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インターナショナルに関するコメント
コラム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 ...
コラムUS Top Gap Ups and Downs on 8/10: CPRI, APP, PLUG, TPR and More
Gap Ups
1. $カプリ・ホールディングス(CPRI.US)$ - up 51.8%
2. $アップラビン(APP.US)$ - up 9.9%
3. $サイバーアーク・ソフトウェア(CYBR.US)$ - up 3.4%
4. $サソル(SSL.US)$ - up 2.6%
5. $バンコ・ビルバオ・ビスカヤ・アルヘンタリア(BBVA.US)$ - up 2.4%
6. $テレフォニカ(TEF.US)$ - up 1.6%
7. $バンコ・サンタンデール(SAN.US)$ - up 1.3%
8. $グローバル・ペイメンツ(GPN.US)$ - up 1.3%...
コラムToday's Pre-Market Stock Movers: HPQ, SNAP, CHWY, BBBY and More
In reaction to earnings/guidance:
• $チャージポイント(CHPT.US)$ +2.8%,$デザイナー・ブランズ(DBI.US)$ +1.8%,$ドナルドソン(DCI.US)$ +0.7%
Other news:
• $セプトン(CPTN.US)$ +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%)
• $メレオ・バイオファーマ・グループ(MREO.US)$ +6.7% (sends letter to Rubric Capital...
コラムTop upgrades and downgrades on 4/13
• $ブーズ・アレン・ハミルトン(BAH.US)$: Goldman Sachs Upgrades to Buy from Neutral - PT $102 (from $83)
• $ヒューマナ(HUM.US)$: UBS Upgrades to Buy from Neutral - PT $520 (from $486)
• $JBハント・トランスポート・サービシズ(JBHT.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $230 (from $210)
Downgrades
• $JBハント・トランスポート・サービシズ(JBHT.US)$: B.Riley Downgrades to Neutral from Buy - PT $33 (from $62)
• $CACIインターナショナル(CACI.US)$: Goldman Sachs Downgrad...
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