CACI国际(CACI)
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Is CACI International (CACI) Stock Undervalued Right Now?
Zacks Investment Research· 2024-04-02 22:41
CACI国际股票表现 - CACI国际目前股票表现良好,拥有Zacks Rank 2 (Buy)和价值评级A[4] - CACI的市净率(P/B)为2.61,低于行业平均值3.14,显示股票被低估[5] - CACI的市销率(P/S)为1.17,低于行业平均值1.29,进一步显示股票被低估[6] - 这些数据表明CACI国际是一只有潜力的价值股[7]
Pentagon Powerhouse - CACI Is A Compounder You Probably Don't Know
Seeking Alpha· 2024-03-31 17:25
Texas Pacific Land Corporation (TPL) - TPL是一家位于Permian盆地的土地所有者,主要从石油和天然气的版税、水资源销售以及其他与美国最快增长的石油盆地相关的活动中获益[1] Horizon Kinetics LLC - Horizon Kinetics LLC持有TPL约17%的股份,是一家管理各种ETF的投资顾问[1] CACI International (NYSE:CACI) - CACI是一家市值超过80亿美元的信息技术公司,主要从美国国防部门等部门获取约50%的收入[4] - CACI在国防行业运营,但不像洛克希尔·马丁(LMT)等工业公司那样,具有资产轻、高利润和持续优于标普500指数的历史[5] - CACI是各种网络安全和国防ETF的持有者,过去十年的回报率超过410%,超过标普500指数约175个点[6] - CACI主要侧重于股票回购和积极的并购,没有支付股息,主要依靠资本收益[7] - CACI成立于1962年,最初是一家模拟技术公司,后来发展成为向政府和商业客户提供专业技术和服务的主要供应商[9] - CACI的收入约50%来自国防部门,30%来自情报界,15%来自其他政府实体,5%来自其他来源[10] - CACI提供广泛的服务,包括数字解决方案、C4ISR、网络安全、工程服务、企业IT和任务支持,同时不断关注新技术的发展[12] - 自2010年以来,CACI不断将重点从“商品化”专业知识转向高度差异化的技术,这有助于提高竞争力和利润率[13] - 自2010年以来,CACI持续提高利润率,收入每年增长10%,稀释后的GAAP每股收益每年增长12%[14] - 尽管国防支出增长有所减缓,但CACI仍然表现良好,因为国家安全和国防相关服务的需求持续存在[16] - CACI拥有一个销售团队,能够销售先进服务,导致持续的订单与账单比率为1.20倍[18] - CACI具有超过90%的再竞标获胜率,这有助于保持业务增长[20] - CACI专注于内部增长、战略并购和通过回购实现资本回报,以保持每股自由现金流的持续增长[21] - CACI拥有BB+的信用评级,预计今年末净债务将达到14亿美元,不到EBITDA的2倍,属于非投资级评级但风险较低[22] - CACI公司在2023年第四季度的财报电话会议中表示,公司拥有大量现金储备,预计自由现金流约为4.1亿美元,相当于其当前市值的5%[24] - 分析师预计CACI公司在2024财年的每股收益将增长8%,2025年将增长12%,2026年将增长10%,并给出了大约410美元的公允股价,当前的共识价格目标为382美元[25] - CACI公司专注于为政府和商业客户提供专业服务,并采用尖端技术,定位于国防行业中的一个弹性玩家,具有稳定的利润率改喜和强劲的现金流生成能力[27]
CACI International (CACI) to Upgrade the US Army's Networking
Zacks Investment Research· 2024-03-22 23:31
CACI International (CACI) recently secured a contract worth $239 million from the U.S. Army to modernize its Global Secure Internet Protocol Router Network. The company is set to upgrade the latter’s commercial solutions for classified technology. This is an ENCORE-3 indefinite delivery, indefinite quantity contract with a one-year base period and four one- year option periods. Under this agreement, CACI will enhance the U.S. Army's network infrastructure by deploying its wireless and uniquely wired technol ...
