CACI
Market read
The latest filing evidence is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Invalidation: The isolated read changes if CACI's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Net cash provided by financing activities increased $756.9 million primarily due to an increase in net borrowings under the Credit Facility, the Term Loan B-2, and the 2033 Notes-2 and a decrease in stock repurchase activity.”10-K · Aug 6, 2026 ↗
“The Company continues to monitor backlog as it is subject to change from execution of new contracts, contract modifications or extensions, government deobligations, early terminations, or other factors.”10-K · Aug 6, 2026 ↗
“During fiscal 2024, the Company reduced its unrecognized tax benefit, primarily due to completing a detailed analysis of capitalized research and development costs which considered recent guidance issued by the IRS.”10-K · Aug 7, 2025 ↗
Valuation discipline
Price/sales 1.4× · EV/sales 1.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CACI. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-K filed 2026-08-06 against the comparable filing from 2025-08-07.
Capital and cash conversion
Inventory growth exceeded revenue growth and inventory intensity increased.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“The increase in interest expense and other, net was primarily due to higher outstanding debt balances in the current year resulting from borrowings used to finance acquisitions.”
“Net cash provided by financing activities increased $756.9 million primarily due to an increase in net borrowings under the Credit Facility, the Term Loan B-2, and the 2033 Notes-2 and a decrease in stock repurchase activity.”
“The following table summarizes cash flow information for the periods presented (in thousands): Year ended June 30, 2026 2025 Net cash provided by operating activities $ 886,710 $ 547,009 Net cash used in investing activities (2,734,234) (1,758,943) Net cash provided by financing activities 1,934,807 1,177,881 Effect of exchange rate changes on cash and cash equivalents (1,708) 6,273 Net change in cash and cash equivalents $ 85,575 $ (27,780) Net cash provided by operating activities increased $339.7 million primarily due to higher net income, the deduction of domestic R&D costs pursuant to tax provisions enacted by the OBBBA, timing of customer collections, and other net favorable changes i...”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“for CACI International Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
CACI is currently a Early Follower in the organic co-movement group Mixed Growth Exposure. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CACI; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.