-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
CACI delivered its ninth consecutive adjusted EPS beat in Mar-Q FY26, reporting revenue of $2.35B (+8% Y/Y) driven by 7% organic growth and strong performance across all segments. Adjusted diluted EPS of $7.27 exceeded consensus by $0.34, while EBITDA margins expanded 60 bps to 12.3% and free cash flow reached $221M, reflecting strong operational leverage and efficiency gains. We believe CACI's strategic transformation into a national security technology company positions it well for sustained growth, with continued investments in software-defined capabilities and competitive advantages from embedded mission proximity. The company maintains strong visibility with $33B total backlog (+6%) and $4B in submitted bids, expecting $22B in submissions over the next two quarters with over 75% representing new business. With 98% of FY26 revenue secured and robust execution momentum, we think CACI remains well-positioned to deliver on its three-year financial targets and drive long-term shareholder value.