CACI Posts 11.2% Revenue Growth in Q1 Fiscal 2026 – GovCon Wire

CACI International Q1 FY2026 Performance Report: Financial Growth and Alignment with Sustainable Development Goals

Executive Summary: Financial Performance

CACI International has reported significant financial growth for the first quarter of fiscal year 2026, ending September 30. This performance underscores the company’s contribution to SDG 8: Decent Work and Economic Growth by fostering economic stability and demonstrating robust market activity.

• Revenues: Increased by 11.2% year-over-year to $2.3 billion.
• Total Backlog: Grew by 4.6% to $33.9 billion, indicating sustained future economic activity.
• Funded Backlog: Increased by 25.6% to $5.4 billion.
• Net Income: Reported at $124.8 million.
• Free Cash Flow: Rose by 189.4% to $143 million.

Strategic Contribution to Sustainable Development Goals (SDGs)

CACI’s operations and strategic investments directly support several key United Nations Sustainable Development Goals. Through partnerships with government bodies, the company advances innovation and reinforces institutional stability, aligning with the global agenda for sustainable development.

1. SDG 16: Peace, Justice and Strong Institutions: By providing technology and services that support national security, border protection, and intelligence, CACI contributes to building effective, accountable, and inclusive institutions at all levels.
2. SDG 9: Industry, Innovation, and Infrastructure: The company’s focus on network modernization, AI adoption, and development of emerging communication technologies fosters innovation and builds resilient infrastructure.
3. SDG 17: Partnerships for the Goals: CACI’s extensive contracts with government agencies exemplify the public-private partnerships essential for achieving sustainable development objectives.

Analysis of Q1 Contract Awards and SDG Impact

The company secured $5 billion in contract awards during the first quarter, with approximately 60% representing new business. These contracts are pivotal in advancing specific SDGs.

Department of Defense (DoD) Task Order

• Value: $548 million, five-year potential.
• Scope: Design and implement virtual and field environments for testing electromagnetic spectrum and emerging communication technologies.
• SDG Alignment: This project is a direct contribution to SDG 9 (Industry, Innovation, and Infrastructure) by advancing critical technological infrastructure. It also supports SDG 16 (Peace, Justice and Strong Institutions) by enhancing national security capabilities.

Intelligence Community Contract

• Value: $423 million, ten-year term.
• Scope: Provide capability development support and software-defined technology.
• SDG Alignment: This long-term engagement strengthens national security frameworks, directly supporting the goal of building effective and capable institutions under SDG 16.

U.S. Customs and Border Protection (CBP) Task Order Extension

• Value: $315 million, twelve-month term.
• Scope: Continue development and modernization of IT systems supporting border security missions.
• SDG Alignment: By modernizing critical IT infrastructure for border management, CACI helps create more effective and accountable institutions, a core target of SDG 16.

Technological Innovation for Sustainable Progress

CACI’s forward-looking investments in technology are crucial for addressing complex national security challenges and contribute significantly to innovation goals.

Advancements in Counter-Space Capabilities

The growing demand for counter-space capabilities highlights CACI’s role in technological leadership. Recent awards for the Tactical Integrated Ground Suite (TIGS) and Remote Modular Terminal (RMT) demonstrate the company’s commitment to developing resilient infrastructure for national security.

• Contribution to SDG 9: These programs leverage differentiated software-defined technology to build resilient and advanced technological infrastructure.
• Contribution to SDG 16: By providing tools for critical missions across the electromagnetic spectrum, CACI enhances the stability and security necessary for peaceful societies.

Adoption of Artificial Intelligence (AI)

CACI is expanding its use of AI to improve the efficiency and scalability of its software development processes. This strategic adoption of advanced technology is a key driver for sustainable innovation.

• Contribution to SDG 9: The integration of AI tools fosters innovation and enhances industrial efficiency, aligning with the goal of promoting sustainable industrialization and technological upgrading.

