CACI International (CACI) Investor presentation summary

Strategic vision and priorities

• Aims to be a trusted partner for national security customers, delivering differentiated technology and expertise with a focus on ethics and integrity.

• Strategy centers on addressing key national security priorities, leveraging software, and investing ahead of customer needs.

• Prioritizes larger, longer-duration opportunities and flexible capital deployment to increase free cash flow per share and shareholder value.

Business model and market positioning

• Operates across command, control, communications, intelligence, cyber, digital solutions, enterprise IT, mission support, space, and spectrum superiority markets.

• Combines technology and expertise for a unique competitive advantage, with medium to high barriers to entry and investment requirements.

• Emphasizes technology flexibility, innovation, and agility, blending disciplined structure with proactive, software-focused approaches.

Financial performance and guidance

• FY26 revenue guidance is $9.5–$9.6 billion, with adjusted net income of $615–$630 million and adjusted diluted EPS of $27.70–$28.38.

• Free cash flow guidance for FY26 is at least $725 million, reaffirmed despite higher CapEx and acquisition costs.

• Three-year targets (FY25–FY27) include high single-digit revenue CAGR, mid-11% EBITDA margin, and at least $1.6 billion cumulative free cash flow.