The company's five-year track record of earnings growth has earned it high regard among market participants. Despite slower EPS growth relative to share price increase, it remains a business to watch in the long term.
CACI International's ROE appears acceptable with growth partly due to this. Although lagging industry growth, substantial reinvestment at high return rates drive respectable earnings growth. Analysts predict similar future earnings growth.
The company's earnings growth track record may have caused improved market views over the past five years. Its recent performance shows potential improvement as indicated by a superior one-year total shareholder return compared to a five-year TSR.
Our Call What's next for A&D? Next RKLB Electron launch scheduled for later in August. Defense budget discussion likely on hold with Congress on recess until September. DSEI defense conference 9/12-9/15 in London. HWM plant tour/investor meeting 9/20. Positive on aero: Commercial aerospace remains one of the best multi-year growth stories in industrials, in our view, with pent-up demand for aircraft driving production higher and ...
CACI国际股票讨论区
专栏A&D Weekly: Next Electron Launch; Budget on Hold Until September
What's next for A&D? Next RKLB Electron launch scheduled for later in August. Defense budget discussion likely on hold with Congress on recess until September. DSEI defense conference 9/12-9/15 in London. HWM plant tour/investor meeting 9/20.
Positive on aero:
Commercial aerospace remains one of the best multi-year growth stories in industrials, in our view, with pent-up demand for aircraft driving production higher and ...
专栏US Top Gap Ups and Downs on 8/10: CPRI, APP, PLUG, TPR and More
Gap Ups
1. $Capri Holdings(CPRI.US)$ - up 51.8%
2. $Applovin(APP.US)$ - up 9.9%
3. $CyberArk(CYBR.US)$ - up 3.4%
4. $南非萨索尔(SSL.US)$ - up 2.6%
5. $西班牙毕尔巴鄂银行(BBVA.US)$ - up 2.4%
6. $西班牙电信(TEF.US)$ - up 1.6%
7. $桑坦德银行(SAN.US)$ - up 1.3%
8. $环汇有限公司(GPN.US)$ - up 1.3%...
2023上半年营收增长9.4%,营业利润增长5%,净利润下滑1.2%。目前19.1倍市盈率TTM和利润增速相比缺乏吸引力。
专栏Today's Pre-Market Stock Movers: HPQ, SNAP, CHWY, BBBY and More
In reaction to earnings/guidance:
• $ChargePoint(CHPT.US)$ +2.8%,$Designer Brands(DBI.US)$ +1.8%,$唐纳森(DCI.US)$ +0.7%
Other news:
• $Cepton(CPTN.US)$ +9.2% (receives non-bindingLolfor a $100mln investment from Koito Manufacturing)
• $Sorrento Therapeutics(SRNE.US)$ +7.2% (receives FDA Fast Track Designation for SP-103(Lidocaine Topical System) 5.4%)
• $Mereo BioPharma(MREO.US)$ +6.7% (sends letter to Rubric Capital...
专栏Top upgrades and downgrades on 4/13
• $博思艾伦咨询公司(BAH.US)$: Goldman Sachs Upgrades to Buy from Neutral - PT $102 (from $83)
• $哈门那(HUM.US)$: UBS Upgrades to Buy from Neutral - PT $520 (from $486)
• $JB亨特运输服务(JBHT.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $230 (from $210)
Downgrades
• $JB亨特运输服务(JBHT.US)$: B.Riley Downgrades to Neutral from Buy - PT $33 (from $62)
• $CACI国际(CACI.US)$: Goldman Sachs Downgrad...
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