CACI International Inc (NYSE:CACI)

$ 459.88 -0.41 (-0.09%) Market Cap: 10.31 Bil Enterprise Value: 12.07 Bil PE Ratio: 22.79 PB Ratio: 2.81 GF Score: 94/100

CACI International Inc at Robert W Baird Global Consumer, Technology & Services Conference Transcript

Jun 07, 2023 / 05:25PM GMT

Release Date Price: $310.38 (+1.16%)

Transcript

Peter J. Arment

Robert W. Baird & Co. Incorporated, Research Division - Senior Research Analyst

Okay. Thanks, everyone. Good afternoon, everyone. My name is Peter Arment. I'm a senior aerospace defense analyst here at Baird. I'm delighted to have CACI International President and CEO, John Mengucci, who's joining us. Very excited. Thanks, John, for coming. I appreciate it.

So I want to just basically give a little quick overview, just if anyone is not familiar with CACI. John Mengucci, who's been in the role since February of 2012 and widely regarded as one of the best leaders in the government services space.

Last year, CACI celebrated its 60th anniversary as a go-to provider of technology and expertise in the national security and defense market. The company has evolved materially since its inception. When it was really focused on shorter cycle platforms, majority of revenues were driven by billable hours kind of consulting type work.

But nearly -- after nearly 90 acquisitions in a 25-year period, the company's portfolio has been reshaped in the longer-cycle software

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