Form 8-K

8-K — CACI INTERNATIONAL INC /DE/

Accession: 0001628280-26-053448

Filed: 2026-08-05

Period: 2026-08-05

CIK: 0000016058

SIC: 7373 (SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — caci-20260805.htm (Primary)

EX-99.1 (fy26-q4caci20260805ex991.htm)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: caci-20260805.htm · Sequence: 1

caci-20260805

0000016058FALSE00000160582026-08-052026-08-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

_________________________________________

FORM 8-K

_________________________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 5, 2026

_________________________________________

CACI International Inc

(Exact name of Registrant as Specified in Its Charter)

_________________________________________

Delaware 001-31400 54-1345888

(State or Other Jurisdiction

of Incorporation)

(Commission File Number)

(IRS Employer

Identification No.)

12021 Sunset Hills Road

Reston, Virginia

20190

(Address of Principal Executive Offices) (Zip Code)

Registrant’s Telephone Number, Including Area Code: (703) 841-7800

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

_________________________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol Name of each exchange on which registered

Common Stock CACI New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company o

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act o

ITEM 2.02 Results of Operations and Financial Condition

On August 5, 2026, CACI International Inc released its financial results for the fourth quarter and full year ended June 30, 2026.

A copy of the press release announcing the financial results as well as the schedule for a conference call and webcast on August 6, 2026 is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

ITEM 9.01

Financial Statements and Exhibits

Exhibit Number

Description

99.1

Press Release dated August 5, 2026 announcing CACI’s financial results for the fourth quarter and full year ended June 30, 2026.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

CACI International Inc

Date: August 5, 2026

By: /s/ J. William Koegel, Jr.

J. William Koegel, Jr.

Executive Vice President, General Counsel and Secretary

EX-99.1

Filename: fy26-q4caci20260805ex991.htm · Sequence: 2

Document

Exhibit 99.1

CACI Reports Results for Its Fiscal 2026 Fourth Quarter and

Full Year and Issues Fiscal Year 2027 Guidance

Annual revenues of $9.6 billion, up 10.9% YoY

Annual net income of $535.8 million; Diluted EPS of $24.16, up 8.2% YoY

Annual adjusted net income of $661.6 million; Adjusted diluted EPS of $29.83, up 12.7% YoY

Annual EBITDA of $1,173.9 million and EBITDA margin of 12.3%

Annual contract awards of $10.2 billion and book-to-bill of 1.1x

Company expects strong cash flow in Fiscal Year 2027, driven by strong revenue growth, margin expansion, and

efficient working capital management

RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced results today for its fiscal fourth quarter and full year ended June 30, 2026, and issued guidance for fiscal year 2027.

“CACI’s outstanding fiscal year 2026 performance demonstrates the power of our differentiated strategy, our relentless focus on execution, and underscores the technology-first national security company we have become. In a challenging environment, we grew free cash flow by 66%, delivered high-single digit organic revenue growth, expanded EBITDA margin to 12.3%, won $10 billion in contract awards, and grew both funded and total backlog,” said John Mengucci, CACI President and Chief Executive Officer. “We delivered this strong financial performance while continuing to invest across our business. These investments, and the executive talent we have added, position us exceptionally well for continued success in fiscal 2027 and beyond. Finally, with our fiscal year 2027 guidance, we’re on track to meet or exceed our 3-year financial targets, demonstrating our ability to drive long-term growth in free cash flow and deliver exceptional value for our customers and our shareholders.”

Fourth Quarter Results

Three Months Ended

(in millions, except earnings per share and DSO) 6/30/2026 6/30/2025

% Change3

Revenues $ 2,709.1 $ 2,304.1 17.6%

Income from operations $ 272.2 $ 206.7 31.7%

Net income $ 156.8 $ 157.9 (0.7)%

Adjusted net income, a non-GAAP measure1

$ 198.1 $ 185.8 6.6%

Diluted earnings per share $ 7.05 $ 7.14 (1.3)%

Adjusted diluted earnings per share, a non-GAAP measure1

$ 8.91 $ 8.40 6.1%

Earnings before interest, taxes, depreciation and amortization (EBITDA), a non-GAAP measure1

$ 353.1 $ 264.5 33.5%

Net cash provided by operating activities excluding MARPA, a non-GAAP measure1

$ 279.7 $ 167.1 67.4%

Free cash flow, a non-GAAP measure1

$ 232.9 $ 139.1 67.4%

Days sales outstanding (DSO)2

55 56

(1)This non-GAAP measure should not be considered in isolation or as a substitute for measures prepared in accordance with GAAP. For additional information regarding this non-GAAP measure, see the related explanation and reconciliation to the GAAP measure included below in this release.

