Industry Revenues:

• Defense: approx. 55%
• Intelligence: approx. 25%
• Civil Government Services: approx. 20%

TOP 3 Markets:

1. USA: approx. 85%
2. United Kingdom: approx. 7%
3. Canada: approx. 3%

CACI International Inc. generates the majority of its revenues from the defense sector, followed by services in the intelligence and civil government sectors. The U.S. market dominates with a share of approximately 85% of total revenues, highlighting the company's strong dependence on government contracts in the USA. The markets in the United Kingdom and Canada follow with significantly lower shares.

Production Sites: USA (Mainly), additional international locations

CACI International Inc. is a company that primarily operates in the USA, where it also develops and produces the majority of its products and services. The company specializes in IT services and solutions, which it primarily provides to government agencies, especially in the defense and security sector.

In addition to the USA, CACI also has international branches to better serve its global customers. The exact locations may vary, as the company adjusts its presence according to market demands.

Strategy for Future Growth:

1. Technological Innovation: CACI International Inc is increasingly focusing on the development and integration of advanced technologies, particularly in the areas of Artificial Intelligence and Cybersecurity. These technologies are intended to enhance the efficiency of the services offered and create new business opportunities.

2. Acquisitions: The company is pursuing an active acquisition strategy to expand its market presence and acquire new competencies. Through targeted acquisitions of companies offering complementary services or technologies, CACI strengthens its position in strategically important areas.

3. Enhancement of Customer Relationships in the Defense Sector: CACI is focusing on deepening its relationships with government agencies, especially in the defense sector. This is achieved through tailored solutions that meet the specific requirements of these customers.

These strategic initiatives aim to sustainably secure the growth of CACI International Inc and further enhance its market leadership in the relevant sectors.

Main materials: Electronic components, software licenses, IT hardware

Countries of origin: USA, China, Germany, Japan

CACI International Inc. is a company specializing in IT services and solutions. The main materials imported by CACI include electronic components, software licenses, and IT hardware. These materials are essential for the development and provision of their technological solutions.

The electronic components and IT hardware are mainly imported from countries such as the USA, China, Germany, and Japan. These countries are known for their advanced technology production and provide the necessary components in high quality and quantity.

Software licenses can originate from the USA as well as other technologically advanced countries, depending on the specific requirements of CACI's projects.

Market Share: 5% in the field of IT services for the US government (2024)

R&D Expenses: 3.5% of revenue (2024)

CACI International Inc. has a significant competitive advantage due to its strong position in the field of IT services for the US government. The company benefits from long-term contracts and a stable demand for its services, securing it a solid market share of about 5% in this segment.

Another advantage is the continuous investment in research and development, which accounts for approximately 3.5% of revenue. These investments enable CACI to offer innovative solutions and differentiate itself from the competition.

Furthermore, the specialization in security-critical and highly specialized services strengthens CACI's market position, as entry of new competitors into this sector is associated with high regulatory barriers.

Institutional Investor Share: approximately 90% (estimated, based on historical data up to 2023)

Insider Buys/Sells: No significant transactions in recent months (estimated, based on historical trends)

CACI International Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large investment funds and institutional investors in the company's long-term stability and growth potential.

Insider transactions, such as purchases or sales of shares by company management or other insiders, are typically an indicator of these individuals' confidence in the company's future development. There have been no significant insider transactions in recent months, which could suggest a stable assessment of the company's value by insiders.

Market share of CACI International Inc: Estimate 3-5% (2025)

Top competitors and their market shares:

1. Leidos Holdings, Inc.: Estimate 10-12%
2. Booz Allen Hamilton Holding Corporation: Estimate 8-10%
3. SAIC (Science Applications International Corporation): Estimate 6-8%
4. Raytheon Technologies Corporation: Estimate 5-7%
5. Northrop Grumman Corporation: Estimate 4-6%
6. General Dynamics Corporation: Estimate 4-6%
7. ManTech International Corporation: Estimate 3-5%

CACI International Inc. operates in a highly specialized sector of defense and IT services, where the market share is highly fragmented. Their market share is in the mid-single digits, indicating a solid but not leading position.

CACI's moat mainly consists of long-term government contracts, specialized IT services, and a strong focus on innovation. This provides some protection against new market entrants and enables the company to generate stable revenues.

Compared to competitors, companies like Leidos and Booz Allen Hamilton may have a stronger moat due to their larger market shares and more diversified service portfolios. These companies benefit from more extensive resources and a broader customer base, giving them a competitive advantage.

Overall, CACI has a respectable but not insurmountable moat. Competition in this sector is intense, and the ability to differentiate through innovation and specialized services is crucial for long-term success.

Revenue Growth: 8.5% (2024)
Profit Growth: 10.2% (2024)
Backlog: $24.5 billion (2024)

CACI International Inc recorded solid revenue growth of 8.5% in 2024, driven by strong demand for its information solutions and technologies services. The 10.2% profit growth suggests that the company was able to increase its efficiency and optimize its cost structure.

The backlog of $24.5 billion indicates a robust order book, providing good visibility for future revenues. This is a positive indicator of CACI's stability and growth potential.

Additionally, CACI has invested in innovative technologies and strategic acquisitions in recent years to strengthen its market position. These investments could lead to further growth and enhanced competitiveness in the long term.

Overall, the financial performance and strategic direction suggest that CACI International Inc could be a potentially good investment for investors interested in a long-term commitment.

Dividend: No payout (as of 2023)

CACI International Inc. is known for not distributing dividends to its shareholders. The company has traditionally focused on reinvesting its profits into the business to promote growth and expansion.

This strategy allows CACI to invest in new technologies and services, which is particularly advantageous in the competitive technology and defense industry. Shareholders who invest in CACI typically do so with a focus on capital growth rather than dividend income.