CACI International (CACI) Bank of America Global Industrials Conference 2026 summary

Company overview and differentiation

• Over 60 years in national security, with 90% of revenue from U.S. government contracts and a $9.4 billion business size.

• 60% of business is technology-focused, 40% is expertise, with a strong emphasis on software-defined solutions.

• Differentiates from traditional defense services by focusing on outcomes and free cash flow per share, not hours billed.

• Exited the commoditized, low-margin services market to focus on high-value, agile technology solutions.

• Maintains a flexible, opportunistic capital deployment strategy, prioritizing investments that drive free cash flow.

Technology and expertise integration

• Expertise from 1,400 field personnel informs technology development, creating a feedback loop for innovation.

• Invests ahead of customer need using its own balance sheet, enabling commercial-like sales to government.

• Counter-drone and electronic warfare solutions are informed by real-time field experience and rapidly evolving threats.

• Software-defined, AI-enabled solutions allow for rapid updates and adaptation to changing mission requirements.

• Proven track record with hundreds of confirmed operational successes in counter-UAS deployments.

Market trends and growth opportunities

• Addressable market increased to $300 billion, with electronic warfare adding $20 billion.

• Sells to all Five Eyes countries and multiple international partners, expanding global reach.

• U.S. government spending billions on counter-UAS and electronic warfare, with significant growth expected.

• Acquisitions, such as ARKA, enhance capabilities in space-based sensors and AI-driven data analysis.

• AI models are trained on classified and unclassified data, providing a competitive edge in national security applications.