{"product_id":"caci-vrio-analysis","title":"CACI International Inc (CACI): VRIO Analysis [Mar-2026 Updated]","description":"\u003cbr\u003e\u003cp\u003eIs CACI International Inc (CACI) truly equipped with a sustainable competitive edge? This VRIO analysis cuts straight to the core, examining the Value, Rarity, Inimitability, and Organization of its key resources to determine its strategic staying power. Discover the distilled, high-impact findings within \u0026amp;O4\u0026amp; below to see exactly where CACI International Inc (CACI) excels - or where it falls short.\u003c\/p\u003e\n\n\u003cbr\u003e\u003ch2\u003eCACI International Inc (CACI) - VRIO Analysis: 1. Deep Expertise in Classified Programs and Intelligence Community Access\n\u003c\/h2\u003e\n\u003cp\u003eYou are looking at CACI International Inc's core strength here: the deep, almost impenetrable access to the most sensitive parts of the US government. This isn't just about having people with clearances; it’s about the institutional trust built over decades.\u003c\/p\u003e\n\u003cp\u003eThe value this expertise creates is clear when you look at the top line. For the first quarter of fiscal year 2025, the Department of Defense alone accounted for 74.6% of total revenue, which was $1.53 billion out of the quarter's $2.056 billion in revenue. That reliance on high-security work is the direct result of this capability. Overall, CACI International Inc recorded total revenue of $8.63 billion for the full fiscal year 2025. This deep IC\/DoD focus is what helps them secure high-margin, long-duration work.\u003c\/p\u003e\n\n\u003cp\u003eHere is a quick breakdown of the VRIO dimensions for this specific resource:\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eValue:\u003c\/strong\u003e Directly drives revenue from IC\/DoD, which was 74.6% of Q1 FY25 revenue.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRarity:\u003c\/strong\u003e High, due to specific, high-level security clearances.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eImitability:\u003c\/strong\u003e Very difficult; built on decades of past performance.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrganization:\u003c\/strong\u003e Strong, evidenced by a massive backlog.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eThe rarity comes from the specific clearances and the proven track record on classified work. General IT firms simply cannot bid on these contracts. For instance, CACI International Inc recently won a sole-source contract exceeding $131 million for the DoD and Intelligence Community, and another seven-year contract from a classified customer valued around $238 million. These aren't won on price alone; they are won on trust and verified capability.\u003c\/p\u003e\n\n\u003cp\u003eTo be fair, imitation is hard because it requires time and successful execution in secure environments. It’s not something you can buy quickly. This is why their organization is so geared toward it. Look at their backlog; as of September 30, 2025, the total backlog stood at $33.9 billion. That massive, multi-year commitment shows the organization is structured to execute these long-term, high-security programs efficiently.\u003c\/p\u003e\n\n\u003cp\u003eThe competitive advantage here is definitely sustained. This expertise acts as a high barrier to entry, or a moat, around a significant portion of their business. It’s the difference between being a general contractor and being the trusted specialist for mission-critical systems. For example, their work on the Terrestrial Layer System Brigade Combat Team Manpack program saw a $400 million ceiling increase, making it a half-billion-dollar program, which speaks directly to the value of their specialized execution.\u003c\/p\u003e\n\n\u003cp\u003eWe can map the competitive implications based on the VRIO assessment:\u003c\/p\u003e\n\u003ctable\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003cth\u003eVRIO Dimension\u003c\/th\u003e\n\u003cth\u003eAssessment\u003c\/th\u003e\n\u003cth\u003eCompetitive Implication\u003c\/th\u003e\n\u003cth\u003eScore (1-4)\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eValue\u003c\/td\u003e\n\u003ctd\u003eYes\u003c\/td\u003e\n\u003ctd\u003eCompetitive Parity or Advantage\u003c\/td\u003e\n\u003ctd\u003e4\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eRarity\u003c\/td\u003e\n\u003ctd\u003eYes\u003c\/td\u003e\n\u003ctd\u003eTemporary Competitive Advantage\u003c\/td\u003e\n\u003ctd\u003e3\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eImitability (Costly to Imitate)\u003c\/td\u003e\n\u003ctd\u003eYes\u003c\/td\u003e\n\u003ctd\u003eSustained Competitive Advantage\u003c\/td\u003e\n\u003ctd\u003e4\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eOrganization (Exploited)\u003c\/td\u003e\n\u003ctd\u003eYes\u003c\/td\u003e\n\u003ctd\u003eSustained Competitive Advantage\u003c\/td\u003e\n\u003ctd\u003e4\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003eThe final score points squarely toward a sustained advantage because the combination of rarity and high cost to imitate creates a durable moat. If onboarding takes 14+ days, churn risk rises, but for classified work, the barrier is measured in years of security accreditation, not days of onboarding.