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CACI · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is CACI International Inc (CACI) stock moving?
CACI's fiscal Q1 2027 results (reported Oct 21) were strong: revenue rose 8.2% to $2.47B, adjusted diluted EPS rose 11.8% to $7.66, EBITDA rose 22.4% to $328.8M, and book-to-bill was 2.0x on $4.8B of awards. Management raised FY27 revenue and adjusted EPS guidance. Free cash flow fell 6.6% to $133.5M and DSO rose to 59 days from 56, which are the main weak points. Two recent contract wins add support: a five-year task order worth up to $185M from the Army (Oct 29) and a five-year $108M Air Force DEAMS award (Nov 3). The stock rose from about $619 on Oct 22 to a Nov 3 high of $694, then fell 7% to $632 on Nov 4 on volume of 392K shares, and dropped further to $604.51 on Nov 5 and a $578.90 low on Nov 6. None of the news items explain that selloff. The stock has since recovered to $647.57 on Nov 10 with a VWAP of $641.85, but it remains below the early-November highs. The fiscal year-end change to December 31 with a July 1 to December 31, 2026 transition period is an administrative item.
News behind the analysis
- CACI Named 'Contractor of the Year' at 2026 Greater Washington Government Contractor AwardsCACI was named Contractor of the Year at the 2026 Greater Washington Government Contractor Awards, which the company cites as evidence of its strong business performance and growth.
- CACI Awarded $108 Million U.S. Air Force Contract for DEAMS ModernizationCACI won a five-year, $108 million U.S. Air Force contract to sustain and modernize the Defense Enterprise Accounting and Management System (DEAMS).
- CACI International Receives Five- Year, $108M U.S. Air Force Contract To Advance Financial Transparency, Operational Efficiency, Mission ReadinessBenzinga reports the same five-year, $108 million Air Force DEAMS award, covering financial transparency and mission readiness goals.
- CACI's Good Dogs for Great Americans Program Reaches $50,000 MilestoneCACI's philanthropy program reached a $50,000 funding milestone to train and place a service dog for a veteran. This is minor news with no financial impact.
- CACI Awarded $185 Million U.S. Army Task Order for Expeditionary Energy and Sustainment SystemsCACI secured a five-year task order worth up to $185 million to provide technology and integration support for the Army's Program Manager Expeditionary Energy and Sustainment Systems (PM E2S2).
- CACI International Receives Five-Year, $185M U.S. Army Contract To Produce, Integrate Technologies For Contested, Austere EnvironmentsBenzinga reports the same five-year, up to $185 million Army award for expeditionary energy and sustainment systems.
About CACI INTERNATIONAL CLA
CACI International is a Reston, Virginia-based contractor that calls itself a "technology-first national security company." It provides software, IT, electronic warfare, signals intelligence and space technology to US defense and intelligence agencies, and it recently bought ARKA Group to build out its space and sensor capabilities.
How it makes money
Almost all of its revenue comes from US government contracts. Defense and intelligence customers make up the largest share, and commercial and other customers are only about 4% of the total. It earns money through a mix of expertise-based services (people providing IT, engineering and mission support) and technology (software and hardware products). Revenue for the fiscal year ended June 2026 was about $9.6 billion, up roughly 11%, and the company reported a contract backlog of about $32 billion.
What usually moves CACI
- US defense and intelligence budgets
- Contract awards, re-competes and backlog
- Government shutdowns and continuing resolutions
- Acquisitions such as ARKA and their integration
- Profit margins and free cash flow