CACI Latest Report

Financial Performance

CACI International's total operating revenue grew 14.3% YoY to $2.0998 billion as of December 31, 2024 from $1.8339 billion as of December 31, 2023, reflecting increased market demand and successful expansion in the defense, intelligence, and information technology sectors.

Key Financial Data

1. CACI International's total operating revenue grew 14.3% YoY from $1.8339 billion to $2.0998 billion, demonstrating strong performance in the industry.

2. About 74% of revenue came from defense-related customers, including the intelligence community and federal civilian customers, indicating its deep foundation in the defense market.

3. CACI International expects to continue expanding its investments in cybersecurity, artificial intelligence, and application modernization to adapt to the growth in market demand in the coming years.

4. CACI's operating revenue reached $1.937 billion in the third quarter of 2024, up YoY, showing a robust growth trend in its business.

Peer Comparison

1. Industry-wide analysis: The overall information technology and defense services industry exhibits a compound annual growth rate of 5%-10%, and CACI International outperforms the industry average in this environment.

2. Peer evaluation analysis: With a revenue growth rate of 14.3%, CACI International's operating revenue compared to companies like Leidos Holdings and Boeing indicates its competitive advantage in the market, successfully gaining more customers and contract renewals.

Summary

CACI International's financial performance demonstrates strong revenue growth, mainly driven by increased market demand in defense and information technology sectors and the successful implementation of its strategies. The company plans to increase its investments in new technology areas to lay a foundation for continued growth in the future.

Opportunities

1. CACI International's investments in cybersecurity and artificial intelligence will drive revenue growth and meet the demand for advanced technologies.

2. Its strong customer base in the defense sector provides assurance for future contract renewals and new business.

3. The overall growth trend in the industry provides a favorable external environment for CACI International's business expansion.

Risks

1. The revenue structure dependent on defense-related customers may expose CACI International to risks from policy and budget changes.

2. Intensified competition in the industry may put pressure on its market share and profit levels.

3. Rapid changes in emerging technologies may require the company to make significant investments to maintain its competitiveness.