CACI International (CACI) came out with quarterly earnings of $6.61 per share, beating the Zacks Consensus Estimate of $5.90 per share. This compares to earnings of $5.30 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 12.03%. A quarter ago, it was expected that this defense contractor would post earnings of $5.52 per share when it actually produced earnings of $5.74, delivering a surprise of 3.99%.Over the last four quarters, ...

财务业绩 - 公司2024财年全年收入达76.6亿美元，同比增长14.3%[12] - 2024财年全年净利润为4.2亿美元，每股摊薄收益18.60美元，同比增长13.2%[12] - 2024财年全年调整后净利润为4.75亿美元，调整后每股摊薄收益21.05美元，同比增长11.8%[12] - 2024财年全年EBITDA为7.98亿美元，EBITDA利润率为10.4%[12] - 公司总收入为76.60亿美元，同比增长14.3%[37] - 营业利润为6.50亿美元，同比增长14.5%[23] - 净利润为4.20亿美元，同比增长9.1%[23] - 每股收益为18.60美元，同比增长13.2%[24] - 经营活动产生的现金流为4.97亿美元，同比增长28.2%[31] - 调整后净利润同比增长7.7%，达到4.75亿美元[48] - 调整后每股收益同比增长11.8%，达到21.05美元[49] - EBITDA同比增长11.5%，达到7.98亿美元[54] - EBITDA利润率为10.4%[56] 收入构成 - 国防部门收入占比74.4%，同比增长18.2%[37] - 收入中成本加成合同占比61.0%，同比增长24.4%[38] - 主承包商收入占比89.4%，分包商收入占比10.6%[41] - 技术类收入占比53.6%，专业服务收入占比46.4%[44] 新签合同 - 2024财年全年新签合同总额达142亿美元，签单率为1.9倍[2] - 合同签订额同比增长40.3%，达到141.93亿美元[46] 未来展望 - 2025财年收入预计在79亿-81亿美元区间[17] - 2025财年调整后每股摊薄收益预计在22.44美元-23.33美元区间[17] - 获得政府合同和新业务的竞争存在一定风险[21] 现金流 - 截至2024年6月30日的十二个月期间，公司经营活动产生的净现金流为4.973亿美元[58] - 截至2024年6月30日的十二个月期间，公司的自由现金流为3.836亿美元[58] - 公司2025财年的经营活动产生的净现金流预计为5.05亿美元[59] - 公司2025财年的自由现金流预计为4.25亿美元[59] 季度业绩 - 2024年第四季度收入为20.38亿美元，同比增长19.7%[6] - 2024年第四季度调整后每股摊薄收益为6.61美元，同比增长24.7%[6] - 2024年第四季度自由现金流为1.35亿美元，同比增长32.1%[6] 资本支出 - 公司2024财年第三季度的资本支出为2,259.5万美元[58] - 公司2024财年的资本支出为6,368.6万美元[58] - 公司2023财年第三季度的资本支出为2,287.3万美元[58] - 公司2023财年的资本支出为6,371.7万美元[58] - 公司2023财年第三季度的MARPA现金流为-2,731万美元[58] 收购 - 收购业务支出9,024万美元[32]

文章核心观点 - CACI International (CACI)和CGI Group (GIB)都是计算机服务行业的公司,投资者需要了解哪家公司目前更具有价值投资机会[1] - 通过Zacks Rank和Style Scores系统的评估,CACI的评级更高,表明其盈利前景更好[3] - 从估值指标来看,CACI的估值水平更加合理,体现了更好的价值投资机会[6][7] 根据相关指标分析 估值指标 - CACI的市盈率(P/E)为20.05,低于GIB的20.41[6] - CACI的PEG率为1.94,低于GIB的2.63,表明其增长性更强[6] - CACI的账面市值比(P/B)为3.06,低于GIB的4.01,显示其股价相对账面价值更加合理[7] 其他指标 - CACI的Zacks Rank为2(买入),高于GIB的3(持有),表明其业绩前景更佳[3] - CACI在估值指标和业绩前景方面均优于GIB,因此更具有价值投资机会[8]

The cybersecurity sector is poised for tremendous growth over the next decade. With cybercrimes continuing to rise at a record pace, cybersecurity stocks represent a compelling long-term investment opportunity. According to management consulting firm Mckinsey & Company, cybersecurity represents a $2 trillion market opportunity. In the wake of high-profile data breaches across various industries, organizations worldwide are spending more than $150 billion annually. Moreover, this figure is projected to grow ...

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Sinenkiy/iStock via Getty Images Introduction Given much of the uncertainty going on in the world today, particularly when it comes to geopolitics and national security, I'm on the hunt to find undervalued investment ideas in companies that will be resilient (or even benefit) from the current environment. One such company I think fits the bill is CACI International Inc (NYSE:CACI), which provides IT and professional services to government clients, specializing in defense, homeland security, and intellig ...

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Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores.What are the Zacks Style Scores?Developed alongside t ...

Wall Street market participants have suddenly turned optimistic on interest rate cuts by the Fed following the recently released soft economic readings. The CME FedWatch tool currently shows a 78% probability of a Fed fund rate cut by 25 basis points in September. This probability was around 62% just a week ago. Moreover, the interest rate derivative tool also shows a 76.5% probability of two rate cuts by the end of 2024.Soft Economic DataThe Department of Labor reported that the U.S. economy added 206,000 ...

CACI International Inc. (CACI) is gaining from the growing adoption of its products and services. Its disciplined business development actions, consistent operational excellence and high customer satisfaction help it win new deals at regular intervals. Most recently, CACI secured an eight-year contract worth up to $2 billion to provide digital solutions for NASA under the NASA Consolidated Applications and Platform Services (“NCAPS”) award. This initiative aims to streamline and centralize 11 IT services ac ...