CACACIEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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CACI earnings call: We are raising our fiscal 2027 revenue guidance by $50 million to between $10.7 billion and $10.9 billion Our fiscal 2027 revenue now assumes approximately $450 million of acquired revenue.CACI国际 (CACI) 电话会：我们将2027财年收入指引上调5000万美元，至107亿至109亿美元之间，当前2027财年收入指引包含约4.5亿美元的收购收入。
Management remarks
Call period: 2027 Q1 · 2026-10-22
Guidance: Jeffrey D. MacLauchlan: We are raising our fiscal 2027 revenue guidance by $50 million to between $10.7 billion and $10.9 billion Our fiscal 2027 revenue now assumes approximately $450 million of acquired revenue.
Demand and orders: John S. Mengucci: With 90% of our revenue coming from national security customers, The priorities we focus on are well funded, and continue to exhibit strong demand signals because they are needs that must be addressed.
Margins: Jeffrey D. MacLauchlan: EBITDA margin in the quarter was an impressive 13.3%, 160 basis points higher than the prior year's first quarter driven by strong program execution and a more favorable mix of higher margin work.
Analyst Q&A
Analyst Rocco J Barbero asked: Hi, good morning. This is Rocco on for Seth. I am looking at the contract mix type. Fixed price work has increased to the low to mid thirties as a percentage of revenue over the last few quarters. How much of that was driven by ARCA versus the overall government push towards fixed-price work? Management John S. Mengucci answered: They are improving margins where a technical risk is understood. I think I might have shared the last couple of quarters that we have had some good deep discussions inside this company. Around if we are gonna be asked to bend the laws of physics, we probably will not take that fixed price. But if it is software based, we understand what it is we are out there delivering. there is no reason why we should not. We got a great track record of strong performance over time.
