CACI Q3 deep dive: margins rise on technology mix, modest revenue miss offsets robust contract wins

What happened: CACI International missed revenue expectations for calendar Q3 2026 (fiscal Q1 2027), though sales rose 8.2% year on year. Management cited a higher mix of technology-driven contracts and execution on awards including Apollo and SOF-TOPS II. Key numbers: Revenue $2.47 billion vs $2.51 billion estimated, a 1.4% miss. Why it matters: CEO John Mengucci attributed margin and free cash flow support to execution and a higher mix of differentiated technology. CFO Jeffrey MacLauchlan said the company expects stronger organic growth and EBITDA margin in the second half of the year. Market: +2.4% today ($633.98), +18.0% YTD, 1.4x vol — as of 22:46 UTC Verified: Q3_2026 (Oct 21) EPS $7.66 vs $6.57 est, +16.7% beat; next print ~Jan 20

CACI International missed revenue expectations for calendar Q3 2026 (fiscal Q1 2027), though sales rose 8.2% year on year. Management cited a higher mix of technology-driven contracts and execution on awards including Apollo and SOF-TOPS II.

CEO John Mengucci attributed margin and free cash flow support to execution and a higher mix of differentiated technology. CFO Jeffrey MacLauchlan said the company expects stronger organic growth and EBITDA margin in the second half of the year. Market: +2.4% today ($633.98), +18.0% YTD, 1.4x vol — as of 22:46 UTC Verified: Q3_2026 (Oct 21) EPS $7.66 vs $6.57 est, +16.7% beat; next print ~Jan 20