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Jun 30
CACI Q4 2025 Earnings Report
CACI reported strong financial results for its fiscal fourth quarter and full year ended June 30, 2025, with double-digit growth in revenues, net income, and EPS, alongside significant contract awards.
Key Takeaways
CACI International Inc concluded fiscal year 2025 with exceptional performance, demonstrating resilience and differentiation in the industry. The company achieved double-digit growth in revenues, net income, and EPS for both the fourth quarter and the full fiscal year, meeting its margin and cash flow expectations. Significant contract awards totaling $10 billion for the full year contributed to a robust backlog of over $31 billion, positioning CACI for continued strong financial performance in fiscal year 2026.
Revenues for Q4 2025 increased by 13.0% year-over-year to $2.304 billion, driven by 5.3% organic growth.
Diluted EPS for Q4 2025 grew by 19.4% to $7.14, and Adjusted diluted EPS increased by 27.1% to $8.40.
Net income for Q4 2025 rose by 17.2% to $157.9 million, with Adjusted net income up 24.9% to $185.8 million.
Contract awards in Q4 2025 totaled $2.6 billion, with over 40% for new business, contributing to a total backlog of $31.4 billion.
CACI
CACI
CACI Revenue by Segment
CACI Revenue by Geographic Location
Revenue by Segment
Department of Defense Revenue
CapyFin.comFederal Civilian Agencies Revenue
CapyFin.comCommercial and Other Revenue
CapyFin.comCost-plus-fee Revenue
CapyFin.comFixed-price Revenue
CapyFin.comTime-and-materials Revenue
CapyFin.comPrime Contractor Revenue
CapyFin.comSubcontractor Revenue
CapyFin.comExpertise Revenue
CapyFin.comTechnology Revenue
CapyFin.comRevenue by Geographic Location
Total Revenue
CapyFin.com Forward Guidance
CACI expects strong financial performance in fiscal year 2026, driven by continued revenue growth, robust margins, and efficient working capital management, with projected revenues between $9.2 billion and $9.4 billion and adjusted diluted EPS between $27.13 and $28.03.
Positive Outlook
- Expected revenue growth with guidance between $9.2 billion and $9.4 billion.
- Anticipated strong cash flow, with free cash flow projected to be at least $710 million.
- Adjusted diluted EPS expected to be between $27.13 and $28.03.
- Assumes approximately $50 million in tax benefit related to the modification of Section 174 in the One Big Beautiful Bill Act of 2025.
- Includes an approximately $40 million cash tax refund related to a method change enacted in fiscal year 2021.
Challenges Ahead
- Guidance for net income is provided with a range of $499 million to $519 million, which is lower than the adjusted net income guidance.
- The guidance is based on views as of August 6, 2025, and is subject to various risk factors.
- No specific negative factors were highlighted in the forward guidance section, but general risks associated with government contracts and economic conditions are mentioned in the disclaimer.
- The free cash flow guidance includes specific tax benefits, implying that without these, the figure might be lower.
- The report does not provide a detailed breakdown of potential challenges or headwinds for FY26 beyond general industry risks.