CACI International (NYSE:CACI) Shares Up 15.7% After Strong Earnings

CACI International, Inc. (NYSE:CACI) shares were up 15.7% during trading on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $593.37 and last traded at $599.6020. 48,053 shares traded hands during mid-day trading, a decline of 83% from the average session volume of 289,155 shares. The stock had previously closed at $518.03.

The information technology services provider reported $8.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.26 by $1.65. CACI International had a net margin of 5.86% and a return on equity of 15.90%. The business had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.70 billion. During the same quarter last year, the business posted $8.40 EPS. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. CACI International has set its FY 2027 guidance at 32.960-33.860 EPS.

CACI International News Roundup

Here are the key news stories impacting CACI International this week:

• Positive Sentiment: Quarterly earnings significantly exceeded expectations. CACI reported fiscal Q4 earnings of $8.91 per share, compared with the $7.26 analyst consensus and $8.40 in the prior-year quarter. Revenue rose 17.6% year over year to $2.71 billion, also slightly ahead of estimates. CACI International Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Full-year performance showed double-digit growth. Coverage highlighted double-digit revenue growth for both the fourth quarter and fiscal 2026, along with contract awards that support continued demand for CACI’s government technology and defense services. CACI Posts Double-Digit Growth in Q4 and Full FY 2026 Revenues
• Positive Sentiment: Fiscal 2027 earnings guidance was above consensus. CACI forecast EPS of $32.96–$33.86, exceeding the $31.25 analyst estimate. Revenue guidance of $10.7–$10.9 billion was broadly in line with expectations, suggesting earnings growth and operating execution are the primary positives. CACI International Fiscal Q4 Earnings Snapshot
• Neutral Sentiment: Investors may focus on whether the earnings outperformance and contract momentum can continue, particularly as the revenue outlook was only modestly ahead of—or in line with—expectations. The company reported a 5.86% net margin and 15.90% return on equity.

Wall Street Analysts Forecast Growth

CACI has been the subject of several research analyst reports. BNP Paribas Exane assumed coverage on CACI International in a research note on Wednesday, May 27th. They set a “neutral” rating and a $550.00 target price for the company. Jefferies Financial Group dropped their price objective on shares of CACI International from $550.00 to $510.00 and set a “hold” rating for the company in a research note on Wednesday, July 1st. TD Cowen dropped their price target on CACI International from $625.00 to $550.00 and set a “buy” rating for the company in a research note on Tuesday, July 7th. Citigroup reduced their price objective on CACI International from $555.00 to $519.00 and set a “neutral” rating on the stock in a research report on Wednesday, July 1st. Finally, Weiss Ratings cut CACI International from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, May 19th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $609.09.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Thurston Springer Miller Herd & Titak Inc. acquired a new position in CACI International during the 2nd quarter worth about $32,000. Harbor Investment Advisory LLC increased its stake in shares of CACI International by 520.0% in the second quarter. Harbor Investment Advisory LLC now owns 248 shares of the information technology services provider’s stock valued at $115,000 after buying an additional 208 shares during the period. CX Institutional raised its position in shares of CACI International by 12.5% during the second quarter. CX Institutional now owns 3,717 shares of the information technology services provider’s stock worth $1,722,000 after acquiring an additional 412 shares during the last quarter. Argent Capital Management LLC acquired a new position in shares of CACI International in the first quarter worth approximately $5,158,000. Finally, EverSource Wealth Advisors LLC lifted its stake in shares of CACI International by 9.7% in the first quarter. EverSource Wealth Advisors LLC now owns 395 shares of the information technology services provider’s stock worth $215,000 after acquiring an additional 35 shares during the period. 86.43% of the stock is owned by institutional investors.

CACI International Price Performance

The firm has a market capitalization of $13.64 billion, a P/E ratio of 25.42, a PEG ratio of 1.63 and a beta of 0.53. The company has a fifty day moving average of $491.24 and a 200 day moving average of $541.34. The company has a debt-to-equity ratio of 1.20, a current ratio of 1.61 and a quick ratio of 1.61.

About CACI International

CACI International Inc is a leading provider of information solutions and services to the U.S. federal government, with a primary focus on defense, intelligence, homeland security and federal civilian agencies. The company delivers advanced technology and domain expertise to support mission-critical operations, offering capabilities in areas such as data analytics, cyber security, network integration, enterprise IT modernization and logistics support. By integrating software, hardware and professional services, CACI helps clients enhance situational awareness, improve decision making and maintain critical infrastructure resilience.

Founded in 1962 and headquartered in Arlington, Virginia, CACI has evolved from a small consulting operation into a global enterprise.