Defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 11.2% year on year to $2.29 billion. On the other hand, the company’s full-year revenue guidance of $9.3 billion at the midpoint came in 0.5% below analysts’ estimates. Its non-GAAP profit of $6.85 per share was 10.9% above analysts’ consensus estimates.
Defense, intelligence, and IT solutions provider CACI International (NYSE:CACI)
will be reporting results this Wednesday afternoon. Here’s what to expect.
As the United States government enters its second week of shutdown, a remarkable divergence is playing out on Wall Street. While political pundits grapple with congressional gridlock, the S&P 500 has soared to unprecedented heights, marking an extraordinary eighth consecutive day of gains as of October 7, 2025. This
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As the United States grapples with yet another federal government shutdown, financial markets are bracing for impact. With the current date being October 3, 2025, the cessation of non-essential government services and the furlough of hundreds of thousands of federal employees cast a shadow of uncertainty over the economic landscape.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how defense contractors stocks fared in Q2, starting with CACI (NYSE:CACI).
CACI’s 27.7% return over the past six months has outpaced the S&P 500 by 12%, and its stock price has climbed to $476.24 per share. This run-up might have investors contemplating their next move.
Looking back on defense contractors stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including CACI (NYSE:CACI) and its peers.
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Shares of defense, intelligence, and IT solutions provider CACI International (NYSE:CACI)
jumped 3.2% in the morning session after it received a significant rating upgrade from Goldman Sachs, which changed its view from 'Sell' to 'Buy' and substantially raised its price target. The investment bank boosted its price target by over 33% to $544 from $407, citing CACI's strategic pivot towards offering advanced, software-defined technology products in high-growth defense sectors like signals intelligence, electronic warfare, and Space. Goldman Sachs called CACI "the best positioned name in the group," also noting its valuation appears less expensive than its competitors.
Defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 13% year on year to $2.30 billion. The company expects the full year’s revenue to be around $9.3 billion, close to analysts’ estimates. Its non-GAAP profit of $8.40 per share was 27.7% above analysts’ consensus estimates.