(2)The DSO calculations for three months ended June 30, 2026 and 2025, exclude the impact of the Company’s Master Accounts Receivable Purchase Agreement (MARPA), which was 7 days and 8 days, respectively.

(3)Percentages are calculated using the underlying whole dollar amounts. Some percentages may vary slightly due to rounding.

Revenues in the fourth quarter of fiscal year 2026 increased 17.6% year-over-year, driven by 11.6% organic growth. Revenue in the fourth quarter also grew 15.2% sequentially. The increase in income from operations was driven by higher revenues and gross profit. A slight decrease in diluted earnings per share was driven by higher income from operations being offset by increased interest expense as a result of the ARKA acquisition and a higher tax provision. Adjusted diluted earnings per share grew during the quarter. The increase in cash from operations, excluding MARPA, was driven primarily by strong working capital management.

Fourth Quarter Contract Awards

Contract awards in the fourth quarter totaled $1.6 billion, with approximately 40% for new business to CACI. Awards exclude ceiling values of multi-award, indefinite delivery, indefinite quantity (IDIQ) contracts. Some notable awards during the quarter were:

•CACI was awarded a contract by the Department of War (DoW) to deploy SkyValor at the Southern Border after successfully completing a two-day operational evaluation conducted by the Joint Interagency Task Force 401 (JIATF-401) at U.S. Marine Corps Air Station Yuma, Arizona. SkyValor is CACI’s next-generation drone defense system built to find, track, and stop hostile drones. The deployment will support a broader national security effort to counter the growing threat of hostile drones and strengthen homeland defense in high-priority operating environments.

•CACI was awarded a six-year technology contract valued at up to $308 million by the Department of Veterans Affairs (VA) to transform its legacy financial management system by improving operational efficiency, productivity, agility, and flexibility.

•CACI was awarded over $236 million in new contracts and additional work on current programs of a classified nature to support various national security efforts.

•CACI was awarded a contract increase valued at more than $140 million for the remaining three years of its existing five-year contract to continue providing comprehensive forensic exploitation support to the U.S. Army Development Command (DEVCOM) C5ISR Center. With this increase, the total contract value will be more than $560 million. This critical work directly safeguards warfighters engaged in domestic and international missions who need timely, operationally relevant intelligence and capabilities, and underscores CACI’s exceptional performance on the program.

•CACI was awarded a five-year technology contract valued at up to $113 million by the U.S. Navy’s Military Sealift Command (MSC) to continue modernizing a portfolio of mission-critical business applications used by both ashore personnel and MSC’s global fleet.

•CACI will serve as one of Oracle’s technology partners for the U.S. Office of Personnel Management’s (OPM) Federal Human Resources Information Technology (HRIT) Modernization contract. Working alongside Oracle and other partners on this 10-year contract worth nearly $400 million, CACI will modernize and consolidate disparate federal human resource systems into a single, secure, cloud-based platform for federal civilian employees, including HR professionals and leaders.

Total backlog as of June 30, 2026 was $32.0 billion compared with $31.4 billion a year ago, an increase of 1.9%. Funded backlog as of June 30, 2026 was $5.4 billion compared with $4.2 billion a year ago, an increase of 28.6%.

Additional Highlights

•Dr. Dave Young has joined CACI as executive vice president and Chief Operating Officer reporting to John Mengucci, CACI President and Chief Executive Officer, and serve on the company’s executive leadership team. Young brings extensive operational, business development, and national security leadership experience across space, defense technology, advanced systems, and mission-focused businesses. He joins CACI as the company continues to grow and deliver complex technology capabilities for national security customers.