\u003c\/p\u003e\n\u003cp\u003eFinance: draft 13-week cash view by Friday\u003c\/p\u003e\n\n\u003cbr\u003e\u003ch2\u003eCACI International Inc (CACI) - VRIO Analysis: 2. Software-Enabled Solutions and Agile Development Prowess\n\u003c\/h2\u003e\n\u003cp\u003e\n\u003ch\u003e\u003ch\u003eValue\u003c\/h\u003e\u003c\/h\u003e\n\u003c\/p\u003e\n\u003cp\u003e\nAddresses the government’s urgent need for modernization and speed, moving beyond legacy systems to deliver capabilities like the TLS Manpack. The TLS BCT Manpack program received a $400 million ceiling increase, now representing a half-billion-dollar program.\n\u003c\/p\u003e\n\u003cp\u003e\n\u003ch\u003e\u003ch\u003eRarity\u003c\/h\u003e\u003c\/h\u003e\n\u003c\/p\u003e\n\u003cp\u003e\nMany firms claim agile, but CACI operationalizes it at scale, with about 100 agile teams producing roughly 1,000 releases annually. The company reported a 33% YoY increase in software deployments using Agile methodologies.\n\u003c\/p\u003e\n\u003cp\u003e\n\u003ch\u003e\u003ch\u003eImitability\u003c\/h\u003e\u003c\/h\u003e\n\u003c\/p\u003e\n\u003cp\u003e\nImitating the scale and velocity of their software delivery execution model takes significant cultural and process change.\n\u003c\/p\u003e\n\u003cp\u003e\n\u003ch\u003e\u003ch\u003eOrganization\u003c\/h\u003e\u003c\/h\u003e\n\u003c\/p\u003e\n\u003cp\u003e\nThey have explicitly branded this as their 'superpower' and instrument their delivery model to measure velocity.\n\u003c\/p\u003e\n\u003cp\u003e\n\u003ch\u003e\u003ch\u003eCompetitive Advantage\u003c\/h\u003e\u003c\/h\u003e\n\u003c\/p\u003e\n\u003cp\u003e\nTemporary to Sustained. While the concept is common, their execution scale provides a temporary edge that could become sustained if they maintain technological leadership.\n\u003c\/p\u003e\n\u003cp\u003e\n\u003cstrong\u003eKey Financial and Operational Metrics:\u003c\/strong\u003e\n\u003c\/p\u003e\n\u003ctable\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eAmount\/Value\u003c\/th\u003e\n\u003cth\u003ePeriod\/Context\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eAnnual Revenue\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$7.7B\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eFiscal Year 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal Contract Awards\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$14.2 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eFiscal Year 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eQuarterly Revenue\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$2.1 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eFiscal Year 2025 Second Quarter\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eContract Awards (Q2)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$1.2 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eFiscal Year 2025 Second Quarter\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal Contract Awards\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$10 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eFiscal Year 2025\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTLS BCT Manpack Program Value\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003eHalf-billion-dollar\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eProgram Ceiling\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003e\n\u003cstrong\u003eAgile and Workforce Scale Indicators:\u003c\/strong\u003e\n\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\nEmployees: \u003cstrong\u003e25,000\u003c\/strong\u003e (Fiscal Year 2025)\n\u003c\/li\u003e\n\u003cli\u003e\nRevenue per Employee: \u003cstrong\u003e$382,991\u003c\/strong\u003e (Fiscal Year 2024 data)\n\u003c\/li\u003e\n\u003cli\u003e\nSoftware Deployments using Agile Methodologies Growth: \u003cstrong\u003e33% YoY increase\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cbr\u003e\u003ch2\u003eCACI International Inc (CACI) - VRIO Analysis: 3. Specialized Technology in SIGINT, EMSO, and Secure Comms\n\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eValue:\u003c\/strong\u003e Provides differentiated mission effects in electronic warfare and signals intelligence, areas critical to national security that command premium pricing.\u003c\/p\u003e\n\u003cp\u003eRecent contract awards underscore this value:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003c\/li\u003e\n\u003cli\u003eFive-year technology task order valued at up to \u003cstrong\u003e$416 million\u003c\/strong\u003e for U.S. Army SIGINT missions (August 2024).