upgrade the stock from neutral to buy, as its age-restricted mobile home portfolio benefits from demographic trends, with steady rent increases contributing to an 8% rise in stock price this year.
- Turning Point for Teledyne: Teledyne exceeded revenue expectations in January, with analysts noting that short-cycle recovery will drive margin expansion, while strong growth in the drone market is anticipated, resulting in a 27% increase in stock price since the beginning of the year.
- Boot Barn's Sustained Growth: Boot Barn continues to show consistent sales momentum, with analysts reiterating a buy rating, arguing that its 21x P/E ratio does not fully reflect its best-in-class growth profile, as third-quarter results aligned with prior expectations, indicating strong market performance.
See More
CACI Named Fortune's Most Admired Company for Ninth Year
- Consecutive Honor: CACI has been named a Fortune World's Most Admired Company for the ninth consecutive year, marking a testament to its outstanding performance and employee commitment, further solidifying its leadership in national security.
- Employee-Driven Success: The dedication of CACI's 26,000 employees is recognized as the cornerstone of the company's success, showcasing a strong corporate culture that enables it to stand out in a competitive environment.
- Innovation and Leadership: CACI received high accolades for its innovation, leadership, and financial soundness, particularly through its #MakingMoves initiative, which enhances employee skills and internal mobility to maintain competitiveness in a rapidly changing industry.
- Strategic Investment Returns: CACI's advancement to sixth place in its category reflects its strategic focus on flexible capital deployment and informed investments, which have expanded its technology portfolio and enhanced its competitive differentiation from peers.
See More
CACI Secures $250 Million Task Order for U.S. Army Spectrum Dominance
- Task Order Value: CACI International has been awarded a five-year task order valued at up to $250 million to enhance spectrum dominance for the U.S. Army, demonstrating the company's strong competitive position in the defense sector.
- Integration Expertise: CACI will leverage its intrinsic knowledge to provide comprehensive integration and sustainment of technology, advancing the Army's multi-domain electronic warfare and spectrum dominance capabilities, thereby solidifying its market position.
- Financial Outlook Upgrade: With the expansion of its technology portfolio, CACI has raised its 2026 free cash flow guidance to $725 million and expects revenue growth of 8% to 10%, reflecting the company's robust growth potential.
- Strategic Implications: This task order not only enhances CACI's influence in defense technology but also lays a solid foundation for future business development, indicating the company's ongoing investment and commitment to national security.
See More
CACI International Reports $2.2B Revenue in Q2 2026 with 11.8% EBITDA Margin
- Strong Financial Performance: CACI reported $2.2 billion in revenue for Q2 2026, reflecting a 5.7% year-over-year growth with 4.5% organic growth, and an EBITDA margin of 11.8%, indicating robust growth in the defense technology sector.
- Increased Free Cash Flow: The company generated $138 million in free cash flow during the second quarter with a DSO of 57 days, showcasing ongoing improvements in cash management and operational efficiency that enhance financial flexibility and investment capacity.
- Acquisition Strategy Advancement: CACI announced the acquisition of ARKA as the latest step in its technology-driven portfolio evolution, expected to further strengthen its competitive position in the national security market and drive future revenue growth.
- Upward Guidance Revision: Management raised fiscal 2026 revenue guidance to between $9.3 billion and $9.5 billion, with EBITDA margin expectations between 11.7% and 11.8%, reflecting confidence in future market opportunities and a positive growth outlook.
See More
Abbott Laboratories Expected to Report $1.50 EPS on $11.81 Billion Revenue
- Abbott Earnings Forecast: Wall Street anticipates Abbott Laboratories (NYSE:ABT) will report quarterly earnings of $1.50 per share with revenues of $11.81 billion before the market opens, indicating stable growth potential in the healthcare sector.
- Kinder Morgan Financial Results: Kinder Morgan (NYSE:KMI) reported upbeat fourth-quarter results but lowered its adjusted earnings guidance for 2026; however, the board approved a cash dividend of $0.2925 per share, up 2% year-over-year, demonstrating a commitment to shareholder returns.
- CACI Performance Exceeds Expectations: CACI International Inc. (NYSE:CACI) posted better-than-expected earnings for the second quarter and raised its FY2026 guidance, reflecting strong demand in the defense and information technology sectors.
- Procter & Gamble Earnings Expectations: Analysts expect Procter & Gamble Co. (NYSE:PG) to report quarterly earnings of $1.86 per share on revenues of $22.28 billion before the market opens, although its stock fell 0.4% in after-hours trading, the market remains optimistic about its long-term growth prospects.
See More
CACI International Q2 Non-GAAP EPS Beats Expectations, Revenue Guidance Misses
- Earnings Beat: CACI International reported a Q2 Non-GAAP EPS of $6.81, exceeding expectations by $0.32, indicating strong profitability despite revenue shortfalls.
- Revenue Growth Weakness: The company generated $2.22 billion in revenue for Q2, a 5.7% year-over-year increase, yet fell short of expectations by $60 million, reflecting intensified market competition and project delays.
- Fiscal Year 2026 Guidance: CACI's revenue guidance for FY 2026 is set between $9.3 billion and $9.5 billion, slightly below the consensus of $9.36 billion, highlighting uncertainties in the future market environment.
- Adjusted Income Outlook: The adjusted net income for FY 2026 is projected at $630 million to $645 million, with adjusted diluted EPS expected between $28.25 and $28.92, both higher than prior guidance, indicating confidence in profitability.
See More