•Tom Kirkland rejoined CACI as executive vice president of Electronic Warfare. Kirkland brings deep defense technology, customer engagement, and business leadership experience across all domains and mission-focused technology businesses. In this role, Kirkland will lead CACI’s Electronic Warfare business and serve on the company’s executive leadership team.

•Christopher Monoski has joined CACI as its new executive vice president of Manufacturing and will serve on the company’s executive leadership team. Monoski brings nearly three decades of experience in manufacturing and supply chain management, further strengthening the company’s ability to deliver secure, mission-critical technologies across defense, intelligence, and national security programs.

•CACI advanced to Phase 3 of the U.S. Space Force’s (USSF) Enterprise Space Terminal (EST) program, marking the company’s latest significant advancement in its Optical Communications Terminal (OCT) portfolio. This milestone reinforces CACI’s leadership in delivering innovative, resilient, and mission-ready capabilities across all orbital domains. The EST is the optical communications terminal expected to be proliferated across multiple orbits as part of the USSF Space Data Network (SDN) buildout and CACI is positioned to deliver EST OCTs in whatever orbital domain they are needed.

•CACI was awarded a silver Edison Award™ for TLS Manpack, the company’s electronic warfare (EW) military solution for dismounted soldiers, enabling the U.S. Army to fight and dominate in the electromagnetic battlespace. The TLS Manpack is a proven, mature, and portable software-defined system that detects, disrupts, and defeats enemy signals by securing communications, countering threat networks and drones, and unlocking high-bandwidth data access.

•CACI has achieved Amazon Web Services (AWS) Managed Service Provider (MSP) status. This latest recognition adds to CACI’s current arsenal of technical and business accomplishments achieved through precise hybrid cloud execution and robust qualifications, uniting edge-to-cloud delivery with audited 24/7 operations for mission workloads.

•CACI earned the 2026 USA TODAY Top Workplaces award, marking the company’s sixth consecutive year on the list. This year, CACI ranked first in its sector and sixth in Virginia. The company was recognized for its exceptional leadership team, innovative technologies, professional development, employee well-being, work-life flexibility, purpose and values, and compensation and benefits. Across the country, CACI also earned Top Workplace awards for regions in Colorado, New Jersey, and Florida.

•CACI President and CEO John Mengucci was named to the inaugural 2026 Defense News Strategic Architect list, recognizing leaders shaping defense strategy, doctrine, budgets, alliances, and long‑term priorities. John earned this distinction for driving CACI’s strategic vision of investing ahead of customer need to strengthen deterrence, improve readiness, and maintain a lasting competitive advantage.

•Jeffrey MacLauchlan, executive vice president, Chief Financial Officer, and Treasurer was named Public Company CFO of the Year by the Northern Virginia Technology Council (NVTC) and CFO of the Year Award in the Annual Revenue Greater than $500 Million category by WashingtonExec. MacLauchlan was recognized for his outstanding financial leadership, strategic vision, and commitment to driving disciplined, sustainable growth for CACI.

•Jimmy Norcross, executive vice president of Digital and Network Technology was named to the prestigious Nextgov/FCW Federal 100. Regarded as one of the highest honors for the federal IT community, the award recognizes individuals who went far beyond their assigned duties to shape their organizations and the nation’s agenda over the past year.

Fiscal Year Results

Twelve Months Ended

(in millions, except earnings per share) 6/30/2026 6/30/2025

% Change2

Revenues $ 9,567.8 $ 8,627.8 10.9%

Income from operations $ 919.8 $ 764.2 20.4%

Net income $ 535.8 $ 499.8 7.2%

Adjusted net income, a non-GAAP measure1

$ 661.6 $ 593.0 11.6%

Diluted earnings per share $ 24.16 $ 22.32 8.2%

Adjusted diluted earnings per share, a non-GAAP measure1

$ 29.83 $ 26.48 12.7%

Earnings before interest, taxes, depreciation and amortization (EBITDA), a non-GAAP measure1

$ 1,173.9 $ 966.8 21.4%

Net cash provided by operating activities excluding MARPA, a non-GAAP measure1

$ 842.1 $ 508.1 65.7%

Free cash flow, a non-GAAP measure1

$ 735.4 $ 442.5 66.2%

(2)Percentages are calculated using the underlying whole dollar amounts. Some percentages may vary slightly due to rounding.

