CACI International (CACI) Bank of America’s 33th Annual Industrials, Transportation and Airlines Key Leaders Conference summary

Business overview and strategic evolution

• Focuses 90% of revenue on national security, serving defense, intelligence, and homeland security sectors.

• Transitioned over a decade from government IT services to a technology and outcomes-driven portfolio, using acquisitions and organic growth.

• Portfolio is now 60% technology and 40% expertise, leveraging deep mission-focused customer relationships.

Key technology areas and recent acquisitions

• Major technology areas include space (notably with the ARKA acquisition), electromagnetic warfare, and counter-UAS.

• ARKA acquisition added advanced electro-optical and infrared imaging, boosting space business to over $1 billion in annual revenue.

• Electromagnetic warfare focuses on signals intelligence, optical communication, and counter-UAS, with decades of experience.

Contracting strategy and market positioning

• Pursues fewer, larger, outcome-based technology contracts, investing ahead of need and aligning with current procurement trends.

• Well-positioned due to early strategic shifts, benefiting from bipartisan support for critical national security areas.

• Resilient portfolio design has minimized impact from budget uncertainties and continuing resolutions.