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CACI International Inc (CACI) Presents at Bank of America...
2026-05-13 · via All Articles on Seeking Alpha

CACI International Inc (CACI) Bank of America 33rd Annual Industrials, Transportation and Airlines Key Leaders Conference May 12, 2026 10:20 AM EDT

Company Participants

Jeffrey MacLauchlan - Executive VP, CFO, & Treasurer

Conference Call Participants

Jordan Lyonnais - BofA Securities, Research Division

Presentation

Jordan Lyonnais
BofA Securities, Research Division

[Audio Gap] the EVP, CFO and Treasurer. So thank you so much for being here.

Jeffrey MacLauchlan
Executive VP, CFO, & Treasurer

You bet. My pleasure.

Question-and-Answer Session

Jordan Lyonnais
BofA Securities, Research Division

So to kick off, it's a mix of investors with the industrial conference. Could you just go through an overview of who CACI is, its key markets?

Jeffrey MacLauchlan
Executive VP, CFO, & Treasurer

Yes. So we are -- we are a national security contractor. About 90% of our revenue focused on national security between the Department of War, the various intelligence agencies in the Department of Homeland Security. We are about 60% technology, about 40% expertise. That's a result of a portfolio evolution that we've had underway for the better part of a decade, where we have moved from being a predominantly government IT services type provider to being a supplier of technology and outcomes and driving that portfolio evolution through both turning and managing the portfolio organically and also through a series of acquisitions, where over the last decade, we've done a number of transactions and have used the balance sheet strategically to reposition the company along the lines I just described.

Jordan Lyonnais
BofA Securities, Research Division

And on that strategic shift to having a bigger technology piece, even though CACI is still in this IT services bucket, could you talk through where those tech pieces are now, what end markets you guys serve there?

Jeffrey MacLauchlan
Executive VP, CFO, & Treasurer

So the