CACI International Inc Class A (CACI)

In October 2025, CACI reported strong fiscal year 2026 results, leading to a stock price surge. In January 2026, the stock reached an all-time high, but declined in March-April 2026. In March 2026, CACI closed a $500 million offering of Senior Notes. Q2 FY2026 revenues fell short of expectations, with a low book-to-bill ratio. Wells Fargo initiated coverage with an 'overweight' rating in April 2026. Over the last 12 months, CACI's stock price increased.

Demand for CACI's services is generally consistent due to the long-term objectives of the U.S. federal government. Government spending on IT modernization, cybersecurity, intelligence, and defense provides steady demand. Stock price performance can exhibit some seasonality, but this does not significantly affect demand for core services.

CACI International, Inc. is a multinational company providing IT and professional services to the U.S. federal government, including intelligence, defense, and civilian sectors. It operates in IT Services & Consulting, Systems and Information Management, and Aerospace & Defense. CACI offers agile development, cybersecurity, data analytics, enterprise IT, cloud solutions, network modernization, IT service delivery, and cyber defense. They also provide data, software products (SIGINT, EW, ISR), optical communications technology, and the SIMSCRIPT simulation language.

CACI International is headquartered in Reston, Virginia, and operates across the United States and Europe. Its International Operations segment serves over 50 global markets, primarily in the United Kingdom and continental Europe.

CACI International has maintained a strong brand reputation, being consistently recognized as a Fortune World's Most Admired Company for the eighth and ninth consecutive years. It was also included in Forbes' inaugural 2025 list of America's Most Trusted Companies. However, CACI's reputation was negatively impacted by a federal jury finding them responsible for abuses at Abu Ghraib prison, awarding damages to Iraqi men, a verdict upheld by the Fourth Circuit Court of Appeals.

CACI International is predominantly owned by institutional investors, holding approximately 80.83% to 87.31% of the stock. Key shareholders include Vanguard Group Inc, BlackRock, Inc., and Morgan Stanley. Individual investors and company insiders hold smaller stakes, with insiders owning around 0.99% to 1.15% of the stock. Blue Harbour Group LP is a significant individual shareholder.