Upside case
Bull case
$866+73.5%
CACI would need investors to value it at roughly 31x earnings — about 13x more generous than today's 18x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Analysis OverviewBuyUpdated May 1, 2026
CACI International Inc (CACI) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Buy
Covering
29
analysts
20 bullish · 0 bearish · 29 covering CACI
Strong Buy
0
Buy
20
Hold
9
Sell
0
Strong Sell
0
Consensus Target
$726
+45.3% vs today
Scenario Range
$452 – $866
Model bear to bull value window
Coverage
29
Published analyst ratings
Valuation Context
17.7x
Forward P/E · Market cap $11.0B
CACI price targets
Three scenarios for where CACI stock could go
Current
~$499
Confidence
77 / 100
Updated
May 1, 2026
Where we are now
Current · $499
Bear
$452
Base
$694
Bull
$866
Market caseClosest to today
Base case
$694+38.9%
At 25x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
Stress case
Bear case
$452-9.6%
If investor confidence fades or macro conditions deteriorate, a 2x multiple contraction could push CACI down roughly 10% from where it trades now.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
CACI International Inc
CACI · NYSETechnologyInformation Technology ServicesJune year-end
CACI International is a technology and professional services company that provides expertise and solutions to U.S. government agencies — primarily in defense, intelligence, and federal civilian sectors — for national security and modernization missions. It generates revenue through government contracts across two main segments: Domestic Operations (roughly 85% of revenue) serving U.S. federal agencies, and International Operations (roughly 15%) providing IT services and software to commercial and government customers in Europe. The company's moat lies in its deep security clearances, long-term government relationships, and specialized expertise in classified national security work that creates high barriers to entry.
Market Cap
$11.0B
Revenue TTM
$9.2B
Net Income TTM
$537M
Net Margin
5.9%
CACI Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
83%Exceptional
12 quarters tracked
Revenue Beat Rate
67%Exceptional
vs consensus estimates
Avg EPS Surprise
+9.1%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Last 4 Quarters
EPS beats: 4 of 4Q3 2025
EPS
$8.40/$6.55
Revenue
$2.3B/$2.3B
Q4 2025
EPS
$6.85/$6.15
Revenue
$2.3B/$2.3B
Q1 2026
EPS
$6.81/$6.41
Revenue
$2.2B/$2.3B
Q2 2026
EPS
$7.27/$6.90
Revenue
$2.4B/$2.3B
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $8.40/$6.55 | +28.2% | $2.3B/$2.3B | +0.5% |
| Q4 2025 | $6.85/$6.15 | +11.4% | $2.3B/$2.3B | +1.5% |
| Q1 2026 | $6.81/$6.41 | +6.2% | $2.2B/$2.3B | -2.3% |
| Q2 2026 | $7.27/$6.90 | +5.4% | $2.4B/$2.3B | +0.1% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$10.1B
+9.8% YoY
FY2
$11.3B
+11.8% YoY
EPS Outlook
FY1
$27.62
+14.0% YoY
FY2
$31.01
+12.3% YoY
Trailing FCF (TTM)$470M
FCF Margin: 5.1%
Next Earnings
—
Expected EPS
—
Expected Revenue
—
CACI beat EPS estimates in 4 of 4 tracked quarters. A perfect track record raises the bar for the upcoming report.
CACI Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2025
Total disclosed revenue $8.6B
Product Mix
Latest annual revenue by segment or product family
Technology Service
55.4%
+16.5% YoY
Tap, hover, or focus a slice to inspect segment detail.
Geographic Mix
Latest annual revenue by reported region
Segment breakdown not available for this company.
Technology Service is the largest disclosed segment at 55.4% of FY 2025 revenue, up 16.5% YoY.
CACI Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Significantly Overvalued
Fair value est. $351 — implies -31.7% from today's price.
