CACI (CACI) Q2 2026 Earnings Call Transcript

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Thu, January 22, 2026 astatine 9:33 AM CST 48 min read

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Thursday, Jan. 22, 2026 astatine 8:00 a.m. ET

• President and Chief Executive Officer — John Mengucci

• Chief Financial Officer — Jeffrey MacLauchlan

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John Mengucci: Thanks, George, and bully morning, everyone. Thank you for joining america to sermon our 2nd 4th fiscal twelvemonth 2026 results arsenic good arsenic our updated fiscal 2026 guidance. With maine this greeting is Jeff McLaughlin, our Chief Financial Officer. Slide four, please. I'd similar to commencement the telephone by reiterating our strategy, wherefore CACI is simply a institution that nary longer fits wrong accepted manufacture labels, and however we are expanding the limits of nationalist security. You've heard america accidental galore times that strategy is simply a spot we travel from. Our strategy defines wherever we are going, what we are building, and however we are executing with subject and consistency. We service 7 markets.

We person decades of ngo cognition truthful we genuinely recognize what our customers need. Within these markets, we absorption connected enduring nationalist information priorities with constrictive heavy backing streams. We differentiate ourselves by delivering software-defined exertion to code captious needs with the speed, agility, and ratio our customers demand. We put up of lawsuit needs, showing them the creation of the possible, precisely what the existent medication is asking for. We've been doing this for years. The marketplace is coming to wherever we already are. Through deliberate actions, informed investments, and flexible and opportunistic superior deployment, we person expanded our exertion portfolio to astir 60% of full revenue.

Over the agelong term, expect exertion to proceed to summation arsenic a percent of gross and enactment borderline expansion. I volition stock immoderate further accusation astir 2 areas of our exertion portfolio aboriginal successful my remarks. Our results and accomplishments intelligibly show that CACI is not the institution we were 10 years oregon adjacent 5 years ago. We are continuing to evolve. That's wherefore you spot america competing and winning against a wider scope of competitors, including defence primes and defence tech companies. It's wherefore we're delivering accordant fiscal show contempt a dynamic and sometimes uncertain environment. And it's wherefore we are assured we volition proceed to thrust semipermanent shareholder value. Slide five, please.

Speaking of performance, our beardown 2nd 4th results are different illustration of the occurrence of our strategy and execution. We delivered escaped currency travel of $138 million, driven by gross maturation of 6%, and an EBITDA borderline of 11.8%. We won $1.4 cardinal of awards, representing a book-to-bill of 0.65 times for the quarter, 1.4 times for the archetypal half, and 1.3 times connected a trailing twelve-month basis. As a effect of our beardown first-half performance, accrued visibility, and the continued momentum of the business, we are raising our fiscal 2026 guidance. Slide six, please. Within technology, we person built a starring presumption successful physics warfare, which unsocial represents astir $2 cardinal successful revenue.