Annual Meeting of Shareholders - CACI INTERNATIONAL INC

Financial Performance:

• Fiscal Year 2026 revenue grew by 11%.
• Free cash flow reached $735 million, with free cash flow per share growing 68%.
• EBITDA margin was recorded at 12.3%.
• Backlog stands at $32 billion, providing approximately three years of annual revenue.
• Stock price achieved an all-time 52-week high of $683.50.

Guidance and Future Outlook:

• Entered Fiscal Year 2027 with a strong backlog and leading positions in enduring national security markets.
• Strategy emphasizes investing ahead of customer needs in differentiated, software-defined technology.
• Long-term goal involves deploying capital strategically through M&A, share repurchases, and debt reduction to enhance shareholder value.

Business Segments and Product Lines:

• Acquired ARCA to augment space-based sensors, optical systems, and advanced agentic AI capabilities.
• Expansion focuses on strengthening the company's position in the strategically critical space domain.
• Strategy is centered on a "technology-first" approach to national security missions.

Market and Competitive Landscape:

• Ranked 459th on the Fortune 500 and 10th on Washington Technology's list of top 100 federal prime contractors.
• Recognized as one of the world's most admired companies for the 15th time by Fortune.
• Secured over $10 billion in new contract awards, resulting in a 1.1 times book-to-bill ratio.

Risks and Challenges:

• Forward-looking statements are subject to factors that could cause actual results to differ materially from projections, as detailed in SEC periodic reports.
• Specific operational risks or market headwinds were not explicitly detailed in this specific transcript.

Management Commentary and Tone:

• CEO John Mangucci and Chair Lisa Dispro expressed high confidence, describing the fiscal year as "outstanding" and the strategy as "working."
• Tone emphasized the company's evolution into a technology-first national security partner and commitment to national security missions.
• Management highlighted a strong culture characterized by "character and innovation," with nearly 40% of the workforce being veterans or military spouses.

Analyst Questions and Answers:

• No questions were submitted by shareholders via the web portal; the Q&A session was not conducted due to lack of inquiries.

Other Key Points:

• Shareholders voted to re-elect all ten nominees to the Board of Directors.
• Shareholders approved the advisory proposal on executive compensation and ratified PricewaterhouseCoopers as independent auditors for fiscal year 2027.
• The company was recognized by GI Jobs, Military Times, and U.S. Veterans Magazine as a top employer for veterans and received 10 distinctions for career pathways for military-affiliated individuals.