CACI International Inc (CACI) AI Stock Analysis

NYSE: CACIAI research summary: business, growth, valuation, analysts, bull and bear case.

CACI AI stock analysis summary

AI Research

CACI International Inc (CACI) delivers technology solutions and mission support to defense, intelligence, and federal civilian agencies. In FY2026, revenue increased 10.9% to $9.57B, while diluted earnings per share reached $29.84. The stock trades at a trailing P/E of 25.4x with an enterprise value of $18.82B against total debt of $5.33B.

Market cap
$13.58B
Revenue (TTM)
$9.57B
P/E
25.4x
fwd 17.8x
1Y return
18.5%
S&P 500 16.8%
Avg. target
$732.60
19.3% vs last close

Bull case

  • CACI generated FY2026 revenue of $9.57B, capping a 5-year revenue compound annual growth rate of 9.6%.
  • The company generated $780.1M in free cash flow during FY2026 from $886.7M in operating cash flow.
  • Consensus forecasts anticipate 12.5% EPS growth in FY2027 with projected EPS of $33.55 and revenue of $10.77B.

Bear case

  • CACI carries $5.33B in total debt and $5.14B in net debt against $191.8M in cash and short-term investments.
  • Quarterly earnings declined 1.2% year-over-year in the latest quarter ended June 30, 2026.
  • Trailing twelve-month operating margin of 10.1% remains below the US-listed Technology peer median of 13.2%.

What CACI International does

CACI International Inc delivers technology and information solutions through two primary segments: Domestic Operations and International Operations. The Domestic Operations segment supports U.S. federal government agencies and commercial enterprises with digital solutions, C4ISR, cyber and space operations, engineering services, enterprise IT, and mission support. Its technological focus includes software-defined solutions, electronic warfare, counter-unmanned aircraft systems, and platform integration. The International Operations segment provides IT services, proprietary software products, and data to commercial and government customers across the United Kingdom and continental Europe. Headquartered in Reston, Virginia, CACI employs approximately 27,000 people.

Growth and profitability

Between FY2022 and FY2026, CACI produced a 5-year revenue compound annual growth rate of 9.6%, increasing total revenue from $6.20B to $9.57B. Revenue grew 10.9% in FY2026, following annual gains of 12.6% in FY2025 and 14.3% in FY2024. Gross margin expanded to 33.2% in FY2026, while operating margin reached 9.6%. Net income rose from $366.8M in FY2022 to $535.8M in FY2026, increasing diluted EPS from $17.81 to $29.84. For the trailing twelve months, operating margin was 10.1% and profit margin was 5.6%. In the latest quarter ended June 30, 2026, quarterly revenue rose 17.6% year-over-year, while quarterly earnings declined 1.2%.

CACI income statement →

Balance sheet and cash flow

As of June 30, 2026, CACI held $191.8M in cash and short-term investments against total debt of $5.33B, resulting in net debt of $5.14B. Total assets stood at $11.82B and shareholders' equity was $4.46B, yielding a debt-to-equity ratio of 1.20 and a current ratio of 1.48. FY2026 operating cash flow reached $886.7M, funding capital expenditures of $106.7M and generating free cash flow of $780.1M. The company also allocated $17.1M to share buybacks, contributing to a 5-year share count change of -5.8%.

CACI balance sheet →

Valuation and performance

CACI has a market capitalization of $13.58B and an enterprise value of $18.82B. Its trailing P/E of 25.4x and forward P/E of 17.8x sit below the median of its US-listed Technology peers at 28.1x and 18.8x, respectively. The stock's price-to-sales ratio is 1.4x, below the peer median of 2.8x, while its EV/EBITDA of 16.5x aligns closely with the peer median of 16.6x. Over the past year, CACI achieved a return of 18.5% compared to 16.8% for the S&P 500 (SPY), and delivered a 5-year return of 117.9% versus 83.0% for SPY.

CACI key metrics →

What analysts expect

Wall Street analysts maintain 12 Strong Buy, 1 Buy, 3 Hold, 1 Sell, and 0 Strong Sell ratings on CACI. The mean price target of $732.60 represents an implied upside of 19.3% over the last close of $614.31. For the current fiscal year ending June 30, 2027, consensus estimates project EPS of $33.55 on revenue of $10.77B, representing estimated EPS growth of 12.5%. CACI has posted 4 EPS beats across the last 4 quarters, and its next earnings date is October 21, 2026.

CACI forecast and price target →

Key risks and what to watch

  • Total debt of $5.33B exceeds shareholders' equity of $4.46B, resulting in a debt-to-equity ratio of 1.20.
  • Profit margins are slim, with trailing twelve-month profit margin at 5.6% and return on assets at 5.8%.
  • The stock trades 8.7% above its 200-day average, leaving it exposed if sentiment softens from its 52-week high of $683.50.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this CACI AI stock analysis

This page is an AI-written research summary of CACI International Inc (CACI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: CACI income statement, CACI balance sheet, CACI key metrics, CACI analyst forecast, CACI chart. See the CACI stock overview for the latest quote and news.

CACI AI stock analysis FAQ

Does CACI pay a dividend?

CACI does not pay a dividend, deploying capital toward operations and share buybacks such as the $17.1M spent in FY2026.

What is CACI's total debt?

As of June 30, 2026, CACI had total debt of $5.33B and cash of $191.8M, representing net debt of $5.14B and a debt-to-equity ratio of 1.20.

What is the analyst price target for CACI?

The mean analyst price target is $732.60, representing a 19.3% premium over the last close of $614.31.

When will CACI report earnings next?

CACI's next earnings report is scheduled for October 21, 2026.

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