CACI

EX-99.1

2 fy26-q4caci20260805ex991.htm

EX-99.1

Document

Exhibit 99.1

CACI Reports Results for Its Fiscal 2026 Fourth Quarter and

Full Year and Issues Fiscal Year 2027 Guidance

Annual revenues of $9.6 billion, up 10.9% YoY

Annual net income of $535.8 million; Diluted EPS of $24.16, up 8.2% YoY

Annual adjusted net income of $661.6 million; Adjusted diluted EPS of $29.83, up 12.7% YoY

Annual EBITDA of $1,173.9 million and EBITDA margin of 12.3%

Annual contract awards of $10.2 billion and book-to-bill of 1.1x

Company expects strong cash flow in Fiscal Year 2027, driven by strong revenue growth, margin expansion, and efficient working capital management

RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced results today for its fiscal fourth quarter and full year ended June 30, 2026, and issued guidance for fiscal year 2027.

“CACI’s outstanding fiscal year 2026 performance demonstrates the power of our differentiated strategy, our relentless focus on execution, and underscores the technology-first national security company we have become. In a challenging environment, we grew free cash flow by 66%, delivered high-single digit organic revenue growth, expanded EBITDA margin to 12.3%, won $10 billion in contract awards, and grew both funded and total backlog,” said John Mengucci, CACI President and Chief Executive Officer. “We delivered this strong financial performance while continuing to invest across our business. These investments, and the executive talent we have added, position us exceptionally well for continued success in fiscal 2027 and beyond. Finally, with our fiscal year 2027 guidance, we’re on track to meet or exceed our 3-year financial targets, demonstrating our ability to drive long-term growth in free cash flow and deliver exceptional value for our customers and our shareholders.”

Fourth Quarter Results

Three Months Ended

(in millions, except earnings per share and DSO)6/30/20266/30/2025 % Change3

Revenues$2,709.1 $2,304.1 17.6%

Income from operations$272.2 $206.7 31.7%

Net income$156.8 $157.9 (0.7)%

Adjusted net income, a non-GAAP measure1 $198.1 $185.8 6.6%

Diluted earnings per share$7.05 $7.14 (1.3)%

Adjusted diluted earnings per share, a non-GAAP measure1 $8.91 $8.40 6.1%

Earnings before interest, taxes, depreciation and amortization (EBITDA), a non-GAAP measure1 $353.1 $264.5 33.5%

Net cash provided by operating activities excluding MARPA, a non-GAAP measure1 $279.7 $167.1 67.4%

Free cash flow, a non-GAAP measure1 $232.9 $139.1 67.4%

Days sales outstanding (DSO)2 5556

(1)This non-GAAP measure should not be considered in isolation or as a substitute for measures prepared in accordance with GAAP. For additional information regarding this non-GAAP measure, see the related explanation and reconciliation to the GAAP measure included below in this release.

(2)The DSO calculations for three months ended June 30, 2026 and 2025, exclude the impact of the Company’s Master Accounts Receivable Purchase Agreement (MARPA), which was 7 days and 8 days, respectively.

(3)Percentages are calculated using the underlying whole dollar amounts. Some percentages may vary slightly due to rounding.

Revenues in the fourth quarter of fiscal year 2026 increased 17.6% year-over-year, driven by 11.6% organic growth. Revenue in the fourth quarter also grew 15.2% sequentially. The increase in income from operations was driven by higher revenues and gross profit. A slight decrease in diluted earnings per share was driven by higher income from operations being offset by increased interest expense as a result of the ARKA acquisition and a higher tax provision. Adjusted diluted earnings per share grew during the quarter. The increase in cash from operations, excluding MARPA, was driven primarily by strong working capital management.

1

Fourth Quarter Contract Awards

Contract awards in the fourth quarter totaled $1.6 billion, with approximately 40% for new business to CACI. Awards exclude ceiling values of multi-award, indefinite delivery, indefinite quantity (IDIQ) contracts. Some notable awards during the quarter were:

•CACI was awarded a contract by the Department of War (DoW) to deploy SkyValor at the Southern Border after successfully completing a two-day operational evaluation conducted by the Joint Interagency Task Force 401 (JIATF-401) at U.S. Marine Corps Air Station Yuma, Arizona. SkyValor is CACI’s next-generation drone defense system built to find, track, and stop hostile drones. The deployment will support a broader national security effort to counter the growing threat of hostile drones and strengthen homeland defense in high-priority operating environments.

•CACI was awarded a six-year technology contract valued at up to $308 million by the Department of Veterans Affairs (VA) to transform its legacy financial management system by improving operational efficiency, productivity, agility, and flexibility.

•CACI was awarded over $236 million in new contracts and a

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caci-202601210000016058FALSE00000160582026-01-212026-01-21

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 21, 2026

CACI International Inc (Exact name of Registrant as Specified in Its Charter)

Delaware001-3140054-1345888 (State or Other Jurisdiction of Incorporation) (Commission File Number)(IRS Employer Identification No.)

12021 Sunset Hills Road Reston, Virginia 20190

(Address of Principal Executive Offices)(Zip Code)

Registrant’s Telephone Number, Including Area Code: (703) 841-7800 Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading SymbolName of each exchange on which registered Common StockCACINew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth companyo

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act o

ITEM 2.02Results of Operations and Financial Condition

On January 21, 2026, CACI International Inc released its financial results for the second quarter fiscal year 2026. A copy of the press release announcing the financial results as well as the schedule for a conference call and webcast on January 22, 2026 is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

ITEM 9.01Financial Statements and Exhibits

Exhibit NumberDescription

99.1Press Release dated January 21, 2026 announcing CACI’s financial results for the second quarter fiscal year 2026.

104Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

CACI International Inc

Date: January 21, 2026 By:s/ J. William Koegel, Jr.

J. William Koegel, Jr. Executive Vice President, General Counsel and Secretary