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Investing.com - Raymond (NSE:RYMD) James has reiterated its Market Perform rating on CACI International (NYSE:CACI) following the company’s fourth-quarter fiscal results and 2026 guidance announcement. According to InvestingPro data, CACI maintains a "GOOD" overall financial health score, with particularly strong profitability metrics.
CACI reported what Raymond James described as "solid" fourth-quarter results, with fiscal 2026 guidance that aligned with consensus revenue forecasts. The company’s execution was characterized as "crisp" with its national security focus remaining a strength, supported by a healthy current ratio of 1.47 and revenue growth of 12.6% over the last twelve months.
The fiscal 2026 guidance implies organic growth of 4.3% to 6.6%, compared to 10% in fiscal 2025, with margins expected in the mid-11% range versus 11.2% in fiscal 2025. Free cash flow is projected to benefit from the BBB at over $710 million, exceeding Street expectations of $600 million.
CACI’s backlog remained flat sequentially and decreased 1% year-over-year to $31.4 billion, providing approximately 3.5 years of annual revenue coverage. The company’s stock has risen approximately 22% year-to-date, outperforming the S&P 500’s 7% gain.
Raymond James maintained its Market Perform rating despite positive execution, citing CACI’s strong year-to-date performance, the sector’s tendency to mean revert, tougher upcoming comparisons, and a valuation that the firm believes limits potential multiple expansion. InvestingPro analysis suggests the stock is currently trading near its Fair Value, with 8 additional key insights available to subscribers through the comprehensive Pro Research Report.
In other recent news, CACI International reported strong fourth-quarter 2025 earnings, significantly surpassing analyst expectations. The company announced earnings per share of $8.4, exceeding the anticipated $6.6, and marking a 27.27% surprise. Revenue also came in slightly above forecasts at $2.3 billion compared to the expected $2.29 billion. Truist Securities responded to these positive developments by raising its price target for CACI International from $550 to $575, maintaining a Buy rating. The firm highlighted the company’s upside FY26 guidance, new business growth potential, and advantageous positioning with the current administration as key factors for its optimistic outlook. These recent developments underscore a period of robust performance for CACI International, drawing attention from both analysts and investors.
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