CompanyGraph
CACI supplies specialized technology and mission expertise almost entirely to the U.S. government, earning revenue through contracts priced by cost, time, or fixed scope rather than by selling products or subscriptions.
- Depends onMidstream position: 6 outgoing, 9 incoming connections
- ScaleMarket cap is $13.66B, above the global median of $1.18B
- FinancialsAltman Z-Score 3.88: safe zone
- Interpretations3 currently firing — 3
What this company is and how it runs — written from structure, not news.
CACI sits between government agencies that need technical and mission capability and a network of suppliers, subcontractors, and teaming partners that supply hardware, software, and specialized skills, assembling and directing that capability rather than producing all of it itself.
CACI earns almost all of its revenue from negotiated contracts with government customers that pay based on cost incurred, time worked, or a fixed price for a defined scope, rather than from product sales, subscriptions, or usage-based fees.
CACI grows mainly by winning additional and larger government contracts and by expanding a workforce of specialized, often security-cleared staff, but it also adds scale by acquiring companies that bring in technology platforms and physical capability, so its growth is not purely a story of adding people.
CACI depends on continued federal funding and appropriations, on winning competitively bid contracts, on a supply base of subcontractors and suppliers for materials, hardware, software, and specialized parts, on access to third-party software and data it does not own, and on a workforce of skilled staff who can hold the required government security clearances.
CACI's customers are overwhelmingly parts of the United States federal government, chiefly defense and intelligence agencies along with federal civilian agencies, with state and local government, foreign governments, and commercial customers accounting for a much smaller share.
Among the companies CompanyGraph currently maps, only one other, Cognizant Technology Solutions, is classified as running the same kind of system CACI does, which describes how uncommon this particular way of operating is rather than a claim about what rivals could or could not build.
CACI attributes part of its repeat business to incumbency: staff who already hold the required government security clearances and who have built up specific knowledge of a given agency's policies and operations, which the company names as strengths supporting long-term customer relationships rather than one-off sales.
CACI itself points to the availability of federal funding, its success in competing for contract awards, and its ability to find, clear, and keep skilled professionals as what limits how much work it can take on and deliver, rather than physical production capacity or raw-material access.
By the company's own account, the risk it names first is dependence on the federal government as its customer: a large drop in federal business, or a shift in federal spending priorities and budgets, is the vulnerability it identifies before any other.
CACI operates under continuous government audit and contract-compliance oversight, carries litigation concerning past contract work performed overseas for the government, and is exposed to export-control, sanctions, and trade-policy rules that can limit which suppliers it may use, along with foreign-currency exposure from its international operations.
Read from the company's own filings and public materials (gathered August 2026) together with figures CompanyGraph recomputed from its statements. Written September 2026. A question with no evidence behind it is left out rather than answered.
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Sign inThe reported statements, read against the company's own industry.
3 interpretations currently present — each is a set of fired observations whose alignment reads as one structural pattern. Click an observation to see the numbers behind it.
Screen for these patternsHow does this company use capital?
Rising Operating Income With Low Depreciation on a Capital-Heavy Balance Sheet
Operating income rose four years, with small depreciation on a capital-heavy balance sheet.
Working Capital Pattern
What customers owe has grown three years running, while it clears stock quickly and pays suppliers quickly.
Is this company growing?
Multi-Year Revenue, Profit, And Income Growth
Revenue has risen in each of three years, gross profit in each of four, and it has made a profit in all five.
An interpretation is present only while every observation it reads stays fired (score ≥ 70). It describes what the aligned readings show — never a verdict, never a prediction.
Shared structure with peers — never a ranking.
Structural observations derived from financial data, industry benchmarks, and supply chain position.
Financial Health
Supply Chain
Scale
Companies that share the same coordination system — how they create, deliver, or capture value.
Companies that share active interpretations — structural patterns currently present in both stocks.