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CACI scores average on business quality (5.1 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What CACI does
CACI International provides technology and expertise to defense, intelligence, and federal civilian agencies, earning revenue primarily through multi-year government contracts for systems, software, and services.
- What it does best
CACI excels at delivering specialized defense technology integration, achieving a revenue growth rate of 10.9%. This performance places it in the top quartile of its sector at the 77th percentile, outperforming peers like J with revenue growth of 4.6% due to deep customer integration within intelligence agencies.
- The main risk
Heavy reliance on federal government budgets exposes CACI to spending delays and procurement freezes. With total debt climbing to $4.9 billion against $192 million in cash, any disruption in contract cash flows raises balance sheet vulnerability.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 9.8% with an FCF margin of 8.2%. Margins remain tight due to the cost-plus nature of government services, meaning scale increases total cash generation rather than expanding percentage returns.
Deep customer switching costs anchor its moat, locking in federal defense agencies through specialized intelligence contracts. Its gross margin of 33.2% sits below sector medians, reflecting the service-heavy nature of government contracting.
Revenue reached $9.6 billion, up from $8.6 billion previously, maintaining a growth rate of 10.9%. This performance continues an upward multi-year expansion visible across annual summaries.
Total debt sits at $4.9 billion against $192 million in cash, yielding a debt-to-equity ratio of 1.1. Free cash flow reached $780 million, improving from prior years but leaving leverage elevated as borrowing increased.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on CACI
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
CACI scores average on the Cluenex quality check (5.1 of 10), measured against its own industry. Profitability is weak, moat fair, growth steady and financial health fair.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 28, 2026.
See CACI today
- Today's verdict on CACI, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “CACI (CACI)”, https://cluenex.com/stocks/caci/, data as of Oct 10, 2026.