Analysis of the Article in Relation to Sustainable Development Goals

1. Which SDGs are addressed or connected to the issues highlighted in the article?

1. SDG 8: Decent Work and Economic Growth
2. SDG 9: Industry, Innovation, and Infrastructure
3. SDG 16: Peace, Justice, and Strong Institutions

2. What specific targets under those SDGs can be identified based on the article’s content?

1. SDG 8: Decent Work and Economic Growth

   • Target 8.2: Achieve higher levels of economic productivity through diversification, technological upgrading and innovation.
     
     The article highlights CACI’s significant financial growth, driven by its focus on high-tech services. It details the company’s work in “emerging communication technologies,” “software-defined technology,” and the “adoption of artificial intelligence technologies.” This focus on technological upgrading and innovation is a direct contributor to its economic productivity and growth, as evidenced by the “11.2 percent year-over-year increase in revenues.”

2. SDG 9: Industry, Innovation, and Infrastructure

   • Target 9.5: Enhance scientific research, upgrade the technological capabilities of industrial sectors in all countries, in particular developing countries, encouraging innovation and substantially increasing the number of research and development workers and public and private research and development spending.
     
     The article is centered on CACI’s role in upgrading the technological capabilities of the national security and defense sectors. It explicitly mentions “investments and awards that highlight the company’s competitive differentiation across multiple mission areas, including counter-unmanned aircraft systems, counter-space, network modernization and digital application modernization.” The contracts won, such as the “$548 million task order… to support testing and evaluation of electromagnetic spectrum and emerging communication technologies,” represent significant private and public spending on research and technological advancement.

3. SDG 16: Peace, Justice, and Strong Institutions

   • Target 16.6: Develop effective, accountable and transparent institutions at all levels.
     
     CACI’s work directly supports the development of more effective government institutions. For example, the “$315 million task order extension with U.S. Customs and Border Protection to continue to develop and modernize IT systems” is aimed at enhancing the operational effectiveness of CBP in its “border security and enforcement missions.”
   • Target 16.a: Strengthen relevant national institutions, including through international cooperation, to build capacity at all levels, in particular in developing countries, for preventing violence and combating terrorism and crime.
     
     The article describes contracts with key national security bodies, such as the Department of Defense, an “intelligence community customer,” and the U.S. Army. The work on “counter-space capabilities” and modernizing IT for border protection strengthens the capacity of these national institutions to address security threats, which aligns with the goal of combating crime and ensuring national security.

3. Are there any indicators mentioned or implied in the article that can be used to measure progress towards the identified targets?

1. Indicators for SDG 8 (Target 8.2)

   • Financial Growth Metrics: The “11.2 percent year-over-year increase in revenues to $2.3 billion” and “15.5 percent” growth in adjusted diluted earnings per share serve as direct indicators of increased economic productivity.
   • Value of New Business: The article states that the company “booked $5 billion in Q1 contracts with about 60 percent accounting for new business,” indicating successful economic activity driven by its innovative offerings.

2. Indicators for SDG 9 (Target 9.5)

   • Investment in R&D and Technology: The value of contracts for specific technological advancements serves as a clear indicator. Examples include the “$548 million task order… to support testing and evaluation of electromagnetic spectrum and emerging communication technologies” and the “$240 million contract from the U.S. Army to sustain and modernize the Tactical Integrated Ground Suite, or TIGS, counter-space program.”
   • Adoption of Advanced Technology: The statement that CACI is “expanding our use of AI tools to increase the speed, efficiency and scalability of our agile software development processes” is a qualitative indicator of progress in upgrading technological capabilities.

3. Indicators for SDG 16 (Targets 16.6 and 16.a)

   • Funding for Institutional Modernization: The monetary value of contracts aimed at improving institutional capabilities is a key indicator. The “$315 million task order extension with U.S. Customs and Border Protection to continue to develop and modernize IT systems” directly measures investment in making a national institution more effective.
   • Contracts for Capability Development: The “10-year $423 million contract with an intelligence community customer to continue providing capability development support and software-defined technology” is an indicator of long-term investment in strengthening the capacity of national security institutions.

4. Table of SDGs, Targets, and Indicators

Source: govconwire.com