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國際股票討論區
專欄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 ...
專欄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. $南非薩索爾(SSL.US)$ - up 2.6%
5. $西班牙畢爾巴鄂銀行(BBVA.US)$ - up 2.4%
6. $西班牙電信(TEF.US)$ - up 1.6%
7. $桑坦德銀行(SAN.US)$ - up 1.3%
8. $環匯有限公司(GPN.US)$ - up 1.3%...
2023上半年營收增長9.4%,營業利潤增長5%,淨利潤下滑1.2%。目前19.1倍市盈率TTM和利潤增速相比缺乏吸引力。
專欄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%,$唐納森(DCI.US)$ +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...
專欄Top upgrades and downgrades on 4/13
• $博思艾倫諮詢公司(BAH.US)$: Goldman Sachs Upgrades to Buy from Neutral - PT $102 (from $83)
• $哈門那(HUM.US)$: UBS Upgrades to Buy from Neutral - PT $520 (from $486)
• $JB亨特運輸服務(JBHT.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $230 (from $210)
Downgrades
• $JB亨特運輸服務(JBHT.US)$: B.Riley Downgrades to Neutral from Buy - PT $33 (from $62)
• $CACI國際(CACI.US)$: Goldman Sachs Downgrad...
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