Finance

CACI Shares Soar: How This Defense Contractor Beat Expectations and Boosted Investor Confidence

CACI shares surged over 12% after Q1 earnings showed double-digit revenue/income increases, beating forecasts.

byAndres Castro

October 23, 2025, 10:56 PM

The CACI logo on a phone with the company website behind it. By T. Schneider / Shutterstock.com.

Executive Summary

CACI International’s shares surged over 12% following Q1 FY26 earnings, reporting double-digit increases in revenue and non-GAAP net income that surpassed analyst expectations.

The company secured $5 billion in new contract awards during the first quarter and reported growth in both its total and funded backlog.

CACI International reaffirmed its full fiscal year 2026 guidance, projecting revenue between $9.2 billion and $9.4 billion and adjusted net income between $605 million and $625 million.

The Story So Far

CACI International, a defense company, experienced a significant surge in its shares after reporting strong first-quarter fiscal 2026 earnings. The company exceeded analyst expectations with double-digit increases in both revenue and non-GAAP net income, indicating robust financial performance and operational momentum with new contract awards.

Why This Matters

CACI International’s strong first-quarter fiscal 2026 results, surpassing analyst expectations for profitability and revenue, have significantly boosted investor confidence, evidenced by a 12% share price surge. This performance, coupled with $5 billion in new contract awards and reaffirmed full-year guidance, signals robust operational momentum and a positive financial trajectory for the defense contractor, suggesting continued growth and market strength in the coming fiscal year.

Who Thinks What?

CACI International believes it had a robust start to fiscal 2026, marked by strong revenue growth and better-than-expected adjusted profitability, and maintains confidence in its full-year financial trajectory.

Analysts and investors, having set specific financial projections for CACI International, saw the company exceed profitability expectations, which drove significant investor interest and a surge in share prices.

CACI International, a defense company, saw its shares surge over 12% on October 23, 2025, following the release of its first-quarter fiscal 2026 earnings. The company reported double-digit increases in both revenue and non-GAAP net income, surpassing analyst expectations for profitability in the period.

Financial Performance Highlights

For the quarter, CACI International posted an 11% year-over-year rise in revenue, reaching $2.29 billion. This figure modestly exceeded the consensus analyst estimate of $2.26 billion.

The defense contractor also achieved a nearly 14% increase in non-GAAP net income, totaling just under $152 million, or $6.85 per share. This significantly outperformed the average analyst projection of $6.14 for adjusted per-share profitability.

Operational Achievements

During the first quarter, CACI secured $5 billion in new contract awards. The company also reported growth in both its total and funded backlog, indicating strong operational momentum.

Fiscal Year 2026 Outlook

CACI International reaffirmed its guidance for the full fiscal year 2026. The company anticipates revenue to range between $9.2 billion and $9.4 billion.

Additionally, the defense firm projects adjusted net income for the year to be between $605 million and $625 million, translating to an estimated $27.13 to $28.03 per share.

Key Takeaways

CACI International’s robust start to fiscal 2026, marked by strong revenue growth and better-than-expected adjusted profitability, drove significant investor interest. The company’s maintained full-year guidance suggests continued confidence in its financial trajectory.