CACI jumps on Q3 earnings and higher FY2026 outlook after ARKA close
CACI shares rose after the company reported fiscal Q3 2026 results and lifted full-year guidance following the March 9, 2026 close of its $2.6 billion ARKA acquisition. The quarter ended March 31, 2026 delivered $2.351 billion revenue and $7.27 adjusted diluted EPS, supporting a higher outlook for revenue and EBITDA margin.
1) What’s moving the stock today
CACI (NYSE: CACI) is moving higher after reporting fiscal third-quarter 2026 results and raising its full-year outlook. Investors are reacting to the combination of an earnings beat, stronger underlying (organic) performance, and the guidance lift that incorporates the ARKA Group acquisition that closed on March 9, 2026. (investor.caci.com)
2) The numbers investors are keying on
For the fiscal third quarter ended March 31, 2026, CACI reported revenue of $2.351 billion, net income of $130.4 million, and adjusted diluted EPS of $7.27, alongside EBITDA of $289.7 million (12.3% margin). Management also highlighted 6.8% organic revenue growth year over year, reinforcing that the core business is accelerating even as the company integrates ARKA. (investor.caci.com)
3) Guidance raised and ARKA contribution comes into view
CACI raised full-year guidance, citing the addition of ARKA to revenue expectations and improved expectations for EBITDA margin driven by stronger organic execution. The updated outlook now includes an expected ARKA revenue contribution of about $150 million, plus related transaction expenses and incremental interest expense. (investor.caci.com)
4) What to watch next
Key swing factors for the next leg of the move include pace and profitability of ARKA integration, sustainability of organic growth, and the company’s ability to hit the higher full-year targets while managing financing costs tied to the deal. Investors will also focus on contract timing and federal budget dynamics given CACI’s reliance on U.S. government customers. (investor.caci.com)