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CACI raises FY2027 guidance on strong Q1 results and backlog growth

Oct 21, 2026, 4:21 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong Q1 metrics, a robust backlog, and raised 2027 guidance typically drive multiple expansion and improved valuation for defense contractors like CAC I. The presence of large, multi-year awards adds earnings visibility, though cash flow nuances (operating cash flow ex MARPA) warrant watchful optimism.

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What happened, with direct paths to the underlying reporting

CACI posted solid Q1 FY2027 results with 8.2% revenue growth to $2.475B and EBITDA expansion, supported by a 2.0x book-to-bill. Backlog reached $34.0B (funded $6.2B), with major awards across USCENTCOM, USASOC, and NSWC Crane underpinning future revenue. Management lifted FY2027 guidance for revenue and adjusted EPS, underscoring durable demand and free-cash-flow generation.

Q1 FY2027 revenue $2.475B, up 8.2% YoY. Backlog at $34.0B.
Contract awards totaled $4.8B; book-to-bill at 2.0x.
Guidance for FY2027 raised; revenue and adjusted earnings higher.
Free cash flow at least $900M; adjusted EPS guidance $33.18–$34.08.
Total backlog $34.0B; funded backlog $6.2B, up 14.8% YoY.

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