CACI | Market Cap: $14.0B (08/27/26)
Industry:
Aerospace & Defense

DESCRIPTION

CACI provides technology and expertise services to U.S. national security agencies, including defense, intelligence, and federal civilian organizations. The company operates primarily through its Domestic Operations segment, offering a portfolio split between technology products and mission-support expertise. CACI’s technology offerings focus on electronic warfare, counter-unmanned aircraft systems, space domain awareness, cyber capabilities, and agile software development. Key programs include software-defined systems like the TLS Manpack and SkyValor, which enable military forces to detect and defeat signals across the electromagnetic spectrum. The business model emphasizes internal R&D to develop technology before government requirements are formalized, allowing CACI to sell products through commercial acquisition vehicles and other transaction authorities. CACI argues that its embedded mission support professionals create a feedback loop that informs these R&D and investment decisions. The company is shifting its revenue mix toward higher-margin, fixed-price technology contracts. Growth strategy centers on expanding technology offerings through organic investment and M&A, such as the acquisition of ARKA to enhance satellite sensing and AI capabilities. A multi-year backlog provides revenue visibility across long-term government contracts.

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