Does CACI's $5 Billion in New Contracts Reinforce the Long-Term Growth Story for CACI (CACI)?

• Earlier this quarter, CACI International reported first-quarter fiscal 2026 earnings that surpassed analyst expectations, supported by higher revenues and cost management, and announced US$5 billion in contract awards, with about 60% attributed to new business.
• This robust contract activity, combined with the reiteration of its revenue and free cash flow guidance, highlights strong operational momentum and growth potential for the company.
• We'll explore how CACI's substantial new contract wins underscore and potentially strengthen its long-term investment narrative.

Find companies with promising cash flow potential yet trading below their fair value.

CACI International Investment Narrative Recap

To be a shareholder in CACI International, you must believe in the company's ability to consistently win and execute high-value government contracts, leveraging its core strengths in national security and technology integration. The recent US$5 billion in contract awards, with 60% tied to new business, directly supports the company's short-term catalyst of backlog and revenue growth; however, the biggest risk, exposure to U.S. government budget delays or cuts, remains largely unchanged by this news.

Among CACI's recent contract announcements, the US$73 million project to modernize the Air Force's intelligence network exemplifies its strong positioning in securing advanced, mission-critical defense contracts. This kind of contract activity aligns closely with stakeholders' expectations for near-term growth and backlog expansion driven by robust federal demand for technology-driven solutions.

Yet, even with a strong pipeline, investors should be aware that if political gridlock or unexpected budget shifts hinder federal spending...

Read the full narrative on CACI International (it's free!)

CACI International's narrative projects $10.4 billion revenue and $634.1 million earnings by 2028. This requires 6.5% yearly revenue growth and a $134.3 million earnings increase from $499.8 million.

Uncover how CACI International's forecasts yield a $646.64 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Four individual fair value estimates from the Simply Wall St Community span US$456.91 to US$736.23, a difference of more than US$275. Recent contract wins could boost confidence, but government budget risk still looms and could influence future sentiment. Consider these varied views when weighing your own outlook.

Explore 4 other fair value estimates on CACI International - why the stock might be worth as much as 23% more than the current price!

Build Your Own CACI International Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your CACI International research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free CACI International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate CACI International's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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