• CACI International Inc. reported its fourth-quarter and full-year 2026 results, with quarterly sales rising to US$2,709.06 million and full-year sales reaching US$9,567.78 million, alongside issuing fiscal 2027 guidance that projects revenues of US$10.65–US$10.85 billion and net income of US$574–US$594 million.
• A separate announcement revealed that the U.S. Office of Personnel Management selected a team including CACI, Oracle, Baker Tilly, and Deloitte for a nearly US$400 million, 10-year federal HR IT modernization contract, which further anchors CACI’s role in overhauling large, complex government systems.
• We’ll now examine how CACI’s robust FY26 results and new OPM HR modernization role may reshape its investment narrative and outlook.

Find 52 companies with promising cash flow potential yet trading below their fair value.

CACI International Investment Narrative Recap

To own CACI, you generally need to believe in long term demand for complex U.S. government technology, defense, and modernization work, and in CACI’s ability to convert its backlog into steady earnings and cash flow. The key short term catalyst remains execution on higher value contracts and cash conversion, while the largest risk is still concentrated exposure to U.S. federal budgets and procurement timing. The latest FY26 results and FY27 guidance are consistent with this thesis and do not materially change those core drivers.

The most relevant recent announcement is CACI’s role on the U.S. Office of Personnel Management’s nearly US$400 million, 10 year HR IT modernization contract. This win reinforces CACI’s positioning in large, multi year digital transformation programs that can support backlog quality and revenue visibility, but it also ties the company more tightly to federal budget decisions and contract consolidation trends that may amplify the timing and competition risks already facing shareholders.

Yet behind CACI’s contract wins and guidance, investors should still pay close attention to how concentrated U.S. government exposure could affect...

CACI International's narrative projects $12.0 billion revenue and $758.9 million earnings by 2029. This requires 9.3% yearly revenue growth and a $222.0 million earnings increase from $536.9 million today.

Uncover how CACI International's forecasts yield a $654.93 fair value, in line with its current price.

Exploring Other Perspectives

Some of the lowest estimate analysts were already cautious, assuming about 7% annual revenue growth to roughly US$11.7 billion and only modest margin pressure by 2029, so this new backlog and guidance might challenge their more pessimistic view or, if funding tightens further, even prove too optimistic.

Explore 4 other fair value estimates on CACI International - why the stock might be worth as much as 68% more than the current price!

Decide For Yourself

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your CACI International research is our analysis highlighting 3 key rewards and 1 important warning sign 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.

No Opportunity In CACI International?

Opportunities like this don't last. These are today's most promising picks. Check them out now:

• The future of work is here. Discover the 37 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.
• This technology could replace computers: discover 24 stocks that are working to make quantum computing a reality.
• Uncover the next big thing with 20 elite penny stocks that balance risk and reward.

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.