CACI International Stock Discussion

The company's five-year track record of earnings growth has earned it high regard among market participants. Despite slower EPS growth relative to share price increase, it remains a business to watch in the long term.

CACI International's ROE appears acceptable with growth partly due to this. Although lagging industry growth, substantial reinvestment at high return rates drive respectable earnings growth. Analysts predict similar future earnings growth.

The company's earnings growth track record may have caused improved market views over the past five years. Its recent performance shows potential improvement as indicated by a superior one-year total shareholder return compared to a five-year TSR.

Despite modest insider sharing at CACI International, present patterns hint caution. Absence of insider buying in recent months raises concerns.

Our Call
What's next for A&D? Next RKLB Electron launch scheduled for later in August. Defense budget discussion likely on hold with Congress on recess until September. DSEI defense conference 9/12-9/15 in London. HWM plant tour/investor meeting 9/20.
Positive on aero:
Commercial aerospace remains one of the best multi-year growth stories in industrials, in our view, with pent-up demand for aircraft driving production higher and ...