The 2.0x book-to-bill and $4.8B in contract awards (61% new business) signal strong future revenue visibility. Monitor the next quarter's organic growth trajectory — the deceleration to 2.1% from 6.8% warrants attention on the conference call.
Price Chart
Executive Summary
CACI reported fiscal Q1 2027 results with revenue of $2.47B (+8.2% YoY) and adjusted diluted EPS of $7.66 (+11.8% YoY), beating consensus estimates. The company raised its full-year revenue and adjusted EPS guidance, driven by strong contract awards of $4.8B (2.0x book-to-bill) and expanding EBITDA margins. However, organic growth slowed to 2.1% and free cash flow declined 6.6% YoY, tempering the overall read.
Key Financial Metrics
Key Facts
- Revenue of $2.47B (+8.2% YoY) vs consensus $2.54B — slight miss on top line
- Adjusted diluted EPS of $7.66 (+11.8% YoY) vs consensus $7.44 — 2.9% beat
- Raised FY2027 revenue guidance to $10.7B-$10.9B (from $10.65B-$10.85B)
- Raised FY2027 adjusted EPS guidance to $33.18-$34.08 (from $32.96-$33.86)
- Contract awards of $4.8B with 61% new business; book-to-bill of 2.0x
- EBITDA margin expanded to 13.3% from 11.7% a year ago
- Organic growth slowed to 2.1% vs 6.8% in the prior quarter
- Free cash flow declined to $133.5M from $143.0M (-6.6% YoY)
Financial Impact
Revenue beat by ~$30M vs consensus midpoint; EPS beat by $0.22 vs consensus; guidance raised by $50M at the midpoint for revenue and $0.22 for adjusted EPS
Risk Factors
- Organic growth deceleration to 2.1% from 6.8% in prior quarter
- Free cash flow declined 6.6% YoY due to higher working capital
- Interest expense increased 58.6% YoY to $73.2M, pressuring net income growth
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-066740 |
| Document: caci-20261021.htm | 0001628280-26-066740 |
| Document: 0001628280-26-066740-index-headers.html | 0001628280-26-066740 |
| Document: 0001628280-26-066740-index.html | 0001628280-26-066740 |
| Document: 0001628280-26-066740.txt | 0001628280-26-066740 |
| 8-K Data (Synthetic) | 0001628280-26-066740 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 8-K | $619.22 $633.98 | ▲ +2.38% | ▲ +2.91% | $665.00 (+7.39%) |
Sep 29, 2026 27d ago | GOVT-CONTRACT | $609.11 $627.06 | ▲ +2.95% | ▲ +2.77% | $665.00 (+9.18%) |
Sep 29, 2026 27d ago | GOVT-CONTRACT | $609.11 $627.06 | ▲ +2.95% | ▲ +2.77% | $665.00 (+9.18%) |
Sep 25, 2026 4w ago | GOVT-CONTRACT | $616.40 $608.14 | ▼ −1.34% | ▼ −1.16% | $665.00 (+7.88%) |
Sep 10, 2026 6w ago | GOVT-CONTRACT | $621.17 $637.16 | ▲ +2.57% | ▲ +3.02% | $665.00 (+7.06%) |
Aug 21, 2026 9w ago | GOVT-CONTRACT | $636.50 $612.10 | ▼ −3.83% | ▼ −4.15% | $665.00 (+4.48%) |
Jul 15, 2026 14w ago | GOVT-CONTRACT | $462.85 $461.56 | ▼ −0.28% | ▲ +0.71% | $665.00 (+43.68%) |
Jul 1, 2026 16w ago | GOVT-CONTRACT | $502.83 $505.24 | ▲ +0.48% | ▼ −0.39% | $665.00 (+32.25%) |
Jun 22, 2026 18w ago | 8-K | $449.72 $467.68 | ▲ +3.99% | ▲ +5.45% | $665.00 (+47.87%) |
Jun 5, 2026 20w ago | 8-K | $519.14 $525.04 | ▲ +1.14% | ▲ +1.43% | $665.00 (+28.10%) |
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