Business Model Breakdown
How CACI International Inc Makes Money
CACI
Market Cap
$11.3B
Annual Revenue
$2.4B
Profit Margin
5.9%
The Short Version
CACI International Inc. is a leading provider of technology and expertise primarily to the U.S. federal government, including defense, intelligence, and civilian agencies. The company specializes in developing and integrating complex information technology (IT) and communications solutions, offering services such as cybersecurity, digital modernization, enterprise IT, and national security support. CACI earns its revenue through long-term, mission-critical contracts, working to enhance government operations, secure sensitive data, and support national defense initiatives.
Where the Revenue Comes From
Government contracts for IT solutions and services (estimated >95% of total revenue)
Specialized national security support
Digital modernization and cloud migration services
Cybersecurity and intelligence analysis
Who buys: U.S. federal government (Department of Defense, intelligence community, various civilian agencies) and select state/local governments.
Why It Works (Competitive Advantages)
- ✔Specialized government expertise and security clearances
- ✔Long-standing relationships with U.S. federal agencies
- ✔Broad portfolio of mission-critical IT and national security services
- ✔Ability to manage large, complex, multi-year government contracts
Economic Moat: Narrow (Switching Costs (high cost and complexity for government agencies to switch contractors for specialized, integrated systems), Intangible Assets/IP (deep domain expertise, security clearances, proprietary methodologies, and established trust with federal clients), Efficient Scale (large operational footprint and resource base allowing it to bid on and manage contracts that smaller players cannot))
What Our Analysis Says
DVR Score as of May 31, 2026
CACI International is a stable, large-cap government contractor with consistent performance, as evidenced by its Q3 FY2025 revenue growth of 8.5% YoY and an EPS beat. However, the provided real-time market intelligence lacks explicit indicators of 10x growth potential within 3-5 years. The market it operates in, while critical and stable, is not typically characterized by exponential growth unless undergoing a significant disruptive pivot, which is not highlighted. While the company demonstrates solid operational execution and benefits from a strong institutional presence, there are no identified disruptive technologies, vast untapped Total Addressable Market (TAM) expansion, or game-changing competitive advantages that would support such a high growth trajectory. Analyst price targets suggest modest upside (~22%), not a 10x return.