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CACI International
CACI International (CACI) investor relations material
CACI International TD Cowen 47th Annual Aerospace & Defense Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 47th Annual Aerospace & Defense Conference summary12 Feb, 2026
Strategic direction and business model
Focused on long-term growth, emphasizing free cash flow per share and technology-driven solutions over traditional labor-based models.
Transitioned to an outcome-based, software-first approach since 2019, reducing reliance on headcount and increasing efficiency through AI and automation.
Competes primarily with technology and defense companies, not traditional government services firms, due to its agile, software-led model.
Business development strategy centers on targeted, high-quality bids and early customer engagement, investing ahead of need.
Maintains a disciplined approach, bidding less to win more and focusing on well-funded, high-priority federal markets.
Technology and innovation
AI and large language models are leveraged to increase efficiency, reduce manual labor, and process vast data sets, especially in enterprise IT and imagery analysis.
Agile software development and commercial best practices enable rapid response to evolving national security threats.
Differentiates by building specialized, mission-driven software for federal clients, creating high barriers to entry for competitors.
Recent acquisition of ARKA enhances capabilities in space-based optics and agentic AI, enabling integration of GEOINT and signals intelligence for actionable insights.
ARKA acquisition is immediately accretive to EBITDA margin and growth, with significant long-term market potential.
Market positioning and financial outlook
Operates in seven national security-focused federal markets with stable, bipartisan funding.
Electronic warfare segment has grown rapidly since 2019, now generating $2 billion in revenue with strong margins.
OTA (Other Transaction Authority) contracts align well with the company’s agile, investment-driven model, accelerating program delivery and growth.
Maintains a four-year backlog with average contract durations approaching six years, supporting long-term revenue stability.
Guidance for the fiscal year remains strong, with a sequential revenue increase in Q4 driven by EW deliveries and program ramps; three-year targets reaffirmed.
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Next CACI International earnings date
Citi's Global Industrial Tech & Mobility Conference 202617 Feb, 2026
CACI International
Next CACI International earnings date
Citi's Global Industrial Tech & Mobility Conference 202617 Feb, 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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