The following is a summary of the CACI International Inc (CACI) Q1 2025 Earnings Call Transcript:

Financial Performance:

• CACI International reported Q1 FY2025 revenue of $2.1 billion, representing an 11.2% growth, with 9.9% being organic.

• EBITDA margin for the quarter was 10.5%, reflecting a year-over-year increase of 110 basis points, primarily driven by business mix and timing.

• Adjusted diluted earnings per share were $5.93, a 36% increase from the previous year, attributed to greater operating income and lower interest expense.

• Free cash flow for the quarter was reported at $49 million.

Business Progress:

• CACI completed the acquisition of Applied Insight and remains on track to close the acquisition of Azure Summit Technology.

• The company won $3.3 billion in awards during the quarter, with 75% being new work, demonstrating effective business development performance.

• Notable contract wins include two major Navy contracts for engineering and technology services and a significant increase in software defined technology deliveries.

• CACI is executing major programs like IPPS-Army and EITaaS, supporting over 400,000 users and achieving positive customer feedback.

Opportunities:

• The acquisitions of Azure Summit and Applied Insight enhance CACI's capabilities in RF technology and cloud and AI technologies, respectively, providing accretive growth to EBITDA margin and EPS.

• Continued demand for CACI's software defined RF technology and increasing interest in spectrum dominance capabilities indicate opportunities for growth in these areas.

Risks:

• Potential risks include the impact of extended Continuing Resolutions that could delay software defined technology awards and influence quarterly financial performance depending on governmental fiscal policies.

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