\u003c\/li\u003e\n\u003cli\u003e\n\u003c\/li\u003e\n\u003cli\u003eFive-year task order valued at up to \u003cstrong\u003e$319 million\u003c\/strong\u003e to provide intelligence systems expertise, modernizing EW capabilities (July 2024).\u003c\/li\u003e\n\u003cli\u003e\n\u003c\/li\u003e\n\u003cli\u003eFive-year, single-award task order valued at up to \u003cstrong\u003e$382 million\u003c\/strong\u003e for SIGINT and Electronic Warfare systems for the U.S. Army (January 2024).\u003c\/li\u003e\n\u003cli\u003e\n\u003c\/li\u003e\n\u003cli\u003eSeven-year IDIQ contract, 'Spectral,' with a \u003cstrong\u003e$1.2 billion\u003c\/strong\u003e ceiling for Navy SIGINT, EW, and Information Operations weapon systems (FY2023).\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003eRarity:\u003c\/strong\u003e High. Proprietary capabilities in areas like resilient comms and EMSO are not easily replicated by generalists.\u003c\/p\u003e\n\u003cp\u003eCACI's demonstrated history includes over \u003cstrong\u003e700 systems deployed globally\u003c\/strong\u003e for DoD and IC capabilities, specifically in SIGINT.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eImitability:\u003c\/strong\u003e Difficult. These require significant, specialized R\u0026amp;D investment and domain-specific knowledge.\u003c\/p\u003e\n\u003cp\u003eThe company directs approximately \u003cstrong\u003e$35 million annually\u003c\/strong\u003e on independent research and development (IR\u0026amp;D) with a focus on signals intelligence and electronic warfare areas. This contrasts with large prime contractors like Northrop Grumman, which reported \u003cstrong\u003e$1.1 billion\u003c\/strong\u003e on IR\u0026amp;D in 2021.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eOrganization:\u003c\/strong\u003e Strong. They integrate these technologies directly into their service offerings, as seen with recent contract wins.\u003c\/p\u003e\n\u003cp\u003eCACI's total contract awards for Fiscal Year 2024 reached \u003cstrong\u003e$14.2 billion\u003c\/strong\u003e, growing the backlog to \u003cstrong\u003e$32 billion\u003c\/strong\u003e. The company's Fiscal Year 2024 annual revenues were \u003cstrong\u003e$7.7 billion\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003cp\u003eThe integration of specialized technology is evident in recent contract awards:\u003c\/p\u003e\n\u003ctable\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003ctd\u003eContract\/System Focus\u003c\/td\u003e\n\u003ctd\u003eAward Value (Ceiling\/Up To)\u003c\/td\u003e\n\u003ctd\u003eDuration\/Period\u003c\/td\u003e\n\u003ctd\u003eCustomer\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eSIGINT\/EW Systems (Trojan)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$382 million\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eFive-year task order\u003c\/td\u003e\n\u003ctd\u003eU.S. Army\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eSIGINT\/EW Technology (TLS BCT Manpack)\u003c\/td\u003e\n\u003ctd\u003eNearly \u003cstrong\u003e$400 million\u003c\/strong\u003e (Modification)\u003c\/td\u003e\n\u003ctd\u003eOngoing Procurement\u003c\/td\u003e\n\u003ctd\u003eU.S. Army\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eSIGINT RF Systems (E3I-T)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$416 million\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eFive-year task order\u003c\/td\u003e\n\u003ctd\u003eU.S. Army\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eSIGINT\/EW\/IO Weapon Systems (Spectral)\u003c\/td\u003e\n\u003ctd\u003e\n\u003cstrong\u003e$1.2 billion\u003c\/strong\u003e (Ceiling)\u003c\/td\u003e\n\u003ctd\u003eSeven-year IDIQ\u003c\/td\u003e\n\u003ctd\u003eU.S. Navy\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eCompetitive Advantage:\u003c\/strong\u003e Sustained. Technical differentiation in niche, high-stakes defense areas is a long-term advantage.\u003c\/p\u003e\n\n\u003cbr\u003e\u003ch2\u003eCACI International Inc (CACI) - VRIO Analysis: 4. Robust Contract Backlog and Award Momentum\n\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eValue:\u003c\/strong\u003e Provides high revenue predictability and financial stability, supported by a total backlog of \u003cstrong\u003e$31.4 billion\u003c\/strong\u003e as of June 30, 2025.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRarity:\u003c\/strong\u003e Moderate. The sheer scale is large, but the composition, heavily weighted toward multi-year, classified national security work, differentiates it from peers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eImitability:\u003c\/strong\u003e Difficult. The substantial backlog is a lagging indicator of sustained past success in securing complex, long-term government programs, which is not quickly replicable.