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Close of Nov 06, 2026 · end-of-day data
CACI 8-K filings in 2025
Every material Form 8-K CACI International filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
CACI International named two new independent directors, retired Adm. Michael Gilday and David Keffer, effective January 1, 2026. They fill vacancies left by the resignation of William L. Jews, effective December 31, 2025, and the death of Michael A. Daniels in July 2025.
Michael Gilday and David Keffer appointed to the Board effective January 1, 2026, by Board action on December 29, 2025.
William L. Jews, Audit Committee chair, resigned effective December 31, 2025; the filing says the resignation was not due to a disagreement with the company.
Both new directors are independent under NYSE requirements and will serve initial terms ending at the next annual shareholder meeting.
Keffer previously served as CFO of Northrop Grumman before retiring in 2024; Gilday most recently retired as Chief of Naval Operations.
CACI, Inc. – Federal, a subsidiary of CACI International, amended its Master Accounts Receivable Purchase Agreement with MUFG Bank as administrative agent. The amendment extends the Scheduled Termination Date from December 19, 2025 to December 18, 2026 and modifies certain commercial provisions. The filing does not disclose the facility size or the amended commercial terms, so the financial effect on shareholders cannot be determined from this document.
Amendment No. 7 to the Master Accounts Receivable Purchase Agreement was entered into on December 19, 2025.
Scheduled Termination Date extended from December 19, 2025 to December 18, 2026.
Amendment also modifies certain commercial provisions; specifics are in Exhibit 10.1, with some schedules omitted.
CACI, through its subsidiary CACI, Inc.-Federal, agreed on December 19, 2025 to acquire ARKA Group, L.P. from funds managed by Blackstone for $2.6 billion in cash, subject to a post-closing working capital adjustment. CACI plans to fund the deal with cash on hand, revolver borrowings and debt financing, and Wells Fargo has committed a bridge loan of up to $1.3 billion. The deal is expected to close in the third quarter of fiscal 2026, subject to regulatory approvals, and CACI expects a tax benefit with a present value of $225 million.
Purchase price is $2.6 billion in cash, subject to a customary post-closing adjustment for net working capital and other items
Wells Fargo committed a senior secured bridge loan of up to $1.3 billion, reduced by any gross proceeds CACI raises in financing before closing
Expected closing is the third quarter of fiscal 2026; either party may terminate if closing has not occurred by June 19, 2026, subject to extension in certain cases
CACI expects a tax benefit with a present value of $225 million from the transaction
CACI International entered a Second Amended and Restated Credit Agreement on November 25, 2025, with Bank of America as administrative agent. The deal replaces the company's December 2021 credit agreement and provides a $1.25 billion term loan and a $2.0 billion revolving credit facility, both maturing November 25, 2030. The filing describes financial covenants, secured borrowing against substantially all company and material domestic subsidiary assets, and terms that let CACI add debt in certain circumstances.
Term loan facility of $1.25 billion and revolving credit facility of $2.0 billion, both maturing November 25, 2030
Revolver includes $150.0 million swing line and $25.0 million letter of credit subfacilities
Accordion allows incremental borrowing of up to the greater of $1.105 billion and 100% of Consolidated EBITDA, plus other amounts
Loans are secured by substantially all assets of the company and material domestic subsidiaries, with floating rates tied to Term SOFR or base rate plus a leverage-based margin
CACI reported results for its fiscal first quarter ended September 30, 2025, with revenues of $2.3 billion, up 11.2% year over year, and diluted EPS of $5.63, up 5.6%. Adjusted diluted EPS rose 15.5% to $6.85, and contract awards totaled $5.0 billion. The company left its fiscal 2026 guidance unchanged, which means shareholders have no new full-year outlook beyond the prior range.
Revenues were $2,287.6 million, up 11.2%, with 5.5% organic growth.
Net income was $124.8 million, up 3.9%; diluted EPS was $5.63, up 5.6%.
Fiscal 2026 guidance is unchanged: revenues of $9.2 billion to $9.4 billion, adjusted diluted EPS of $27.13 to $28.03, and free cash flow of at least $710 million.
Total backlog was $33.9 billion as of September 30, 2025, up 4.6%; the conference call is set for October 23, 2025 at 8:00 AM Eastern.
At its October 16, 2025 annual meeting, CACI shareholders approved the 2025 Incentive Compensation Plan, which replaces the 2016 plan for new awards, and elected all ten director nominees. Shareholders also approved executive pay on an advisory basis and ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026.
2025 Incentive Compensation Plan approved with 17,750,993 for and 833,817 against, after the 2016 plan stops granting awards
All ten director nominees elected; Ryan D. McCarthy drew the most votes against at 1,878,242
Advisory say-on-pay approved with 17,611,682 for and 965,909 against
PricewaterhouseCoopers LLP ratified as independent auditor for fiscal 2026 with 19,629,748 for and 568,027 against
CACI reported fiscal 2025 full-year revenue of $8.6 billion, up 12.6%, and net income of $499.8 million, up 19.0%, with diluted EPS of $22.32. It also issued fiscal 2026 guidance for revenue of $9.2 billion to $9.4 billion and adjusted diluted EPS of $27.13 to $28.03. Contract awards fell sharply in both the fourth quarter and the full year, which shareholders may weigh against the growth outlook.
Fourth-quarter revenue was $2.3 billion, up 13.0%, and diluted EPS was $7.14, up 19.4%.
Fiscal 2026 guidance: revenue of $9.2 billion to $9.4 billion, adjusted diluted EPS of $27.13 to $28.03, and free cash flow of at least $710 million.
Fiscal 2025 contract awards were $9.6 billion, down 32.1%; fourth-quarter awards were $2.6 billion, down 51.3%.
Management will discuss results on a conference call at 8:00 AM Eastern on August 7, 2025.
CACI International entered into an indenture on June 2, 2025, under which it issued $1.0 billion of 6.375% Senior Notes due June 15, 2033, guaranteed on a senior unsecured basis by its subsidiary guarantors. The filing describes debt terms, including optional redemption rights, a change of control repurchase offer at 101.0%, and covenants limiting liens, certain sale and leaseback deals, and mergers. The new debt adds $1.0 billion of borrowing obligations for shareholders to weigh, though the filing does not state how the proceeds will be used.
Issued $1.0 billion aggregate principal of 6.375% Senior Notes due June 15, 2033, under an indenture dated June 2, 2025
Interest is payable semi-annually on June 15 and December 15, starting December 15, 2025
Before June 15, 2028, up to 40% of the notes may be redeemed at 106.375% using equity offering proceeds; redemption prices step down to 100.000% from 2030
Trustee is U.S. Bank Trust Company, National Association; a change of control triggers an offer to repurchase at 101.0% of principal
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every CACI International filing is on SEC EDGAR ↗. 8-K briefs of other companies →