CACI International Reports $2.2B Revenue in Q2 2026 with 11.8% EBITDA Margin
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
0mins
Source: seekingalpha
- Strong Financial Performance: CACI reported $2.2 billion in revenue for Q2 2026, reflecting a 5.7% year-over-year growth with 4.5% organic growth, and an EBITDA margin of 11.8%, indicating robust growth in the defense technology sector.
- Increased Free Cash Flow: The company generated $138 million in free cash flow during the second quarter with a DSO of 57 days, showcasing ongoing improvements in cash management and operational efficiency that enhance financial flexibility and investment capacity.
- Acquisition Strategy Advancement: CACI announced the acquisition of ARKA as the latest step in its technology-driven portfolio evolution, expected to further strengthen its competitive position in the national security market and drive future revenue growth.
- Upward Guidance Revision: Management raised fiscal 2026 revenue guidance to between $9.3 billion and $9.5 billion, with EBITDA margin expectations between 11.7% and 11.8%, reflecting confidence in future market opportunities and a positive growth outlook.
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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.
CACI Secures $250 Million Task Order for U.S. Army Spectrum Dominance
- Task Order Value: CACI International has been awarded a five-year task order valued at up to $250 million to enhance spectrum dominance for the U.S. Army, demonstrating the company's strong competitive position in the defense sector.
- Integration Expertise: CACI will leverage its intrinsic knowledge to provide comprehensive integration and sustainment of technology, advancing the Army's multi-domain electronic warfare and spectrum dominance capabilities, thereby solidifying its market position.
- Financial Outlook Upgrade: With the expansion of its technology portfolio, CACI has raised its 2026 free cash flow guidance to $725 million and expects revenue growth of 8% to 10%, reflecting the company's robust growth potential.
- Strategic Implications: This task order not only enhances CACI's influence in defense technology but also lays a solid foundation for future business development, indicating the company's ongoing investment and commitment to national security.
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CACI Named Fortune's Most Admired Company for Ninth Year
- Consecutive Honor: CACI has been named a Fortune World's Most Admired Company for the ninth consecutive year, marking a testament to its outstanding performance and employee commitment, further solidifying its leadership in national security.
- Employee-Driven Success: The dedication of CACI's 26,000 employees is recognized as the cornerstone of the company's success, showcasing a strong corporate culture that enables it to stand out in a competitive environment.
- Innovation and Leadership: CACI received high accolades for its innovation, leadership, and financial soundness, particularly through its #MakingMoves initiative, which enhances employee skills and internal mobility to maintain competitiveness in a rapidly changing industry.
- Strategic Investment Returns: CACI's advancement to sixth place in its category reflects its strategic focus on flexible capital deployment and informed investments, which have expanded its technology portfolio and enhanced its competitive differentiation from peers.
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