CACI International Q2 Non-GAAP EPS Beats Expectations, Revenue Guidance Misses
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Source: seekingalpha
- Earnings Beat: CACI International reported a Q2 Non-GAAP EPS of $6.81, exceeding expectations by $0.32, indicating strong profitability despite revenue shortfalls.
- Revenue Growth Weakness: The company generated $2.22 billion in revenue for Q2, a 5.7% year-over-year increase, yet fell short of expectations by $60 million, reflecting intensified market competition and project delays.
- Fiscal Year 2026 Guidance: CACI's revenue guidance for FY 2026 is set between $9.3 billion and $9.5 billion, slightly below the consensus of $9.36 billion, highlighting uncertainties in the future market environment.
- Adjusted Income Outlook: The adjusted net income for FY 2026 is projected at $630 million to $645 million, with adjusted diluted EPS expected between $28.25 and $28.92, both higher than prior guidance, indicating confidence in profitability.
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Analyst Views on CACI
Wall Street analysts forecast CACI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CACI is 663.13 USD with a low forecast of 620.00 USD and a high forecast of 759.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
9 Buy
2 Hold
0 Sell
Strong Buy
Current: 638.240
Low
620.00
Averages
663.13
High
759.00
Current: 638.240
Low
620.00
Averages
663.13
High
759.00
About CACI
CACI International Inc (CACI) is a holding company, which operates through its subsidiaries located in the United States and Europe. It is a provider of expertise and differentiated technology to customers in support of national security in the intelligence, defense, and federal civilian sectors. Its segments include Domestic Operations and International Operations. The Domestic Operations segment provides expertise and technology to U.S. federal government agencies. The International Operations segment provides expertise and technology to international government and commercial customers. It provides a diverse mix of IT services and proprietary data and software products, serving commercial and government customers throughout the United Kingdom, continental Europe and around the world. Its software offerings consist of signals intelligence (SIGINT), electronic warfare (EW), and intelligence, surveillance, and reconnaissance (ISR), across multiple domains, platforms, and customer sets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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