财务数据和关键指标变化 - 公司第三季度收入增长11%,其中10.2%为有机增长,其余来自过去12个月内的3次收购 [38] - 第三季度EBITDA利润率为11.3%,较去年同期有显著提升,符合公司下半年利润率将更强的预期 [40] - 调整后每股收益为$5.74,较去年同期增长17% [40] - 第三季度经营活动现金流(不含应收账款融资)为$114百万,DSO为50天,反映了良好的盈利能力和现金管理 [41] - 第三季度自由现金流为$102百万,环比和同比均有增长 [41] 各条业务线数据和关键指标变化 - 公司在国家安全和IT现代化等关键领域保持战略定位,在电磁频谱、软件开发等方面拥有差异化能力 [21][22][23][27][28] - 公司的大型技术项目如Spectral、EITaaS等正在按计划或提前完成交付和部署 [23][27][29][30] 各个市场数据和关键指标变化 - 公司正在积极拓展向北约国家和其他盟友提供软件定义的电子战和信号情报技术 [25][26] - 公司在东欧地区如乌克兰等也在积极推广其软件技术,以满足当地客户的需求 [98] 公司战略和发展方向及行业竞争 - 公司正在执行聚焦关键领域、利用软件快速响应、选择性竞标、提前投资等五大战略举措 [18][19][20] - 这些战略有助于公司实现长期增长,特别是自由现金流增长,从而为股东创造价值 [20] - 公司在电磁频谱、网络现代化等领域拥有差异化优势,有助于获取更多大型长期合同 [21][27] 管理层对经营环境和未来前景的评论 - 政府2024财年预算和补充拨款的通过消除了一些不确定性,预算水平和增长与去年的债务上限协议一致 [15][16] - 国家安全和IT现代化仍是公司的关键重点领域,公司保持良好的战略定位 [17] - 公司正在积极投资开发差异化能力,如软件定义的电子战和信号情报技术,以保持竞争优势 [32][33] 问答环节重要的提问和回答 问题1 **Robert Spingarn提问** 询问公司未来几年的利润率水平是否可以保持在11%左右 [62][63] **Jeffrey MacLauchlan回答** 公司管理和指导利润率是基于全年表现,不会过于关注单个季度的波动,而是关注长期的可持续发展 [63][64][65] 问题2 **Bert Subin提问** 询问导致第三季度利润率提升的具体投资因素,以及未来利润率的波动性 [80][81] **John Mengucci回答** 公司软件技术销售存在一定波动性,这是由于交付时间的不确定性,但长期来看公司将专注于提升自由现金流而非季度利润率 [82][83][84][85][86] 问题3 **Jan-Frans Engelbrecht提问** 询问公司未来在资本部署方面的考虑,包括并购和股票回购 [88][89][90] **John Mengucci回答** 公司将保持灵活和机会主义的资本部署策略,兼顾并购和股票回购,最终目标是提升自由现金流和股东价值 [90][91][92]

CACI International (CACI) reported mixed third-quarter fiscal 2024 results, wherein earnings missed the Zacks Consensus Estimate while revenues beat the same. The national security-related IT solutions and services provider reported non-GAAP earnings per share of $5.13, which missed the Zacks Consensus Estimate of $5.53. However, the bottom line improved 18.5% on a year-over-year basis, primarily due to a rise in operating income and share repurchases, offset by higher tax provision and increased interest e ...

For the quarter ended March 2024, CACI International (CACI) reported revenue of $1.94 billion, up 11.1% over the same period last year. EPS came in at $5.74, compared to $4.92 in the year-ago quarter. The reported revenue represents a surprise of +4.08% over the Zacks Consensus Estimate of $1.86 billion. With the consensus EPS estimate being $5.52, the EPS surprise was +3.99%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

CACI International (CACI) came out with quarterly earnings of $5.74 per share, beating the Zacks Consensus Estimate of $5.52 per share. This compares to earnings of $4.92 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 3.99%. A quarter ago, it was expected that this defense contractor would post earnings of $4.50 per share when it actually produced earnings of $4.36, delivering a surprise of -3.11%. Over the last four quarter ...

Exhibit 99.1 CACI Reports Results for Its Fiscal 2024 Third Quarter and Raises Fiscal Year Guidance Revenues of $1.9 billion, +11% YoY Net income of $115.4 million and diluted EPS of $5.13, +18% YoY Adjusted net income of $129.0 million and adjusted diluted EPS of $5.74, +17% YoY EBITDA margin of 11.3%, +200 basis points sequentially Contract awards of $3.5 billion representing a book-to-bill of 1.8x Raising Fiscal Year 2024 guidance for revenue, adjusted net income, and adjusted diluted EPS RESTON, Va.--(B ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-31400 __________________________________ CACI International ...

CACI International Inc. (CACI) has secured a five-year task order worth $1.3 billion from the Department of Defense (DoD). Under this new contract, CACI will provide communications and IT support to DoD’s U.S. Africa Command (“USAFRICOM”) and U.S. European Command (“USEUCOM”). The company will improve software and hardware, optimize network and communication systems, and support more than 11,000 users across 60 locations in Europe and Africa. This includes enabling cloud services, deploying edge computing, ...

Analysts on Wall Street project that CACI International (CACI) will announce quarterly earnings of $5.53 per share in its forthcoming report, representing an increase of 12.4% year over year. Revenues are projected to reach $1.86 billion, increasing 6.7% from the same quarter last year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. Prior to ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Is CACI International (CACI) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question. CACI International is one of 618 companies in the Computer and Technology group. The Computer and Technology group currently sits at #4 within ...

计算机服务公司比较 - CACI International (CACI) 和 CGI Group (GIB) 是两家备受投资者关注的计算机服务公司[1] - CACI International 的 Zacks Rank 为 2 (买入)，而 CGI Group 的 Zacks Rank 为 3 (持有)[2] - CACI 的盈利预期修订活动更为出色，投资者可以对其不断改单的分析师前景感到满意[3] 价值投资者关注点 - 价值投资者通常关注传统的、经得起考验的数据，以帮助他们找到他们认为目前股价被低估的股票[4]