The beat-and-raise quarter with strong organic growth and successful ARKA integration supports continued outperformance; monitor next quarter's free cash flow execution given raised capex guidance to $95M.
Price Chart
Executive Summary
CACI reported strong Q3 FY26 results with revenue of $2.35B (8.5% YoY) and diluted EPS of $5.88 (17.6% YoY), beating estimates. The company raised full-year revenue and EBITDA margin guidance, citing strong organic growth and the completed $2.6B acquisition of ARKA Group, while reaffirming free cash flow guidance despite transaction costs.
Key Financial Metrics
Key Facts
- Q3 revenue: $2.351B (8.5% YoY), beat consensus of $2.35B
- GAAP diluted EPS: $5.88 (17.6% YoY), beat consensus of $6.93
- Adjusted diluted EPS: $7.27 (16.7% YoY)
- Raised FY26 revenue guidance to $9.5B-$9.6B (from $9.3B-$9.5B) and EBITDA margin to 11.8%-11.9%
- Completed $2.6B acquisition of ARKA Group, adding space-based sensor capabilities
- Funded backlog increased 19.0% YoY to $5.0B
Financial Impact
Revenue beat consensus by $1M, EPS beat by $1.05; full-year revenue guidance raised by $200M at midpoint
Risk Factors
- Integration risk from $2.6B ARKA acquisition
- Increased interest expense from acquisition financing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-026589 |
| Document: caci-20260422.htm | 0001628280-26-026589 |
| Document: 0001628280-26-026589-index-headers.html | 0001628280-26-026589 |
| Document: 0001628280-26-026589-index.html | 0001628280-26-026589 |
| Document: 0001628280-26-026589.txt | 0001628280-26-026589 |
| 8-K Data (Synthetic) | 0001628280-26-026589 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 22, 2026 14w ago | 8-K | $449.72 $636.40 | ▲ +41.51% | ▲ +39.76% | $627.06 (+39.43%) |
Jun 5, 2026 16w ago | 8-K | $519.14 $626.64 | ▲ +20.71% | ▲ +17.66% | $627.06 (+20.79%) |
Apr 22, 2026 23w ago | 8-K | $523.25 $461.56 | ▼ −11.79% | ▼ −16.71% | $627.06 (+19.84%) |
Feb 26, 2026 31w ago | 8-K | $606.36 $501.13 | ▼ −17.35% | ▼ −26.74% | $627.06 (+3.41%) |
Feb 26, 2026 31w ago | 8-K | $596.55 $490.07 | ▼ −17.85% | ▼ −25.60% | $627.06 (+5.11%) |
US Market Status
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