Revenues in fiscal year 2026 increased 10.9% year-over-year, driven by 7.2% organic growth. The increase in income from operations was driven by higher revenues and gross profit. Growth in diluted earnings per share and adjusted diluted earnings per share were driven by higher income from operations partially offset by higher interest expense and a higher tax provision. The increase in cash from operations, excluding MARPA, was driven by higher net income, lower tax payments under the One Big Beautiful Bill Act of 2025, and strong working capital management.

Fiscal Year 2027 Guidance

The table below summarizes our fiscal year 2027 guidance and represents our views as of August 5, 2026.

(in millions, except earnings per share) Fiscal Year 2027 Guidance

Revenues $10,650 - $10,850

Adjusted net income, a non-GAAP measure1

$735 - $755

Adjusted diluted earnings per share, a non-GAAP measure1

$32.96 - $33.86

Diluted weighted average shares 22.3

Free cash flow, a non-GAAP measure2

at least $900

(1)Adjusted net income and adjusted diluted earnings per share are defined as GAAP net income and GAAP diluted EPS, respectively, excluding intangible amortization expense and the related tax impact. This non-GAAP measure should not be considered in isolation or as a substitute for measures prepared in accordance with GAAP. For additional information regarding this non-GAAP measure, see the related explanation and reconciliation to the GAAP measure included below in this release.

(2)Free cash flow is defined as net cash provided by operating activities excluding MARPA, less payments for capital expenditures. This non-GAAP measure should not be considered in isolation or as a substitute for measures prepared in accordance with GAAP. For additional information regarding this non-GAAP measure, see the related explanation and reconciliation to the GAAP measure included below in this release

Conference Call Information

We have scheduled a conference call for 8:00 AM Eastern Time Thursday, August 6, 2026 during which members of our senior management will be making a brief presentation focusing on fourth quarter and full year results and operating trends, followed by a question-and-answer session. You can listen to the webcast and view the accompanying exhibits on CACI’s investor relations website at http://investor.caci.com/events/default.aspx at the scheduled time. A replay of the call will also be available on CACI’s investor relations website at http://investor.caci.com/.

About CACI

CACI International Inc (NYSE: CACI) is a technology-first national security company that expands the limits of national security through innovation, discipline, and operational excellence. We deliver advanced technologies that help our customers move faster, operate more efficiently, and anticipate and defeat evolving threats. Our 27,000 talented employees and strong culture drive our success and have earned CACI recognition as a Fortune World's Most Admired Company. CACI is a member of the Fortune 500™, the Russell 1000 Index, and the S&P MidCap 400 Index. For more information, visit caci.com.

There are statements made herein that do not address historical facts and, therefore, could be interpreted to be forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are subject to risk factors that could cause actual results to be materially different from anticipated results. These risk factors include, but are not limited to, the following: our reliance on U.S. government contracts, which includes general risk around the government contract procurement process (such as bid protest, small business set asides, loss of work due to organizational conflicts of interest, etc.) and termination risks; significant delays or reductions in appropriations for our programs and broader changes in U.S. government funding and spending patterns; legislation that amends or changes discretionary spending levels or budget priorities, such as for homeland security or to address global pandemics; legal, regulatory, and political change from successive presidential administrations that could result in economic uncertainty; changes in U.S. federal agencies, current agreements with other nations, foreign events, or any other events which may affect the global economy, including the impact of global pandemics; the results of government audits and reviews conducted by the Defense Contract Audit Agency, the Defense Contract Management Agency, or other governmental entities with cognizant oversight; competitive factors such as pricing pressures and/or competition to hire and retain employees (particularly those with security clearances); failure to achieve contract awards in connection with re-competes for present business and/or competition for new business; regional and national economic conditions in the United States and globally, including but not limited to: terrorist activities or war, changes in interest rates, currency fluctuations, significant fluctuations in the equity markets, and market speculation regarding our continued independence; our ability to meet contractual performance obligations, including technologically complex obligations dependent on factors not wholly within our control; limited access to certain facilities required for us to perform our work, including during a global pandemic; changes in tax law, the interpretation of associated rules and regulations, or any other events impacting our effective tax rate; changes in technology; the potential impact of the announcement or consummation of a proposed transaction and our ability to successfully integrate the operations of our recent and any future acquisitions; our ability to achieve the objectives of near term or long-term business plans; the effects of health epidemics, pandemics and similar outbreaks may have material adverse effects on our business, financial position, results of operations and/or cash flows; and other risks described in our Securities and Exchange Commission filings.