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eOrganization:\u003c\/strong\u003e Strong. Operational discipline converts a healthy pipeline into funded backlog, evidenced by winning \u003cstrong\u003e$10 billion\u003c\/strong\u003e in contract awards in Fiscal Year 2025.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCompetitive Advantage:\u003c\/strong\u003e Sustained. Consistent, large contract wins reinforce market position and deter smaller competitors.\u003c\/p\u003e\n\u003cp\u003eKey financial and statistical metrics related to contract momentum:\u003c\/p\u003e\n\u003ctable\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eFiscal Year 2025 (Ended June 30, 2025)\u003c\/th\u003e\n\u003cth\u003eFiscal Year 2026 Quarter 1 (Ended Sept. 30, 2025)\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal Contract Awards\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$10 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$5.0 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal Backlog\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$31.4 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$33.9 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFunded Backlog\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$4.2 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$5.4 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eBook-to-Bill Ratio\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e1.1x\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e2.2x\u003c\/strong\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAnnual Revenue\u003c\/td\u003e\n\u003ctd\u003e\n\u003cstrong\u003e$8.6 billion\u003c\/strong\u003e (Up \u003cstrong\u003e13%\u003c\/strong\u003e YoY)\u003c\/td\u003e\n\u003ctd\u003e$2.3 billion (Up \u003cstrong\u003e11.2%\u003c\/strong\u003e YoY)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003eThe growth in funded backlog demonstrates immediate revenue visibility:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eFunded backlog increased by \u003cstrong\u003e11%\u003c\/strong\u003e year-over-year as of June 30, 2025, moving to \u003cstrong\u003e$4.2 billion\u003c\/strong\u003e from $3.8 billion.\u003c\/li\u003e\n\u003cli\u003eFunded backlog further increased to \u003cstrong\u003e$5.4 billion\u003c\/strong\u003e as of September 30, 2025, representing a \u003cstrong\u003e25.6%\u003c\/strong\u003e increase from the prior-year period.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThe high volume of awards in the first quarter of FY2026, totaling \u003cstrong\u003e$5 billion\u003c\/strong\u003e, with approximately \u003cstrong\u003e60%\u003c\/strong\u003e for new business, indicates strong forward momentum.\u003c\/p\u003e\n\n\u003cbr\u003e\u003ch2\u003eCACI International Inc (CACI) - VRIO Analysis: 5. High Free Cash Flow Conversion Efficiency\n\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eValue:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eAcquisition of Azure Summit Technology for an all-cash transaction of \u003cstrong\u003e$1.275 billion\u003c\/strong\u003e.\u003c\/li\u003e\n\u003cli\u003eEffective consideration for Azure Summit Technology purchase, net of the present value of the tax benefit, was \u003cstrong\u003e$1.08 billion\u003c\/strong\u003e.\u003c\/li\u003e\n\u003cli\u003eShare repurchase authorization of up to \u003cstrong\u003e$750 million\u003c\/strong\u003e announced January 26, 2023.\u003c\/li\u003e\n\u003cli\u003eExecuted an Accelerated Share Repurchase (ASR) of \u003cstrong\u003e$250 million\u003c\/strong\u003e under the authorization.\u003c\/li\u003e\n\u003cli\u003eAnnual share buybacks in Fiscal Year 2023: \u003cstrong\u003e$273.235 million\u003c\/strong\u003e.\u003c\/li\u003e\n\u003cli\u003eAnnual share buybacks in Fiscal Year 2024: \u003cstrong\u003e$161.487 million\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRarity:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eHigh conversion rate often exceeding \u003cstrong\u003e90%\u003c\/strong\u003e of net income to free cash flow.\u003c\/p\u003e\n\u003ctable\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003ctd\u003ePeriod Ended\u003c\/td\u003e\n\u003ctd\u003eNet Income (Millions)\u003c\/td\u003e\n\u003ctd\u003eFree Cash Flow (Millions)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eQ1 FY2024 (9\/30\/2023)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$86.0\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eGuidance Raised\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eQ3 FY2024 (3\/31\/2024)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$115.4\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eN\/A\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFY2024 (6\/30\/2024)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$419.9\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eN\/A\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eQ1 FY2025 (9\/30\/2024)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$120.2\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$49.4\u003c\/strong\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003e\u003cstrong\u003eImitability:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eDifficult to imitate due to reliance on disciplined contract execution.