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CACI Q1 Deep Dive: ARKA Acquisition, Mission-Critical Tech, and Margin Dynamics Shape Outlook

CACI Q1 Deep Dive: ARKA Acquisition, Mission-Critical Tech, and Margin Dynamics Shape Outlook

Defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 8.5% year on year to $2.35 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $9.55 billion at the midpoint. Its non-GAAP profit of $7.27 per share was 5% above analysts’ consensus estimates. Is now the time to buy CACI? Find out in our full research report (it’s free). CACI (CACI) Q1 CY2026 Highlights: Revenue: $2.35 billion vs analyst estimates of $2.36 billion (8.5% year-on-year growth, in line) Adjusted EPS: $7.27 vs analyst estimates of $6.93 (5% beat) Adjusted EBITDA: $289.7 million vs analyst estimates of $275.9 million (12.3% margin, 5% beat) The company lifted its revenue guidance for the full year to $9.55 billion at the midpoint from $9.4 billion, a 1.6% increase Management lowered its full-year Adjusted EPS guidance to $28.04 at the midpoint, a 1.9% decrease Operating Margin: 9.7%, in line with the same quarter last year Market Capitalization: $11.31 billion StockStory’s Take CACI’s first quarter performance reflected steady execution in its core defense and intelligence markets, with organic revenue growth and strong program execution cited as key contributors. Management pointed to robust demand for software-defined technology, as well as the successful integration of recently acquired ARKA, as drivers of margin improvement and cash generation. CEO John S. Mengucci emphasized that the company’s book-to-bill ratio and backlog duration offer long-term visibility, noting, “our exceptionally strong recompete performance is a key enabler of long-term growth.” Looking forward, CACI’s updated guidance is shaped by the integration of ARKA’s space and AI-driven capabilities and continued investment in high-priority national security domains. Management highlighted the potential for further growth in electronic warfare, counter-unmanned aerial systems (UAS), and classified space programs as budget priorities remain supportive. CFO Jeffrey D. MacLauchlan cautioned, however, that award timing remains lumpy, stating, “Revenue is not going to be linear.… Program schedules are not congruent with quarter-end points.” Key Insights from Management’s Remarks CACI’s management attributed this quarter’s growth to expanding mission technology offerings, increased demand in counter-UAS, and the ARKA acquisition, while highlighting the evolving mix of higher-margin technology programs.