CACI International Inc Class A (CACI)

In October 2025, CACI reported strong first-quarter fiscal year 2026 results, with revenue increasing by 11.2% and a total backlog of $33.9 billion. In January 2026, CACI announced its fiscal second-quarter 2026 results, with revenues up 5.7% and raised its fiscal year 2026 guidance, also announcing the acquisition of ARKA Group L.P. for $2.6 billion. In March 2026, CACI completed the acquisition of ARKA Group, closed a $500 million offering of senior notes, and was awarded an $85 million task order to enhance U.S. Navy cybersecurity. As of March 30, 2026, CACI's stock price increased by 49.58% over the last 12 months, with a year-to-date return of 4.98%, but decreased by 8.31% in the past month.

CACI International Inc.'s business is influenced by its role as a U.S. federal government contractor, with government contracting often exhibiting seasonality towards the end of the U.S. government's fiscal year. The company's strong backlog and consistent contract awards suggest a relatively stable demand driven by national security priorities and government modernization initiatives. CACI proactively maintains demand by investing ahead of need and aligning its business to customer demand and the evolving global threat environment.

CACI International Inc. is a multinational professional services and IT company headquartered in Reston, Virginia, primarily serving as a U.S. federal government contractor. It provides expertise and technology solutions for national security missions and government modernization, focusing on intelligence, defense, and federal civilian customers. CACI's major products and services include control, communications, and intelligence technology and networks, cyber solutions, digital solutions, enterprise IT, mission and engineering support, space solutions, spectrum superiority, proprietary data and software products, business system solutions, health, and investigation and litigation support.

CACI International Inc. operates in the United States and Europe, with its primary customer base being the U.S. federal government. It also serves international government and commercial customers, particularly in the United Kingdom and continental Europe, and around the world. The company has approximately 27,000 employees worldwide.

CACI International maintains a strong brand reputation, earning recognition as a Fortune World's Most Admired Company for the ninth consecutive year. It is a member of the Fortune 500, Russell 1000, and S&P MidCap 400 indices and has been named a Top Workplace USA for five consecutive years. CACI has also been recognized on Forbes lists for veteran hiring and inclusivity and received Edison Awards for its Dark Web Analytics Technology and CrossBeam. The company was ranked #20 on Defense News Top 100 2025 List and #10 on Washington Technology 2025 Top 100, and its President and CEO John Mengucci was named 'Executive of the Year' by ACG National Capital.

CACI International Inc.'s ownership is predominantly institutional, with key shareholders including Vanguard Group Inc., BlackRock, Inc., and Morgan Stanley. While institutional ownership is dominant, individual investors also hold stakes, with Blue Harbour Group LP noted as a significant individual shareholder. Insider ownership is minimal.