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CACI International (CACI) investor relations material
CACI International UBS Global Industrials and Transportation Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Industrials and Transportation Conference summary2 Dec, 2025
Industry environment and government policy
Early disruptions from DOGE and new management techniques were minimal, highlighting successful portfolio repositioning over the past decade.
Secretary Hegseth's acquisition reforms encourage contractors to invest ahead of need, aligning well with the company's strategy and positioning.
Acquisition reform is expected to segment the defense market, with different business models emerging for traditional primes versus tech-driven contractors.
The government's intent to buy commercially developed solutions is seen as a margin opportunity and supports the company's business model.
Minimal disruption from recent government shutdowns, with any lost revenue expected to be recovered within the year.
Business performance and growth outlook
On track for high single-digit growth, ahead of internal plans, with business performance accelerating.
Intelligence business was split out to better reflect national security focus, with 90% of revenue now from this segment.
Defense and intelligence segments are growing strongly, with civil now mainly representing Homeland Security.
Technology margins are expanding, driven by a shift in business mix and continued investment.
Investor Day targets include increasing margins each year and achieving over $1.6 billion in free cash flow.
Strategic initiatives and investments
Outcome-based solutions, such as the BEAGLE program for DHS, have led to more efficient contracts and higher customer satisfaction.
Significant opportunity from $170 billion in DHS reconciliation funding, potentially increasing TAM by low tens of billions over five years.
Golden Dome and counter-UAS capabilities are being developed, with business expected to materialize early next year.
Investment in software and RF spectrum capabilities is broadly applicable across multiple defense applications.
IRAD spending has increased, with a focus on free cash flow and margin expansion.
Impact of acquisition reform on market segmentation?
How does software focus create competitive barriers?
What are the M&A focus areas for future growth?
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Next CACI International earnings date
Q2 202622 Jan, 2026
Next CACI International earnings date
Q2 202622 Jan, 2026
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Frequently asked questions
CACI International Inc. provides information technology and professional services primarily to U.S. federal government agencies. Its services include cybersecurity, systems integration, data analytics, and mission support for defense, intelligence, and civilian operations. The company is headquartered in Reston, Virginia, and its shares are listed on the NYSE.
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