CACI (CACI) Q3 2026 Earnings Call Transcript

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Thu, April 23, 2026 astatine 8:55 AM CDT 44 min read

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Thursday, Apr. 23, 2026 astatine 8 a.m. ET

• President and Chief Executive Officer — John S. Mengucci

• Chief Financial Officer — Jeffrey D. MacLauchlan

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John S. Mengucci: Thanks, George, and bully morning, everyone. Thank you for joining america to sermon our 3rd 4th fiscal twelvemonth 2026 results, arsenic good arsenic our updated fiscal 2026 guidance. With maine this greeting is Jeffrey D. MacLauchlan, our Chief Financial Officer. Let america determination to Slide 4, please. Before turning to our results, I privation to commencement by reminding everyone that CACI International Inc is simply a fundamentally antithetic institution than it was 10 oregon adjacent 5 years ago. This improvement is the effect of a wide and accordant strategy, intentional leadership, and disciplined execution implicit galore years. It did not hap by accident.

The cardinal elements of our strategy are, first, we run successful 7 markets wherever we person decades of heavy ngo knowledge. We cognize and recognize what our customers need. Second, we absorption connected enduring priorities. We are a nationalist information institution that targets narrow, heavy backing streams. Third, we are a software-defined exertion leader. We differentiate ourselves by utilizing bundle to code captious needs with the speed, agility, and ratio our customers demand. Fourth, we put up of lawsuit request to amusement the creation of the imaginable without waiting for requirements. And fifth, we deploy superior successful a flexible and opportunistic mode to make worth for our customers and our shareholders.

Executing this strategy enabled america to grow our portfolio, summation escaped currency travel per share, and make further shareholder value. Slide 5, please. Turning to our 3rd 4th results. We delivered different 4th of outstanding show connected our mode to different exceptional year. Revenue for the 4th was $2.4 billion, up 8.5% twelvemonth implicit year. We besides generated a beardown EBITDA borderline of 12.3%, and robust escaped currency travel of $221 million. In addition, we won $2.2 cardinal of awards, which represents a book-to-bill of 0.9x for the 4th and 1.2x connected a trailing twelve-month basis. These awards were driven by our exceptionally beardown recompete performance, an important indicator of lawsuit assurance and a cardinal enabler of semipermanent growth.

While grant enactment improved successful the quarter, it is not yet afloat recovered from the aggregate authorities shutdowns and acquisition enactment changes. As we said before, quarterly awards tin beryllium lumpy. But we proceed to person fantabulous visibility, a beardown pipeline, and spot a precise constructive macro environment. Our results proceed to reenforce that CACI International Inc is differentiated and good positioned. With that said, we are raising our fiscal 2026 gross and EBITDA borderline guidance, driven by the summation of ARKA and the spot of our integrated borderline performance. Slide 6, please. On that note, fto america sermon our caller acquisition successful a spot much detail.