Stock Analysis

Stock Analysis · CACI International Inc (CACI)

Overview

CACI International Inc (CACI) is a U.S.-based provider of professional services and technology solutions, with a strong focus on U.S. federal government customers. In plain terms, it helps government agencies run and modernize complex missions—such as national security, defense, intelligence, and federal civilian operations—by delivering a mix of specialized people (engineers, analysts, program teams) and technology (software, IT systems, cyber capabilities, and related services).

Because much of CACI’s work supports long-duration government programs, the business tends to be oriented around multi-year contracts, ongoing service delivery, and compliance with government procurement rules. The company reports its activities primarily through two operating segments (as described in its annual filings):

Domestic Operations (U.S. federal-focused work, including defense and intelligence missions)
International Operations (work performed outside the U.S., also largely government-related)

CACI’s revenue is primarily generated from delivering contracted services and solutions to government customers. Public filings typically describe revenue by customer and contract characteristics (rather than “product sales” in the consumer sense). Where available in company filings, common revenue drivers include work performed for the U.S. Department of Defense and other federal agencies, and revenue earned under contract types such as time-and-materials, fixed-price, and cost-reimbursable arrangements.

Over recent fiscal years, total revenue increased from about $6.0B (FY2021) to about $8.6B (FY2025). Operating income also rose over the same period (from roughly $539M to $764M), while interest expense increased, which can matter when evaluating profitability and the impact of financing costs.

Key Figures

Metric	Value	Industry ⓘ
Date	Feb 07, 2026
Context
Sector	Technology
Industry	Information Technology Services
Market Cap ⓘ	$13.66B
Beta ⓘ	0.60
Fundamental
P/E Ratio ⓘ	26.52	21.13
Profit Margin ⓘ	5.77%	4.91%
Revenue Growth ⓘ	5.70%	6.15%
Debt to Equity ⓘ	N/A	54.49%
PEG ⓘ	3.38
Free Cash Flow ⓘ	$667.51M

CACI’s market capitalization is about $13.7B, placing it among mid-sized public companies. The stock’s beta (~0.60) suggests the share price has historically moved less than the broader market on average (though this can change over time). The company’s latest P/E ratio (~26.5) is above the industry median (~21.1), while its profit margin (~5.77%) is above the industry median (~4.91%). Year-over-year revenue growth is around 5.7% versus an industry median (~6.15%). Trailing twelve-month free cash flow is about $668M, and the PEG ratio (~3.38) implies the valuation is relatively high compared with some growth expectations embedded in that metric.

Growth (Medium)

CACI operates in markets tied to government spending on defense, intelligence, cybersecurity, and IT modernization. These areas have been long-running priorities for U.S. agencies, and they tend to evolve with technology shifts (cloud migration, data analytics, cyber defense, and software modernization). The key growth backdrop is less about consumer demand cycles and more about federal budget priorities, mission needs, and the pace at which agencies modernize systems and award contracts.

Strategically, CACI’s model—combining cleared personnel, mission knowledge, and technical delivery—can support repeat work and long-standing customer relationships, especially where programs require domain expertise and security clearances. Another potential growth lever in this industry is winning positions on large contract vehicles (contracting frameworks that can funnel task orders over time), which can provide access to a steady pipeline of work when the company is competitively positioned.

The year-over-year revenue growth rate has varied, reaching double-digit levels in several periods (including peaks near ~19.7%), and more recently trending closer to mid-single digits (around ~5.7% in the latest value shown). This pattern can reflect the timing of contract wins, ramp-up schedules, and program transitions rather than a smooth quarter-to-quarter trajectory.

Free cash flow has been positive in each period shown, ranging from roughly $312M to $624M, and most recently around $488M (with the latest metric table showing about $668M on a trailing basis). For a contract-services business, sustained positive free cash flow can be an important indicator of how efficiently earnings convert into cash after working capital needs and capital spending.