CACI International Inc (CACI) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript

SA Transcripts158.46K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call CACI International Inc (CACI) Citi's Global Industrial Tech & Mobility Conference 2026 February 17, 2026 2:20 PM EST Company Participants Jeffrey MacLauchlan - Executive VP, CFO, & TreasurerJason Bales - Senior VP & Chief Technology Officer Conference Call Participants John Godyn - Citigroup Inc., Research Division Presentation John GodynCitigroup Inc., Research Division All right, everybody. Thank you for your attention here. We've got the management team of CACI, Jeff and Jason, here with us today. I'm very excited to have you. For those of you that don't know me, my name is John Godyn. I'm the aerospace and defense analyst at Citi. And we've got a good list of topics here to dig into. So I think we'll just hit it. Question-and-Answer Session John GodynCitigroup Inc., Research Division The #1 question I've been getting lately is just about the volatility in defense services. And normally, we won't ask a company about short-term volatility in the stock or in the group. It doesn't really come up as much. But in this case, I think it's kind of interesting because you guys have spent so much time and effort trying to differentiate yourselves from the rest of the peers. And we see that so clearly in the fundamentals, in your growth rate, in your margin profile, even some of the capital allocation that you're doing recently. Maybe a good place to kick off is just to give you the opportunity to dig into that and maybe revisit and explain to the audience all of the ways that CACI is different than the peers. Jeffrey MacLauchlanExecutive VP, CFO, & Treasurer Yes. Thank you, John. Nice to be here this afternoon. That's an interesting question. Part of the answer, and I'll start with the fact that we spend a lot of time explaining questions like this