Recent developments highlight CACI's fiscal 2027 first quarter revenues, fiscal year-end change, annual meeting outcomes, backlog, and contract awards.

• CACI International Inc reported fiscal 2027 first quarter revenues of $2.5 billion [N1].
• The company changed its fiscal year end to December 31 and amended its by-laws in October 2026 [N2].
• CACI topped Q1 earnings metrics and reported strong financial performance [N3][N4].
• Shareholders elected directors and approved executive compensation at the 2026 annual meeting [N5].
• CACI highlighted a strong fiscal year 2026 with a $32 billion backlog and an ARKA deal at its annual meeting [N6].
• CACI International Q4 fiscal 2026 earnings showed revenue growth year-over-year [N8].
• CACI was awarded a $416 million task order to sustain and modernize U.S. Navy maintenance systems [S2].

CACI's broad portfolio of advanced technology and expertise aligned with critical national security needs positions it well within a stable government contracting environment. Its strong backlog, recent contract awards, and strategic acquisitions enhance its capability to serve evolving customer demands. The company's emphasis on innovation, talent development, and culture supports sustained operational execution. Its diversified contract types and customer base provide resilience against funding fluctuations.

CACI operates in a highly competitive industry with larger and financially stronger competitors, including non-traditional entrants. Its reliance on government funding subjects it to budgetary and political risks beyond its control. Contract terminations or non-renewals, though historically rare, pose operational risks. The company's relatively small market share and dependence on winning competitive bids may limit growth. Integration risks from acquisitions and maintaining specialized talent also present challenges.

CACI's moat derives from its specialized technology and expertise tailored to national security and government customers, long-term customer relationships, and a strong record of program delivery. Its comprehensive knowledge of agency policies and operations, combined with advanced technology offerings and a robust talent base, create barriers to entry. The company's strategic acquisitions and partnerships further strengthen its competitive position. Additionally, the complexity and scale of government contracts and the company's compliance and ethics culture contribute to its defensibility.

• Government Funding and Budget Risks: CACI's business depends heavily on U.S. government and foreign government funding decisions, which are subject to political and budgetary uncertainties that can affect contract awards and renewals.
• Competitive Industry Landscape: The company faces intense competition from larger firms and non-traditional players in technology and government contracting, which may impact its ability to secure new contracts and grow market share.
• Contractual Risks: Government contracts often allow termination for convenience or default, which could materially impact operations if exercised. Fixed-price contracts carry financial risk if costs exceed estimates.
• Talent Acquisition and Retention: CACI's success relies on attracting and retaining highly skilled professionals in a competitive labor market, which is critical for maintaining its technology and expertise offerings.
• Integration of Acquisitions: The company has completed multiple acquisitions recently, and challenges in integrating these businesses could affect operational performance and strategic objectives.

• CACI International Inc is a Delaware holding company operating primarily through subsidiaries in the U.S. and Europe, providing technology and expertise to national security customers in intelligence, defense, and federal civilian sectors domestically and internationally.
• CACI's technology offerings include agile software development, advanced data platforms and analytics augmented by AI, ERP systems, electromagnetic spectrum capabilities, space-based sensors, photonics, and network modernization.
• Expertise includes software development, data and business analysis, operations support, naval architecture, engineering, intelligence and special operations support, and network exploitation analysis.
• CACI's customers are primarily U.S. government agencies and departments, foreign governments, and commercial enterprises, with domestic operations representing approximately 97% of revenues and international operations about 3%.
• The company operates in several domestic market areas: C3I (command, control, communications, intelligence), Cyber (full-spectrum cyber capabilities), Digital Solutions (enterprise modernization and automation), Enterprise IT (modernizing and sustaining IT ecosystems), Mission and Engineering Support, Space domain awareness and intelligence, and Spectrum Superiority (software-defined and hardware-enabled electromagnetic spectrum technologies).
• CACI competes in a highly competitive industry with many larger and financially stronger competitors, including non-traditional players in cloud computing, cyber, satellite operations, and business systems.
• CACI has a relatively small share of the addressable market and pursues growth organically and through strategic acquisitions, completing eight acquisitions over the past three fiscal years to enhance technology and customer presence.
• The company’s contracts with the U.S. government and others include fixed-price, cost reimbursement, time-and-materials, IDIQ, and GWACs, with top ten contracts accounting for 22.5% of revenues in fiscal 2026.
• CACI employs approximately 27,000 full and part-time employees as of June 30, 2026, emphasizing talent acquisition, development, retention, and a culture based on character and innovation.
• CACI maintains a strong culture with high employee engagement, ethics and compliance training, leadership development programs, and a comprehensive well-being program including flexible time off and financial wellness resources.
• CACI owns patents, trademarks, copyrights, and trade secrets that contribute to competitive differentiation, though its operations are not substantially dependent on IP protections.
• Financial snapshot as of September 30, 2026 (Q1 FY2027): cash and equivalents of $279.4 million, current assets of $2.43 billion, current liabilities of $1.51 billion, current ratio of 1.61, cash ratio of 0.19, net income of $130.4 million, basic EPS of $5.90, diluted EPS of $5.84.
• CACI reported fiscal 2027 first quarter revenues of $2.5 billion.
• CACI changed its fiscal year end to December 31 and amended its by-laws in October 2026.
• CACI highlighted a strong fiscal year 2026 with a $32 billion backlog and an ARKA deal at its annual meeting.
• CACI shareholders elected directors and approved executive compensation at the 2026 annual meeting.
• CACI's Q4 fiscal 2026 earnings showed revenue growth year-over-year.
• CACI was awarded a $416 million task order to sustain and modernize U.S. Navy maintenance systems.
• CACI's business is subject to government funding decisions and contract risks, including termination for convenience or default, though such terminations have been rare and not materially affected operations.