\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eFiscal Year 2024 Total Revenues: \u003cstrong\u003e$7.7 billion\u003c\/strong\u003e.\u003c\/li\u003e\n\u003cli\u003eFiscal Year 2024 Total Contract Awards: \u003cstrong\u003e$14.2 billion\u003c\/strong\u003e.\u003c\/li\u003e\n\u003cli\u003eFiscal Year 2025 Free Cash Flow Guidance (at least): \u003cstrong\u003e$435 million\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eOrganization:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eStrong organizational emphasis on capital flexibility.\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eFiscal Year 2023 Net Income: \u003cstrong\u003e$384.7 million\u003c\/strong\u003e.\u003c\/li\u003e\n\u003cli\u003eFiscal Year 2024 Adjusted Net Income: \u003cstrong\u003e$475.1 million\u003c\/strong\u003e.\u003c\/li\u003e\n\u003cli\u003eFiscal Year 2024 EBITDA Margin: \u003cstrong\u003e10.4%\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eCompetitive Advantage:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eSustained due to fundamental financial strength supporting growth deployment.\u003c\/p\u003e\n\u003ctable\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003ctd\u003eMetric\u003c\/td\u003e\n\u003ctd\u003eFY2023 Amount\u003c\/td\u003e\n\u003ctd\u003eFY2024 Amount\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eAnnual Revenues (Billions)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$6.7\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$7.7\u003c\/strong\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAnnual Contract Awards (Billions)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$10.1\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$14.2\u003c\/strong\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\n\u003cbr\u003e\u003ch2\u003eCACI International Inc (CACI) - VRIO Analysis: 6. Large, Cleared, and Specialized Workforce\n\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eValue\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eProvides the necessary human capital - thousands of cleared engineers and data scientists - to execute on sensitive, ongoing government programs.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRarity\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eModerate. Many firms have cleared staff, but the depth and breadth across critical domains is less common.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eImitability\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eDifficult. Vetting and retaining cleared personnel with deep domain expertise takes years.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eOrganization\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eStrong. Their culture and processes are designed to attract and retain this specialized talent pool.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCompetitive Advantage\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eSustained. Human capital with high-level security access is a hard-to-replicate resource.\u003c\/p\u003e\n\u003cp\u003eThe scale of CACI's specialized workforce underpins its ability to secure and execute on large, long-duration government contracts.\u003c\/p\u003e\n\u003ctable\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eValue\u003c\/th\u003e\n\u003cth\u003eReporting Period\/Context\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal Employees\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e24,000\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eFiscal Year 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAnnual Revenue\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$7.7 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eFiscal Year 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal Contract Awards\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$14.2 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eFiscal Year 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal Backlog\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$33.9 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eAs of September 30, 2025\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFunded Backlog\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$5.4 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eAs of September 30, 2025\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003eThe workforce supports extensive national security and government modernization missions, evidenced by contract activity:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCACI has provided investigative services support for the Office of Personnel Management (OPM) background investigations since 2004.