Corporate Communications and Media:

Investor Relations:

Gino Bona, Executive Vice President, Corporate Communications

George Price, Senior Vice President, Investor Relations

(571) 597-2787, gino.bona@caci.com

(703) 841-7818, george.price@caci.com

CACI International Inc

Consolidated Statements of Operations (Unaudited)

(in thousands, except per share data)

Three Months Ended Twelve Months Ended

6/30/2026 6/30/2025 % Change 6/30/2026 6/30/2025 % Change

Revenues $ 2,709,057 $ 2,304,144 17.6 % $ 9,567,779 $ 8,627,824 10.9 %

Costs of revenues:

Direct costs 1,795,512 1,584,174 13.3 6,390,886 5,835,558 9.5

Indirect costs and selling expenses 562,556 457,432 23.0 2,011,179 1,832,956 9.7

Depreciation and amortization 78,795 55,861 41.1 245,899 195,125 26.0

Total costs of revenues 2,436,863 2,097,467 16.2 8,647,964 7,863,639 10.0

Income from operations 272,194 206,677 31.7 919,815 764,185 20.4

Interest expense and other, net 72,064 45,691 57.7 215,454 158,844 35.6

Income before income taxes 200,130 160,986 24.3 704,361 605,341 16.4

Income taxes 43,380 3,131 1285.5 168,553 105,511 59.7

Net income $ 156,750 $ 157,855 (0.7) % $ 535,808 $ 499,830 7.2 %

Basic earnings per share $ 7.09 $ 7.18 (1.3) % $ 24.28 $ 22.47 8.1 %

Diluted earnings per share $ 7.05 $ 7.14 (1.3) % $ 24.16 $ 22.32 8.2 %

Weighted-average basic shares outstanding 22,097 21,992 0.5 % 22,065 22,247 (0.8) %

Weighted-average diluted shares outstanding 22,228 22,115 0.5 % 22,176 22,393 (1.0) %

CACI International Inc

Consolidated Balance Sheets (Unaudited)

(in thousands)

6/30/2026 6/30/2025

ASSETS

Current assets:

Cash and cash equivalents $ 191,756 $ 106,181

Accounts receivable, net 1,705,087 1,405,441

Prepaid expenses and other current assets 364,502 268,323

Total current assets 2,261,345 1,779,945

Goodwill 6,484,456 5,021,805

Intangible assets, net 2,072,991 1,091,276

Property, plant and equipment, net 397,161 212,035

Operating lease right-of-use assets 381,980 343,944

Supplemental retirement savings plan assets 104,878 101,024

Other assets 116,833 97,569

Total assets $ 11,819,644 $ 8,647,598

LIABILITIES AND SHAREHOLDERS' EQUITY

Current liabilities:

Current portion of long-term debt $ 46,750 $ 68,750

Accounts payable 521,669 381,574

Accrued compensation and benefits 284,602 282,987

Other accrued expenses and current liabilities 670,911 474,795

Total current liabilities 1,523,932 1,208,106

Long-term debt, net of current portion 4,854,759 2,849,190

Supplemental retirement savings plan obligations, net of current portion 119,233 114,261

Deferred income taxes 376,580 142,636

Operating lease liabilities 431,769 377,080

Other liabilities 50,674 62,380

Total liabilities 7,356,947 4,753,653

Total shareholders' equity 4,462,697 3,893,945

Total liabilities and shareholders' equity $ 11,819,644 $ 8,647,598

CACI International Inc

Consolidated Statements of Cash Flows (Unaudited)

(in thousands)

Twelve Months Ended

6/30/2026 6/30/2025

CASH FLOWS FROM OPERATING ACTIVITIES

Net income $ 535,808 $ 499,830

Adjustments to reconcile net income to net cash provided by operating activities:

Depreciation and amortization 245,899 195,125

Amortization of deferred financing costs 5,054 3,031

Gain on divestiture of business (7,280) —

Stock-based compensation expense 79,514 60,177

Deferred income taxes 145,387 (27,060)

Changes in operating assets and liabilities, net of effect of business acquisitions:

Accounts receivable, net (198,983) (269,215)

Prepaid expenses and other assets (30,618) 24,187

Accounts payable and other accrued expenses 181,226 125,914

Accrued compensation and benefits (8,748) (49,005)

Income taxes (71,255) (4,862)

Operating lease liabilities, net 8,748 (6,015)

Long-term liabilities 1,958 (5,098)

Net cash provided by operating activities 886,710 547,009

CASH FLOWS FROM INVESTING ACTIVITIES

Capital expenditures (106,653) (65,603)

Acquisitions of businesses, net of cash acquired (2,636,216) (1,695,749)

Proceeds from divestiture of business 8,477 —

Other 158 2,409

Net cash used in investing activities (2,734,234) (1,758,943)

CASH FLOWS FROM FINANCING ACTIVITIES

Proceeds from borrowings 5,804,251 8,209,000

Principal payments on borrowings (3,803,376) (6,816,023)

Deferred financing costs (22,360) (22,227)

Proceeds from employee stock purchase plans 14,390 13,697

Repurchases of common stock (17,082) (168,563)

Payment of taxes for equity transactions (34,161) (38,003)

Other (6,855) —

Net cash provided by financing activities 1,934,807 1,177,881

Effect of exchange rate changes on cash and cash equivalents (1,708) 6,273

Net change in cash and cash equivalents 85,575 (27,780)

Cash and cash equivalents, beginning of year 106,181 133,961

Cash and cash equivalents, end of year $ 191,756 $ 106,181

Revenues by Customer Group (Unaudited)

Three Months Ended

(in thousands) 06/30/2026 06/30/2025 $ Change % Change

Department of War $ 1,506,353 55.6% $ 1,230,604 53.4% $ 275,749 22.4%

Intelligence Community 634,097 23.4 594,355 25.8 39,742 6.7

Federal civilian agencies 436,990 16.1 365,008 15.8 71,982 19.7

Commercial and other 131,617 4.9 114,177 5.0 17,440 15.3

Total $ 2,709,057 100.0% $ 2,304,144 100.0% $ 404,913 17.6%

Twelve Months Ended

(in thousands) 6/30/2026 06/30/2025 $ Change % Change

Department of War $ 5,133,759 53.6% $ 4,617,699 53.5% $ 516,060 11.2%

Intelligence Community 2,351,801 24.6 2,209,238 25.6 142,563 6.5

Federal civilian agencies 1,660,934 17.4 1,433,013 16.6 227,921 15.9

Commercial and other 421,285 4.4 367,874 4.3 53,411 14.5

Total $ 9,567,779 100.0% $ 8,627,824 100.0% $ 939,955 10.9%

Revenues by Contract Type (Unaudited)

Three Months Ended

(in thousands) 06/30/2026 06/30/2025 $ Change % Change

Cost-plus-fee $ 1,395,398 51.5% $ 1,383,983 60.1% $ 11,415 0.8%

Fixed-price 941,647 34.8 620,023 26.9 321,624 51.9

Time-and-materials 372,012 13.7 300,138 13.0 71,874 23.9

Total $ 2,709,057 100.0% $ 2,304,144 100.0% $ 404,913 17.6%

Twelve Months Ended

(in thousands) 6/30/2026 06/30/2025 $ Change % Change

Cost-plus-fee $ 5,361,366 56.0% $ 5,221,011 60.5% $ 140,355 2.7%

Fixed-price 2,901,065 30.4 2,271,602 26.3 629,463 27.7

Time-and-materials 1,305,348 13.6 1,135,211 13.2 170,137 15.0

Total $ 9,567,779 100.0% $ 8,627,824 100.0% $ 939,955 10.9%

Revenues by Prime or Subcontractor (Unaudited)

