CACI: Four Straight Beats and a Director Who Sold
CACI International shares surged between 15% and 21% — sources differ — on August 7, 2026, after the government IT contractor reported earnings per share of $8.91, a 23% beat over analyst estimates an
CACI: Four Straight Beats and a Director Who Sold
NEW YORK, August 7 —
CACI International Inc (CACI) reported earnings per share of $8.91 on August 5, a 23.2% beat over the $7.23 analyst estimate, and shares surged between 15% and 21%. The result was the widest positive surprise in four consecutive quarters of beats; seven weeks earlier, a company director had sold shares at $500.38, and those shares now trade above $628.
- EPS of $8.91 beat the $7.23 consensus by 23.2%, the largest positive surprise in four consecutive quarters of beats.
- Director Susan M. Gordon sold 264 shares at $500.38 on June 16; shares now trade above $628.
- Trailing twelve-month revenue of $9.16 billion grew 8.5% year-over-year; free cash flow was $447 million.
The Acceleration Nobody Modeled
CACI International Inc provides technology and mission-support services to U.S. government national security customers across intelligence, defense, and federal civilian agencies; its portfolio spans cyber operations, federal enterprise IT management, spectrum and electronic warfare technology, and space intelligence solutions. Against that steady-contract backdrop, EPS has not just beaten estimates four straight quarters but beaten them with accelerating force: 11.0%, 4.8%, 4.9%, then 23.2%. The pattern suggests either analyst models consistently underestimate contract award timing, or the most recent quarter captured a discrete acceleration in program volume. Either way, $8.91 in a single quarter implies annualized earnings power well above trailing twelve-month EPS of $29.30.
The $500 Sale
Director Susan M. Gordon sold 264 shares at $500.38 on June 16, 2026, collecting $132,100, the only open-market insider transaction in the prior 90 days, with zero purchases to offset it. The sale came roughly seven weeks before the August 5 earnings 8-K triggered the jump above $628. There are two readings. The first: $500 was a reasonable valuation call for a company growing revenue 8.5% annually, and the director simply underestimated earnings power. The second: four consecutive beats with the margin accelerating each period make the reasonable-valuation reading increasingly hard to hold.
| Ticker | Mkt cap | Fwd P/E | 52-wk |
|---|---|---|---|
| CACI | $13.9B | 17.5x | +3.6% |
| SAIC | $5.3B | 11.3x | +3.6% |
| LDOS | $17.0B | 10.3x | -27.6% |
| BAH | $8.9B | 11.0x | -35.1% |
| CW | $26.4B | 41.7x | +58.1% |
| TDY | $31.9B | 25.8x | +24.3% |
Where the Upside Runs Out
The analyst consensus price target of $647.29 sits roughly 3% above the current price, thin air for a stock already up approximately 97% before this week's move. At a forward P/E of 17.3x, the critical question is whether the beat streak represents a structural step-up in earnings or a run of favorable contract timing; $5.62 billion in debt against $0.16 billion in cash tightens the margin for error if growth decelerates. Two June 8-K filings disclosing director and officer changes are a secondary thread worth tracking. Test the valuation against CACI's $447 million in trailing free cash flow with the DCF calculator. Run the free CACI International Inc deep-dive →
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CACI International shares surged between 15% and 21% — sources differ — on August 7, 2026, after the government IT contractor reported earnings per share of $8.91, a 23% beat over analyst estimates and the largest positive surprise in at least four consecutive quarters. The jump arrived roughly seven weeks after a company director sold shares at $500.38, well below where they now trade.