$CACI (+0.86%) lost 10% in the last two days. I see a connection with the recently announced savings target of the future "efficiency minister" Musk in Donald Trump's cabinet, as a large proportion of CACI orders come from US authorities and the military.
Discussion about CACI
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3Wk·
CACI International raises sales forecast for financial year 2025. $CACI (+0.86%)
CACI International Inc (NYSE: CACI), a leading provider of information technology and professional services, reported strong results for the first quarter of fiscal 2025, with revenue increasing 11% to nearly $2.1 billion. The company also raised its revenue guidance for fiscal 2025 to $8.1 billion to $8.3 billion, with a sizable backlog of $32.4 billion, indicating positive long-term growth prospects. Adjusted earnings per share (EPS) are expected to increase to USD 22.89 to 23.78. These results reflect CACI's strategic acquisitions and robust market performance, while emphasizing the company's focus on national security priorities and shareholder value.
Key Takeaways:
- CACI International reported revenue growth of 11% in the first quarter of fiscal 2025 to nearly $2.1 billion.
The company raised its revenue guidance for FY 2025 to USD 8.1 to 8.3 billion, reflecting strong organic growth and acquisitions.
- Adjusted earnings per share are expected to increase to USD 22.89 to 23.78.
- The order backlog increased to USD 32.4 billion, demonstrating robust long-term visibility.
- Strategic acquisitions of Applied Insight and Azure Summit are key to CACI's growth strategy.
- The company remains focused on national security priorities and increasing shareholder value.
Company Outlook:
- CACI expects approximately 89% of fiscal 2025 revenue to come from existing programs.
- The company is confident about its long-term growth potential, with significant offers under evaluation.
- An investor day is planned for November 8th to provide further updates.
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8 Comments
3Wk
Booz Allen Hamilton also presented its quarterly figures today. Operating income +105.5%, net income +128.5%, EBITDA +91.8%. Intelligence Contracting pays.
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3Mon·
Tech is overvalued due to Ki expectations, which cannot be justified at the moment.
Far too many people have "buy now pay later" loans that they shouldn't have. This in combination with inflation, high immo prices and rising Al rates will in my opinion trigger a wave of tenant bankruptcies, which in combination with higher interest rates will lead to bankruptcies for landlords. They will pull their money out of the stock market to secure their property and this will give tech the rest.
Of course it will never go to 0 but I think a 30-50% pullback is quite realistic. When the crash comes, I will buy a Msci world with a leverage of 3 and be happy. Until then it's wait and see and hold a large cash position. I am currently continuing to hold positions as I assume that they will act independently of the market in the above scenario $DRO (+0.22%) and $CACI (+0.86%) . As they are not dependent on the end consumer but on states and armaments are needed when they are needed, regardless of a country's financial situation. $TSLA (+1.19%) I consider this a hedge in the event that I am wrong and the market recovers immediately and in the event that Trump becomes president.
You can follow my portfolio live via the other posts 🤙🏼
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9 Comments
3Mon
How much speculation and doom and gloom do you want to pack into one post? Why don't you show us a few sources that the current credit situation is getting worse and that they are no longer solvent. The latest figures I've seen tend to show the opposite.
Just because the market doesn't perform in July doesn't mean that black swan events have to be conjured up here á la 2008.
Just because the market doesn't perform in July doesn't mean that black swan events have to be conjured up here á la 2008.
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