\u003c\/li\u003e\n\u003cli\u003eThe company provides analytic services in \u003cstrong\u003e50\u003c\/strong\u003e languages.\u003c\/li\u003e\n\u003cli\u003eCACI supports IT service management for over \u003cstrong\u003e800K\u003c\/strong\u003e end users across government.\u003c\/li\u003e\n\u003cli\u003eCACI personnel supported \u003cstrong\u003e11K\u003c\/strong\u003e military and civilian efforts across \u003cstrong\u003e60\u003c\/strong\u003e locations in Europe and Africa.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cbr\u003e\u003ch2\u003eCACI International Inc (CACI) - VRIO Analysis: 7. Strategic Acquisition Integration Capability\n\u003c\/h2\u003e\n\n\u003ch\u003e\u003ch\u003eValue\u003c\/h\u003e\u003c\/h\u003e\n\u003cp\u003eAllows CACI to rapidly bolt-on new, differentiated technology capabilities, such as cloud migration expertise from Applied Insight or RF tech from Azure Summit. The successful integration is evidenced by Fiscal Second Quarter 2025 revenues of $2.1 billion, up 14.5% Year-over-Year, and an EBITDA margin of 11.1%, an 180 bps year-over-year increase.\u003c\/p\u003e\n\n\u003ch\u003e\u003ch\u003eRarity\u003c\/h\u003e\u003c\/h\u003e\n\u003cp\u003eModerate. Research suggests the failure rate of acquisitions due to integration issues is between 70 and 90 per cent. CACI has a track record of successfully integrating deals into its core offerings.\u003c\/p\u003e\n\n\u003ch\u003e\u003ch\u003eImitability\u003c\/h\u003e\u003c\/h\u003e\n\u003cp\u003eModerate. Competitors can buy similar firms, but integration success is not guaranteed. CACI’s reported EBITDA margin of 11.1% in Q2 FY2025 following recent closures contrasts with an industry average operating margin of 6.2%.\u003c\/p\u003e\n\n\u003ch\u003e\u003ch\u003eOrganization\u003c\/h\u003e\u003c\/h\u003e\n\u003cp\u003eStrong. The company has a clear history of using M\u0026amp;A to pivot its strategy toward higher-margin tech. As of late 2024, CACI employed 24,000 talented and dynamic employees. Revenue grew at a Compound Annual Growth Rate (CAGR) of +8% since Fiscal Year 2014, with EBITDA CAGR at +9% over the same period.\u003c\/p\u003e\n\n\u003cp\u003eThe following table details recent strategic acquisitions:\u003c\/p\u003e\n\u003ctable\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003cth\u003eAcquisition\u003c\/th\u003e\n\u003cth\u003eAgreement\/Close Date\u003c\/th\u003e\n\u003cth\u003eDeal Value (USD)\u003c\/th\u003e\n\u003cth\u003eEmployee Count Added\u003c\/th\u003e\n\u003cth\u003eKey Capability\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eAzure Summit Technology\u003c\/td\u003e\n\u003ctd\u003eAgreement: 9\/2024; Closed: 10\/2024\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$1.275 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eOver \u003cstrong\u003e300\u003c\/strong\u003e\n\u003c\/td\u003e\n\u003ctd\u003eHigh-performance RF Technology, SIGINT, EW\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eApplied Insight\u003c\/td\u003e\n\u003ctd\u003eAnnounced: 10\/2024\u003c\/td\u003e\n\u003ctd\u003eNot explicitly stated\u003c\/td\u003e\n\u003ctd\u003eNot explicitly stated\u003c\/td\u003e\n\u003ctd\u003eCloud Migration Expertise\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eID Technologies\u003c\/td\u003e\n\u003ctd\u003eClosed: December 29, 2021\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$225 million\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNot explicitly stated\u003c\/td\u003e\n\u003ctd\u003eEnterprise IT\/Network Modernization\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eSA Photonics\u003c\/td\u003e\n\u003ctd\u003eClosed: ~Two weeks prior to 1\/27\/2022\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$275 million\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eNot explicitly stated\u003c\/td\u003e\n\u003ctd\u003eSpace Communications Technology\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\n\u003ch\u003e\u003ch\u003eCompetitive Advantage\u003c\/h\u003e\u003c\/h\u003e\n\u003cp\u003eTemporary. It provides a fast path to new capabilities, as demonstrated by Fiscal Year 2025 revenue guidance projected between \u003cstrong\u003e$7.9 billion\u003c\/strong\u003e and \u003cstrong\u003e$8.1 billion\u003c\/strong\u003e. The advantage fades as the acquired tech matures or competitors follow suit, though Q3 FY2025 EBITDA margin reached 11.7%.\u003c\/p\u003e\n\n\u003cul\u003e\n\u003cli\u003eFiscal 2024 reported revenue: \u003cstrong\u003e$7.7 billion\u003c\/strong\u003e.\u003c\/li\u003e\n\u003cli\u003eFiscal Second Quarter 2025 Income from operations: \u003cstrong\u003e$181.3 million\u003c\/strong\u003e.\u003c\/li\u003e\n\u003cli\u003eTotal backlog as of December 31, 2024: \u003cstrong\u003e$31.8 billion\u003c\/strong\u003e.