CACI International Q2 Earnings Call Highlights

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MarketBeat

Thu, January 22, 2026 astatine 11:07 AM CST 7 min read

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Strong Q2 results: Revenue was astir $2.2 billion (≈5.7% Y/Y), adjusted EPS roseate 14% to $6.81, escaped currency travel was $138 million and EBITDA borderline held astatine 11.8%, with absorption saying show held up contempt a protracted authorities shutdown.
Upsized fiscal‑2026 guidance: Management raised guidance crossed the committee — astatine slightest $725 million of escaped currency flow, gross of $9.3–$9.5 billion (≈7.8–10.1% growth), EBITDA borderline of 11.7–11.8%, and adjusted EPS of $28.25–$28.92.
Tech shift, backlog and woody impact: Technology present represents astir 60% of gross (with ~$2 billion successful physics warfare), backlog totaled $33 billion with $6 billion of bids nether reappraisal and $20 billion planned bids, and the planned ARKA acquisition is expected to assistance leverage from 2.4x to ~4.3x astatine adjacent earlier returning to the debased threes wrong six quarters.
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CACI International (NYSE:CACI) executives utilized the company’s fiscal second-quarter 2026 net telephone to item stronger-than-expected profitability and currency procreation contempt what absorption described arsenic lingering disruption from a lengthy authorities shutdown. The institution besides raised its full-year fiscal 2026 guidance crossed revenue, EBITDA margin, earnings, and escaped currency flow, citing stronger first-half show and improved visibility.

President and CEO John Mengucci said the quarter’s results reflected CACI’s strategy of investing up of lawsuit needs and expanding the exertion contented of its business. The institution reported second-quarter escaped currency travel of $138 million, which Mengucci said was driven by 6% gross growth and an 11.8% EBITDA margin.

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Chief Financial Officer Jeff MacLauchlan provided further detail, reporting gross of $2.2 billion, up 5.7% twelvemonth implicit year, including 4.5% organic growth. MacLauchlan said the shutdown affected programme timing and delayed immoderate authorities worldly purchases successful the quarter, but helium emphasized that margins and currency travel held up well.

Adjusted diluted net per stock were $6.81, up 14% from a twelvemonth earlier. MacLauchlan said higher operating income and a little stock number much than offset higher involvement disbursal and a higher income taxation provision. Days income outstanding were 57 days.

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