CACI International Inc Class A (CACI)

Over the past six months, CACI's stock has been influenced by several key events. Lisa S. Disbrow became the Chair of the Board in July 2025. CACI reported its fiscal year 2025 fourth-quarter and full-year results in August 2025, announcing annual revenues of $8.6 billion and diluted EPS of $22.32. In October 2025, CACI secured a $73 million contract to modernize the Department of the Air Force's network and was awarded a 5-year blanket purchase agreement for desktop support services to the Department of Homeland Security. In December 2025, CACI announced an agreement to acquire ARKA Group L.P. for $2.6 billion and secured a $145 million order to continue supporting the U.S. Navy Portsmouth Naval Shipyard. CACI appointed Michael Gilday and David Keffer to its Board of Directors in late December 2025. In January 2026, CACI was awarded a $416 million task order to sustain and modernize systems for the U.S. Navy and is scheduled to release its fiscal year 2026 second-quarter financial results on January 21, 2026. Analyst firms have maintained or raised their price targets and ratings for CACI, and CACI's stock surged 3.8% on January 9, 2026.

CACI International's business is generally not seasonal. However, revenues can be affected by the summer and holiday seasons due to the impact of holidays and vacations on labor. Variations in business may also occur when major contracts expire until they are renewed or new business is secured. The U.S. government's fiscal year ends on September 30, which can also influence business cycles.

CACI International, Inc. is a provider of information technology solutions and services, primarily serving the U.S. federal government and commercial markets. CACI operates within the Information Technology, Consulting, Outsourcing, and Defense sectors, delivering a range of products and services to support national security missions and government modernization. The company is also a significant player in network modernization and software development.

CACI International's operations span North America and Europe through its subsidiaries. Its headquarters are located in Reston, Virginia, U.S. Domestically, CACI maintains 41 office and retail locations across the United States. Internationally, its primary operations are conducted through subsidiaries in the United Kingdom and continental Europe, serving both government and commercial clients.

CACI International has maintained a strong brand reputation over the past year. The company was recognized as a Fortune World's Most Admired Company for the eighth consecutive year in 2025 and was named a Top Workplace USA for the fifth consecutive year in 2025. CACI's AI Brand Visibility shows a low level of exposure in AI results, indicating a need for increased recognition in AI model responses.

CACI International's ownership is predominantly institutional, with these investors holding over 93% of the company's stock as of June 2, 2025. Blue Harbour Group LP is identified as the largest individual shareholder, holding 2.34 million shares, representing 10.62% of the company. Insider ownership is minimal.