\u003c\/li\u003e\n\u003cli\u003eCACI was awarded $1.2 billion in contract awards in Q2 FY2025.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cbr\u003e\u003ch2\u003eCACI International Inc (CACI) - VRIO Analysis: 8. Established Customer Intimacy and Accreditation\n\u003c\/h2\u003e\n\n\u003ch3\u003eValue: Embedded program teams and deep knowledge of government compliance frameworks (ATO, RMF) shorten the time needed to deploy new solutions.\u003c\/h3\u003e\n\u003cp\u003eCACI has secured a seven-year sole-source contract valued at more than \u003cstrong\u003e$131 million\u003c\/strong\u003e to provide advanced data visualization technology to the Department of Defense (DoD) and the Intelligence Community (IC). \u003cstrong\u003eCACI\u003c\/strong\u003e is an \u003cstrong\u003eNSA-trusted CSfC integrator\u003c\/strong\u003e, enabling rapid delivery of commercial-based hardware and software that integrate seamlessly into U.S. government communications networks. \u003cstrong\u003eCACI\u003c\/strong\u003e secured a task order worth up to \u003cstrong\u003e$239 million\u003c\/strong\u003e to modernize the U.S. Army's Global Secure Internet Protocol Router (SIPR) Network (GSN), including the application of Commercial Solutions for Classified (CSfC) technology. \u003c\/p\u003e\n\n\u003ch3\u003eRarity: Moderate. This is common in the sector, but CACI’s specific accreditation depth in cross-domain security is a differentiator.\u003c\/h3\u003e\n\u003cp\u003eThe status as an \u003cstrong\u003eNSA-trusted CSfC integrator\u003c\/strong\u003e represents a specific, recognized accreditation depth within the sector. \u003c\/p\u003e\n\n\u003ch3\u003eImitability: Difficult. Accreditation is earned through performance and time spent within the customer’s ecosystem.\u003c\/h3\u003e\n\u003cp\u003eEvidence of earned position includes a five-year task order valued at up to \u003cstrong\u003e$805 million\u003c\/strong\u003e to provide engineering services and technology to the U.S. Navy NavalX under a DoD Information Analysis Center (IAC) multiple-award contract (MAC) vehicle. \u003c\/p\u003e\n\n\u003ch3\u003eOrganization: Strong. This intimacy is baked into their delivery model, ensuring compliance and speed.\u003c\/h3\u003e\n\u003cp\u003eIn Fiscal Year 2024, contract awards totaled a record \u003cstrong\u003e$14.2 billion\u003c\/strong\u003e, with \u003cstrong\u003e60%\u003c\/strong\u003e being renewed business. The total backlog grew to \u003cstrong\u003e$32 billion\u003c\/strong\u003e as of June 30, 2024, a \u003cstrong\u003e22%\u003c\/strong\u003e year-over-year increase. \u003c\/p\u003e\n\u003ctable\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eValue\/Date\u003c\/th\u003e\n\u003cth\u003eChange\/Context\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal Backlog (as of 12\/31\/2024)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$31.8 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eUp \u003cstrong\u003e18.2%\u003c\/strong\u003e year-over-year\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal Backlog (as of 06\/30\/2024)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$32 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eRepresents full years of annual revenue\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFY 2024 Contract Awards\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$14.2 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eBook-to-bill ratio of \u003cstrong\u003e1.9x\u003c\/strong\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFY 2024 Renewed Business Portion of Awards\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e60%\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eIndicates customer continuity\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eEnterprise IT as a Service BPA (DoD)\u003c\/td\u003e\n\u003ctd\u003e\n\u003cstrong\u003e$5.7 billion\u003c\/strong\u003e ceiling\u003c\/td\u003e\n\u003ctd\u003e\n\u003cstrong\u003e$243 million\u003c\/strong\u003e in task orders awarded against it\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\n\u003ch3\u003eCompetitive Advantage: Sustained. Being the trusted, accredited partner reduces customer friction and switching costs.\u003c\/h3\u003e\n\u003cp\u003eThe total backlog as of December 31, 2024, was \u003cstrong\u003e$31.8 billion\u003c\/strong\u003e. The funded backlog as of December 31, 2024, was \u003cstrong\u003e$4.1 billion\u003c\/strong\u003e. \u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eFY 2024 Annual Revenues: \u003cstrong\u003e$7.7 billion\u003c\/strong\u003e, up \u003cstrong\u003e14%\u003c\/strong\u003e Year-over-Year.\u003c\/li\u003e\n\u003cli\u003eFY 2024 Annual Adjusted Diluted EPS: \u003cstrong\u003e$21.05\u003c\/strong\u003e, up \u003cstrong\u003e12%\u003c\/strong\u003e Year-over-Year.\u003c\/li\u003e\n\u003cli\u003eCACI was awarded a task order valued at up to \u003cstrong\u003e$198 million\u003c\/strong\u003e to enhance Cyber Defenses for the U.S. Army C5ISR Center.