CACI International Inc. reported revenue of $2,474.6 million for the three months ended September 30, 2026, up 8.2% year over year, and income from operations of $247.5 million, up 16.6%. Net income increased 4.5% to $130.4 million; diluted earnings per share were $5.84, compared with $5.63. Growth reflected acquisitions and 2.1% organic growth, including new awards and expansion on existing programs. Department of War revenue rose 14.8%, while federal civilian agency revenue declined 3.7%.
Operating cash flow was $161.3 million, compared with $171.1 million, primarily due to working-capital disbursement timing. At September 30, 2026, total backlog was $34.0 billion, including $6.2 billion funded backlog; backlog includes unexercised options and is not assured revenue. Remaining performance obligations were $14.3 billion. Long-term debt, net of current portion, was $4,789.3 million; CACI reported compliance with all financial covenants related to long-term debt and $1,395.0 million of undrawn revolving capacity. On October 20, 2026, the board changed the fiscal year end to December 31, with a six-month transition report ending December 31, 2026. On October 21, 2026, the District Court entered judgment for CACI and dismissed Al Shimari; plaintiffs indicated they may seek Supreme Court review.
CACI International Inc. reported fiscal 2027 first-quarter revenue of $2,474.6 million, up 8.2% year over year, and EBITDA of $328.8 million, up 22.4%. Net income was $130.4 million, up 4.5%, while adjusted diluted EPS was $7.66, up 11.8%. Contract awards totaled $4.8 billion, approximately 61% of which was for new business. Funded backlog was $6.2 billion as of September 30, 2026, up 14.8% year over year.
The company raised fiscal 2027 revenue guidance to $10,700-$10,900 million, adjusted net income to $740-$760 million, and adjusted diluted EPS to $33.18-$34.08, while reaffirming free cash flow guidance of at least $900 million. First-quarter net cash provided by operating activities excluding MARPA was $144.8 million, down 9.5%; free cash flow was $133.5 million, down 6.6%. CACI attributed the decrease in cash from operations, excluding MARPA, primarily to higher working capital.
CACI International Inc. amended its bylaws on October 20, 2026, changing how its fiscal year and annual meeting are set and revising shareholder notice deadlines. The Board now fixes the fiscal year and may change it; previously it ran from July 1 to June 30. The Board also sets the annual meeting’s date, time, and place; previously it was held on the third Friday of October.
Notices of director nominations and other shareholder business are timely when received 90 to 120 days before the prior annual meeting’s anniversary. An alternative deadline based on the meeting’s public announcement applies if the meeting date shifts by more than 30 days before or 60 days after that anniversary, or if no meeting was held in the preceding year. CACI will use a transition period from July 1, 2026, through December 31, 2026, and intends to file a Form 10-KT covering it.
CACI International Inc. reported final voting results: ten director nominees—Lisa S. Disbrow, Michael Gilday, Susan M. Gordon, David F. Keffer, John S. Mengucci, Scott C. Morrison, Philip O. Nolan, Debora A. Plunkett, Stanton D. Sloane and Charles L. Szews—were elected. Shareholders approved, on an advisory basis, compensation for named executive officers and ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for fiscal year 2027. The compensation proposal received 17,309,703 votes for, 1,240,939 against and 37,829 abstentions; auditor ratification received 20,008,303 votes for, 130,325 against and 12,418 abstentions. J. William Koegel, Jr., Executive Vice President, General Counsel and Secretary, signed the report.
Eric Blazer, CACI’s SVP, Corp. Controller & CAO, exercised or converted 590 performance restricted stock units and 99 restricted stock units into CACI common stock on October 16, 2026. The transactions also report 178 and 30 common shares delivered or withheld for payment of exercise price or tax liability, respectively, at $614.31 per share. The derivative holdings shown after each conversion were zero.
CACI International Inc director Philip O. Nolan received a direct award of 328 Restricted Stock Units on October 15, 2026, tied to CACI Common Stock. His reported direct position after the award was 328 units. The units vest in four installments of 82 shares each, scheduled for January 13, April 13, July 12, and October 10, 2027.
CACI International Inc. director Lisa S. Disbrow was granted 50 shares of common stock on October 15, 2026, in connection with her annual retainer as Chair of the Board. She was also granted 418 restricted stock units, which vest in installments from January 13, 2027, through October 10, 2027. Following the common-stock grant, her reported directly held position was 2,683 shares.
CACI International Inc. (CACI) director Scott C. Morrison received 328 Restricted Stock Units on October 15, 2026. The units vest in four installments of 82 shares each: January 13, April 13, July 12, and October 10, 2027. His reported direct position after the grant was 328 Restricted Stock Units.
CACI director Debora A. Plunkett was granted 328 Restricted Stock Units on October 15, 2026, representing 328 shares of CACI common stock. The units are reported as directly held and vest in four installments of 82 shares: January 13, April 13, July 12, and October 10, 2027.
CACI International Inc. director Charles L. Szews was granted 328 Restricted Stock Units on October 15, 2026. The award schedule provides for 82 shares to vest on January 13, 2027, 82 shares on April 13, 2027, 82 shares on July 12, 2027, and 82 shares on October 10, 2027.