CACI (NYSE:CACI) Misses Q4 Revenue Forecast Despite Earnings Beat, Backlog Growth Slows

CACI International (NYSE:CACI) missed Q4 CY2025 revenue estimates despite posting a 5.7% year-over-year sales increase to $2.22 billion, falling short of Wall Street expectations. The company reported non-GAAP EPS of $6.81, 4.9% above consensus, and issued full-year revenue guidance of $9.4 billion at the midpoint, in line with analyst projections. Backlog reached $32.8 billion, growing 11.5% annually over the past two years, matching revenue trends. However, both revenue and backlog missed analyst forecasts, contributing to a flat market reaction post-earnings, with shares at $634.75. Operating margin held steady at 9.3%, consistent with prior-year levels, while five-year EPS growth has averaged 11.4%—outpacing revenue due partly to a 13% share count reduction from buybacks. Analysts project 7.8% revenue growth over the next 12 months, down from recent two-year annualized growth of 12.2%. Full-year EPS is expected to reach $28.29, up 4.2%. CEO John Mengucci cited strong execution and free cash flow generation as drivers of shareholder value.