CACI International Inc Class A (CACI)

In the past six months, CACI reported strong financial results for its fiscal first quarter ended September 30, 2025, with revenues up 11.2% year-over-year and contract awards of $5.0 billion, and its fiscal 2026 third-quarter results in April 2026, with earnings per share exceeding analyst expectations. CACI won its fifth Edison Award for Electronic Warfare Technology in April 2026, secured additional work from the U.S. Navy in May 2025, delivered tactical satellite communications support, enhanced software development and sustainment, earned the 2026 USA TODAY Top Workplaces Award, continued to modernize the U.S. Army's Human Capital Management System, appointed Christopher Monoski as Executive Vice President, Manufacturing, achieved Amazon Web Services Managed Service Provider status, and Truist Securities reiterated a Buy rating on CACI stock with a price target of $800.00. CACI was invited to participate in three government-sponsored Counter-Unmanned Aircraft Systems (C-UAS) demonstrations and was awarded a five-year task order valued at up to $212 million to deliver software-defined enterprise-level network modernization. Over the last six months, CACI's stock price has decreased by 18.1% as of April 2, 2026. As of May 8, 2026, the stock price had decreased by 16.50% in the past month and had a year-to-date return of -9.27%, while showing a 1.18% increase over the last 12 months.

Information regarding specific demand seasonality for CACI International's products and services is not explicitly detailed. Demand may be influenced by government fiscal cycles and budgeting processes, but specific seasonal trends are not elaborated upon.

CACI International Inc. is an American multinational company providing IT solutions and services to U.S. government agencies, including intelligence, defense, and federal civilian customers. Its main sector is Information Technology Services and Technology, focusing on Systems and Information Management, IT, Consulting, Outsourcing, and Defense. CACI offers functional software development, data and business analysis, IT operations support, naval architecture, life cycle support intelligence, agile development, cybersecurity, data analytics, enterprise IT, control, communications, intelligence technology, networks, cyber solutions, digital solutions, mission and engineering support, space solutions, spectrum superiority, optical communications, counter Unmanned Systems (UxS) technology, and network modernization services. Historically, the company commercialized the SIMSCRIPT simulation programming language.

CACI International is headquartered in Reston, Virginia, and operates across 678 locations, with a significant concentration of employees in Arlington and Reston, VA. While primarily serving U.S. government agencies, CACI also has international operations, providing expertise and technology to government and commercial customers in the United Kingdom, continental Europe, and around the world. CACI's U.K. operations have generated record revenue.

CACI International has maintained a strong brand reputation, marked by several recognitions. CACI was named to the inaugural Forbes 2025 list of America's Most Trusted Companies. The company has also been consistently recognized as a Fortune World's Most Admired Company for the eighth consecutive year in February 2025 and for the ninth consecutive year in January 2026. CACI earned the 2026 USA TODAY Top Workplaces Award. Forbes also recognized CACI on lists such as America's Dream Employers, America's Best Employers for Engineers, America's Best Companies, Best Employers for Veterans, Best Employers for Women, Best Employers for New Grads, and America's Best Large Employers.

CACI International Inc.'s ownership is predominantly institutional, with institutional investors holding the vast majority of the stock. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Morgan Stanley, State Street Corp., Fmr Llc, Boston Partners, Bank Of America Corp /de/, Dimensional Fund Advisors Lp, Wellington Management Group Llp, and Geode Capital Management, Llc. The largest individual shareholder is Blue Harbour Group LP, holding a significant stake, while insider ownership represents a small but notable portion of CACI stock.