CACI International Inc
In the published model solve dated 2026-Q2, anchored at $627.06, 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: 2026-10-21 (items 2.02, 9.01); 2026-10-21 (items 5.03, 9.01); 2026-10-21 (items 5.07); 2026-08-05 (items 2.02, 9.01); 2026-06-22 (items 5.02, 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.