Premium to Fair Value
31.7%
above fair value
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
CACI
22.4x
vs
S&P 500
25.2x
11% discount
vs Technology Trailing P/E
CACI
22.4x
vs
Technology
27.5x
19% discount
vs CACI 5Y Avg P/E
Today
22.4x
vs
5Y Average
19.5x
+15% premium
Forward PE
17.7x
S&P 500
19.1x
-7%
Technology
21.7x
-18%
5Y Avg
—
—
Trailing PE
22.4x
S&P 500
25.2x
-11%
Technology
27.5x
-19%
5Y Avg
19.5x
+15%
PEG Ratio
1.85x
S&P 500
1.75x
+6%
Technology
1.47x
+26%
5Y Avg
—
—
EV/EBITDA
14.9x
S&P 500
15.3x
-3%
Technology
17.4x
-14%
5Y Avg
13.9x
+7%
Price/FCF
22.9x
S&P 500
21.3x
+7%
Technology
19.8x
+16%
5Y Avg
18.3x
+25%
Price/Sales
1.3x
S&P 500
3.1x
-59%
Technology
2.4x
-47%
5Y Avg
1.2x
+10%
Dividend Yield
—
S&P 500
1.88%
—
Technology
1.18%
—
5Y Avg
—
—
| Metric | CACI | S&P 500 | Technology | 5Y Avg CACI |
|---|---|---|---|---|
| Forward PE | 17.7x | 19.1x | 21.7x-18% | — |
| Trailing PE | 22.4x | 25.2x-11% | 27.5x-19% | 19.5x+15% |
| PEG Ratio | 1.85x | 1.75x | 1.47x+26% | — |
| EV/EBITDA | 14.9x | 15.3x | 17.4x-14% | 13.9x |
| Price/FCF | 22.9x | 21.3x | 19.8x+16% | 18.3x+25% |
| Price/Sales | 1.3x | 3.1x-59% | 2.4x-47% | 1.2x |
| Dividend Yield | — | 1.88% | 1.18% | — |
CACI trades above S&P 500 benchmarks on 0 of 6 measured multiples — appears modestly priced relative to the S&P 500 on most measures.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolCACI Financial Health
Verdict
Strong
CACI returns 1.5% of market cap to shareholders annually.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$9.2B
Revenue Growth
TTM vs prior year
+9.6%
Gross Margin
Gross profit as a share of revenue
14.9%
Operating Margin
Operating income divided by revenue
9.3%
Net Margin
Net income divided by revenue
5.9%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$24.23
Free Cash Flow (TTM)
Cash generation after capex
$470M
FCF Margin
FCF as share of revenue — the primary cash quality signal
5.1%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
9.2%
ROA
Return on assets, trailing twelve months
5.7%
Cash & Equivalents
Liquid assets on the balance sheet
$106M
Net Debt
Total debt minus cash
$3.2B
Debt Serviceability
Net debt as a multiple of annual free cash flow
6.9× FCF
~6.9 years to full repayment at current FCF run-rate
ROE
Return on equity, trailing twelve months
13.1%
Shareholder Returns
How capital is returned to owners
Total shareholder yield
1.5%
Dividend
—
Buyback
1.5%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$169M
Dividend / Share
Annualized trailing dividend per share
—
Payout Ratio
Share of earnings distributed as dividends
—
Shares Outstanding
Declining as buybacks retire shares
22M
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageCACI Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated April 29, 2026
High Risk
Government Contract Reliance
CACI International Inc. heavily relies on U.S. government contracts, making it vulnerable to changes in government policies and budgetary constraints. Any disruption, such as a government shutdown, could significantly impact the company's ability to secure contracts and generate revenue.
High Risk
Debt Levels and Leverage
The company's financial health is affected by its debt levels, which have increased due to recent acquisitions like ARKA Group. This rise in leverage raises balance-sheet risk, potentially impacting CACI's financial stability.
Medium
Talent Acquisition Challenges
CACI faces intense competition for acquiring and retaining skilled personnel, particularly those with security clearances. This challenge could hinder the company's operational efficiency and growth prospects.
Medium
Economic Factors
Macroeconomic conditions, including interest rate fluctuations and economic downturns, can adversely affect government spending. Such changes may lead to reduced revenue for CACI, impacting its financial performance.
Medium
Contractual Risks
The procurement process for government contracts carries inherent risks, including bid protests and potential loss of work due to organizational conflicts of interest. These factors could disrupt CACI's ability to secure contracts.
Lower
Integration of Acquisitions
Integrating newly acquired companies, such as ARKA Group, poses operational challenges. Difficulties in this integration process may affect CACI's overall performance and synergies.
Lower
Market Sentiment
Shifts in market sentiment regarding defense spending can influence CACI's stock price, even if the company's long-term prospects remain strong. This volatility may create uncertainty for investors.
Lower
Revenue and Earnings Estimates
Recent downward revisions in earnings per share and revenue estimates following a mixed second-quarter performance indicate potential headwinds for CACI. These revisions could affect investor confidence and stock performance.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why CACI Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated April 29, 2026
Strong Financial Performance and Growth
CACI reported significant revenue growth of 12.64% in fiscal year 2025, reaching $8.63 billion, with earnings increasing by 19.03% to $499.83 million. For FY2026, CACI has raised its revenue guidance to a range of $9.3 billion to $9.5 billion, projecting year-over-year growth of 8-10%.
Transformative Strategic Acquisitions
The acquisition of ARKA is a transformative move that expands CACI's capabilities in space and AI. This acquisition, along with a focus on technology-driven, software-centric solutions, is fueling growth and enhancing the company's service offerings.
Robust Backlog and Contract Wins
CACI maintains a strong backlog, providing visibility for future revenue and growth. The company has secured significant contracts, including an $805 million task order with Naval X for AI, cyber, and command-and-control technologies.
