CACI FY2026: Revenue +10.9% to $9.6B, net income +7.2% to $535.8M; $42M verdict affirmed, Cisco ruling may bar ATS claims

Filed August 6, 2026 · Period ending June 30, 2026 · Compared to 10-K Aug 7, 2025 · ~2 min read

Key Changes

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  Fourth Circuit affirmed $42M jury verdict in 2-1 decision; Supreme Court's June 2026 Cisco ruling may categorically bar the conspiracy claims underlying the judgment; CACI filed for reversal and dismissal, supplemental briefing pending.

  Legal Proceedings verify on EDGAR →
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  Revenue grew 10.9% to $9.57B; operating income rose 20.4% to $919.8M; net income increased 7.2% to $535.8M (diluted EPS $24.16, +8.2%). Operating cash flow surged 62% to $886.7M, aided by OBBBA's restoration of immediate R&D deductibility.

  MD&A: Financial Results verify on EDGAR →
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  GFY26 appropriations process involved two shutdowns, piecemeal funding, and a $70B reconciliation bill for ICE/CBP available through Sept 2029; GFY27 PBR proposes $1.15T discretionary defense + $350B mandatory defense via reconciliation.

  MD&A: Budget Environment verify on EDGAR →