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Results: CACI International Inc Beat Earnings Expectations And Analysts Now Have New Forecasts

Results: CACI International Inc Beat Earnings Expectations And Analysts Now Have New Forecasts

业绩:CACI International Inc的收益超出了预期,分析师现在有了新的预测
Simply Wall St ·  04/26 07:47

CACI International Inc (NYSE:CACI) investors will be delighted, with the company turning in some strong numbers with its latest results. Results were good overall, with revenues beating analyst predictions by 4.4% to hit US$1.9b. Statutory earnings per share (EPS) came in at US$5.13, some 7.1% above whatthe analysts had expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

CACI国际公司(纽约证券交易所代码:CACI)的投资者将感到高兴,该公司的最新业绩带来了一些强劲的数字。总体业绩良好,收入比分析师的预期高出4.4%,达到19亿美元。法定每股收益(EPS)为5.13美元,比分析师的预期高出约7.1%。对于投资者来说,盈利是一个重要时刻,因为他们可以追踪公司的业绩,查看分析师对明年的预测,看看对公司的情绪是否发生了变化。因此,我们收集了最新的财报后预测,以了解估计对明年的预测。

earnings-and-revenue-growth
NYSE:CACI Earnings and Revenue Growth April 26th 2024
纽约证券交易所:CACI收益和收入增长 2024年4月26日

Taking into account the latest results, the most recent consensus for CACI International from twelve analysts is for revenues of US$7.70b in 2025. If met, it would imply an okay 5.1% increase on its revenue over the past 12 months. Per-share earnings are expected to climb 15% to US$20.20. In the lead-up to this report, the analysts had been modelling revenues of US$7.66b and earnings per share (EPS) of US$20.50 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

考虑到最新业绩,十二位分析师对CACI国际的最新共识是,2025年的收入为77.0亿美元。如果得到满足,这意味着其收入在过去12个月中增长了5.1%。每股收益预计将增长15%,至20.20美元。在本报告发布之前,分析师一直在模拟2025年的收入为76.6亿美元,每股收益(EPS)为20.50美元。鉴于他们的估计没有重大变化,共识分析师似乎没有在这些结果中看到任何会改变他们对业务看法的内容。

There were no changes to revenue or earnings estimates or the price target of US$406, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic CACI International analyst has a price target of US$464 per share, while the most pessimistic values it at US$355. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting CACI International is an easy business to forecast or the the analysts are all using similar assumptions.

收入或收益预期或406美元的目标股价没有变化,这表明该公司最近的业绩达到了预期。共识目标股价只是个别分析师目标的平均值,因此——可以很方便地看到基础估计值的范围有多广。最乐观的CACI国际分析师将目标股价定为每股464美元,而最悲观的分析师则将其估值为355美元。即便如此,在估计分组相对接近的情况下,分析师似乎对自己的估值非常有信心,这表明CACI International是一项易于预测的业务,或者分析师都使用了类似的假设。

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that CACI International's revenue growth is expected to slow, with the forecast 4.1% annualised growth rate until the end of 2025 being well below the historical 7.0% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 6.3% per year. Factoring in the forecast slowdown in growth, it seems obvious that CACI International is also expected to grow slower than other industry participants.

我们可以从大局的角度看待这些估计值的另一种方式,例如预测如何与过去的表现相提并论,以及预测相对于业内其他公司是否或多或少看涨。我们要强调的是,预计CACI国际的收入增长将放缓,预计到2025年底的年化增长率为4.1%,远低于过去五年的历史年增长率7.0%。相比之下,该行业中其他有分析师报道的公司的收入预计将以每年6.3%的速度增长。考虑到增长放缓的预测,很明显,预计CACI International的增长速度也将低于其他行业参与者。

The Bottom Line

底线

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. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

要了解的最重要的一点是,市场情绪没有重大变化,分析师再次确认该业务的表现与他们先前的每股收益预期一致。从好的方面来看,收入估计没有重大变化;尽管预测表明它们的表现将比整个行业差。共识目标股价没有实际变化,这表明该业务的内在价值与最新估计相比没有发生任何重大变化。

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for CACI International going out to 2026, and you can see them free on our platform here.

根据这种思路,我们认为该业务的长期前景比明年的收益重要得多。我们对CACI国际的预测将持续到2026年,你可以在我们的平台上免费查看。

And what about risks? Every company has them, and we've spotted 1 warning sign for CACI International you should know about.

那风险呢?每家公司都有它们,我们发现了一个你应该知道的CACI国际警告标志。

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。

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