Why is CACI International (CACI) stock up today?
CACI International surged more than 21% after reporting record fiscal Q4 2026 revenue and earnings that beat analyst estimates by a wide margin.
What happened
CACI International climbed 21.27% to $628.24 on August 6, 2026 — moving from a previous close of $518.03 and touching an intraday high of $645.87 — after the defense IT and intelligence contractor posted fiscal fourth-quarter 2026 results that significantly topped Wall Street expectations. Earnings per share came in at $8.91 versus the consensus estimate of $7.23, a beat of roughly 23%, and the company reported record revenue for the quarter.
The earnings call, held the same morning, highlighted record revenue and what management described as strategic momentum, according to highlights published by GuruFocus. Following the report, Truist analysts said CACI is likely to see a strong second half of fiscal 2027, signaling confidence in the company's forward pipeline of government technology and defense contracts.
The broader market provided little tailwind: the S&P 500 fell 0.18% and the Nasdaq-tracking QQQ dropped 0.37% on the day, as rising crude oil prices following Yemen strikes pulled equities off recent highs. CACI's surge was therefore entirely driven by its own results rather than sector or index momentum, making the earnings beat the clear and dominant catalyst.
As of the close, CACI's market capitalization stood at approximately $13.88 billion. The stock's roughly 21% single-day move is notably large for the company — a web search item noted that CACI has had only 8 moves greater than 5% over the prior year — underscoring how exceptional the earnings beat was relative to market expectations.
The catalysts, cited
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Why is CACI stock going up so much today?
CACI reported fiscal Q4 2026 earnings per share of $8.91, far above the analyst consensus estimate of $7.23, alongside record quarterly revenue. That magnitude of earnings beat drove a wave of buying that pushed the stock up more than 21% in a single session.
What did CACI report in its Q4 2026 earnings?
CACI reported record revenue for the quarter and earnings per share of $8.91, beating the $7.23 Wall Street estimate by roughly 23%. Management highlighted strategic momentum on the earnings call held the morning of August 6, 2026.
Is the whole market up, or is it just CACI?
It is specific to CACI. The S&P 500 fell 0.18% and the Nasdaq (QQQ) fell 0.37% on the same day, meaning the broader market was slightly down. CACI's gain was driven entirely by its own earnings results.
What do analysts say about CACI after earnings?
Truist analysts said following the report that CACI is likely to see a strong second half of fiscal 2027, pointing to the company's forward pipeline of government defense and technology contracts as a basis for that outlook.