Three Months Ended

(in thousands) 06/30/2026 06/30/2025 $ Change % Change

Prime contractor $ 2,407,755 88.9% $ 2,085,638 90.5% $ 322,117 15.4%

Subcontractor 301,302 11.1 218,506 9.5 82,796 37.9

Total $ 2,709,057 100.0% $ 2,304,144 100.0% $ 404,913 17.6%

Twelve Months Ended

(in thousands) 6/30/2026 06/30/2025 $ Change % Change

Prime contractor $ 8,619,301 90.1% $ 7,783,908 90.2% $ 835,393 10.7%

Subcontractor 948,478 9.9 843,916 9.8 104,562 12.4

Total $ 9,567,779 100.0% $ 8,627,824 100.0% $ 939,955 10.9%

Revenues by Technology or Expertise (Unaudited)

Three Months Ended

(in thousands) 06/30/2026 06/30/2025 $ Change % Change

Technology $ 1,659,220 61.2% $ 1,341,505 58.2% $ 317,715 23.7%

Expertise 1,049,837 38.8 962,639 41.8 87,198 9.1

Total $ 2,709,057 100.0% $ 2,304,144 100.0% $ 404,913 17.6%

Twelve Months Ended

(in thousands) 6/30/2026 06/30/2025 $ Change % Change

Technology $ 5,583,122 58.4% $ 4,777,983 55.4% $ 805,139 16.9%

Expertise 3,984,657 41.6 3,849,841 44.6 134,816 3.5

Total $ 9,567,779 100.0% $ 8,627,824 100.0% $ 939,955 10.9%

Contract Awards (Unaudited)

Three Months Ended

(in thousands) 6/30/2026 6/30/2025 $ Change % Change

Contract awards $ 1,643,896 $ 2,637,341 $ (993,445) (37.7)%

Twelve Months Ended

(in thousands) 6/30/2026 06/30/2025 $ Change % Change

Contract awards $ 10,245,039 $ 9,642,184 $ 602,855 6.3%

Note: Some percentages may vary slightly due to rounding.

Reconciliation of Net Income to Adjusted Net Income and Diluted EPS to Adjusted Diluted EPS (Unaudited)

Adjusted net income and adjusted diluted EPS are non-GAAP performance measures. We define adjusted net income and adjusted diluted EPS as GAAP net income and GAAP diluted EPS, respectively, excluding intangible amortization expense and the related tax impact as we do not consider intangible amortization expense to be indicative of our operating performance. We believe that these performance measures provide management and investors with useful information in assessing trends in our ongoing operating performance, provide greater visibility in understanding the long-term financial performance of the Company, and allow investors to more easily compare our results to results of our peers. These non-GAAP measures should not be considered in isolation or as a substitute for performance measures prepared in accordance with GAAP.

(in thousands, except per share data) Three Months Ended Twelve Months Ended

6/30/2026 6/30/2025 % Change 6/30/2026 6/30/2025 % Change

Net income, as reported $ 156,750 $ 157,855 (0.7)% $ 535,808 $ 499,830 7.2%

Intangible amortization expense 55,296 37,405 47.8 168,336 124,618 35.1

Tax effect of intangible amortization1

(13,971) (9,451) 47.8 (42,532) (31,486) 35.1

Adjusted net income $ 198,075 $ 185,809 6.6% $ 661,612 $ 592,962 11.6%

Three Months Ended Twelve Months Ended

6/30/2026 6/30/2025 % Change 6/30/2026 6/30/2025 % Change

Diluted EPS, as reported $ 7.05 $ 7.14 (1.3)% $ 24.16 $ 22.32 8.2%

Intangible amortization expense 2.49 1.69 47.3 7.59 5.57 36.3

Tax effect of intangible amortization1

(0.63) (0.43) 46.5 (1.92) (1.41) 36.2

Adjusted diluted EPS $ 8.91 $ 8.40 6.1% $ 29.83 $ 26.48 12.7%

FY27 Guidance Range

(in millions, except per share data) Low End High End

Net income, as reported $ 574 --- $ 594

Intangible amortization expense 215 --- 215

Tax effect of intangible amortization1

(54) --- (54)

Adjusted net income $ 735 --- $ 755

FY27 Guidance Range

Low End High End

Diluted EPS, as reported $ 25.74 --- $ 26.64

Intangible amortization expense 9.64 --- 9.64

Tax effect of intangible amortization1

(2.42) --- (2.42)

Adjusted diluted EPS $ 32.96 --- $ 33.86

(1)Calculation uses an assumed full year statutory tax rate of 25.3% on non-GAAP tax deductible adjustments for June 30, 2026 and 2025.