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cbr\u003e\u003ch2\u003eCACI International Inc (CACI) - VRIO Analysis: 9. Enterprise IT Modernization and Cyber Scale\n\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eValue:\u003c\/strong\u003e Provides a stable revenue base through large-scale, less-classified modernization contracts, balancing the risk of the classified portfolio.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRarity:\u003c\/strong\u003e Moderate. They compete with firms like SAIC and Booz Allen in this space, but CACI maintains a strong position.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eImitability:\u003c\/strong\u003e Easy to Moderate. This is a large, addressable market, but CACI’s scale allows it to bid on the biggest projects.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eOrganization:\u003c\/strong\u003e Strong. They leverage their scale to compete effectively against both primes and mid-tier players.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCompetitive Advantage:\u003c\/strong\u003e Temporary. While large, this area faces more direct competition, making differentiation harder to sustain solely on scale.\u003c\/p\u003e\n\u003cp\u003eThe scale of operations is reflected in recent financial metrics:\u003c\/p\u003e\n\u003ctable\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003ctd\u003eMetric\u003c\/td\u003e\n\u003ctd\u003eAmount\u003c\/td\u003e\n\u003ctd\u003ePeriod\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eRevenue\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$2.3 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eQ1 FY2026\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eContract Awards\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$5 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eQ1 FY2026\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal Backlog\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$33.9 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eAs of Q1 FY2026 End\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFunded Backlog\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$5.4 billion\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eAs of Q1 FY2026 End\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eIncome from Operations\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$212.3 million\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eQ1 FY2026\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFree Cash Flow\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e$143 million\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003eQ1 FY2026\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003eNotable contract wins supporting this segment include large, multi-year awards:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eA potential five-year, \u003cstrong\u003e$548 million\u003c\/strong\u003e task order from a Department of Defense customer for virtual and field environments supporting electromagnetic spectrum testing (Q1 FY2026).\u003c\/li\u003e\n\u003cli\u003eA 10-year \u003cstrong\u003e$423 million\u003c\/strong\u003e contract with an intelligence community customer for capability development support and software-defined technology (Q1 FY2026).\u003c\/li\u003e\n\u003cli\u003eA 12-month, \u003cstrong\u003e$315 million\u003c\/strong\u003e task order extension with U.S. Customs and Border Protection for IT system modernization (Q1 FY2026).\u003c\/li\u003e\n\u003cli\u003eAn eight-year, single-award technology task order valued at up to \u003cstrong\u003e$1.3 billion\u003c\/strong\u003e to provide global enterprise network modernization to an Intelligence Community customer (Q1 FY2024).\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eFinancial performance indicators for the most recent reported quarter:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRevenue growth: \u003cstrong\u003e11.2%\u003c\/strong\u003e year-over-year (Q1 FY2026).\u003c\/li\u003e\n\u003cli\u003eAdjusted diluted EPS growth: \u003cstrong\u003e15.5%\u003c\/strong\u003e year-over-year (Q1 FY2026).\u003c\/li\u003e\n\u003cli\u003eFree Cash Flow growth: \u003cstrong\u003e189.4%\u003c\/strong\u003e year-over-year (Q1 FY2026).\u003c\/li\u003e\n\u003cli\u003eTotal Backlog growth: \u003cstrong\u003e4.6%\u003c\/strong\u003e year-over-year (Q1 FY2026).\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"dcf.fm","offers":[{"title":"Default Title","offer_id":45516130779285,"sku":"caci-vrio-analysis","price":7.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0630\/5189\/0837\/files\/caci-vrio-analysis.png?v=1740156277","url":"https:\/\/dcf-model.com\/es\/products\/caci-vrio-analysis","provider":"AI-Powered Discounted Cash Flow Model Templates","version":"1.0","type":"link"}