As you might know, CACI International Inc (NYSE:CACI) just kicked off its latest quarterly results with some very strong numbers. It was overall a positive result, with revenues beating expectations by 7.0% to hit US$2.1b. CACI International reported statutory earnings per share (EPS) US$5.33, which was a notable 18% above what the analysts had forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

Taking into account the latest results, the current consensus from CACI International's eleven analysts is for revenues of US$8.29b in 2025. This would reflect a modest 5.3% increase on its revenue over the past 12 months. Statutory per-share earnings are expected to be US$20.59, roughly flat on the last 12 months. Before this earnings report, the analysts had been forecasting revenues of US$8.06b and earnings per share (EPS) of US$20.58 in 2025. So it looks like there's been no major change in sentiment following the latest results, although the analysts have made a modest lift to to revenue forecasts.

The analysts increased their price target 8.4% to US$562, perhaps signalling that higher revenues are a strong leading indicator for CACI International's valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values CACI International at US$577 per share, while the most bearish prices it at US$471. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 7.2% growth on an annualised basis. That is in line with its 7.1% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 6.1% annually. It's clear that while CACI International's revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. They also upgraded their revenue forecasts, although the latest estimates suggest that CACI International will grow in line with the overall industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple CACI International analysts - going out to 2027, and you can see them free on our platform here.

Even so, be aware that CACI International is showing 1 warning sign in our investment analysis , you should know about...

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