CACI International Inc (CACI) Presents at 47th Annual TD Cowen Aerospace and Defense Conference Transcript

SA Transcripts158.35K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call CACI International Inc (CACI) 47th Annual TD Cowen Aerospace and Defense Conference February 12, 2026 10:45 AM EST Company Participants John Mengucci - President, CEO & DirectorJeffrey MacLauchlan - Executive VP, CFO, & Treasurer Conference Call Participants Gautam Khanna - TD Cowen, Research Division Presentation Gautam KhannaTD Cowen, Research Division Thank you very much. All right. Terrific. Thanks, everyone, for joining us this morning. My name is Gautam Khanna, TD Cowen equity analyst. I cover CACI and a number of aerospace and defense-oriented companies. We're very honored to have with us the leadership team of CACI International, John Mengucci, who's President and CEO; and of course, Jeff, who we all know is CFO. Of course, always on the calls and explaining all the complicated stuff. Question-and-Answer Session Gautam KhannaTD Cowen, Research Division But I wanted -- we only have 30 minutes. So I want to be efficient and just -- if you could just talk at the open, we're getting a lot of questions on the volatility we saw in the stock yesterday and in the market broadly. Any concerns that you guys have? And what's sort of your response to what you saw? John MengucciPresident, CEO & Director Yes. It's the reason why my IR team says, do not check the stock on a daily basis. But look, we're a long-term growth company. So we treat everything that we do with that -- through that lens. Yesterday, I think, was another example of being compared against companies that we share very little alike with, frankly. We can't change our NICs code overnight. So we're a government services company. Everybody expects these certain things from a government services company. So this is who you compete against. Whether that's true or not, this is -- that's the bin that we're in. And sometimes when bad news hits a couple