CACI Q2 revenue misses estimates
Overview
National security firm's fiscal Q2 revenue rose 5.7% but missed analyst expectations
Adjusted EPS for fiscal Q2 beat analyst expectations
Outlook
CACI raises FY26 revenue guidance to $9.3 bln - $9.5 bln
Company increases FY26 adjusted EPS guidance to $28.25 - $28.92
CACI projects FY26 free cash flow of at least $725 mln
Result Drivers
ORGANIC GROWTH - Revenue increased 5.7% YoY, driven by 4.5% organic growth
STRATEGIC INVESTMENTS - Co's investments in electronic warfare and Agile software development contributed to strong results
CONTRACT AWARDS - $1.4 bln in contract awards, with 70% for new business, supported revenue growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Miss | $2.22 bln | $2.27 bln (14 Analysts) |
Q2 Adjusted EPS | Beat | $6.81 | $6.44 (13 Analysts) |
Q2 EPS |
| $5.59 |
|
Q2 Adjusted Net Income |
| $150.70 mln |
|
Q2 Net Income |
| $123.90 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for CACI International Inc is $670.00, about 6.5% above its January 20 closing price of $629.14
The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 17 three months ago
Press Release: ID:nBw9lMZZ1a
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
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