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CACI International (CACI) investor relations material
CACI International Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary23 Oct, 2025
Executive summary
Q1 FY26 revenue grew 11.2% to $2.3B, with 5.5% organic growth, $143M free cash flow, and 11.7% EBITDA margin, driven by strong program execution and technology mix.
Net income was $124.8M, with adjusted diluted EPS of $6.85, up 16% year-over-year; adjusted net income reached $151.7M.
Secured $5B in contract awards, book-to-bill ratio of 2.2x, and backlog of $34B, with over half of awards from new business.
Reaffirmed FY26 guidance and three-year financial targets, citing resilience amid government shutdown and strong national security focus.
Continued focus on government modernization, national security, and major wins in counter-UAS, digital modernization, and electromagnetic spectrum operations.
Financial highlights
Q1 revenue was $2.29B–$2.3B, up 11.2% year-over-year, with 5.5% organic growth.
EBITDA margin improved to 11.7%, up 120 bps year-over-year; EBITDA was $268.6M.
Adjusted diluted EPS rose to $6.85; free cash flow was $143M; DSO at 56 days.
Net income for Q1 was $124.8M, up 3.9% year-over-year.
Operating income increased 18% to $212.3M; direct and indirect costs rose in line with revenue.
Outlook and guidance
FY26 guidance reaffirmed: revenue $9.2–$9.4B, mid-11% EBITDA margin, adjusted net income $605–$625M, adjusted diluted EPS $27.13–$28.03, free cash flow at least $710M.
Q2 EBITDA margin expected around 11%; revenue expected to be relatively flat sequentially.
Over 92% of FY26 revenue expected from existing programs, with less than 4% from recompetes and 4% from new business.
Free cash flow guidance includes $50M in tax benefits and a $40M tax refund.
Explain the 9-day increase in DSO
What caused the 92.6% rise in interest expense?
When will details on unannounced awards be available?
CACI's Counter-UAS differentiation strategy?
International market expansion strategy?
M&A pipeline focus areas?
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Next CACI International earnings date
Q2 202622 Jan, 2026
Next CACI International earnings date
Q2 202622 Jan, 2026
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Frequently asked questions
CACI International Inc. provides information technology and professional services primarily to U.S. federal government agencies. Its services include cybersecurity, systems integration, data analytics, and mission support for defense, intelligence, and civilian operations. The company is headquartered in Reston, Virginia, and its shares are listed on the NYSE.
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