CACI INTERNATIONAL INC /DE/ CACI

CACI's strongest current evidence is not a rumour or a price move. It is the March 31, 2026 10-Q rail: revenue from contracts with customers of $2.35B, net income attributable to the parent of $130.4M, operating income of $228.9M, and diluted EPS of $5.88. The same supplied source pack also names a June 5, 2026 8-K covering a Transition and Services Agreement between CACI International Inc and DeEtte Gray dated June 3, 2026.

The business shown by the filings is a federal customer machine. CACI says approximately 78% of revenue comes from Department of Defense and Intelligence Community customers, with additional revenue from federal civilian agencies and commercial and other customers. That customer mix is the centre of the equity story because it ties performance to contract awards, existing programmes and the pace at which public-sector work turns into recognised revenue.

The latest supplied filed financials give the report its hard floor. For the 10-Q period ending March 31, 2026, CACI reported assets of $11.60B, liabilities of $7.32B, cash and cash equivalents of $158.0M, inventory net of $182.1M, net cash provided by operating activities of $508.4M, and diluted weighted average shares outstanding of 22.2M. The rail also supplies stockholders' equity attributable to the parent of $3.70B for the period ending March 31, 2025, so that equity figure should be read with that older period label rather than blended into the March 2026 balance sheet.

No chart route or candle evidence is supplied in this pack, so the market context here has to come from source plumbing rather than invented levels. The live rail is SEC EDGAR: the filing index, submissions JSON, companyfacts JSON, the April 23, 2026 10-Q, and the April 22, 2026 8-K announcing third quarter fiscal 2026 financial results. That is enough to describe filings, customer concentration, earnings facts and cash flow, but not enough to claim price momentum, support, resistance, valuation spread or volume behaviour.

What changed most recently is the filing calendar. SEC EDGAR lists a June 18, 2026 Form 4, the June 5 8-K, a June 4 11-K, a June 1 Form SD, and earlier Schedule 13G filings on May 11 and April 29. The June 1 Form SD says CACI's Conflict Minerals Report for January 1, 2025 to December 31, 2025 was attached as Exhibit 1.01 and made publicly available at the investor site. Those documents deepen the governance and disclosure rail, but they do not, by themselves, prove a fresh product launch or a new commercial win.

The tension is simple: the operating evidence is meaningful, but the public rail is still filing-led. The 10-Q says revenue growth for the three and nine months ended March 31, 2026 was partly attributable to organic growth of 6.8% and 5.6%, including new contract awards and growth on existing programmes. A deeper file would need more source-supplied detail on programme mix, future awards, customer budget timing, or management guidance before moving beyond the proven filing facts.