Note: Numbers may not sum due to rounding.

Reconciliation of Net Income to Earnings Before Interest, Taxes, Depreciation and Amortization (EBITDA) (Unaudited)

The Company views EBITDA and EBITDA margin, both of which are defined as non-GAAP measures, as important indicators of performance, consistent with the manner in which management measures and forecasts the Company’s performance. EBITDA is a commonly used non-GAAP measure when comparing our results with those of other companies. We define EBITDA as GAAP net income plus net interest expense, income taxes, and depreciation and amortization expense (including depreciation within direct costs). We consider EBITDA to be a useful metric for management and investors to evaluate and compare the ongoing operating performance of our business on a consistent basis across reporting periods, as it eliminates the effect of non-cash items such as depreciation of tangible assets and amortization of intangible assets primarily recognized in business combinations, which we do not believe are indicative of our operating performance. EBITDA margin is EBITDA divided by revenue. These non-GAAP measures should not be considered in isolation or as a substitute for performance measures prepared in accordance with GAAP.

Three Months Ended Twelve Months Ended

(in thousands) 6/30/2026 6/30/2025 % Change 6/30/2026 6/30/2025 % Change

Net income $ 156,750 $ 157,855 (0.7)% $ 535,808 $ 499,830 7.2%

Plus:

Income taxes 43,380 3,131 1285.5 168,553 105,511 59.7

Interest income and expense, net 72,064 45,691 57.7 215,454 158,844 35.6

Depreciation and amortization expense, including amounts within direct costs 80,870 57,861 39.8 254,099 202,611 25.4

EBITDA $ 353,064 $ 264,538 33.5% $ 1,173,914 $ 966,796 21.4%

Three Months Ended Twelve Months Ended

(in thousands) 6/30/2026 6/30/2025 % Change 6/30/2026 6/30/2025 % Change

Revenues, as reported $ 2,709,057 $ 2,304,144 17.6% $ 9,567,779 $ 8,627,824 10.9%

EBITDA 353,064 264,538 33.5 1,173,914 966,796 21.4

EBITDA margin 13.0 % 11.5 % 12.3 % 11.2 %

Reconciliation of Net Cash Provided by Operating Activities to Net Cash Provided by Operating Activities Excluding MARPA and to Free Cash Flow (Unaudited)

The Company defines net cash provided by operating activities excluding MARPA, a non-GAAP measure, as net cash provided by operating activities calculated in accordance with GAAP, adjusted to exclude cash flows from CACI’s MARPA for the sale of certain designated eligible U.S. government receivables up to a maximum amount of $350.0 million. Free cash flow is a non-GAAP liquidity measure and may not be comparable to similarly titled measures used by other companies. The Company defines free cash flow as net cash provided by operating activities excluding MARPA, less payments for capital expenditures. The Company uses these non-GAAP measures to assess our ability to generate cash from our business operations and plan for future operating and capital actions. We believe these measures allow investors to more easily compare current period results to prior period results and to results of our peers. Free cash flow does not represent residual cash flows available for discretionary purposes and should not be used as a substitute for cash flow measures prepared in accordance with GAAP.

Three Months Ended Twelve Months Ended

(in thousands) 6/30/2026 6/30/2025 6/30/2026 6/30/2025

Net cash provided by operating activities $ 378,266 $ 155,982 $ 886,710 $ 547,009

Cash (provided by) used in MARPA (98,606) 11,091 (44,624) (38,909)

Net cash provided by operating activities excluding MARPA 279,660 167,073 842,086 508,100

Capital expenditures (46,777) (27,963) (106,653) (65,603)

Free cash flow $ 232,883 $ 139,110 $ 735,433 $ 442,497

(in millions) FY27 Current Guidance

Net cash provided by operating activities $ 1,015

Cash (provided by) used in MARPA —

Net cash provided by operating activities excluding MARPA 1,015

Capital expenditures (115)

Free cash flow $ 900

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