-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：CACI在2026財年第三季實現了連續第九個季度調整後每股收益超出預期，營收達23.5億美元（同比增長8%），主要得益於7%的內生增長以及所有業務板塊的強勁表現。調整後稀釋每股盈餘為7.27美元，超出市場預期0.34美元；EBITDA利潤率提升60個基點至12.3%；自由現金流達2.21億美元，反映出強勁的營運槓桿和效率提升。我們認為，CACI向國家安全技術公司的策略轉型使其在持續成長方面佔據有利地位，公司將繼續投資於軟體定義能力，並憑藉嵌入式任務近距離部署帶來的競爭優勢實現持續成長。公司目前擁有330億美元的積壓訂單（年增6%）和40億美元的已提交投標，預計未來兩季將提交價值220億美元的投標，其中超過75%為新業務，因此公司前景依然光明。鑑於 2026 財年收入已實現 98%，且執行勢頭強勁，我們認為 CACI 仍處於有利地位，能夠實現其三年財務目標，並推動股東長期價值成長。
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