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Close of Nov 06, 2026 · end-of-day data
CACI 8-K filings in 2026
Every material Form 8-K CACI International filed with the SEC in 2026, 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 reported fiscal first-quarter 2027 results for the quarter ended September 30, 2026, with revenue of $2.5 billion, up 8.2%, and diluted EPS of $5.84, up 3.7%. The company raised its fiscal 2027 revenue and adjusted earnings guidance while reaffirming its free cash flow outlook, which matters to shareholders because it signals higher expected revenue and adjusted profit for the year.
Revenue was $2,474.6 million, up 8.2% year over year, including 2.1% organic growth.
Net income was $130.4 million, up 4.5%; diluted EPS was $5.84, up 3.7%; adjusted diluted EPS was $7.66, up 11.8%.
Fiscal 2027 revenue guidance was raised to $10,700 million to $10,900 million from $10,650 million to $10,850 million.
Free cash flow was $133.5 million, down 6.6%; fiscal 2027 free cash flow guidance of at least $900 million was reaffirmed.
CACI reported results for its fiscal fourth quarter and full year ended June 30, 2026, with full-year revenue of $9.6 billion, up 10.9%, and diluted EPS of $24.16, up 8.2%. The company also issued fiscal 2027 guidance calling for revenue of $10.65 billion to $10.85 billion and adjusted diluted EPS of $32.96 to $33.86.
Fiscal 2026 revenue was $9.6 billion, up 10.9%; diluted EPS was $24.16, up 8.2%.
Fourth-quarter revenue was $2.7 billion, up 17.6%, while fourth-quarter diluted EPS was $7.05, down 1.3%.
Fiscal 2027 guidance: revenues $10,650 million to $10,850 million; adjusted diluted EPS $32.96 to $33.86; free cash flow at least $900 million.
Total backlog was $32.0 billion as of June 30, 2026, compared with $31.4 billion a year earlier.
CACI International named Dr. Dave Young, 45, as Chief Operating Officer, reporting to CEO John Mengucci. He previously led National Security Space at Lockheed Martin, a business with about $7 billion in revenue last year, according to the press release. The filing says his pay includes a $500,000 sign-on bonus and a $2,000,000 restricted stock unit grant.
Dr. Dave Young, 45, to serve as Chief Operating Officer and report to CEO John Mengucci
Sign-on bonus of $500,000 and restricted stock units valued at $2,000,000, vesting in three equal annual installments from the first anniversary of employment
Most recently General Manager of National Security Space at Lockheed Martin, December 2024 to June 2026; previously COO of CAES from January 2021 to September 2024
CACI International disclosed that DeEtte Gray, President of U.S. Operations, will retire effective June 30, 2026, and will serve as a Strategic Advisor from July 1 through December 31, 2026 to support an orderly leadership transition. The Transition Agreement sets reduced pay and equity terms during the advisory period and provides no severance or change-in-control benefits.
Gray notified the company on June 1, 2026; the Transition Agreement is dated June 3, 2026.
Annualized base salary referenced in the agreement is $763,497, prorated during the Transition Period.
Bonus participation continues at 50% of base salary, about 25% of annualized base salary at target performance; she will not receive additional long-term incentive awards in 2026.
The agreement is filed as Exhibit 10.1 and includes no severance or change-in-control benefits.
CACI reported fiscal third-quarter 2026 revenue of $2.4 billion, up 8.5%, and diluted EPS of $5.88, up 17.6%, with the period including $17.4 million of ARKA transaction expenses. The company raised its fiscal 2026 revenue guidance to reflect the $2.6 billion ARKA acquisition, but lowered its adjusted diluted EPS guidance, which shareholders should weigh against the higher revenue outlook.
Q3 revenue $2.4 billion ($2,351.0 million), up 8.5% year over year; net income $130.4 million, up 16.6%
Diluted EPS $5.88, up 17.6%; adjusted diluted EPS $7.27, up 16.7%
FY2026 revenue guidance raised to $9,500–$9,600 million from $9,300–$9,500 million; adjusted diluted EPS guidance lowered to $27.70–$28.38 from $28.25–$28.92
ARKA Group acquisition, an all-cash deal for $2.6 billion, closed March 9, 2026; free cash flow guidance held at at least $725 million
CACI International sold $500 million of additional senior unsecured notes due 2033 in a private placement, bringing total notes outstanding under that series to $1.5 billion. CACI expects net proceeds of about $518 million and plans to use them to repay revolving credit facility debt used to help fund its ARKA Group acquisition.
$500 million of Additional Notes issued as part of the 6.375% Senior Notes due 2033 series, bringing total outstanding to $1.5 billion
Net proceeds of approximately $518 million, to be used to repay revolving credit facility debt incurred for the ARKA Group acquisition
Notes mature June 15, 2033; interest paid semi-annually on June 15 and December 15, first payment June 15, 2026
Indenture dated June 2, 2025 with U.S. Bank Trust Company as trustee; default can be accelerated by the trustee or holders of at least 30% of notes
CACI completed its $2.6 billion all-cash acquisition of ARKA Group, L.P. on March 9, 2026, after signing the purchase agreement on December 19, 2025. The company also amended its Term Loan B credit agreement to add an $800 million tranche of incremental term loans maturing in 2033, which helped fund the deal along with revolver borrowings and cash on hand. The filing does not disclose ARKA's revenue or earnings, so shareholders cannot yet assess the acquisition's financial effect.
Purchase price of $2.6 billion in cash, subject to a customary post-closing working capital adjustment
New $800 million Incremental Term B-2 Loans maturing March 9, 2033, at a floating rate based on Term SOFR or a base rate, plus a margin
Funding came from the term loans, revolving credit facility borrowings and cash on hand, and the loans are secured by substantially all assets of the company and its material domestic subsidiaries
ARKA adds about 1,100 employees, according to CEO John Mengucci, and expands CACI's space-based sensor and geospatial intelligence offerings
CACI reported fiscal second quarter 2026 revenue of $2.2 billion, up 5.7% year over year, and diluted earnings per share of $5.59, up 14.5%. The company raised its fiscal 2026 revenue and adjusted earnings guidance, and the guidance excludes its planned $2.6 billion all-cash acquisition of ARKA Group.
Q2 revenue $2.2 billion, up 5.7%; net income $123.9 million, up 12.7%
Q2 diluted EPS $5.59, up 14.5%; adjusted diluted EPS $6.81, up 14.5%
Fiscal 2026 revenue guidance raised to $9.3 billion to $9.5 billion from $9.2 billion to $9.4 billion
Fiscal 2026 adjusted diluted EPS guidance raised to $28.25 to $28.92 from $27.13 to $28.03; guidance excludes the pending ARKA Group acquisition
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 →