Raymond James on CACI International (CACI): 'National Security Focus Continues to Shine for CACI'

Raymond James analyst Brian Gesuale reiterated a Market Perform rating and {REMOVEPT} price target on CACI International (NYSE: CACI)

The analyst comments "CACI reported solid F4Q results and provided a FY26 guide that bookended consensus revenue forecasts. Execution remains crisp and the national security focus remains a strength as the company continues to outperform most peers. The FY26 guide implies organic growth of 4.3% - 6.6% (vs. 10% in FY25) and margins of mid-11% (vs. 11.2% in FY25) while FCF benefits from the BBB ($710M+ vs. Street at $600M) and adj. EPS was guided to $27.13 to $28.03 vs. the Street at $27.34. Backlog was flat sequentially and (-1% y/y) at $31.4B providing ~3.5 years of annual revenue. CACI’s national security mix (~94% of sales) and crisp execution has pushed the stock up ~22% YTD (vs. S&P 500 +7%). While we continue to like the execution and focus, we are maintaining ourMarket Perform rating reflecting the company’s strong performance YTD, the group’s tendency to mean revert, tougher comps, and a valuation that we believe limits multiple expansion from here."

For an analyst ratings summary and ratings history on CACI International click here. For more ratings news on CACI International click here.

Shares of CACI International closed at $499.94 yesterday.

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