CACI (CACI)
Combines cleared technical expertise with software-defined technology for U.S. national-security missions.
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Provides specialized expertise and software-defined technology for U.S. national-security missions across cyber, secure networks, space, electronic warfare, digital modernization, and engineering. Revenue is concentrated in Domestic Operations, while acquisitions extend proprietary capabilities and cleared talent.
Combines specialized national-security expertise with software and software-enabled hardware for U.S. intelligence, defense, and federal civilian customers. Domestic Operations encompasses C3I, cyber, digital solutions, enterprise IT, mission and engineering support, space, and spectrum systems; International Operations serves government and commercial customers from its U.K. base.
Executes by embedding cleared technical talent in customer missions while investing in reusable technology. The model spans secure networks, cloud modernization, electronic warfare, sensing, geospatial intelligence, and engineering support, with acquisitions used to add technologies, customer positions, and specialized personnel.
Revenue is concentrated in the United States and depends on federal budgets, procurement timing, contract performance, security clearances, and access to skilled employees. The international segment remains comparatively small.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | Wells Fargo | Reiterate | Rating: —Target: $513 | Target: $715 |
| Aug 9, 2026 | Jefferies | Reiterate | Rating: —Target: $510 | Target: $700 |
| Aug 7, 2026 | UBS | Reiterate | Rating: —Target: $787 | Target: $804 |
| Aug 6, 2026 | Stifel Nicolaus | Target | Target: $765 | Target: $892 |
| Jul 22, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: — | Target: $675 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $191.8M · Total debt $5.33B · Total assets $11.82B · Shareholders' equity $4.46B
- Revenue
- $2.71B
- Operating income
- $272.2M
- Net income
- $156.8M
No dividends on record.
| Institutions | ≈ 102.22% | 22.59M shares | |
|---|---|---|---|
| 630 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.13% | 249.0K shares | |
| 21 holders · as of Sep 11, 2026 | |||
| Adds to | 103.35% | ||
22.10M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 103.35%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.85% | 2.18M | as of Jun 30, 2026 |
Morgan StanleyInstitution | 5.30% | 1.17M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.52% | 998,752 | as of Jun 30, 2026 |
Barrow Hanley Mewhinney & Strauss LLCInstitution | 4.32% | 955,549 | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.26% | 942,422 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 16, 2026 | Susan M. Gordon | director | −264 | $500.38 |
| Mar 11, 2026 | Debora A. Plunkett | director | −220 | $603.30 |
| Feb 10, 2026 | J. William JR Koegel | officer: EVP, General Counsel | −2,000 | $615.06 |
| Dec 10, 2025 | William L. Jews | director | −3,000 | $585.82 |
- Leidos
Broad federal overlap in digital, cyber, intelligence, and engineering
- Booz Allen Hamilton
Cleared technology overlap across AI, cyber, cloud, and defense missions
- Science Applications International
Direct overlap in federal mission IT, integration, and engineering
- General Dynamics
GDIT contests large federal IT, cyber, C5ISR, and mission programs
- Parsons
National-security overlap in cyber, C5ISR, space, and sensors
- L3Harris Technologies
Product-level rivalry in spectrum, communications, and space sensing
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| CACI | $616.01 | −2.66% | $13.98B | 26.2 | 18.7 | 1.5 | +17.6% |
| Leidos | $123.04 | −4.05% | $16.13B | 12.0 | 10.2 | 0.9 | +7.2% |
| Booz Allen Hamilton | $75.38 | −2.58% | $9.31B | 12.1 | 12.1 | 0.8 | −4.2% |
| Science Applications International | $131.19 | −1.62% | $5.64B | 15.6 | 12.8 | 0.8 | +6.3% |
| General Dynamics | $343.43 | −2.96% | $95.75B | 21.6 | 19.6 | 1.7 | +8.1% |
| Parsons | $43.92 | −3.11% | $4.84B | 31.3 | 13.2 | 0.8 | −0.5% |
| L3Harris Technologies | $240.12 | −2.76% | $45.98B | 24.9 | 19.4 | 2.0 | +8.4% |
| Median | 18.6 | 13.0 | 0.9 | +6.7% |