Reston, VA – January 21, 2026 – CACI International Inc (NYSE: CACI) has announced impressive results for its fiscal second quarter ended December 31, 2025, showcasing solid revenue growth and an enhanced financial outlook for the remainder of the fiscal year. The company reported a 5.7% increase in revenues year-over-year, driven by strategic investments and strong operational performance.

1. Key Financial Highlights

CACI's fiscal second quarter results reveal significant growth across various financial metrics:

Revenues rose to $2.22 billion, up from $2.10 billion in the same quarter last year.

Income from operations increased by 13.9% to $206.5 million.

Net income was reported at $123.9 million, a 12.7% increase compared to $109.9 million in the previous year.

Adjusted net income, a non-GAAP measure, reached $150.7 million, reflecting a 12.3% rise from $134.2 million in the prior year.

Diluted earnings per share (EPS) improved by 14.5%, reaching $5.59, while adjusted diluted EPS also saw a 14.5% increase to $6.81.

EBITDA reached $262.6 million, marking a 12.8% increase from $232.9 million in the year-ago quarter.

The growth in diluted EPS was primarily driven by higher income from operations and share repurchases, despite facing higher interest expenses and tax provisions. Additionally, CACI experienced a remarkable 102.9% increase in net cash provided by operating activities, amounting to $154.2 million.

2. Robust Contract Awards and Backlog

In the second quarter, CACI secured $1.4 billion in contract awards, with 70% attributed to new business, excluding ceiling values of multi-award, indefinite delivery, indefinite quantity (IDIQ) contracts. Noteworthy contracts included:

A $265 million award for new contracts and additional work within the intelligence community, aimed at enhancing national security.

The first production order for remote modular terminals (RMTs) to intercept and disrupt adversarial satellite communications for a Department of Defense customer.

The total backlog as of December 31, 2025, rose to $32.8 billion, a 3.1% increase from $31.8 billion a year ago, with a funded backlog of $4.4 billion, up 7.3% from the prior year.

3. Strategic Investments and Acquisitions

CACI’s CEO, John Mengucci, emphasized the company's commitment to enhancing its technology portfolio and national security capabilities through strategic investments. A significant highlight is the planned acquisition of ARKA Group L.P. for $2.6 billion, which will bolster CACI's offerings in space-based sensors and ground-based software processing.

In addition to the acquisition, CACI was awarded a role in the Missile Defense Agency's SHIELD IDIQ contract, valued at $151 billion, which encompasses a range of defense capabilities.

4. Strengthening Leadership

The company announced the appointments of Adm. Michael Gilday, U.S. Navy (Ret.) and David Keffer to its Board of Directors, strengthening its leadership team. Their extensive experience in the defense sector is expected to enhance CACI's strategic direction and operational excellence.

5. Enhanced Fiscal Year Guidance

Given the robust performance in the first half of fiscal 2026, CACI raised its guidance for the year, projecting:

Revenues between $9.3 billion and $9.5 billion, up from the previous range of $9.2 billion to $9.4 billion.

Adjusted net income forecasted between $630 million and $645 million, increased from $605 million to $625 million.

Adjusted diluted EPS guidance adjusted to between $28.25 and $28.92, up from $27.13 to $28.03.

Free cash flow estimated at at least $725 million, raised from at least $710 million.

6. Conclusion

CACI International Inc's strong second-quarter results and updated guidance reflect its effective execution of strategy and commitment to national security. As the company continues to invest in vital areas such as electronic warfare and software development, it remains well-positioned to meet the evolving demands of its clients, ultimately driving long-term value for shareholders. The upcoming conference call on January 22, 2026, is expected to provide further insights into CACI's operational trends and future strategies.

Original press release