CACI International raises FY27 EPS guidance, beats estimates
CACI International projects FY27 adjusted EPS of $32.96-$33.86 and GAAP EPS of $25.74-$26.64, both beating analyst estimates. Revenue is guided at $10.650B-$10.850B, slightly above the $10.707B estimate.

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CACI International announced its financial outlook for fiscal year 2027 on Tuesday, projecting adjusted earnings per share (EPS) in the range of $32.96 to $33.86 and GAAP EPS between $25.74 and $26.64. Both metrics significantly exceed consensus analyst estimates of $30.78 for adjusted EPS and $22.19 for GAAP EPS, signaling strong confidence in the company’s operational performance and profitability trajectory for the coming year.
The New York Stock Exchange-listed firm also provided revenue guidance, forecasting sales between $10.650 billion and $10.850 billion for FY2027. This projection slightly exceeds the analyst estimate of $10.707 billion, indicating expectations of steady top-line growth alongside margin expansion.
Guidance vs. Analyst Estimates
The following table compares CACI International’s official fiscal year 2027 guidance against prevailing market estimates:
| Metric | CACI Guidance | Analyst Estimate | Variance |
|---|---|---|---|
| Adjusted EPS | $32.96 – $33.86 | $30.78 | Positive |
| GAAP EPS | $25.74 – $26.64 | $22.19 | Positive |
| Sales Revenue | $10.650B – $10.850B | $10.707B | Positive |
What the Numbers Show
The divergence between CACI’s EPS guidance and analyst expectations is particularly material. With the midpoint of the company’s adjusted EPS range at approximately $33.41, the outlook implies a potential beat of roughly 8.5% over the consensus figure. Similarly, the GAAP EPS midpoint of $26.19 suggests a beat of over 15% against the $22.19 estimate. This suggests that management anticipates either higher-than-expected operating leverage or favorable cost dynamics in FY2027. Meanwhile, the revenue guidance band encompasses the analyst estimate, implying that the primary driver of the EPS upside is likely efficiency gains or mix improvement rather than a dramatic surge in total contract value.
What specific operational efficiencies or cost-saving initiatives is CACI implementing to drive the projected 15% GAAP EPS beat despite modest revenue growth?
How might the current geopolitical landscape and federal budget constraints impact the renewal rates of CACI's existing government contracts in FY2027?
Will CACI consider accelerating share repurchases or increasing dividends given the significant upside in its earnings guidance versus analyst consensus?

































