NYSE$CACI

CACI International Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

CACI International Inc reported strong Q4 2025 results with 13% revenue growth and raised full-year guidance.

CACI delivered Q4 revenues of $2.3 billion, up 13% year-over-year, with net income of $157.9 million and diluted EPS of $7.14. Organic growth, robust contract awards, and margin expansion drove performance, while the company ended the year with $31.4 billion in total backlog.

  • Q4 revenues reached $2.304 billion, a 13% increase driven by 5.3% organic growth.
  • Diluted EPS rose 19.4% to $7.14 and adjusted diluted EPS rose 27.1% to $8.40.
  • Full-year contract awards totaled $9.6 billion with a book-to-bill ratio of 1.1x.
  • FY2026 guidance projects revenues of $9.2-$9.4 billion and free cash flow of at least $710 million.

Headline financials

Total Revenue

$2.3B

Previous: $2.04B+13.1%
EPS (adj)

$8.40

Previous: $6.61+27.1%
Contract awards

$2.64B

Previous: $5.42B-51.3%
Days sales outstanding

56

Previous: 46+21.7%
EBITDA

$265M

Previous: $235M+12.6%
EBITDA margin

11.5%

Previous: 11.5%+0.0%
Total backlog

$31.4B

Previous: $31.6B-0.6%
Funded backlog

$4.2B

Previous: $3.8B+10.5%
Free Cash Flow

$139M

No prior period
Net Income

$158M

Previous: $135M+17.2%
Operating Income

$207M

Previous: $198M+4.5%
Cash & Equivalents

$106M

No prior period
Total Assets

$8.65B

No prior period

Revenue & EPS history

CACI · Revenue · Quarterly

$2.3B

Q4 2025+13.1%vs Q4 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

CACI · $9.22B total across 10 segments · Q4 2025

  • Prime contractor
    $2.09B
  • Department of Defense
    $1.74B
  • Cost-plus-fee
    $1.38B
  • Technology
    $1.34B
  • Expertise
    $963M
  • Fixed-price
    $620M
  • Federal Civilian agencies
    $447M
  • Time-and-materials
    $300M
  • Subcontractor
    $219M
  • Commercial and other
    $114M

Forward guidance

Fiscal 2026 revenues expected between $9.2 billion and $9.4 billion with adjusted diluted EPS of $27.13 to $28.03 and free cash flow of at least $710 million.

Tailwinds

  • Strong revenue growth outlook
  • Robust free cash flow guidance
  • Continued margin expansion

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.2%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+2.1%

Avg return

30 days after

63%

43 / 68 earnings

Positive

+14.7%

Q2 2016

Best reaction

-16.2%

Q3 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+2.8%-0.7%-2.3%
Q2 2026+3.6%+1.7%-7.4%
Q1 2026+12.3%+10.1%+15.3%
Q4 2025+5.2%+0.4%-0.2%
Q3 2025+7.9%+6.1%+9.0%
Q2 2025-9.3%-15.7%-29.7%
Q1 2025+5.6%+4.7%-10.4%
Q4 2024+3.1%+3.7%+4.5%
Q3 2024+5.1%+5.9%+12.2%
Q2 2024-1.6%+1.3%+8.7%
Q1 2024+1.4%-1.6%+0.7%
Q4 2023-3.2%-3.7%-10.4%
Q3 2023+2.8%+4.0%-2.4%
Q2 2023+5.2%+4.5%+2.9%
Q1 2023+5.9%+9.2%+11.8%
Q4 2022-2.6%+1.4%-1.0%
Q3 2022-4.9%-5.6%+1.0%
Q2 2022-8.9%-7.4%-0.5%
Q1 2022-1.4%+2.6%-4.9%
Q4 2021+0.1%+0.8%+1.0%
Q3 2021-1.3%-3.2%-1.8%
Q2 2021-2.4%-5.3%-12.4%
Q1 2021+0.6%+6.9%+19.7%
Q4 2020+5.8%+8.0%+4.5%
Q3 2020+0.4%+2.1%+0.7%
Q2 2020+4.0%+1.2%-9.0%
Q1 2020+0.1%+0.1%+7.1%
Q4 2019-3.8%-0.8%+2.4%
Q3 2019+4.0%+4.9%+4.4%
Q2 2019+6.0%+9.3%+16.9%
Q1 2019-0.8%-1.0%-5.5%
Q4 2018+4.5%+4.2%+8.1%
Q3 2018+1.7%+5.3%+11.0%
Q2 2018+7.0%+1.4%+6.9%
Q1 2018-7.2%-10.9%-8.9%
Q4 2017-1.8%-2.9%+1.8%
Q3 2017+8.0%+7.0%+5.8%
Q2 2017+7.1%+5.4%+2.1%
Q1 2017-1.6%-3.0%+27.4%
Q4 2016+2.5%+4.5%+3.0%
Q3 2016-9.7%
Q2 2016+14.7%
Q1 2016+13.2%
Q4 2015+2.3%
Q3 2015-0.3%
Q2 2015+0.1%
Q1 2015+10.3%
Q4 2014+1.2%
Q3 2014+4.5%
Q2 2014-3.9%
Q1 2014+0.1%
Q4 2013-0.5%
Q3 2013-1.0%
Q2 2013-4.4%
Q1 2013+9.0%
Q4 2012-5.9%
Q3 2012-16.2%
Q2 2012+0.7%
Q1 2012-8.0%
Q4 2009+5.7%
Q4 2011+5.7%
Q3 2011+1.1%
Q3 2010+1.1%
Q2 2011-2.0%
Q2 2010-2.0%
Q1 2010+1.2%
Q1 2011+1.2%
Q4 2010+1.2%

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