CACI International Inc
In the published model solve dated 2026-Q2, anchored at $491.31, CACI International Inc (CACI) is priced for -1.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Nearly all of the revenue here comes from a single customer, with the FY2025 10-K reporting federal government contracts ⟦accounting for 95.7% and 95.1% of our total revenues in fiscal 2025 and 2024, respectively⟧, roughly three quarters of it defense and intelligence work. • Growth is what separates this name from its cohort right now, at about 9.6% over the trailing year against SAIC shrinking 2.9% and PSN shrinking 6.9%, though part of it was bought with borrowed money that leaves interest
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642 institutional managers reported holding CACI in 13F filings for the quarter ended 2026-03-31. Together they hold about 93% of the company; the top 10 hold 44%. 73 opened new positions that quarter. Held by Vanguard Group, BlackRock, Morgan Stanley, among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CACI has cut its share count 6.2% over the past five years, spending $629.35M on repurchases. It pays no dividend. Cash returned over the past three years: $344.39M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CACI over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CACI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-11 | -3.2% | -1.7% |
| 2023-10-27 | +1.4% | +1.7% |
| 2024-01-26 | -1.6% | +10.7% |
| 2024-04-25 | +5.1% | +8.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CACI's latest 8-K filings: 2026-06-22 (items 5.02, 9.01); 2026-06-05 (items 5.02, 9.01); 2026-04-22 (items 2.02, 9.01); 2026-03-12 (items 1.01, 2.03, 9.01); 2026-03-09 (items 1.01, 2.01, 2.03, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.