Earnings Growth & Price Strength Make CACI International (CACI) a Stock to Watch
Zacks Investment Research· 2024-03-12 22:31
Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success. One of our most popular services, Zacks Premium offers 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 like the Earnings ESP filter. All are useful tools to find what stocks to buy, what to sell, and what are today's hottest industries. It ...
Why Is CACI International (CACI) Up 10% Since Last Earnings Report?
Zacks Investment Research· 2024-02-24 01:35
财务表现 - CACI International 上个季度的营收达到了 18.3 亿美元,同比增长 11.2% [5] - 公司第二季度的合同奖项总额为 22 亿美元,其中约 55% 为新业务 [6] - 公司的订单 backlog 达到了 269 亿美元,同比增长 2% [8] 收入分布 - 国防部门贡献了总收入的 74% [9] - 联邦民用机构占 21.3% [9] - 商业和其他客户占 4.7% [9]
CACI Named a Fortune World's Most Admired Company for Seventh Consecutive Year
Businesswire· 2024-02-21 21:15
Fortune magazine has recognized CACI as one of the World’s Most Admired Companies in 2024, commemorating its seventh consecutive year on the list and its 13th appearance since the list’s inception. (Graphic: Business Wire Fortune magazine has recognized CACI as one of the World’s Most Admired Companies in 2024, commemorating its seventh consecutive year on the list and its 13th appearance since the list’s inception. (Graphic: Business Wire RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) an ...
CACI Employees Honored for Excellence in STEM at the 2024 Black Engineer of the Year Awards (BEYA) Global Competitiveness Conference
Businesswire· 2024-02-21 05:15
RESTON, Va.--(BUSINESS WIRE)--CACI International Inc (NYSE: CACI) announced today that 21 employees were honored for their excellence in science, technology, engineering, and math (STEM) at the 38th annual Global Competitiveness Conference for the Black Engineer of the Year Awards (BEYA) held Feb. 15-17 in Baltimore, Maryland. “Our exceptional BEYA honorees share in CACI’s mission to harness our skills and amplify what’s possible for tomorrow,” said John Mengucci, CACI President and Chief Executive Officer. ...
CACI International (CACI) Boasts Earnings & Price Momentum: Should You Buy?
Zacks Investment Research· 2024-02-07 23:31
Zacks Premium - Zacks Premium是公司提供的最受欢迎的服务之一,包括Zacks Rank和Zacks Industry Rank的每日更新,全面访问Zacks 1 Rank List,股票研究报告以及Premium股票筛选工具[2] - Zacks Rank利用季度盈利预期的变化来帮助投资者创建一个成功的投资组合,由四个主要因素组成:一致性、幅度、上涨和惊喜[13] Focus List - Focus List是由50只股票组成的长期投资组合,旨在在未来12个月内击败市场,每家公司都是长期投资者组建个人投资组合的基石[4] - Focus List中的每个股票都附有完整的Zacks分析师报告,解释了每只股票被选中的原因以及为什么我们认为它是长期投资的好选择[5]
CACI to Participate in Barclays Industrial Select Conference
Businesswire· 2024-02-07 23:00
公司参加巴克莱工业选择会议 - CACI国际公司宣布将参加巴克莱工业选择会议[1] - 公司总裁兼首席执行官John Mengucci将于2月21日上午10:20参与问答环节[2] - 会议的现场音频网络直播将在CACI投资者关系网站上提供,并将在之后的90天内发布重播[3] 公司概况 - CACI国际公司拥有23,000名才华横溢和充满活力的员工,致力于为国家安全和政府现代化的最大挑战提供独特的专业知识和技术[4]
CACI to Participate in Citi 2024 Global Industrial Tech and Mobility Conference
Businesswire· 2024-02-06 23:00
公司活动 - CACI国际公司宣布将参加Citi 2024全球工业科技和移动性会议[1] - 公司高管将在2月20日上午9:40进行问答“炉边聊天”[2] - 会议的现场音频网络直播将在CACI投资者关系网站上提供,并将在之后的90天内发布重播[3] 公司信息 - CACI国际公司拥有23,000名才华横溢和充满活力的员工,致力于为国家安全和政府现代化的最大挑战提供独特的专业知识和技术[4]