Favorable Market Position and Outlook
CACI is well-positioned to benefit from robust government funding in national security, border protection, and defense technology, particularly due to recent legislative acts. The company's revenue model is resilient, with 75% recurring revenue and 61% on cost-plus contracts.
Positive Earnings Growth Expectations
Earnings are expected to grow by 11.99% in the coming year, from $28.11 to $31.48 per share. This growth, combined with a strong financial performance, supports a bullish outlook for the company's future.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
CACI Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$499.42
52W Range Position
33%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$409.62
+21.9% from the low
52-Week High
$683.50
-26.9% from the high
1 Month
-12.68%
3 Month
-19.25%
YTD
-7.1%
1 Year
+5.9%
3Y CAGR
+18.0%
5Y CAGR
+13.8%
10Y CAGR
+18.0%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
CACI vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
17.7x
vs 11.4x median
+55% above peer median
Revenue Growth
+9.8%
vs +2.7% median
+260% above peer median
Net Margin
5.9%
vs 4.9% median
+19% above peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
CAC CACI CACI International Inc | $11.0B | 17.7x | +9.8% | 5.9% | Buy | +45.3% |
SAI SAIC Science Applications International Corporation | $4.2B | 9.3x | -1.6% | 4.9% | Hold | +3.3% |
LDO LDOS Leidos Holdings, Inc. | $17.0B | 11.4x | +2.7% | 8.2% | Buy | +51.2% |
BAH BAH Booz Allen Hamilton Holding Corporation | $12.9B | 12.6x | +8.1% | 7.3% | Hold | +27.4% |
DXC DXC DXC Technology Company | $1.9B | 3.6x | -5.7% | 3.3% | Hold | +13.3% |
CSG CSGP CoStar Group, Inc. | $14.4B | 25.2x | +14.6% | 0.7% | Buy | +81.7% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
CACI Dividend and Capital Return
CACI returns 1.5% annually — null% through dividends and 1.5% through buybacks.
Dividend UnknownFCF Unknown
Total Shareholder Yield
1.5%
Dividend + buyback return per year
Buyback Yield
1.5%
Dividend Yield
—
Payout Ratio
—
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$0.00
Growth Streak
Consecutive years of dividend increases
0Y
3Y Div CAGR
—
5Y Div CAGR
—
Ex-Dividend Date
—
Payment Cadence
—
0 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$169M
Estimated Shares Retired
337.5K
Approx. Share Reduction
1.5%
Shares Outstanding
Current diluted share count from the screening snapshot
22M
At 1.5%/year, buybacks mechanically lift EPS even with flat earnings — each remaining share represents a slightly larger piece of the company.
FAQ
7 questionsCACI Investor Questions
Common questions answered from live analyst data and company financials.
01Is CACI International Inc (CACI) stock a buy or sell in 2026?
CACI International Inc (CACI) is rated Buy by Wall Street analysts as of 2026. Of 29 analysts covering the stock, 20 rate it Buy or Strong Buy, 9 rate it Hold, and 0 rate it Sell or Strong Sell. The consensus 12-month price target is $726, implying +45.3% from the current price of $499. The bear case scenario is $452 and the bull case is $866.
02What is the CACI stock price target for 2026?
The Wall Street consensus price target for CACI is $726 based on 29 analyst estimates. The high-end target is $800 (+60.2% from today), and the low-end target is $550 (+10.1%). The base case model target is $694.
03Is CACI International Inc (CACI) stock overvalued in 2026?
CACI trades at 17.7x times forward earnings. The stock currently trades at a discount to the broader market. Based on current multiples versus the peer group, the relative model signals significantly overvalued. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
04What are the main risks for CACI International Inc (CACI) stock in 2026?
The primary risks for CACI in 2026 are: (1) Government Contract Reliance — CACI International Inc. (2) Debt Levels and Leverage — The company's financial health is affected by its debt levels, which have increased due to recent acquisitions like ARKA Group. (3) Talent Acquisition Challenges — CACI faces intense competition for acquiring and retaining skilled personnel, particularly those with security clearances. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is CACI International Inc's revenue and earnings forecast?
Analyst consensus estimates CACI will report consensus revenue of $10.1B (+9.8% year-over-year) and EPS of $27.62 (+14.0% year-over-year) for the upcoming fiscal year. The following year, analysts project $11.3B in revenue.
06When does CACI International Inc (CACI) report its next earnings?
A confirmed upcoming earnings date for CACI is not yet available. Check the Earnings section above for the most recent quarterly report dates and forward estimates.
07How much free cash flow does CACI International Inc generate?
CACI International Inc (CACI) generated $470M in free cash flow over the trailing twelve months — a free cash flow margin of 5.1%. CACI returns capital to shareholders through and share repurchases ($169M TTM).