EarningsQ4 2026 Earnings Report

Caci International (CA8A) Q4 2026 Earnings Report

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Previous Report: Q3 2026

DE:CA8A Q4 2026 EPS Results

Actual EPS€7.82

Consensus EPS€6.49

Beat/MissBeat by +€1.33

One Year Ago EPS€7.37

DE:CA8A Q4 2026 Revenue Results

Actual Revenue€2.38B

Expected Revenue€2.37B

Beat/MissBeat by +€12.16M

YoY Revenue Growth+17.57%

Earnings Announcement Details

QuarterQ4 2026

Date08/05/2026

TimeAfter Close

Conference CallWednesday, August 5, 2026

DE:CA8A Upcoming Earnings

Caci International's next earnings date is estimated for October 28, 2026, based on past reporting schedules.

Q4 2026 Earnings Call Audio

DE:CA8A Q4 2026 Earnings Call

0:00 / 0:00

Q4 2026 Earnings Slide Deck

Q4 2026 Earnings Call Summary

Q4 2026

Earnings Call Date:Aug 05, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized strong, broad-based financial performance (double-digit revenue growth, margin expansion, record free cash flow, and robust backlog/funded backlog growth), significant program wins across EW, space and counter-UAS, successful ARKA integration, and proactive capital/organizational actions. Near-term challenges noted include award timing uncertainty driven by government procurement dynamics, some modest total backlog growth versus funded backlog gains, acquisition-related costs and elevated but improving leverage, and potential short-term margin variability tied to mix and fixed-price work. Overall, the positives substantially outweigh the manageable lowlights.

Company Guidance

CACI guided to fiscal 2027 revenue of $10.65–$10.85 billion (growth of 11.3%–13.4%, including ~ $500 million of acquired revenue), EBITDA margins in the high‑12% range (about +50 bps at the midpoint and ~250 bps vs. five years ago), adjusted net income of $735–$755 million (adj. diluted EPS $32.96–$33.86), and free cash flow of at least $900 million (FCF per share growth ≈22%), noting FCF includes a delayed $40 million tax refund and a $115 million cash benefit from Section 174; management expects adjusted net income conversion ≥100% for a second straight year, Q1 organic growth in the low single digits, a revenue mix of ~83% existing programs / 9% recompetes / 8% new business, funded backlog up 29% (total backlog >$32 billion, +2% YoY), pro‑forma leverage at 3.7x with a return to the low‑3s by June 2027, and that these assumptions put the company on track to outperform its 3‑year targets (having already beaten a $1.6 billion 3‑year FCF target by 31% to at least $2.1 billion and expecting 3‑year EBITDA margins of ~11.9%–12%).

Strong Revenue Growth

Fiscal 2026 revenue of $9.6 billion, up 10.9% year-over-year (7.2% organic). Q4 revenue of $2.7 billion, up 17.6% year-over-year (11.6% organic). Fiscal 2027 guidance calls for revenue between $10.65B and $10.85B (11.3%–13.4% growth).

Improved Profitability and Margins

Fiscal 2026 EBITDA margin of 12.3%, a 110 basis-point increase versus prior year; Q4 EBITDA margin of 13%, up 150 basis points year-over-year. Company now delivering nearly $1.2 billion of annual EBITDA.

Big Free Cash Flow Generation

Fiscal 2026 free cash flow of $735 million. Q4 free cash flow of $233 million. Fiscal 2027 free cash flow expected to be at least $900 million, representing ~22% growth in FCF per share.

EPS Growth and Guidance

Fiscal 2026 adjusted diluted EPS of $29.83, up 12.7% year-over-year. Q4 adjusted diluted EPS of $8.91, up 6.1% year-over-year. Fiscal 2027 adjusted diluted EPS guidance of $32.96 to $33.86.

Large Award Wins and Backlog Strength

Fiscal 2026 awards exceeded $10 billion with book-to-bill of 1.1x. Total backlog > $32 billion (up 2% YoY) and funded backlog grew 29% year-over-year. Company reports six of last seven quarters with double-digit funded backlog growth.

Strategic Program Wins and Product Momentum

Key program milestones and awards: Spectral (Electronic Warfare) Milestone-C moving to LRIP with deployment in H2 FY27; SkyValor selected for Department of War and part of $500M Domestic Shield award; classified counter-space win leveraging combined CACI+ARKA capabilities; Phase 3 advancement on Space Force Enterprise Space Terminal (EST).

ARKA Integration and Technology Scaling

Completed ARKA integration combining sensing and AI analytics with CACI systems. Management cites clear revenue and capability synergies; ARKA contributed to recent counter-space and space wins.

Operational/Strategic Enhancements

Executive additions to strengthen operations and manufacturing (new COO, EW leader, EVP of Manufacturing). Increased adoption of AI across software lifecycle to speed delivery, improve quality and enhance margins.

Capital Structure Progress

Pro forma leverage reduced to 3.7x in one quarter (0.5 turn reduction). Company expects leverage to return to the low 3s by June 2027, a quarter sooner than previously communicated.

Shift to Faster Procurement Channels

Nontraditional procurement (CSOs, OTAs, FAR Part 12) accelerating: OTA award value in FY26 was more than double FY24–FY25 combined, enabling faster deployment of technology and supporting backlog/award momentum.

DE:CA8A Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Oct 28, 2026	2027 (Q1)	5.85 / -	6.014	―
Aug 05, 2026	2026 (Q4)	6.49 / 7.82	7.375	6.07% (+0.45)
Apr 22, 2026	2026 (Q3)	6.10 / 6.38	5.47	16.69% (+0.91)
Jan 21, 2026	2026 (Q2)	5.69 / 5.98	5.224	14.45% (+0.76)
Oct 22, 2025	2026 (Q1)	5.40 / 6.01	5.206	15.51% (+0.81)
Aug 06, 2025	2025 (Q4)	5.75 / 7.37	5.803	27.08% (+1.57)
Apr 23, 2025	2025 (Q3)	4.92 / 5.47	5.039	8.54% (+0.43)
Jan 22, 2025	2025 (Q2)	4.57 / 5.22	3.828	36.47% (+1.40)
Oct 23, 2024	2025 (Q1)	4.43 / 5.21	3.828	36.01% (+1.38)
Aug 07, 2024	2024 (Q4)	5.20 / 5.80	4.653	24.72% (+1.15)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed