CACI International Inc (CACI) Presents at Bank of America Global Industrials Conference 2026 Transcript

Mariana Perez Mora
BofA Securities, Research Division

Welcome, everyone, to this fireside chat with CACI. We are here with John Mengucci, CACI’s President and CEO; and Jeff MacLauchlan, CFO. Thank you both for being here again.

John Mengucci
President, CEO & Director

Thanks for having us.

Mariana Perez Mora
BofA Securities, Research Division

So in these type of conferences, I’d like to start with a broad question usually, and it’s for people in the audience that are more like generalists. Could you please give a quick overview of like who is CACI and what do you guys do?

John Mengucci
President, CEO & Director

Yes. So CACI, we’re a national security company based in Northern Virginia. We are a 60-year-old plus company, been publicly held for about 50 years. 90% of our revenues come from the national security side of the U.S. government budget. 60% of what we deliver is in the technology space, 40% is in the expertise space. We serve 7 markets, very resilient markets. Size of the business has grown to $9.4 billion, 27,000 employees. And our ultimate measure of the success of how the company is run is by measuring free cash flow per share growth. That’s how we make all of our investment decisions. We have a very flexible and opportunistic capital deployment strategy, and that’s how we run the company.